会议主要讨论的核心内容 - 公司正处于一个令人兴奋和变革性的时期,正在扩大现有药物的全球覆盖范围,并推进多种潜在的首创和最佳-in-class药物 [3] - 公司在肥胖症、肿瘤、炎症和罕见疾病等四大治疗领域都有强劲的势头和巨大的增长空间 [5] - 公司最近获批了IMDELLTRA用于二线或更晚期小细胞肺癌,并正在推进更早期适应症的III期临床试验 [5] - 公司的生物类似药业务正在创造价值,最近获批了BKEMV,这是公司在罕见疾病领域的首个生物类似药 [6] - 公司正在开发KEYTUDA的生物类似药ABP 234,进一步巩固其在生物类似药领域的全球领导地位 [6] - 公司的罕见疾病产品组合包括TEPEZZA、KRYSTEXXA、UPLIZNA和TAVNEOS,在第一季度就达到近10亿美元的销售额 [7] 公司在肥胖症领域的进展 - 公司正在积极规划MariTide的III期广泛临床试验计划,并正在采取措施进一步扩大制造能力 [4] - MariTide是一种抗体肽偶联物,通过单次皮下注射给药,具有良好的耐受性和患者体验 [13][14][18] - 公司对MariTide的差异化特征以及在III期试验中的表现充满信心,但出于试验完整性的考虑,暂时无法详细披露 [9][11] - 公司还有一些针对胰岛素分泌通路和非胰岛素通路的口服和注射给药的肥胖症候选药物处于前期临床开发阶段 [25] 公司在心血管和呼吸疾病领域的进展 - Olpasiran是一种针对Lp(a)的siRNA药物,在II期试验中可以达到95%以上的Lp(a)降低,正在进行一项7000例的III期心血管结局试验 [27][28] - TEZSPIRE是一种针对TSLP的单抗,在II期COPD试验中显示了显著的临床获益,公司正计划尽快启动III期临床试验 [30][31] 公司在自身免疫疾病领域的进展 - 公司正在研究CD19靶向疗法在自身免疫疾病如类风湿性关节炎等方面的应用,初步结果令人鼓舞 [38][39] - UPLIZNA在IgG4相关疾病和重症肌无力等适应症上取得了积极的III期临床结果,公司计划进一步拓展其在自身免疫疾病领域的应用 [40] 公司在肿瘤领域的进展 - IMDELLTRA是一种针对DLL3的双特异性T细胞募集剂,在复发/难治性小细胞肺癌患者中显示出良好的疗效和耐受性,公司正在推进其在一线治疗的III期临床试验 [42][43] - 公司在双特异性T细胞募集剂领域有丰富的经验,如BLINCYTO在急性淋巴细胞白血病治疗中的成功,以及xaluritamig在前列腺癌治疗中的前景 [5] 问答环节重要的提问和回答 问题1 **Salveen Richter 提问** 请就MariTide的差异化特征和当前治疗方案进行说明 [10] **James E. Bradner 回答** 公司对MariTide的差异化特征和在III期试验中的表现充满信心,但出于试验完整性的考虑,暂时无法详细披露。MariTide是一种抗体肽偶联物,通过单次皮下注射给药,具有良好的耐受性和患者体验 [11][13][14][18] 问题2 **Salveen Richter 提问** 请就公司在制造能力和供应链方面的规划进行说明 [19] **Peter H. Griffith 回答** 公司正在北卡罗来纳州新建一座先进的原料药生产厂,预计2026年投产。此外,公司在俄亥俄州新建的一座全自动化的成品包装厂已经投产。公司一直非常重视制造能力和供应链的优化,在疫情期间也为行业提供了支持 [21][22] 问题3 **Salveen Richter 提问** 请就rocatinlumab在特应性皮炎适应症的定位和竞争格局进行说明 [33] **James E. Bradner 和 Peter H. Griffith 回答** rocatinlumab是一种针对OX40的单抗,通过全新的作用机制来治疗特应性皮炎。虽然与Dupixent等已上市药物相比,尚未进行直接对比,但III期试验结果显示了良好的疗效和耐受性。公司希望能为医生提供更多治疗选择,满足不同患者的需求 [34][35][36]

Amgen (AMGN) closed at $305.02 in the latest trading session, marking a -0.22% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.11%. At the same time, the Dow lost 0.22%, and the tech-heavy Nasdaq lost 0.23%. The world's largest biotech drugmaker's shares have seen a decrease of 2.29% over the last month, not keeping up with the Medical sector's gain of 4.12% and the S&P 500's gain of 3.51%. Investors will be eagerly watching for the performance of Amgen in its upcomin ...

Amgen (AMGN) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this world's largest biotech drugmaker have returned -2.3%, compared to the Zacks S&P 500 composite's +3.5% change. During this period, the Zacks Medical - Biomedical and Genetics industry, which Amgen falls in, has gained 2.2%. The key question now is: What could be the stock's future directio ...

Amgen (AMGN) announced positive results from the phase III MITIGATE study, which evaluated its rare disease drug Uplizna (inebilizumab) for treating Immunoglobulin G4-related disease (IgG4-RD), a rare inflammatory condition. The MITIGATE study achieved its primary endpoint — patients treated with Uplizna over a 52-week period showed a statistically significant 87% reduction in the risk of IgG4-RD flare when compared with a placebo. The study also achieved key secondary endpoints, which include annualized fl ...

THOUSAND OAKS, Calif., June 5, 2024 /PRNewswire/ -- Amgen (NASDAQ:AMGN) will present at the Goldman Sachs 45th Annual Global Healthcare Conference at 9:20 a.m. ET on Monday, June 10, 2024. Peter Griffith, executive vice president and chief financial officer at Amgen, and Jay Bradner, executive vice president of Research and Development and chief scientific officer at Amgen, will present at the conference. The webcast will be broadcast over the internet simultaneously and will be available to members of the ...

Data Show a Statistically Significant 87% Reduction in IgG4-RD Flares, With Primary and All Key Secondary Endpoints Met First Randomized, Placebo-Controlled Trial to Demonstrate Benefit in IgG4-RD THOUSAND OAKS, Calif., June 5, 2024 /PRNewswire/ -- Amgen (NASDAQ:AMGN) today announced positive topline results from its randomized, double-blind, multicenter, placebo-controlled Phase 3 clinical trial (NCT04540497) evaluating the efficacy and safety of UPLIZNA® (inebilizumab-cdon) for the treatment of Immunoglob ...

文章核心观点 - 未来3年,Amgen公司的业务有望大幅增长,其管线中有多个有潜力的新药候选物正在进行临床试验 [1][2][3] - Amgen公司的营收有望在未来实现更快的增长,其生物类似药和正在开发的新药将成为增长动力 [4][5][6][7][8][9][10] - Amgen公司有充足的现金储备,未来可能通过并购等方式进一步扩大业务规模 [11] - Amgen公司将继续为股东提供分红和股票回购,为投资者带来回报 [12] 根据目录分类的总结 公司业务发展 - Amgen公司管线中有28个药物正在III期临床试验,其中大部分是在研究现有药物在新适应症上的应用,只有5个是全新分子 [6] - 公司正在开发一种名为olpasiran的药物,可能用于治疗动脉粥样硬化性心血管疾病,这是一个巨大的市场 [7][8] - 公司还有一个正在II期试验的治疗肥胖的候选药物,这也是一个巨大的市场 [9] - 公司在肿瘤领域也有多个管线,有望进一步推动公司的收入增长 [10] 公司财务状况 - 过去3年,Amgen公司的季度营业收入增长14%,达到74亿美元,未来增速有望进一步提高 [5] - 公司手头有97亿美元的现金和现金等价物,未来可能通过并购等方式推动业务发展 [11] - 公司将继续为股东提供分红和股票回购,为投资者带来回报 [12]

The gold rush for obesity medications just got a bit more intense. With some promising clinical trial results in hand and more that could be on the way relatively soon, Amgen's (AMGN -0.21%) latest attempt to develop a therapy for obesity is looking like it could be a contender for the crown that's currently jointly held by the likes of Eli Lilly (LLY -0.13%) and Novo Nordisk (NVO 0.35%). Though it won't be competing with those two heavyweights directly until it finishes the clinical trials process, which c ...

If you’re on the hunt for reliable blue-chip stocks to buy this month, look no further. Reliability is one of the most important factors when creating a winning investment strategy. One of the easiest ways to ensure reliability is by investing in blue-chip stocks. Blue-chip stocks represent well established companies with long track records of success. They often have a long history of reliable earnings and many times pay dividends. In short, they are among the most reliable investments available. In genera ...

Amgen公司电话会议 - Amgen公司在2024年5月20日举行了电话会议，讨论了ATS和IMDELLTRA的批准事宜[1] - Amgen公司高管团队包括Justin Claeys、Murdo Gordon、James Bradner、Jean-Charles Soria、Susan Sweeney和Primal Kaur参与了电话会议[1] IMDELLTRA疗法 - IMDELLTRA是针对小细胞肺癌的创新疗法，被认为是对癌症治疗的重大进步[14] - IMDELLTRA在临床试验中表现出强大的疗效，包括40%的总体反应率、9.7个月的中位反应持续时间和14.3个月的中位总生存期[16][27][28][29] - IMDELLTRA的安全性和耐受性良好，大多数副作用发生在前两次剂量中，且只有少数患者因副作用而永久停药[32][33] - IMDELLTRA被批准用于接受铂类化疗后疾病进展的广泛期小细胞肺癌患者，这将涵盖美国8000至10000名患者[35] - Amgen公司正快速推进IMDELLTRA进入更早的治疗阶段，包括三项III期临床试验，以提高患者的治疗效果[37][38][39] Amgen公司炎症领域 - Amgen将重点关注整体炎症策略，包括TEZSPIRE COPD和AMG 104数据，以及即将在今年晚些时候发布的第一阶段3数据的rocatinlimab[51] - Amgen在炎症领域采用基于机制的方法，利用对疾病生物学的洞察和人类遗传学，以更精确地处理炎症性疾病[53] - Amgen的炎症活动围绕呼吸道疾病、皮肤病学、胃肠病学和风湿病学展开，重点关注慢性阻塞性肺病和特应性皮炎[56]