$AMGN Amgen Tape Reports
Per Ticker.id: $AMGN Amgen Tape Reports — 4 podcast mentions across 2 podcasts (30 days), latest 2026-08-06 23:10 UTC.
And we just took some profits because we're up 100% on both Palo Alto and CrowdStrike. In the end, we live by the credo that bulls make money, bears make money, but hogs, they get slaughtered. I mean, you got to double. You're being a hog if you don't take something off the table. Here's a big thing that right now really only impacts two large companies: pent-up demand for mergers and acquisitions. Now, the Biden era of overzealous antitrust enforcement has been replaced by the Trump era of almost non-existent antitrust enforcement. Most companies don't believe this moment can last, so they're taking advantage of it to make deals. When the summer's over, I believe we're going to come back to see some blockbusters that are on the order of that rumored AstraZeneca bid for Bristol-Myers or Stripe's very real bid for PayPal. I know the targets in these cases may not be interested in merging. But the potential acquirers, oh man, they're all set. They seem very interested and I think they're willing to pay up. How do you play this merger mania? Not by picking potential targets. That's a sucker's game. Instead, you should buy the stocks of the companies that enable these deals. And well, why not Goldman Sachs and Morgan Stanley, both of which have terrific M&A departments? This M&A advisory business is a gold mine. We're talking tremendous earnings per person. And therefore earnings per share. Finally, tech's had such a run that portfolio managers want exposure to other sectors of the market that still have innovation. Think of them as non-tech tech stocks. For the club, the Charitable Trust Club, we've been emphasizing Eli Lilly and Johnson Johnson. And we talk about these— I talked about it at length with Jeff Marks today at our 10:20 call. They both had terrific quarters and deserve to be bought on any weakness. BD's got plenty of medtech. We're going to hear from them later in the show. Amgen just racked up an excellent quarter, and credit where credit's due, time to accept that Moderna has begun to realize its dream of specialized vaccines for specific illnesses. Just as I said, the company got received FDA approval for its mRNA flu vaccine. Well, there's a reason why it sucks up 83% for the year. Of course, there are no guarantees when you do thematic investing.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/6/26 · 2026-08-06That's what it is, because any cholesterol is bad. That's why I take it. And they're doing some studies, David, on up here too. Oh, all right. Now I have Merck on tonight. Now, Repatha is an Amgen product. If you want to go buy the stock, I would not do it on that. I've got Voyager because I am about time and about space. And Bill Reddy in Pinterest. Now, I don't know, but Etsy moved up, Reddit down, Pinterest Well, we'll see after the close.
Jim Cramer — Squawk on the Street · 9am Hour: Stocks Hit Record Highs, Caterpillar and Palantir Surge, Wells Fargo CEO Exclusive 8/4/26 · 2026-08-04Nothing. Okay. Who is Abby? What is she? Shakespeare. I just think that we're looking at these companies, Carl, like an Abby. I look at it— put up the chart of Amgen. Amgen has had nothing real happen to it. And this is what people want. Right there. They want that.
Jim Cramer — Squawk on the Street · 9am Hour: Fed Decision Day: SK Hynix Effect on Chips, Dow Tumbles, Oil Surges 7/29/26 · 2026-07-29And I know somebody on yesterday was saying, well, listen, it's really expensive at 34 times earnings. Well, what happens if DRAM prices are coming down or they bought a lot of DRAM. They raise price for their stuff and they have blowout gross margins. Look at that chart. Look at that chart. Doesn't that remind you of Amgen?
Jim Cramer — Squawk on the Street · 9am Hour: Fed Decision Day: SK Hynix Effect on Chips, Dow Tumbles, Oil Surges 7/29/26 · 2026-07-29Welcome to the Becker's Healthcare Podcast. Today's episode focuses on the Osteoporosis Action Network, an interdisciplinary group of osteoporosis leaders focused on empowering patients and clinicians to drive change in osteoporosis care with a bold ambition to prevent 3 million fractures by 2033. This episode is sponsored by Amgen as part of a podcast series on post-fracture care. And with that, I'll turn the floor over to Amgen's Poonam Majhu.
Speaker A — Becker’s Healthcare Podcast · Uniting to Close the Osteoporosis Care Gap · 2026-07-22Hi, everyone. I'm pleased to be part of today's Becker's podcast episode. My name is Poonam Majhu. I am a marketing director at Amgen in the bone health team. I'm here today with Dr. Rita Roy from the Spine Health Foundation and Dr. Susan Boccata from UC San Diego Health.
Poonam Majhu — Becker’s Healthcare Podcast · Uniting to Close the Osteoporosis Care Gap · 2026-07-22Yeah, thank you for that question, Poonam. It's so important. You know, osteoporosis can often be dismissed as just a regular part of aging, and it's not owned by any one medical specialty. What we've seen is that everyone thinks the primary care physician will just handle it when actually primary care is overwhelmed with so many issues, they may not have the capacity to treat the osteoporosis. And so while there are many endocrinologists and rheumatologists managing osteoporosis, the orthopedists and spine surgeons are critical in identifying the post-fracture patients for treatment. That means identifying the patients who've had a fracture from osteoporosis and now need treatment for that osteoporosis so that they don't fracture again. Like Dr. Bacotta was saying, the huge number of people that will have a secondary fracture after that first fracture. So this is where we focused our work at the Spine Health Foundation. And with that context in mind, we know that driving action to address osteoporosis would not be solved by one group alone. And we've gotta change the narrative around the disease. And so in doing so, bringing multiple stakeholders together from a wide variety of perspectives is going to be important in raising all those voices in one loud chorus. If we think of it like a symphony, there are all these different specialties that come together to create this big, beautiful sound of raising awareness and closing treatment gap. And so that's where the Osteoporosis Action Network comes in. It's a coalition of experienced osteoporosis leaders and industry partners that includes researchers, clinicians, medical societies, and patient advocates, all committed to accelerating progress in the osteoporosis prevention, the diagnosis, and the care, bringing these diverse stakeholders together around shared priorities and action. And so, you know, it's very exciting that all these groups can come together and the initial support for this Osteoporosis Action Network is being provided by Amgen. The mission of the group is to reduce fracture risk by empowering clinicians and patients to drive systemic changes with this immediate focus on redefining the standard of care in post-fracture services. That means after a fracture has happened, we can't just let people you know, flounder with their osteoporosis and do nothing about it. So we want to look at that really big moment there to provide education, to provide understanding, and to provide urgent action.
Rita Roy — Becker’s Healthcare Podcast · Uniting to Close the Osteoporosis Care Gap · 2026-07-22Thank you, Purnam, Dr. Arroyo, and Dr. Burkata for this insightful conversation on the Osteoporosis Action Network and the work it is doing to reduce fracture risk. We also want to thank our podcast sponsor, Amgen. This episode is part of a 4-part series sponsored by Amgen on post-fracture osteoporosis care. You can tune into more podcasts from Becker's Healthcare on post-fracture care and other topics by visiting the podcast page at www.beckerspodcasts.com. Participants were compensated for their time by Amgen.
Speaker A — Becker’s Healthcare Podcast · Uniting to Close the Osteoporosis Care Gap · 2026-07-22