WHAT NEXT ?

Discussion in 'Amgen' started by Anonymous, Dec 30, 2010 at 12:30 PM.

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  1. Anonymous

    Anonymous Guest

    Amgen closed the first business day (1-4-10) at $57.72. As of this post (9:17 am, 12-30-2010), the price is about $55.60. That means we lost ground holding this stock since the beginning of the year.

    Where do you think the company is headed when it can't even grow in value? Denosumab is are only hope for growth and even that is off to a slow start. EPO/Aranesp are declining in sales and Enbrel is barely holding on. And one poster has asked what the Xgeva bonus will be. I don't see anything to write home about.

    I predict more layoffs and overhead chopping.
     

  2. Anonymous

    Anonymous Guest


    What good is it when the company gives you share bonuses and it's under water? How do we benefit if the company won't give us dividends? Instead they buy back shares which have had no positive impact on the price! But it sure has on the downside. Put more money in and get less back.
     
  3. Anonymous

    Anonymous Guest

    But just wait and see what the BOD gets for bonuses.
    I can't wait to see the spin on how thsy exceeded thier goals this year.
     
  4. Anonymous

    Anonymous Guest

    You can bet that they will be put in a light that looks like we couldn't have done it without their wisdom and positive actions. Makes me VERY sick!

    The immediate worry should be the possibility of Amgen buying another loser company that will take years to pay down. Don't say, "remember the Alamo". Instead, "remember Immunex"!
     
  5. Anonymous

    Anonymous Guest

    The problem with the Immunex acquisition wasn't related to value added but rather stemmed from the structure of the deal. Enbrel sales have exceeded expectations, but Amgen hasn't reaped a proportional benefit. And the proportion of the current pipeline derived from Immunex/AWA research is larger on a per-FTE basis than that of any other research site including ATO!
     
  6. Anonymous

    Anonymous Guest

    I know that deal backward and forward. Any way you cut it, Amgen lost and will continue to lose as the break even won't take place for years. The prospectus reads 17 billion dollars to purchase and part of that went to a cash payment of $4.50 a share. That's dilutive.

    The actual net for Enbrel sales is about ten percent. Remember, the deal went down with Amgen splitting the take 50/50 for the U.S. and Canada. The rest (the world) went to Wyeth. Very poor deal!
     
  7. Anonymous

    Anonymous Guest

    What a surprise.
     
  8. Anonymous

    Anonymous Guest


    Clean out the management (top ones to bottom ones), and get some good stewardship. We can't afford more Immunex disasters. Maybe we have a viral infection.
     
  9. Anonymous

    Anonymous Guest

    Life is hard
     
  10. Anonymous

    Anonymous Guest

    Onyx is a bust? What for $10 billion?? That's why all the layoffs, Bob Brataway goofed and now jobs pay the price.
     
  11. Anonymous

    Anonymous Guest

    California Socialism is better. Get a VW CamperVan and hangout out @ Brochard and 101, collect SUI. Life is good!
     
  12. Anonymous

    Anonymous Guest

    Evolocumab!
     
  13. Anonymous

    Anonymous Guest

    Wrecka
     
  14. Anonymous

    Anonymous Guest

    That's why you....
    LIVE FREE AND DIE HARD!
     
  15. Anonymous

    Anonymous Guest

    Five U.S. soldiers who are Special Operations Forces

    Me
    D
    Te
    C
    HY
    .com
     
  16. Anonymous

    Anonymous Guest

    Wrecka is to blame, she should be kicked to the curb. No where for the shit to roll but to you