AMGN Stock Research, Signals & Filings

Drillr aggregates AI research, SEC filings, earnings signals, alt-data and financial tables for AMGN. 4 published articles.

Latest Research

  1. 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.

  2. 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.

    LLYMRKPFE

  3. 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.

    LLYABBVJNJ

  4. 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.

    LLYABBVJNJ

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