On Friday, Novo Nordisk A/S NVO released headline results from the REDEFINE 1 Phase 3 trial in the global REDEFINE program.When evaluating the effects of treatment if all people adhered to treatment, people treated with CagriSema achieved a weight loss of 22.7% after 68 weeks compared to a reduction of 11.8% with cagrilintide 2.4 mg, 16.1% with semaglutide 2.4 mg and 2.3% with placebo alone.In November, Novo Nordisk said its hybrid drug, CagriSema, aims to reduce weight by 25% without added side effects.Wil ...

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The most recent trading session ended with Amgen (AMGN) standing at $273.41, reflecting a -0.85% shift from the previouse trading day's closing. The stock fell short of the S&P 500, which registered a gain of 0.82% for the day. At the same time, the Dow lost 0.22%, and the tech-heavy Nasdaq gained 1.77%.Shares of the world's largest biotech drugmaker witnessed a loss of 7.73% over the previous month, trailing the performance of the Medical sector with its loss of 4.06% and the S&P 500's gain of 0.8%.Investo ...

The Amgen logo is displayed outside Amgen headquarters in Thousand Oaks, California, on May 17, 2023.A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.Wall Street is chewing over critical data released last week on Amgen's experimental weight loss injection – a potential competitor in the blockbuster obesity drug market. Some analysts said the initial mid-stage trial result ...

文章核心观点 - 公司宣布在北卡罗来纳州霍利斯普林斯投资10亿美元扩建第二个药物成分制造设施，使公司在该地区的总投资超过15亿美元，此前已承诺投资5500万美元[1] 公司战略与愿景 - 公司董事长兼首席执行官表示，此次扩建强调了公司致力于为全球患者提供变革性药物的承诺，并认为北卡罗来纳州将成为公司全球制造网络的重要组成部分，以满足创新疗法的日益增长的需求，同时产生显著的当地经济影响[2] - 公司选择北卡罗来纳州反映了其作为生命科学首选目的地的地位，拥有充满活力的创新生态系统和熟练的劳动力，此次扩建增强了公司的全球生物制造网络，利用数十年的运营经验和先进技术，确保向全球患者可靠且高效地交付高质量药物[3] 行业地位与认可 - 公司被《Fast Company》评为“全球最具创新力公司”之一，被《Forbes》评为“美国最佳大型雇主”之一，并是道琼斯工业平均指数和纳斯达克100指数的成分股[5] 经济与就业影响 - 此次扩建将创造370个新工作岗位，支持该地区强大的生物制造中心[2] 技术创新与可持续发展 - 新设施将采用尖端技术和可持续实践，符合公司对环境管理和制造卓越的承诺[2] 公司简介 - 公司致力于发现、开发、制造和交付创新药物，帮助数百万患者对抗世界上最棘手的疾病，拥有超过40年的生物技术行业经验，并处于创新前沿，利用技术和人类基因数据推动未知领域的突破[4] - 公司正在推进广泛的研发管道，建立在现有药物组合的基础上，治疗癌症、心脏病、骨质疏松症、炎症性疾病和罕见疾病[4]

The relationship between interest rates and dividend stocks tends to follow a predictable pattern. When the Federal Reserve signals a shift toward monetary easing, investors often rotate toward stable, high-yielding equities that can provide both income and potential appreciation.Amgen (AMGN -0.02%) offers an intriguing test case for this dynamic heading into 2025. The biotech-giant's shares have slumped 3.37% in 2024, while the S&P 500 has surged 26.8% as of this writing, creating what might be a compellin ...

公司概况 * **公司名称**：Amgen Inc. (NASDAQ:AMGN) * **会议时间**：2024年12月4日 上午10:00 ET * **参会人员**：Peter Griffith - 执行副总裁兼首席财务官，James Bradner - 执行副总裁，研发和首席科学官，Susan Sweeney - 执行副总裁，肥胖和相关疾病，Justin Claeys - 投资关系副总裁 * **会议主题**：Amgen公司业务、研发管线、市场前景等 核心观点和论据 * **业务增长**：第三季度收入同比增长23%，10个产品收入实现两位数增长，14个产品年度收入超过10亿美元。 * **四大治疗领域**：肿瘤学、罕见病、炎症和普通医学。 * **肿瘤学**：创新肿瘤学产品组合第三季度同比增长17%，包括Xaluritamig（用于晚期前列腺癌的bispecific T-cell engager）。 * **罕见病**：Horizon交易于2023年10月6日完成，罕见病领域增长21%，年度收入达到12亿美元，UPLIZNA（用于IgG4相关疾病的药物）获得FDA优先审评，PDUFA日期为2024年4月3日。 * **炎症**：TEZSPIRE（用于严重哮喘的药物）第三季度同比增长67%，将在2025年上半年开始进行严重慢性阻塞性肺病的3期临床试验。 * **普通医学**：Repatha第三季度同比增长40%，EVENITY（用于骨骼疾病的药物）同比增长30%，olpasiran（用于心血管疾病的药物）处于3期临床试验阶段。 * **MariTide**：2期临床试验显示，平均体重减轻20%，无体重减轻平台期，患者继续减轻体重。剂量递增有效，卡路里代谢参数显著改善。 * **研发管线**：T-cell engagers、CD19、olpasiran等。 * **并购**：Amgen将继续关注并购机会，但将专注于其在中期和后期管线中的投资。 其他重要内容 * **设备**：Amgen在结合设备和生物制剂方面拥有丰富的经验，包括蛋白质工程、世界级的配方和辅料优化。 * **财务**：Amgen预计到2028年将保持稳定的EBITDA，并将继续投资于研发。 * **税收**：Amgen对在波多黎各的制造业务充满信心，并将继续争取该机会。 总结 Amgen在2024年表现出强劲的增长势头，其四大治疗领域均取得了显著进展。公司对未来的增长前景充满信心，并将继续投资于研发和并购。

Amgen’s (AMGN) stock has declined 12.1% in the past month. Late last month, Amgen announced the much-awaited 52-week top-line data from a phase II study on MariTide, its GLP-1 therapy being developed for obesity and related conditions. The data showed that MariTide led to sustainable weight loss, robust and clinically meaningful improvements in cardiometabolic parameters and a strong reduction of average blood sugar levels.However, despite the encouraging data, Amgen’s stock has declined as the weight loss ...

文章核心观点 - 肥胖市场竞争激烈，Amgen的新药MariTide显示出20%的体重减轻效果，但面对Eli Lilly和Novo Nordisk的强势产品，市场前景不容乐观[1][2][3] 行业现状 - Eli Lilly和Novo Nordisk的药物Zepbound和Wegovy在市场上占据主导地位，不仅是治疗药物，更是行业巨头[2] - 肥胖药物市场预计将达到$100 billion，即使Amgen只能获得10%的市场份额，也能带来可观的收益[4] 公司动态 - Amgen的MariTide采用独特的抗体-肽机制，可能减少给药频率和体重反弹，但70%的患者出现恶心和呕吐等副作用，影响市场接受度[2] - MariTide目前处于二期临床阶段，而Eli Lilly和Novo Nordisk的下一代药物即将上市，Amgen面临时间压力[3] - Amgen的MariTide每月一次的注射方式提供了制造效率和心血管益处，BMO Capital Markets分析师Evan Seigerman指出[4] 市场竞争 - 尽管Amgen的MariTide显示出20%的体重减轻效果，但Novo Nordisk和Eli Lilly的药物在管道中可能达到或超过25%的体重减轻，Amgen面临技术上的挑战[3] - 肥胖药物市场被认为是“有史以来最大的制药盛宴”，尽管Amgen可能无法取代Eli Lilly和Novo Nordisk，但即使获得一小部分市场也能带来丰厚回报[4] 历史对比 - 制药历史表明，市场主导地位并非不可动摇，例如Merck的Mevacor曾领先，但最终被Pfizer的Lipitor超越[4] - 然而，在肥胖药物领域，先行者似乎有望保持领先地位，Amgen的MariTide难以撼动当前领导者的地位[4]

THOUSAND OAKS, Calif., Dec. 2, 2024 /PRNewswire/ -- Amgen (NASDAQ:AMGN) will present at Citi's 2024 Global Healthcare Conference at 9:30 a.m. ET on Thursday, Dec. 5, 2024. Peter Griffith, executive vice president and chief financial officer at Amgen, Jay Bradner, executive vice president of Research and Development and chief scientific officer at Amgen, and Susan Sweeney, executive vice president of Obesity and Related Conditions at Amgen, will participate in a fireside chat at the conference. The webcast w ...