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AMGN

Amgen Inc.

NASDAQ · USHealthcareDrug Manufacturers - General
$364.17-0.58%

Price as of Jul 20, 2026

AMGN analysis

Amgen Inc. stock analysis

Published Drillr research and company-specific analysis. Existing articles keep their current URLs and citation behavior.

  2. Research

    AMGN: Canaccord Holds at $366, Cites GLP-1 Risk

    Canaccord's Hold/$366 initiation spotlights Amgen's 10% FY2025 revenue growth from Repatha/Evenity ramps and Horizon assets, offsetting Enbrel declines. Bull: Pipeline diversification; Bear: Biosimilars/IRA. Fairly valued at ~17x forward EPS.

  3. Research

    LLY: $2.3B Ajax Buy Hedges Mounjaro Patent Cliff

    Eli Lilly's $2.3 billion Ajax Therapeutics acquisition reveals a critical divergence in large-cap pharma M&A strategy that the market has mispriced. While Merck and Pfizer scramble to replace patent cliff revenue with expensive blockbuster acquisitions, Lilly is buying rare-disease optionality from a position of GLP-1 strength. Long LLY versus short MRK/PFE targets 8-12% relative return over six months as earnings reveal the cost of desperate dealmaking.

  4. Research

    Pharma Tariffs: Buy LLY & AMGN, Sell PFE & MRK — Here's Why

    Trump policies eroding Europe's pharma lead via tariffs favor US manufacturing-heavy Eli Lilly and Amgen, with strong growth and margins, while Pfizer and Merck's global chains invite cost squeezes. J&J and AbbVie sit in the middle with diversification. Rank: Buy LLY/AMGN, sell PFE/MRK.

  5. Research

    Pharma Tariffs: LLY and AMGN Win While PFE and MRK Face Margin Squeeze

    Trump's pharma import tariffs shield U.S.-focused drugmakers like Eli Lilly and Amgen from cost hikes while pressuring import-reliant Pfizer and Merck. Analysis ranks six majors by exposure, highlighting financials and guidance. Domestic winners eye margin expansion amid onshoring push.