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StockCentral :: Community
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Join in on the discussion with other like-minded investors in our community forums. Learn about the fundamental investing methodology and participate in educational workshops in the Investing forums, stay up-to-date on StockCentral news and make suggestions to the StockCentral team in Central Square, and discuss your favorite stock or recent market news in our A-Z ticker-based forums.
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Lynn Brown
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| 05/02/2007 12:25 PM |
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I just completed an analysis of the annual report using the form I picked up at iclub list and questions from the class I went to. I am going to attach it for anyone interested. There are problems with inventory (for which Investor Relations is hopefully calling back about), cost of sales, and of course, the anemia drugs. On the call, they said they weren't giving any estimates on revenue for next quarter until they know more about what FDA is doing on labeling and a big cancer conference takes place. Whether doctors continue to use the two drugs or not will make a difference how it sells. Revenue from one drug went up 14% last quarter and the other one went up 3%. All the information about the potential problems with the drugs came out in March. I also noticed law suit has been filed on behalf of stock holders.
I track this company for my club and am trying to use new tools - annual report analysis - and possible sell check sheet. I would appreciate any feed back you might have.
Lynn Brown, Wise Women Investment Club
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 Attachment: AnnRptamgn.xls
Attachment: Amgen sell study2006.xls
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Kenneth Peters
Merritt Island
www.naicspace.org
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| 05/02/2007 9:51 PM |
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Lynn,
Using Bob Adams' good stuff you don't seem to need much more help but I have two additional Sell Check Lists for your consideration:
http://www.naicspace.org/PDF/Toolkit/Selling%20Considerations.pdf
http://www.naicspace.org/PDF/Toolkit/SellingChecklistTT&T.pdf
Critique on either will be gratefully accepted. |
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Ken |
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Michael Dean
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| 05/10/2007 9:08 PM |
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| This stock used to be a growth stock but suceeding declines in the p/e ratio correspond to slowing earnigs over the last three years,the latest annual and quarterly reports highlight their failure to find a a new blockbuster drug to replace the older anemia drugs. |
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