Conviction
0 → 2
Current stock research snapshot · 7/31/26 26 days old
AMGNAmgen
Investment conviction●●○○○2 of 5 · current snapshot
Research target$340.84Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/31/26
Market cap$209.21BSnapshot value · 7/31/26
Research history
See all AMGN changes ↗What changed
Target
$341 → $340.84
Healthspan taxonomy seed — see taxonomy_path
MariTide (AMG 133) Phase 2 obesity data readout; Q2 2026 earnings (Aug 2026); repatha volume trends
Thesis weakens if MARITIME-1/2 fail to show durable weight loss with acceptable GI tolerability at monthly/low-frequency maintenance, CV/HF/OSA programs lack differentiation, or maintenance dosing moves above 4-6 doses/year. (vault 2026-08)
Bullish — $22.86M bullish call premium after Argus PT raise; post-Q2 momentum watchlist (Aug 20 posts). [X search Aug 2026]
Snapshot · 7/31/26🟡 Mixed · ins-$4.1M · 13F 15+/10-×0.5 · short↑0.3
Snapshot · 7/31/26