Feed - Buzzberg

20:30
Aug 04 ◎

AMGN FY2026 Q2 Watch

Amgen Inc. (AMGN) FY2026 Q2 Earnings Call

AMGN MRK ▾

Bob Bradway

Management is confident, raising full-year 2026 guidance for revenue and EPS, driven by strong portfolio growth and execution despite competition, signaling continued momentum.

"we are raising our 2026 guidance ranges for both revenue and non-GAAP earnings per share."

AMGN WATCH

Murdo Gordon

Merck's newly approved oral PCSK9 inhibitor has food restrictions and Amgen does not see it as a direct threat, viewing the market as under-penetrated and Repatha's strong efficacy data and injectable compliance as durable advantages. — This challenges the bear thesis that oral PCSK9s will cannibalize the injectable market, indicating potential pricing and share resilience for Repatha.

"the data behind Repatha are unrivaled. It is the category leader, and indeed, the data are unrivaled."

MRK WATCH

HIGH

20:30
Apr 30 ◎

AMGN FY2026 Q1 Watch

Amgen Inc. (AMGN) FY2026 Q1 Earnings Call

AMGN REGN ▾

Peter Griffiths

Management's tone is bullish, reflected in raised 2026 revenue and EPS guidance, driven by strong performance across key growth drivers and a robust pipeline.

"Our strong first quarter performance reinforces that outlook, and we're raising our 2026 guidance ranges for both revenue and non-GAAP earnings per share."

AMGN WATCH

Myrtle Gordon

Repatha new-to-brand prescriptions surged 44% in Q1, driven by recent positive cardiovascular outcomes data in primary prevention, signaling stronger uptake. — Amgen's momentum is a direct challenge to Regeneron's Praluent, suggesting Amgen is winning in the PCSK9 class based on superior outcomes data.

"new-to-brand prescription evolution in the U.S., we were up 44% in the quarter."

REGN WATCH

HIGH

21:30
Feb 03 ◎

AMGN FY2025 Q4 Watch

Amgen Inc. (AMGN) FY2025 Q4 Earnings Call

LLY AMGN ▾

Bob Bradway

Amgen CEO expects to compete 'broadly' in the obesity space with a 'robust' pipeline that includes an undisclosed mechanism clinical-stage asset (AMG513) and both injectable and oral preclinical candidates. — This suggests a multi-pronged strategy against Eli Lilly in the obesity market, potentially diversifying beyond the monthly injectable Maritide.

"I think you should expect us to be competing broadly in the field, Michael."

LLY WATCH

Peter Griffith

Management gives a bullish 2026 guidance, projecting double-digit EPS growth and revenue growth despite anticipated competitive headwinds. They are framing 2026 as a 'springboard year' for future growth.

"We expect our 2026 total revenues in the range of $37.0 billion to $38.4 billion, and non-GAAP earnings per share between $21.60 to $23. Our revenue range reflects continuing strong performance from our six key growth drivers...positioning"

AMGN WATCH

HIGH

Feed — Buzzberg