Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Amgen Shares Spike 15% as “Dmab” Lives up to its Promise (AMGN)

Shares of Amgen (Nasdaq: AMGN) are soaring today following the news that a Phase III trial of the company’s Denosumab drug for osteoporosis showed superior effects in treating adverse bone reactions in patients with advanced forms of breast cancer.
In the trial summary data released after Tuesday’s close, “Dmab” went head-to-head with the existing treatment option, [...]

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Surprise Volatility – The Option Sellers Worst Nightmare (Fusion Investing and Analysis, 7/8/09)
Amgen on the Hot Tamale Train (Fusion Investing and Analysis, 7/28/09)
(AMGN) Amgen Awaits US Food and Drug Administration Action on Osteoporosis Drug Candidate (Stock Blog Hub, 2/24/10)
Read more on Amgen at Wikinvest

Amgen Reminds Us of Its Biotech Bloodlines; Analyst Day Notes (AMGN)

Amgen (AMGN) is one of the founding fathers of biopharma, but after showing its age in recent years with slowing drug sales and swirling safety concerns, share valuations have fallen dramatically from the high-20’s level Amgen once commanded.
We haven’t treated this company like a biotech in a long time, but Amgen is actually trading up [...]

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These Biotech Stocks Are Just What the Doctor Ordered (Investment U, 1/28/10)
“Make 66% On This Biotech Stock By May 1″ Steve Christ (Stock Gumshoe, 12/18/09)
Top drug innovations: 2008 edition (Pharma's Cutting Edge, 12/16/08)
Read more on Amgen, Biotechnology at Wikinvest

U.S. Stocks Fight the Good Fight Today, With Several Success Stories

After seeing index futures crack the circuit breaker to the downside before the U.S. markets opened this morning, the S&P, Dow, and Nasdaq all held their ground through the trading session. Given the intense selling action in global markets prior to our opening, and the unprecedented forex activity between the USD, Yen & Euro, I [...]

Amgen Answering the $30 Billion Riddle…Lean Towards Biotech (AMGN)

Amgen was a rare earnings bright spot yesterday, and was sporting a much more biotech look than we’ve seen from the company in some time. As Amgen handily beat top and bottom-line expectations, investors are left to decide if this company trading for 11x current year estimates deserves a multiple expansion that would put it [...]

Adding Amgen to Secular Trends Portfolio

I’ve kept a close eye on my watchlist in the past two days, hoping to find some deals in the many sectors I have yet to represent in the portfolio. Amgen this morning is breaking above its high for the year, and that kind of strong action on a day like this spells a new [...]