Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Archive for the ‘JNJ’ Category

I surge, you surge, we all surge for ISRG.

While Intuitive Surgicals was expensive at 10x sales and a PE of 75 - just six months ago, the recent sell-off in the stock has the company at a more reasonable PE of 20, and a PS of 4. With a quarter of its valuation in cash, we discuss the only unlikely scenario in which ...

Amgen needs to start paying a dividend.

08.06.2008 · Posted in Amgen, AMGN, AVE, DNA, Enbrel., EPO, Epogen, JNJ, Johnson and Johnson, Neupo, Neupogen, NVS, WYE

Amgen thinks that it is a scrappy little biotech. They sure are a biotech company, maybe even a little scrappy, but definitely not little. In fact, their growth numbers look anemic [they need a shot of EPO ]. Amgen was a duopoly for fifteen years – during this period, they sold two drugs – Epoetin ...