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Michael Gee

Research Analyst at UBS Financial Services Inc.

Michael Gee's questions to AMGEN (AMGN) leadership

Question · Q4 2025

Michael Gee asked about Amgen's overall obesity portfolio, including MariTide, potential combinations, and other assets like AMG 513, seeking management's view on how this portfolio will play out in the market.

Answer

Robert Bradway, CEO, and James Bradner, EVP of Research and Development, discussed MariTide's broad development across multiple indications, the progression of AMG 513 in Phase 1, and a pipeline of both incretin-based and non-incretin-based, injectable and oral preclinical programs, indicating a broad competitive strategy in the obesity field.

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