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Anonymous

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Take a browse through the just released 10Q. I don't see a big drug leap anywhere, and the pipeline is not full of promising (money maker) candidates. Although, I do see a necessity of cutting more than they announced earlier. To be fair, Amgen is NOT alone.
 






Anonymous said:
Take a browse through the just released 10Q. I don't see a big drug leap anywhere, and the pipeline is not full of promising (money maker) candidates. Although, I do see a necessity of cutting more than they announced earlier. To be fair, Amgen is NOT alone.
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It's a 3-5 year gig at best with generic epogen, neupogen and enbrel coming soon to the US. There is nothing to fill the gap.
 






Anonymous said:
It's a 3-5 year gig at best with generic epogen, neupogen and enbrel coming soon to the US. There is nothing to fill the gap.
Click to expand...


Sad, isn't it that they apparently didn't have the foresight to fill these eventualities. Prolia/Xgeva may not fill the gap. So where does the bottom line come from? Cuts here and there. Future blockbusters may do the trick but, short on that old pipeline. Can we construe this as dog-paddling?
 






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