I am running a bit behind, but just finished:
Amgen (AMGN) analyst conference call report
My general impression was positive. Moving the needle at Amgen is a big deal, but they have a big pipeline, with a lot of data from Phase III trials coming out this year. That should mean revenue ramps in 2015. Lots of Phase II and Phase I trials underway as well.
For a long-term investor it looks like a no-brainer. However, I don't currently hold AMGN. It is one of several biotechnology stocks on my short list for my next investment round, some time after earnings season ends.
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