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AMGN

Amgen Inc

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 385.16 Healthcare - Drug Manufacturers - GeneralAWAIT ENTRY
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Position levels

Currenttoday
USD 385.16
Buy <=wait / entry
USD 316.67
Trim >=take some off
USD 390.00
Thesis breakSEC disclosure of a material loss of exclusivity event such as accelerated biosi...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case23%100 / 10023.0
Base case50%62 / 10031.0
Bear case27%10 / 1002.7
Weighted conviction57 / 100 - OPPORTUNISTIC BUY

Top risks

  • Completed acquisition of Horizon Therapeutics for $27.8 billion equity value
  • Q1 2026 total revenues increased 6% to $8.6 billion with product sales up 4%
  • Sixteen products delivered double-digit sales growth and strong 2026 revenue guidance of $37.0-38.4 billion
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.