Amgen CEO Bob Bradway goes one-on-one with Jim Cramer

Summary

Amgen CEO Bob Bradway joins Jim Cramer on Mad Money to discuss the company's obesity/GLP-1 program, rare disease and autoimmune business, and Repatha's cardiovascular benefits and growth outlook. Bradway emphasizes longer dosing intervals for obesity, double-digit rare disease growth, and Repatha's LDL-lowering data and expanding use. Cramer remains bullish on Amgen as a diversified, no-patent-cliff biotech with a 3% yield. The segment closes with a teaser for an upcoming Regeneron interview.

• Amgen CEO Bob Bradway discusses the company's once-monthly/quarterly obesity GLP-1 injection and its potential to improve patient persistence.
• Amgen's rare disease business, including Horizon-acquired autoimmune biologics, is annualizing above $5 billion with double-digit growth.
• Bradway highlights Repatha's LDL lowering, 36% further heart attack risk reduction in primary-prevention patients, and price cuts to $8 a day.
• Bradway expects Repatha to continue growing nicely through the rest of the decade.
• Jim Cramer says he likes Amgen for its diversified drug portfolio, lack of patent cliff, growth potential, and 3% yield.
• The interview also touches on patient education, heart disease mortality, and a teaser for a Regeneron interview.