1. Amgen's stock is currently fairly valued at 16.6x next year's earnings, supported by strong existing revenue growth and a diversified product portfolio. 2. New products like Blincyto, Tezspire, and Tepezza are driving significant revenue growth, validating recent share price appreciation. 3. MariTide, Amgen's GLP-1 candidate, offers potential upside due to its long-lasting effects and less frequent dosing, potentially addressing current market shortages.
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