I freely respond to you all the time, in this case I read many posts and simply didn't go back to find the first mentioning the AMGN construction. It wasn't intended to be criticism of what you're saying, but similar posts have been made about Merck and others building new facilities and I believe all are an overreach about why they're being built.
Building facilities with hundreds of thousands of sq. ft. with no assurance of what it will house makes little sense, but it does happen. Right now the Chinese have built entire cities that go unoccupied, and much commercial real estate is vacant because of the changes that Covid has brought about. I just don't believe Merck, Amgen, etc. are building without some solid indication that there is a use for their facilities.
Gary
Bullish