Amgen Inc, (AMGN)

Amgen Inc. has offered to purchase up to 10 Billion USD of its outstanding common stock through a Dutch Auction tender offer.

The terms of the offer are as follows (subject to proration):

Minimum bid: 175.00 USD
Maximum bid: 200.00 USD
Accepted bid increment: 1.00 USD

The below options are available to a shareholder:

Option 1 - Take no action

Option 2 - Tender shares at No Specified Price (NSP), less any applicable withholding taxes

Option 3 - Tender shares at Bid Price, less any applicable withholding taxes

Holders wishing to tender their shares at a minimum bid price should make an election under the No Specified Price option, as such an election will be deemed to have been tendered at the minimum bid price.

In order to submit shares at a bid price, shareholders should click on the Change link on the applicable choice line below. This will navigate the user to a new box where both the share quantity and applicable bid price should be entered.

Odd lot priority: No

Conditional Tender Offered: Yes
Conditional Tender Terms: Holder may tender with the condition that a minimum share amount is accepted by the offeror. Shareholders whose shares are conditionally tendered must have tendered all their shares.

Should a holder wish to make a conditional tender instruction, a ticket must be submitted to Customer Service stating the minimum quantity to be accepted. Failure to do so will result in the election being processed with no conditions.

Guaranteed Delivery: Yes
Last day to purchase shares and be eligible to tender: 2018-03-05

The deadline to submit shares to the offer will be 2018-03-05 @ 13:00 (America/New_York).

In the absence of an election, no action will be taken

Hola,

Le he estado echando un ojo. Este es el historial de dividendos de su web:

http://investors.amgen.com/phoenix.zhtml?c=61656&p=irol-dividends

Y aquí el gráfico de evolución del dividendo de Dividend Channel:

image

Un incremento de casi el 23% anualizado.

El ‚Äúproblema‚ÄĚ para mi es el sector. Os he le√≠do m√°s de una vez de que las biotecnol√≥gicas son bastante impredecibles. ¬ŅAlguien la lleva? ¬ŅOpiniones? ¬ŅApta para largo plazo o m√°s para buscar revalorizaci√≥n?

Hace unos d√≠as comentaban que era una de las empresas que mejor hab√≠an aguantado las turbulencias en los √ļltimos a√Īos:

Y la gr√°fica parece corroborarlo:

image

Estas operaciones son interesantes. Básicamente porque las empresa te está diciendo que sus acciones están baratas desde su punto de vista. El sector de la biotecnología y concretamente las tres grandes ( Amgen, Gild y Biogen) se encuentran a unos precios atractivos en este momento.

1 me gusta

¬ŅEstamos ante el pr√≥ximo ‚Äúsuperventas‚ÄĚ de Amgen?

Amgen Announces First Clinical Data Evaluating Novel Investigational KRASG12C Inhibitor AMG 510 At ASCO 2019

Amgen (AMGN) is up in early trade on heels of positive, but not overwhelming, data from a Phase 1 clinical trial evaluating KRAS inhibitor AMG 510 in patient with locally-advanced or metastatic KRASG12C -mutant solid tumors. The results were presented at ASCO in Chicago.

In 10 evaluable patients, five showed partial responses (50% response rate) while four experienced stable cancer implying a 90% (n=9/10) disease control rate.

The safety profile was favorable.

The company will host a webcast this evening at 7:30 pm ET to discuss the data presented during the conference.

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Amgen Reports Second Quarter 2019 Financial Results (30/07/2019)

  • Total revenues decreased 3% to $5.9 billion in comparison to the second quarter of 2018 reflecting increasing competition due to patent expirations.
  • GAAP earnings per share (EPS) increased 3% to $3.57 benefited by lower weighted-average shares outstanding.
  • Non-GAAP EPS increased 4% to $3.97 benefited by lower weighted-average shares outstanding.
  • Non-GAAP operating income decreased 5% to $3.0 billion and non-GAAP operating margin decreased 1.8 percentage points to 53.3%.
  • The Company generated $1.3 billion of free cash flow in the second quarter versus $1.9 billion in the second quarter of 2018 driven primarily by an advanced tax deposit payment.
  • 2019 total revenues guidance revised to $22.4-$22.9 billion; EPS guidance to $12.10-$12.71 on a GAAP basis and $13.75-$14.30 on a non-GAAP basis.

2019 Guidance

For the full year 2019, the Company now expects:

  • Total revenues in the range of $22.4 billion to $22.9 billion.
    • Previously, the Company expected total revenues in the range of $22.0 billion to $22.9 billion.
  • On a GAAP basis, EPS in the range of $12.10 to $12.71 and a tax rate in the range of 13% to 14%.
    • Previously, the Company expected GAAP EPS in the range of $11.68 to $12.73 and a tax rate in the range of 13% to 14%.
  • On a non-GAAP basis, EPS in the range of $13.75 to $14.30 and a tax rate in the range of 14% to 15%.
    • Previously, the Company expected non-GAAP EPS in the range of $13.25 to $14.30 and a tax rate in the range of 14% to 15%.
  • Capital expenditures to be approximately $700 million.
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4 me gusta

Toma ya, pierdo por BMY, que el mercado no se lo ha tomado mal, y gano por AMGN, que elmercado tampoco se lo toma mal. Todo queda en casa.

Que movidito esta el sector farmas.

2 me gusta

Buen valor, y buena oportunidad de compra por debajo de 170$

1 me gusta