Amgen
Trump Hates Them – We Love Them
Despite Trump’s attacks, pharmaceutical stocks like Amgen, Allergan, and Gilead remain durable businesses with pricing power and growth tailwinds.
Amgen – Biology vs. Chemistry
Amgen stock shows why biotech beats pharma - slower patent cliffs, strong pipeline, solid balance sheet, and growth tailwinds from aging demographics.
Good Company vs. Good Stock
In the long run, the performance of a stock in isolation is the product of fundamentals and valuation.
