Amgen's (AMGN) pipeline diversification continues to pay off, improving visibility on out-year growth, RBC Capital Markets said in a Thursday note.
Among the drivers, the report pointed to its established portfolio, the integrated assets Tepezza, Krystexxa, Uplizna, and emerging pipeline including Imdelltra and MariTide.
The report said Repatha, Evenity and Tezspire have all grown between 30% and 50% last year, with Repatha and Evenity still having a long way to go given single-digit penetration in multi-million patient markets.
"AMGN is, in our view, a high quality biotech company on a relative basis as well as from a dividend perspective with steady cash flows and a proven track record," the report said, pointing to general medicines, oncology, immunology & inflammation, and rare disease exposures.
RBC has an outperform rating with a $360 price target.
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