SECURITIES AND EXCHANGE COMMISSION
SCHEDULE TO
TENDER OFFER STATEMENT UNDER SECTION 14(d)(1) OR 13(e)(1) OF
THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
AMGEN INC.
AMGEN INC.
Liquid Yield Option Notes due 2032 (Zero Coupon—Senior)
031162 AC4 and 031162 AE0
| David J. Scott, Esq. | with copy to: | |
| Senior Vice President, General Counsel | Tracy Edmonson, Esq. | |
| and Secretary | Brian Cartwright, Esq. | |
| One Amgen Center Drive | Latham & Watkins LLP | |
| Thousand Oaks, California 91320-1799 | 505 Montgomery Street, Suite 2000 | |
| (805) 447-1000 | San Francisco, CA 94111-2562 | |
| (Name, address and telephone number of person | (415) 391-0600 | |
| authorized to receive notices and | ||
| communications on behalf of filing person) |
CALCULATION OF FILING FEE
| Transaction Valuation*: $1,742,621,466 | Amount of Filing Fee*: | $ | 205,107 |
| * | This tender offer statement relates to the exchange by Amgen Inc. of an aggregate of up to $2,359,102,000 in principal amount at maturity of its Zero Coupon Convertible Notes due 2032 for any and all of the $2,359,102,000 in principal amount at maturity of its currently outstanding Liquid Yield Option Notes due 2032. Pursuant to Rule 457(f) under the Securities Act of 1933, as amended, this amount is the book value as of March 1, 2005 of the maximum amount of the currently outstanding Liquid Yield Option Notes due 2032 that may be received by the Registrant from tendering holders. | |
| þ | Check the box if any part of the fee is offset as provided by Rule 0-11(a)(2) and identify the filing with which the offsetting fee was previously paid. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. |
| Amount Previously Paid: $205,107 | Filing Party: Amgen Inc. | |
| Form or Registration No.: S-4 (333-123293) | Date Filed: March 14, 2005 |
| o | Check the box if the filing relates solely to preliminary communications made before the commencement of a tender offer. |
| Check the appropriate boxes to designate any transactions to which this statement relates: |
othird-party tender offer subject to Rule 14d-1. | ogoing-private transaction subject to Rule 13e-3. | |
þissuer tender offer subject to Rule 13e-4. | oamendment to Schedule 13D under Rule 13d-2. |
Check the following box if the filing is a final amendment reporting the results of the tender offer:o
INTRODUCTORY STATEMENT
This Amendment No. 1 to Schedule TO (this “Amendment”) amends and supplements the Tender Offer Statement on Schedule TO (the “Schedule TO”) filed by Amgen Inc. (the “Company”), on March 14, 2005. This Amendment relates to a proposed offer (the “Registration Statement”) by the Company to exchange $1,000 principal amount at maturity of its Zero Coupon Convertible Notes due 2032 for each $1,000 principal amount at maturity validly tendered and accepted of its Liquid Yield Option Notes due 2032, upon the terms and subject to the conditions set forth in the prospectus (as amended and supplemented from time to time, the “Prospectus”), which is part of the Company’s Registration Statement on Form S-4, as amended (File No. 333-123293), dated the date hereof (the “Registration Statement”) and is incorporated herein by reference. The Exchange Offer has not yet commenced. This Amendment amends and supplements the Schedule TO as set forth below.
This Amendment is being filed in satisfaction of the reporting requirements of Rule 13e-4(c)(2) promulgated under the Securities Exchange Act of 1934, as amended.
Item 10. Financial Statements.
Item 10 of the Schedule TO is amended and supplemented by adding the following:
(c) Summary Information. The summary information set forth in the prospectus under the caption “Summary Selected Historical Consolidated Financial Data” is incorporated herein by reference.
Item 12. Exhibits.
Item 12 of the Schedule TO is amended and supplemented by amending the following exhibits:
(a)(1)(i) Prospectus (subject to completion), dated April 5, 2005 (incorporated by reference to the Registration Statement).
(a)(4) Prospectus (subject to completion), dated April 5, 2005 (incorporated by reference to the Registration Statement).
SIGNATURE
After due inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
| AMGEN INC. | ||||
| By: | /s/ Richard D. Nanula | |||
| Name: | Richard D. Nanula | |||
| Title: | Executive Vice President and Chief Financial Officer | |||
| Dated: April 5, 2005 | ||||
EXHIBIT INDEX
| (a)(1)(i) | Prospectus (subject to completion), dated April 5, 2005 (incorporated by reference to the Registration Statement). | |
| (a)(2) | Not applicable. | |
| (a)(3) | Not applicable. | |
| (a)(4) | Prospectus (subject to completion), dated April 5, 2005 (incorporated by reference to the Registration Statement). | |
| (a)(5) | Not applicable. | |
| (b) | Not applicable. | |
| (d)(1) | Indenture, dated as of March 1, 2002, between the Company, as issuer, and LaSalle Bank National Association, as Trustee, incorporated by reference to Exhibit 99.3 to the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on March 1, 2002. | |
| (d)(2) | Supplemental Indenture dated as of March 2, 2005 to the Indenture, dated as of March 1, 2002 between Amgen Inc. and LaSalle Bank National Association, incorporated by reference to Exhibit 4.1 to the Company’s Current Report on Form 8-K filed with the Securities and Exchange Commission on March 4, 2005. | |
| (g) | Not applicable. | |
| (h) | Tax Opinion of Latham & Watkins LLP (incorporated by reference to Exhibit 8.1 to the Registration Statement). |