Earnings summaries and quarterly performance for AMGEN.
Executive leadership at AMGEN.
Robert A. Bradway
Detailed
Chief Executive Officer and President
CEO
DM
David M. Reese
Detailed
Executive Vice President and Chief Technology Officer
JE
James E. Bradner
Detailed
Executive Vice President, Research and Development
MG
Murdo Gordon
Detailed
Executive Vice President, Global Commercial Operations
PH
Peter H. Griffith
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at AMGEN.
AE
Amy E. Miles
Detailed
Director
BJ
Brian J. Druker
Detailed
Director
CM
Charles M. Holley, Jr.
Detailed
Director
EJ
Ellen J. Kullman
Detailed
Director
GC
Greg C. Garland
Detailed
Director
ME
Mary E. Klotman
Detailed
Director
MV
Michael V. Drake
Detailed
Director
RA
Robert A. Eckert
Detailed
Lead Independent Director
SO
S. Omar Ishrak
Detailed
Director
TJ
Tyler Jacks
Detailed
Director
WM
Wanda M. Austin
Detailed
Director
Research analysts who have asked questions during AMGEN earnings calls.
CS
Christopher Schott
JPMorgan Chase & Co.
6 questions for AMGN
Also covers: ABBV, AMRX, BIIB +15 more
Jay Olson
Oppenheimer & Co. Inc.
6 questions for AMGN
Also covers: ACAD, BIIB, BNTX +22 more
Salveen Richter
Goldman Sachs
6 questions for AMGN
Also covers: ACAD, AGIO, ALLO +20 more
Terence Flynn
Morgan Stanley
6 questions for AMGN
Also covers: ABBV, ARVN, BIIB +17 more
YW
Yaron Werber
TD Cowen
6 questions for AMGN
Also covers: ALEC, ARGX, ASND +14 more
David Amsellem
Piper Sandler Companies
5 questions for AMGN
Also covers: ABBV, ALKS, AMPH +27 more
ES
Evan Seigerman
BMO Capital Markets
5 questions for AMGN
Also covers: ABBV, ARVN, BIIB +15 more
Matthew Phipps
William Blair
5 questions for AMGN
Also covers: ABBV, AGEN, ARGX +8 more
DR
David Risinger
Leerink Partners
4 questions for AMGN
Also covers: ABBV, BMY, HALO +9 more
AH
Alexandria Hammond
Wolfe Research
3 questions for AMGN
Also covers: ABBV, BMRN, BMY +6 more
CB
Courtney Breen
AllianceBernstein
3 questions for AMGN
Also covers: ABBV, BMY, GILD +4 more
Gregory Renza
RBC Capital Markets
3 questions for AMGN
Also covers: ACAD, ADCT, AGIO +12 more
Michael Yee
Jefferies
3 questions for AMGN
Also covers: ALLO, BEAM, BIIB +14 more
UR
Umer Raffat
Evercore ISI
3 questions for AMGN
Also covers: ALKS, BHC, BIIB +15 more
CL
Carter L. Gould
Barclays
2 questions for AMGN
Also covers: ABBV, ALEC, BMY +7 more
Mohit Bansal
Wells Fargo & Company
2 questions for AMGN
Also covers: ABBV, BMRN, BMY +16 more
CR
Christopher Raymond
Piper Sandler
1 question for AMGN
Also covers: ABBV, AGIO, ARDX +7 more
Conor MacKay
BMO Capital Markets
1 question for AMGN
Also covers: ABCL, ARVN, INCY
Geoff Meacham
Citigroup Inc.
1 question for AMGN
Also covers: ABBV, BMY, GILD +8 more
JS
James Shin
Analyst
1 question for AMGN
Also covers: ABBV, AUTL, BMY +7 more
LI
Luca Issi
RBC Capital Markets
1 question for AMGN
Also covers: ADVM, ALLO, ALNY +12 more
Michael DiFiore
Evercore ISI
1 question for AMGN
Also covers: AMLX, BIIB, ELAN +8 more
Mike DiFiore
Evercore ISI
1 question for AMGN
Also covers: RPRX
OB
Olivia Brayer
Cantor
1 question for AMGN
Also covers: AUPH, BMRN, BMY +8 more
SR
Sadia Rahman
Wells Fargo
1 question for AMGN
Also covers: HALO, MLYS, TVTX
TA
Timothy Anderson
BofA Securities
1 question for AMGN
Also covers: ABBV, AZN, BIIB +10 more
TH
Trung Huynh
UBS Group AG
1 question for AMGN
Also covers: ABBV, ABOS, BMY +5 more
Recent press releases and 8-K filings for AMGN.
Amgen reports sustained 52-week weight loss for MariTide
AMGN
New Projects/Investments
- 52-week extension data show patients who lost ≥15% body weight maintained reductions on lower or less frequent MariTide dosing in Phase 2 re-randomization.
- No new safety signals observed during the second year, with low rates of nausea and vomiting.
- MariTide’s novel antibody–peptide design activates GLP-1 and blocks GIP receptors, enabling monthly injections with potential for quarterly dosing as a competitive advantage.
- Ongoing Phase 3 program includes a 72-week study to confirm durability, safety and optimal dosing schedules.
3 days ago
Amgen outlines 2026 growth drivers and pipeline progress
AMGN
- Amgen identifies six core growth drivers in 2026 led by REPATHA, EVENITY and TEZSPIRE; REPATHA was annualizing at $3 billion at end-Q3 and grew 33%, while EVENITY grew >30% year-over-year.
- MariTide program accelerated into six Phase III trials for obesity and related conditions; Phase II data show maintained weight loss with monthly/quarterly dosing and low GI adverse events, and a Phase III Type 2 diabetes program is set to begin.
- Rare disease portfolio approached $5 billion in 2025, driven by UPLIZNA’s expanded approvals in NMOSD, IgG4-related disease and generalized myasthenia gravis with encouraging early uptake.
- Biosimilars franchise delivered 42% year-over-year sales growth through first nine months of 2025, annualizing at $3 billion and contributing $13 billion since 2018.
- Oncology bispecific T-cell engager pipeline advances: IMDELLTRA is standard of care in 2L+ small cell lung cancer, BLINCYTO remains SOC in B-ALL, and Xaluridomig is in two Phase III prostate cancer trials.
3 days ago
Amgen outlines growth strategy at 44th Annual J.P. Morgan Healthcare Conference
AMGN
Guidance Update
- Broad and deep portfolio across four therapeutic areas—general medicine, oncology, rare disease, and inflammation—with multiple high-potential products and a robust Phase 3 pipeline
- 10% YoY revenue growth and 14% YoY non-GAAP EPS growth in 2025, 6% dividend increase, five FDA approvals, initiation of six MariTide Phase 3 trials, Repatha VESALIUS-CV Phase 3 data showing 25% reduction in 3-point MACE, 42% biosimilars sales growth, and $6 billion debt reduction
- Leading brands: Repatha (+33% Q3 YTD, annualizing at ~$3 B), EVENITY (+33% Q3 YTD, ~$2 B), and TEZSPIRE (+49% Q3 YTD, ~$1 B) driving volume-led growth through the decade
- Oncology BITE platform and biosimilars fueling growth: IMDELLTRA up 33% QoQ (annualizing
$0.5 B), BLINCYTO up 37% Q3 YTD ($1.5 B), and cumulative biosimilars sales of ~$13 B with 42% 9M 2025 growth
3 days ago
Amgen outlines 2026 growth strategy at J.P. Morgan Healthcare Conference
AMGN
- 2025 performance: Revenues grew 10% and EPS grew 14% through nine months; biosimilars sales rose 42% and over $6 billion in debt was paid down.
- 2026 growth drivers: Six core brands—Repatha ($3 billion annualized, 33% growth), Evenity (>30%), Tezspire—and portfolios in rare disease ($5 billion), innovative oncology, and biosimilars.
- Late‐stage pipeline: Phase III trials include Olpazeran targeting Lp(a) for cardiovascular risk reduction, six studies of MariTide for obesity and type 2 diabetes with potential monthly/quarterly dosing, and Imdeltra moving into earlier lines of small cell lung cancer.
- Capital allocation & BD: Will continue investing in internal/external innovation and manufacturing capacity; recent early-stage deals include a degrader collaboration with Dark Blue and antigen discovery with Disco.
3 days ago
Amgen outlines 2026 growth strategy at J.P. Morgan Healthcare Conference
AMGN
New Projects/Investments
- In 2025, Amgen grew revenues by 10%, EPS by 14%, secured five FDA approvals, initiated six Phase 3 MariTide programs, and paid down $6 billion in debt.
- For 2026, Amgen focuses on six growth drivers, led by core products Repatha, Evenity, and Tezspire, alongside its rare disease, oncology, and biosimilars portfolios.
- Repatha annualized at $3 billion (+33% YoY), Evenity grew >30%, and Tezspire is expanding from severe asthma into chronic rhinosinusitis with nasal polyps, with COPD and EoE trials underway.
- Key pipeline assets include Olpazeran (95–100% Lp(a) reduction; phase 3 CV outcomes), MariTide (monthly GLP-1 for obesity/T2D; six phase 3 trials), and bispecific T-cell engagers Imdeltra (SCLC) and Xaluridomig (prostate cancer).
- Biosimilars have generated $13 billion of cumulative revenue since 2018 (42% growth in 2025), while early-stage collaborations with Dark Blue (degrader technology) and Disco (antigen discovery) highlight BD momentum.
3 days ago
Spyre Therapeutics outlines 2026 proof-of-concept milestones
AMGN
Guidance Update
Management Change
- Spyre expects six proof-of-concept readouts in 2026 (three from SKYLINE UC trial and three from SKYWAY RA/PsA/axSpA trial), with SKYLINE Part A readouts starting in Q2.
- SKYWAY basket trial enrollment for SPY072 across rheumatoid arthritis, psoriatic arthritis, and axial spondyloarthritis is on track, with all readouts expected in 4Q 2026.
- Kate Tansey Chevlen was appointed Chief Commercial Officer, bringing extensive immunology and inflammation marketing experience from Amgen.
- As of September 30, 2025, pro forma cash, cash equivalents, and marketable securities totaled $783 million, supporting a cash runway into the second half of 2028.
4 days ago
DISCO Pharmaceuticals enters license agreement with Amgen
AMGN
New Projects/Investments
- DISCO entered an exclusive license agreement with Amgen to advance novel cancer therapies targeting a surfaceome-identified cell surface protein using DISCO’s proprietary mapping platform.
- Under the deal, DISCO is eligible for up to $618 million in potential milestone payments plus royalties, while Amgen secures exclusive global rights to develop and commercialize the resulting programs.
- The collaboration leverages DISCO’s integration of cell-surface proteomics and protein community mapping to guide design of bispecific ADCs and T-cell engagers.
- DISCO’s internal pipeline is focused on small cell lung cancer and microsatellite-stable colorectal cancer, with its first ADC programs nearing clinical entry.
Jan 7, 2026, 10:00 AM
Amgen acquires Dark Blue Therapeutics for $840 M
AMGN
M&A
- Amgen agreed to acquire UK biotech Dark Blue Therapeutics for up to $840 million to add a preclinical small-molecule degrader targeting MLLT1/3 proteins implicated in AML.
- Dark Blue’s lead AML candidate, DBT-13757, is in the final stages of preclinical development as a potentially first-in-class degrader of transcriptional regulators MLLT1/3.
- Following the agreement, Dark Blue’s board resigned and Amgen will integrate the biotech into its existing R&D organization, including UK hubs.
- The deal reinforces Amgen’s targeted protein degradation and leukemia research, coinciding with a ~25% share price rise over the prior 12 months.
Jan 6, 2026, 2:12 PM
Amgen acquires Dark Blue Therapeutics
AMGN
M&A
New Projects/Investments
- Amgen agreed to acquire UK-based Dark Blue Therapeutics Ltd. in a deal valued at up to $840 million to bolster its oncology pipeline.
- The deal adds an investigational small molecule degrader targeting MLLT1/3 proteins driving acute myeloid leukemia (AML), with promising preclinical efficacy.
- Dark Blue Therapeutics will be integrated into Amgen’s early oncology research organization to advance clinical investigation of the AML program.
Jan 6, 2026, 2:00 PM
Amgen takes action with U.S. government to lower medicine costs
AMGN
New Projects/Investments
Product Launch
- Amgen has agreed to implement the U.S. Administration’s Most Favored Nation pricing requests outlined in President Trump’s July 31 letter to lower medicine costs for American patients.
- The company will expand its AmgenNow™ direct-to-patient program to include Aimovig® and Amjevita® at $299/month, about 60% and 80% discounts off current list prices, respectively; Repatha® was previously made available at $239/month in October 2025.
- Since 2018, Amgen has invested over $40 billion in U.S. manufacturing and R&D; in 2025 alone it committed an additional $2.5 billion for facility expansions in Ohio and North Carolina and secured three years of tariff relief.
Dec 19, 2025, 7:23 PM
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