I'll take a stab at responding. Diejour, I assume you listened to the call too. These were great results, inline/slightly better than expected. Given the bare minimum penetration to date, with really only Fres contributing to the #s and then only their first 100 centers, this points to major win. In the call, they made it obvious that they are in play across the large (Fres), 4 out of 6 Medium, and all across the independents and smaller centers. Adoption at Fres alone lands at least a $350M yearly net sales in my estimation (conservatively 50% of their 35% of $2B). And almost assuredly portions of the MDOs and large chunk of small guys, and its a $700M biz well before the analysts are predicting. Multiply by 5 to 10 and, um, you have $3.5B to $7B cap in a year as the picture becomes clear.
So, given the clear adoption, Amgen's mfg capitulations and trending, and early feedback, it seems to be great buy today.