Amgen Inc. (AMGN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Amgen Inc. (AMGN)

AMGN 338.36

+0.2%

Dec 2 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: nnillionaire who wrote (582)	7/2/1998 11:10:00 AM
From: Harold Engstrom	Read Replies (1) of 1906

You're right, Dennis. That is the definition of a pipeline, and I don't mean to sound negative about Amgen relative to other companies. In fact, Amgen is a better bet than almost all biotechs. It pipeline is poor relative to what a $16B biotech's pipeline should be, but not a poor pipeline. Leptin and their immune system drug seem like the most promising products. But that seems like pretty slim pickings and in light of promising developments at other companies it appears that Amgen will see real competition in the epogen and nupogen markets. Tough call as to what company has the best pipeline. I am invested in only a couple of biotechs and don't really want to hype what I own. But, I guess I would look at the comments of the most knowledgeable people here at SI like those who post on the VD Model Portfolio thread and see what they like and why they like it. I don't own any Ligand and only recently bought a small position in Sepracor, but both companies have what appears to be a fat pipeline and good risk/reward ratios - and both have drug discovery methodologies.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next