- Amgen’s Enbrel patents held up in court, removing a major overhang on the stock. This has led to increased investor attention now that a major binary event is largely removed from the picture

- Amgen recently presented AMG510 results in NSCLC and CRC that were below high investor expectations. Results were still good, but durability remains the key unresolved question to focus on

- Omecamtiv and tezepelumab are interesting late-stage drugs in Amgen’s pipeline that will see additional readouts in 2020

- Initial data points on prescription trends for Aimovig suggest a strong launch for the drug and for the anti-CGRP class.

- Amgen faces upcoming biosimilar competition for Neulasta, but also expects its own portfolio of biosimilars to continue to develop. This includes Amgen's Humira biosimilar, which will launch soon in the EU.

- Amgen recently filed an sNDA for a once-weekly Kyprolis dose in combination with dexamethasone. The drug continues to track towards a $1-2 billion drug by 2022.