Fair Value Distribution — percentile bands
96.9% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
1.0%/yr
±4.1% · revenue growth to justify current price
FCF-Based Reverse DCF
3.6%/yr
±3.4% · FCF growth to justify current price
THE GAP
Market pricing margin compression or rising capex
Upgrade to premium for full distribution data, sensitivity analysis, and segment breakdowns.
Sign in to unlockAmgen Inc.
No Eagle analysis yet. Request a full review including conviction score, bull/bear cases, and thesis.
No analysis yet
No analysis yet
Product sales .1B (+9.7% YoY) driven by Horizon integration. Core headwinds: Prolia/XGEVA patent expiry (Feb/Nov 2025), ENBREL IRA pricing kicking in Jan 2026, Otezla IRA 2027. Bull catalysts: MariTid...