A Look At Amgen (AMGN) Valuation After New Repatha Data And Zai Lab Oncology Collaboration

Simply Wall St.04-05

Amgen (AMGN) is back in focus after new VESALIUS-CV data on Repatha in high-risk diabetes patients and a fresh oncology collaboration with Zai Lab on a DLL3 targeted regimen for extensive-stage small ...

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See our latest analysis for Amgen. Despite the fresh data on Repatha and the new Zai Lab collaboration, Amgen’s recent 1 month share price return of 5.84% and 1 day move of 1.51% lower suggest some cooling after a stronger 90 day gain of 8.49%. At the same time, the 1 year total shareholder return of 21.9% and 5 year total shareholder return of 63.51% point to a much stronger long term picture. If this kind of pipeline news has your attention, it can be useful to see what else is emerging in related areas using our healthcare focused screener for 36 healthcare AI stocks. With Repatha data in the spotlight, fresh oncology news and a 1 year total return above 20%, Amgen now trades only about 1% below the average analyst target. This raises the question: is there still a buying opportunity, or is future growth already priced in? AdvertisementMost Popular Narrative: 60% Undervalued At a last close of $347.94 against a narrative fair value of $350.03, the widely followed view still sees a sizeable gap between price and long term potential.  Advancements in personalized and targeted therapies, reflected in the robust late-stage pipeline (e.g., MariTide for obesity/type 2 diabetes, Repatha and olpasiran for cardiovascular, multiple bispecific T-cell engagers for oncology), position Amgen to launch high-margin, first-in-class products that drive both top-line growth and margin expansion in the coming years.  Read the complete narrative. Curious what earnings path, margin uplift, and future P/E multiple need to line up for this valuation case to hold together? The full narrative lays out those moving pieces in detail. Result: Fair Value of $350.03 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this bullish setup still faces pressure from drug pricing reform and rising biosimilar competition, both of which could affect margins and erode key franchises. Find out about the key risks to this Amgen narrative. Next Steps With mixed sentiment around growth potential and pressure points, it can be helpful to look at the numbers directly and decide where you stand. To gain perspective on both the potential benefits and the drawbacks, review the 4 key rewards and 1 important warning sign. Looking for more investment ideas? If Amgen has sharpened your focus, do not stop here. Use the wider screener tools to spot other opportunities that fit your style before they move.  Target income potential by scanning for companies with resilient payouts using our list of 13 dividend fortresses. Hunt for quality at a reasonable price with a curated group of 58 high quality undervalued stocks. Prioritize sleep at night holdings by focusing on 68 resilient stocks with low risk scores that aim to limit downside while still offering upside potential.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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