Stanlan

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Sun Dec 9th 19:29 PM | Rating: 0 0
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Andy Grove: Rich, Famous, Smart and Wrong About Drugmakers

If it were only that easy. Tech companies don't have to go through 3 Phases of research studies and then go through a complex regulatory approval process.
If my hard drive crashes, it sucks but I'll live.
Not necessarily the case if the medication I'm taking fails me.

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Thu Dec 6th 21:40 PM | Rating: 0 0
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4 Reasons Amgen Looks Anemic

Wow this seems to be totally out of left field...weak pipeline, says who?
They're pipeline is fairly extensive, Denosumab being the most promising agent with blockbuster potential.
Slowing revenue growth? Let's not forget, the population is aging, not getting any younger, the baby boomer onslaught is at its very beginning. The incidence of diabetes is increasing, along with its complications such as end stage renal disease.
Epogen and Aranesp are not going away and will continue to drive revenues for now. - other than Procrit (which is basically Epogen), there is NO ALTERNATIVE. This is a company whose drugs are needed now more than when they were first introduced.

Amgen doesnt need to do a whole lot to increase shareholder value other than trek on as it is. Revenues will remain steady and gradual increase, eroding the current uncertainty that surrounds the stock, and allowing share value to increase.

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