Amgen Inc.

Content

• Chapter 1 Executive Summary
  • Key Findings
  • Historical And Forecast Ethical Sales Performance
  • Therapeutic Strategy
  • Launch And Expiry Outlook
  • Externalization, Geographic And Molecule Type Strategies
  • Externalization Strategy
  • Geographic Strategy
  • Molecule Type Strategy
  • Swot Analysis
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
• Chapter 2 Corporate History
  • Key Findings
  • Background
  • Key Corporate Developments
  • M&A History
  • M&A Strategy
  • Abgenix Acquisition
  • Alantos & Ilypsa
  • Current Corporate Structure
• Chapter 3 Historical Performance
  • Key Findings
  • Introduction
  • Revenue And Growth Rate Analysis, 2001-06
  • Revenue And Growth Rate Vs. Peer Set
  • Product Analysis, 2001-06
  • Growth Drivers
  • Aranesp
  • Enbrel
  • Neulasta
  • Growth Resistors
  • Neupogen
  • Operating Revenue And Cost Analysis, 2001-06
  • Operating Revenue/Cost Analysis
• Chapter 4 Forecast Performance
  • Key Findings
  • Introduction
  • Revenue And Growth Rate, 2006-12
  • Product Analysis, 2006-12
  • Growth Drivers
  • Denosumab (Musculoskeletal & Oncology)
  • Vectibix
  • Neulasta
  • Enbrel
  • Growth Resistors
  • Epogen (Cardiovascular & Hematology And Oncology)
  • Aranesp (Cardiovascular & Hematology And Oncology)
  • Neupogen
  • Therapy Area Analysis, 2006-12
  • Therapy Area Growth Drivers
  • Musculoskeletal
  • Oncology
  • Other Therapy Areas
  • Therapy Area Growth Resistors
  • Cardiovascular & Hematology
  • Therapy Area Focus
  • Launches And Expiries Analysis, 2006-12
  • Launch Portfolio
  • Core Portfolio
  • Expiry Portfolio
  • Launch/Core/Expiry Configuration
  • Externalization Analysis, 2006-12
  • Geographic Analysis, 2006-12
  • Molecule Type Analysis, 2006-12
• Chapter 5 Key Products And Competitors
  • Key Findings
  • Overview
  • Amgen's Epo Franchise
  • Aranesp
  • Overview
  • Sales Forecast
  • Newsflow
  • Epo Controversy : Clinical Trial Proof
  • The Fall-Out From The Clinical Trials; New Warnings, Restrictions And Bad Publicity
  • Greater Restriction of Use Expected In The Us
  • Implication's For Aranesp: Future Market Assessment
  • Epogen
  • Overview
  • Sales Forecast
  • Future Market Assessment
  • Oncology
  • Neulasta
  • Overview
  • Sales Forecast
  • Newsflow
  • Current Market Position - Marketing, Reimbursement And Lifecycle Management
  • Future Growth
  • Vectibix
  • Overview
  • Sales Forecast
  • Newsflow
  • Future Market Assessment
  • Immunology & Inflammation
  • Enbrel
  • Overview
  • Sales Forecast
  • Newsflow
  • Musculoskeletal
  • Denosumab
  • Overview
  • Sales Forecast
  • Newsflow
  • Future Market Potential
  • R&D Pipeline
• Chapter 6 Appendix
  • Ims Vs. Company-Reported Data Reconciliation
  • References
  • Datamonitor Reports
  • Abbreviations
• List of Tables
  • Table 1: Peer Set Overview
  • Table 2: Operating Revenue/Cost Analysis ($M), 2001-06
  • Table 3: Operating Cost Ratio Analysis (% of Total Revenues), 2001-06
  • Table 4: Product Portfolio Overview, Sales ($M), 2006-12
  • Table 5: Therapy Area Overview, Sales ($M), 2006-12
  • Table 6: Launch Portfolio Overview, Sales ($M), 2006-12
  • Table 7: Core Portfolio Overview, Sales ($M), 2006-12
  • Table 8: Expiry Portfolio Overview, Sales ($M), 2006-12
  • Table 9: Externally Developed Portfolio ($M), 2006-12
  • Table 10: Molecule Type Overview, Sales ($M), 2006-12
  • Table 11: Key Products Overview
  • Table 12: Aranesp: Overview
  • Table 13: Aranesp (Total Brand): Sales Forecast ($M), 2006-12
  • Table 14: Aranesp: Newsflow
  • Table 15: Aranesp (Oncology): Sales Forecast ($M), 2006-12
  • Table 16: Aranesp (Cv): Sales Forecast ($M), 2006-12
  • Table 17: Epogen: Overview
  • Table 18: Epogen (Total Brand): Sales Forecast ($M), 2006-12
  • Table 19: Epogen (Oncology): Sales Forecast ($M), 2006-12
  • Table 20: Epogen (Oncology): Sales Forecast ($M), 2006-12
  • Table 21: Neulasta: Overview
  • Table 22: Neulasta: Sales Forecast ($M), 2006-12
  • Table 23: Neulasta: Newsflow
  • Table 24: Vectibix: Overview
  • Table 25: Vectibix: Sales Forecast ($M), 2006-12
  • Table 26: Vectibix: Newsflow
  • Table 27: Enbrel: Overview
  • Table 28: Enbrel: Sales Forecast ($M), 2006-12
  • Table 29: Enbrel: Newsflow
  • Table 30: Denosumab: Overview
  • Table 31: Denosumab: Sales Forecast ($M), 2006-12
  • Table 32: Denosumab: Newsflow
  • Table 33: Amgen R&D Pipeline (Phase I-Registration)
• List of Figures
  • Figure 1: Historical And Forecast Ethical Sales Performance (% Cagr), Amgen And Big Pharma Peer Set
  • Figure 2: Therapeutic Focus Vs. Biotech Peer Set (%), 2006
  • Figure 3: Launch, Core And Expiry, Absolute Sales Growth, 2006-12 (Sales As % of 2006 Sales), Amgen
  • Figure 4: Launch, Core And Expiry, Absolute Sales Growth, 2006-12 (Sales As % of 2006 Sales), Peer Set
  • Figure 5: Molecule Type, Externalization And Geographic Market Dependency (%) Vs. Peer Set, 2006
  • Figure 6: Molecule Type, Externalization And Geographic Market Dependency (%) Vs. Peer Set, 2012
  • Figure 7: Swot Analysis of Amgen
  • Figure 8: Amgen Timeline
  • Figure 9: M&A/Divestment History
  • Figure 10: Current Corporate Structure
  • Figure 11: Revenue & Growth Rate (Ethical Sales) ($M), 2001-06
  • Figure 12: Ethical Revenue ($M) And Growth Rate (%) Vs. Peer Set, 2001-06
  • Figure 13: Growth Drivers/Resistor Products of Historical Revenue Performance ($M), 2001-06
  • Figure 14: Operating Revenue/Cost Analysis ($M), 2001-06
  • Figure 15: Operating Cost Ratio Analysis (% of Total Revenues), 2001-06
  • Figure 16: Ethical Revenue ($M) And Growth Rate (%), 2006-12
  • Figure 17: Top Five Products By Sales ($M), 2006
  • Figure 18: Top Five Products By Sales ($M), 2012
  • Figure 19: Growth Drivers And Resistors By Product, 2006-12
  • Figure 20: Key Strategic Products, Sales ($M), 2006-12
  • Figure 21: Ethical Sales By Therapy Area ($M), 2006-12
  • Figure 22: Growth Drivers And Resistors By Therapy Area ($M), 2006-12
  • Figure 23: Ethical Sales By Therapy Area (%), 2006-12
  • Figure 24: Therapy Area Focus Compared With Peer Set (% Total Ethical Sales), 2006
  • Figure 25: Therapy Area Focus Compared With Peer Set (% Total Ethical Sales), 2012
  • Figure 26: Launch Schedule, Sales ($M), 2006-12
  • Figure 27: Core Products Sales Growth ($M), 2006-12
  • Figure 28: Expiry Schedule, Sales ($M), 2006-12
  • Figure 29: Launch, Core And Expiry, Sales ($M), 2006-12
  • Figure 30: Launch, Core And Expiry, Absolute Sales Growth, 2006-12 (Sales As % of 2006 Sales), Amgen
  • Figure 31: Launch, Core And Expiry, Absolute Sales Growth, 2006-12 (Sales As % of 2006 Sales), Peer Set
  • Figure 32: Externalization Dependency, Sales ($M), 2006-12
  • Figure 33: Growth Drivers And Resistors, Externally Vs. Internally Discovered Products, Sales ($M), 2006-12
  • Figure 34: Externalization Dependency Vs. Peer Set, % Total Sales, 2006
  • Figure 35: Externalization Dependency Vs. Peer Set, % Total Sales, 2012
  • Figure 36: Geographical Sales Breakdown ($M), 2006-12
  • Figure 37: Growth Drivers And Resistors By Geography, Sales ($M), 2006-12
  • Figure 38: Us Dependency Vs. Peer Set, % Total Sales, 2006
  • Figure 39: Us Dependency Vs. Peer Set, % Total Sales, 2012
  • Figure 40: Molecule Type Sales Breakdown ($M), 2006-12
  • Figure 41: Growth Drivers And Resistors By Molecule Type, Sales ($M), 2006-12
  • Figure 42: Biologics Dependency Vs. Peer Set, % Total Sales, 2006
  • Figure 43: Biologics Dependency Vs. Peer Set, % Total Sales, 2012
  • Figure 44: Aranesp Provides Amgen Access To The Us Chemotherapy, Eu Dialysis And Eu Chemotherapy Market Segments
  • Figure 45: Ims Vs. Company-Reported Ethical Sales Discrepancy ($M), 2006
  • Figure 46: Ims Vs. Company-Reported Ethical Sales Forecast Growth Rates (%), 2006-12