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Amgen (AMGN) investor relations material
Amgen Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025
Business performance and growth drivers
Achieved 9% revenue growth and 21% non-GAAP EPS growth in Q2, with 13% volume increase and 15 products showing double-digit growth.
Four therapeutic areas and a leading biosimilars portfolio drive performance, with 14 products annualizing at $1B+ in sales.
Repatha and Evenity exceeded 30% growth, targeting large, underserved populations with significant expansion potential through 2030.
Rare disease portfolio annualized over $5B in Q2 sales, with key products early in lifecycle and positioned for long-term growth.
Oncology portfolio, led by BiTE platform, saw Blincyto grow 45% and tarlatamab 65% quarter over quarter, with multiple phase III studies ongoing.
Pipeline and innovation updates
Maridebart cafraglutide advancing with four phase III studies in obesity, cardiovascular disease, and heart failure; phase II data expected in Q4.
Olpasiran progressing in phase III for cardiovascular risk reduction; differentiated by quarterly dosing and 95% Lp(a) reduction.
Rocatinlimab phase III extension study data released, with final filing dependent on completion of ongoing studies.
Imdelltra phase 1b data in small cell lung cancer showed median overall survival of 25.3 months, supporting rapid movement into earlier therapy lines.
Pipeline highlights include Blincyto, Tepezza, Eculizumab, Maritide, Valiuritamib, Dazodilabop, and Opasitamab.
Capital allocation and manufacturing investments
2024 CapEx guidance is $2.3B, focused on U.S. manufacturing, with major expansions in North Carolina ($1.5B total) and Ohio ($1.4B total).
Over $40B invested in manufacturing and R&D since 2017, including $5B in U.S. capital expenditures.
New Center for Science and Innovation in Thousand Oaks, CA, to feature advanced automation and digital capabilities.
Capital allocation priorities: innovation, business investment (manufacturing, AI, technology), and shareholder returns.
Deleveraging from Horizon deal on track, with leverage returning to pre-acquisition levels by year-end and $500M in cost synergies achieved.
Olpasiran's differentiation vs. Novartis Lp(a) data
How do US manufacturing investments impact CapEx?
What is the expected timeline for Puerto Rico tax litigation?
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Next Amgen earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
American Biotechnology
Amgen is a biotechnology company from California with operations worldwide. Over the years, it has evolved from a fledgling start-up into a pharmaceutical titan, making a name for itself through its research and innovative drug development. Unlike traditional pharmaceutical companies, Amgen uses living cells to produce its products, a challenging approach that can yield groundbreaking results.
Born from Innovation
Amgen, founded in 1980 by William K. Bowes, Jr., George Rathmann, and Joseph Rubinfeld, set out to unlock the potential of biology for patients. The company's original focus was on tools for molecular biology, but it quickly shifted to human therapeutics. One of the company’s flagship treatments is Epogen, which revolutionized the treatment of anemia in patients with chronic kidney disease. Over the years, Amgen has expanded its portfolio of medications to tackle a variety of serious illnesses through a focus on research and development.
Some publicly traded peers operating in the same field include names such as Pfizer, Eli Lilly, Johnson & Johnson, and other large pharmaceutical companies.
A Therapeutic Pioneer
Amgen's extensive product portfolio caters to several therapeutic areas, from cardiovascular disease to oncology, nephrology, and more. Through a combination of biological and small molecule drugs, Amgen targets conditions where there is a high unmet medical need. Today, the company continues to place a big emphasis on research in medicine, striving for innovative solutions that improve the lives of its patients. The fact that Amgen uses living cells in some of their treatments has been a key part of their growth, but also their marketing over the years.
Serving Patients Worldwide
Amgen has expanded its footprint globally, bringing its products and therapies to patients around the world. The company's broad international presence in over 100 countries is supported by strategic partnerships, robust distribution networks, and a commitment to patient care.
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