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UBS Adjusts Numbers on Amgen (AMGN); Tough ODAC for Xgeva

February 9, 2012 2:26 PM EST
AMGN Hot Sheet
Rating Summary:
    6 Buy, 15 Hold, 2 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 16 | Down: 7 | New: 23
UBS maintains a 'Neutral' on Amgen (NASDAQ: AMGN) price target cut $1 to $69.

UBS analyst says, "Not surprisingly, the FDA's Oncologic Drugs Advisory Committee (ODAC) voted 12-1 that a favorable benefit-risk profile was not established for Xgeva in the prevention of bone metastases in high-risk prostate cancer patients. Most of the panel’s issues boiled down to whether there was any incremental benefit of treating sooner (in prevention) than later (in treatment of bone metastases, or SRE setting)...The silver lining here may be that limiting Xgeva usage to the SRE setting may ultimately result in a better perceived safety profile for Xgeva."

UBS lowers FY12 EPS estimate from $6.14 to $6.10 and FY13 from $6.75 to $6.69.

For an analyst ratings summary and ratings history on Amgen click here. For more ratings news on Amgen click here.

Shares of Amgen closed at $68.06 yesterday, with a 52 week range of $47.66-$70.00.


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