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Jim Cramer Says Amgen (AMGN)’s New Drug Has Good Data
Yahoo Finance· 2025-11-18 13:45
We recently published 8 Stocks Jim Cramer Discussed & Mentioned An Important Quantum Computing Development. Amgen Inc. (NASDAQ:AMGN) is one of the stocks Jim Cramer discussed. Cramer has recently started to discuss pharmaceutical giant Amgen Inc. (NASDAQ:AMGN) more frequently. Most of his discussions surround the firm’s Repatha drug that aims to reduce cholesterol and prevent adverse cardiovascular events. In a November 11th appearance, the CNBC TV host commented that Amgen Inc. (NASDAQ:AMGN), along with ...
This Sector Is Suddenly Crushing the Broader Market. Should You Invest $1,000?
The Motley Fool· 2025-11-17 10:25
Core Insights - The healthcare sector has significantly outperformed the broader market, with the S&P 500 Healthcare Sector index rising over 6% since mid-October, compared to a mere 0.05% increase in the S&P 500 index [1] Group 1: Performance Drivers - Major pharmaceutical companies like Novo Nordisk and Eli Lilly have positively impacted the sector by securing a deal with the Trump administration, allowing them to avoid tariffs for three years and gain access to Medicare and Medicaid patients for their GLP-1 drugs [3] - Eli Lilly's third-quarter results exceeded Wall Street expectations, leading to a 27% increase in its share price over the past month, significantly influencing the sector's performance due to its large market cap [4] - Pfizer also entered a similar agreement with the White House, resulting in a 4% increase in its stock price over the past month [5] - AbbVie reported strong quarterly results, with a 6% increase in its stock price, and projected significant future revenues for its drugs [6] - Amgen's stock surged nearly 15% after reporting better-than-expected revenue and earnings, with its cholesterol drug showing promising results [7] Group 2: Market Sentiment - There is a noticeable flight to safety among investors, as concerns about market overvaluation grow, leading to increased interest in defensive stocks like healthcare [8] - The healthcare sector, along with consumer staples and energy, has outperformed technology and consumer discretionary sectors, indicating a shift in investor sentiment [9]
Jim Cramer on Amgen: “Why Not Go Buy That?”
Yahoo Finance· 2025-11-14 16:13
Amgen Inc. (NASDAQ:AMGN) is one of the stocks Jim Cramer mentioned in his latest comments. Cramer highlighted the company’s breakthrough medicine, as he remarked: “We had Amgen on the show the other day, announcing a breakthrough in Repatha, its every other week injection squelches cholesterol to a level where it helps prevent heart attacks. Why not go buy that?” Photo by Yiorgos Ntrahas on Unsplash Amgen Inc. (NASDAQ:AMGN) delivers human therapeutics for conditions such as cancer, cardiovascular dise ...
Why Amgen Stock Edged Past the Market on Thursday
Yahoo Finance· 2025-11-13 22:36
Key Points It appears that some investors took a pair of new and bullish pundit takes to heart. One of the pair was a famous stock picker who appears regularly on TV. 10 stocks we like better than Amgen › The stock of pharmaceutical company Amgen (NASDAQ: AMGN) didn't exactly have a banner trading session on Thursday. In closing the day nearly flat, however, to notch a slight beat on the S&P 500 (SNPINDEX: ^GSPC). The benchmark indicator slumped by almost 1.7% on Thursday. Amgen was mentioned posit ...
Jim Cramer Shows Confidence in Amgen
Yahoo Finance· 2025-11-13 17:09
Amgen Inc. (NASDAQ:AMGN) is one of the stocks Jim Cramer recently put under a microscope. Cramer showed quite a bullish sentiment toward the company’s stock, as he remarked: “If you want to venture beyond what we call the CPG, consumer packaged goods, world, I think you’d do very well with owning J&J or Amgen… Amgen’s working on cholesterol with its Repatha injection, and it’s doing something very different with weight loss that could lead to terrific outcomes. They both have yields, more than 2.7%. How s ...
Cramer's Stop Trading: Amgen
CNBC Television· 2025-11-13 15:30
Well, it's a jailbreak from tech. And where are they going. Well, if you take a look at a stock like Bob Bradley was on the CEO, they've got a new uh really good data about lowering cholesterol, much lower with Rapatha, and it's going to be part of the Trump RX.And this is what they're going to. Now, do I buy the parabolic move. No.But you need to realize that the money's staying in the market. It's just going to places it hasn't been to in a long. >> All right.You see Lily today, fresh all-time high. Talk ...
A Closer Look at Amgen's Options Market Dynamics - Amgen (NASDAQ:AMGN)
Benzinga· 2025-11-13 15:02
Core Insights - High-rolling investors are bullish on Amgen (NASDAQ:AMGN), indicating potential privileged information influencing their trading decisions [1] - The sentiment among major traders is predominantly bullish, with 75% of options trades being calls and only 0% bearish [2] - Significant price targets for Amgen have been identified, ranging from $290.0 to $400.0 over the last three months [3] Options Trading Activity - A total of 8 options trades were detected for Amgen, with a notable imbalance favoring calls over puts [1][2] - The total trade price for the identified options includes $422,130 for calls and $30,600 for a put [2] - Recent options trades include various strike prices, with significant trades such as a bullish call for $400.00 expiring on January 16, 2026, totaling $180.6K [8] Company Overview - Amgen is a leader in biotechnology, known for its therapeutics including Epogen, Neupogen, and Enbrel, among others [9] - The company has expanded its portfolio through acquisitions and recent drug launches, including treatments for cancer and rare diseases [9] - Amgen's current market position is supported by expert ratings, with an average target price of $314.67 from three analysts [11][12] Current Market Status - Amgen's stock is currently trading at $337.81, reflecting a 0.45% increase [14] - The stock's trading volume is reported at 163,220, with RSI readings suggesting it may be overbought [14] - Anticipated earnings release is scheduled in 82 days, which may impact future trading activity [14]
NewAmsterdam Pharma Company (NasdaqGM:NAMS) 2025 Conference Transcript
2025-11-12 14:02
Summary of NewAmsterdam Pharma Company Conference Call Company Overview - **Company**: NewAmsterdam Pharma Company (NasdaqGM:NAMS) - **Event**: 2025 Conference on November 12, 2025 - **Key Speakers**: CEO Michael Davidson, CFO Ian Somaiya Industry Insights - **Industry**: Lipid management and cardiovascular health - **Recent Event**: Discussion of the Freselius trial presented at the American Heart Association (AHA) conference, highlighting significant advancements in lipid treatment guidelines Core Points and Arguments 1. **Freselius Trial Results**: - Reported a 25% reduction in three-point MACE and a mortality benefit, which is a significant improvement over the previous FOURIER trial that showed only a 15% relative risk reduction without mortality benefit [2][3] - The trial's findings are expected to broaden the population guidelines for LDL cholesterol management, suggesting targets below 55 mg/dL, potentially even 40 mg/dL [3][4] 2. **PREVAIL Trial Design**: - The PREVAIL trial is designed to run longer (4.6 years) to capture adequate event data, similar to the successful approach of the Freselius trial [4][5] - The trial aims to validate the LDL-lowering benefits and their correlation with reduced myocardial infarction rates [5] 3. **Market Expansion**: - The new guidelines will effectively double the market for LDL-lowering treatments, as they will include patients with atherosclerotic disease regardless of prior heart attacks or strokes [9] 4. **Oral PCSK9 Developments**: - Merck's oral PCSK9 treatment shows promise but has limitations similar to Rybelsus, which may affect patient adherence [11][12] - NewAmsterdam believes its fixed-dose combination (FDC) will achieve better LDL lowering with easier administration [12] 5. **BROADWAY Trial Outcomes**: - NewAmsterdam's BROADWAY trial demonstrated a 21% MACE benefit, suggesting that their drug offers additional benefits beyond LDL lowering [14][24] - The company is optimistic about matching or exceeding this benefit in the PREVAIL trial [24] 6. **Regulatory Strategy**: - NewAmsterdam plans to engage with the FDA regarding the timing of filing for PREVAIL outcomes data, which could be included in the product label [19] - The European filing by partner Menarini has been accepted, with expected approval in the second half of next year [19] 7. **LPL-A and Alzheimer's Research**: - The company is exploring the potential of obicetrapib in treating Alzheimer's, particularly in high-risk populations [47][48] - There is significant interest from the Alzheimer's community regarding the drug's potential benefits [48] 8. **Market Opportunity**: - The lipid market is substantial, with 30 million individuals in the U.S. diagnosed with hypercholesterolemia, many not at treatment goals [42] - NewAmsterdam estimates an $8 billion market opportunity for its drug, supported by the ability to treat a wide range of patients with elevated LDL and LPL-A [42][43] 9. **Competitive Landscape**: - The company acknowledges the presence of other PCSK9 therapies but believes its product offers superior benefits and ease of use [16][45] - The evolving landscape of lipid treatments, including oral options, is expected to expand the overall market rather than cannibalize existing products [45] Additional Important Insights - **Patient Compliance**: NewAmsterdam is actively monitoring trial execution metrics and ensuring high patient compliance through site visits and support [37][39] - **Future Directions**: The company is committed to launching obicetrapib independently to maximize value and is optimistic about its strategic position in the lipid space [51]
NewAmsterdam Pharma Company (NasdaqGM:NAMS) FY Conference Transcript
2025-11-11 16:30
Summary of NewAmsterdam Pharma Conference Call Company Overview - **Company**: NewAmsterdam Pharma (NasdaqGM:NAMS) - **Event**: FY Conference on November 11, 2025 Key Industry Insights - **Lipid Management**: The conference highlighted significant advancements in lipid management, particularly in the context of cardiovascular disease prevention. The recent American Heart Association (AHA) meeting emphasized the importance of LDL lowering and its correlation with mortality benefits, which is expected to shift treatment guidelines towards more aggressive LDL targets [6][54]. Core Points Discussed 1. **Mortality Benefit Evidence**: New studies have shown that aggressive LDL lowering can lead to mortality benefits, particularly in broader high-risk populations, which opens up new market opportunities for NewAmsterdam's products [6][54]. 2. **Prevail Study Design**: The Prevail study is designed to track event rates similar to previous successful studies, with a focus on achieving a significant reduction in cardiovascular events. The company is confident in the study's design and its potential outcomes [20][21][12]. 3. **Market Competition**: The competitive landscape includes Merck's oral PCSK9 inhibitor, which has shown promising LDL lowering results. However, NewAmsterdam believes its product, Obsettra, offers unique benefits, including Lp(a) lowering and potential Alzheimer's disease benefits, which could differentiate it in the market [13][15][47]. 4. **Regulatory Strategy**: NewAmsterdam plans to align its NDA submission with the completion of the Prevail study to ensure that the most relevant data is available at launch. The timing of the NDA submission is contingent on event tracking and FDA feedback [41][42][43]. 5. **Future Studies**: Additional studies, including Rubin and Rembrandt, are planned to further explore the drug's benefits in specific populations, particularly those with high Lp(a) levels and diabetes [44][45]. Additional Important Insights - **Market Growth Potential**: Analysts predict a significant market growth for lipid-lowering therapies, estimating a market size of $4 billion to $5 billion for both Merck and AstraZeneca, which NewAmsterdam aims to capture with its innovative approach [15][16]. - **Patient Compliance Concerns**: The discussion highlighted the challenges of patient compliance in real-world settings compared to clinical trials, which may affect the uptake of new therapies [13][14]. - **Emerging Technologies**: The future of lipid management is expected to be transformed by new technologies and therapies, including gene editing approaches, which could significantly impact cardiovascular disease prevention [54]. Conclusion NewAmsterdam Pharma is positioned to capitalize on the evolving landscape of lipid management with its upcoming product, Obsettra. The company is focused on leveraging new evidence supporting aggressive LDL lowering, maintaining a strategic approach to regulatory submissions, and preparing for a competitive market environment. The insights from the AHA meeting and ongoing studies will play a crucial role in shaping the company's future trajectory in the healthcare sector.
Amgen CEO talks trial results of cardiac drug Repatha
CNBC Television· 2025-11-11 00:40
All right. So, Bob, I think that uh people have to understand that there is no level of cholesterol that's good. That's something we've determined, but there's no way to get it down to the level that would make it so it's insignificant except for with your drug.Well, Jim, I think what we've demonstrated with the data that we shared this weekend is that when it comes to preventing uh, for example, heart attacks, uh, by lowering LDL to a target of 45, a median of 45, we were able to reduce by 36% the risk of ...