Skip to main content
No. of Recommendations: 0
Amgen's main drug Aranesp/Epogen kills people. That's the impression I get from reading all the press releases and recent filings.

Who in the hell dare to take those things again? Aranesp/Epogen makes up 30-40% of Amgen's revenue. I think it's likely that Amgen will lose this part of the revenue. So that makes Amgen's pipeline all the more important, but what does the company have? Here is the link: http://www.gene.com/gene/pipeline/status/ and here is the pipeline for Genentech: http://www.gene.com/gene/pipeline/status/

Amgen's market cap is $50B, with 30-40% revenue in jeopardy and a very lean pipeline.

Genentech's market cap is $70B, with some of the best cancer drugs (Avastin, Herceptin) available in the world and a much fuller pipeline.

Which company is more attractive?
Print the post  

Announcements

BMW METHOD EVENTS

The 2009 BMW Method Conference has been cancelled, due to minimum attendance numbers not being met. We hope to continue the annual BMW Method Conference tradition next fall.

Learn about the first four conferences on the BMW Method Website.

The BMW Method FAQ

BMW Method Website
Annual Conference Videos and Other Resources & Services
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.