Group 1 - Amgen Inc. held a special conference call on June 23, 2025, at 5:30 PM ET, featuring key executives including Justin Claeys, Jay Bradner, Susan Sweeney, and Murdo Gordon [1][2][3] - The call was part of the American Diabetes Association's 85th Scientific Session, indicating the company's focus on diabetes-related research and development [2][3] - An investor presentation was made available during the call, suggesting a structured approach to communicating financial and strategic information to stakeholders [3]

丨证券研究报告丨 行业研究丨专题报告丨医疗保健 [Table_Title] 药品产业链周度系列（五） 速览 PCSK9 抑制剂 报告要点 [Table_Summary] PCSK9 是前蛋白转化酶家族重要成员，通过与 LDLR 结合加速其溶酶体降解，降低肝细胞对 LDL-C 的清除效率，是动脉粥样硬化性心血管疾病的关键致病因素，已成为长期血脂管理的核 心靶点。截至 2025 年 6 月，全球已有 7 款 PCSK9 抑制剂获批上市，涵盖单克隆抗体和 siRNA 药物，恒瑞、君实、信达、安进、赛诺菲、诺华等中外药企积极布局，在研 PCSK9 抑制剂呈 现技术路线多元、应用场景拓展、依从性持续优化的创新趋势，其中，默沙东的口服 PCSK9 抑 制剂 Enlicitide 已进入全球临床 III 期，未来前景广阔。 分析师及联系人 [Table_Author] 彭英骐 徐晓欣 张楠 万梦蝶 刘长洪 SAC：S0490524030005 SAC：S0490522120001 SAC：S0490524070006 SAC：S0490525050001 SFC：BUZ392 请阅读最后评级说明和重要声明 %% %% %% ...

Amgen (AMGN) ended the recent trading session at $272.44, demonstrating a -5.84% change from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.96%. Elsewhere, the Dow gained 0.89%, while the tech-heavy Nasdaq added 0.94%. Prior to today's trading, shares of the world's largest biotech drugmaker had gained 6.5% outpaced the Medical sector's loss of 0.85% and the S&P 500's gain of 0.5%.Market participants will be closely following the financial results of Amgen in its upcomin ...

安进跌5.8%，创2024年11月12日以来最差单日表现。 ...

安进(Amgen)最新跌幅达7%，该公司实验性减肥药的临床试验结果已公布。 ...

安进减肥药Maritide在第二阶段第一部分临床研究中表现出平均减重20%的效果。(智通财经) ...

智通财经6月24日电，安进减肥药Maritide在第二阶段第一部分临床研究中表现出平均减重20%的效果。 ...

Core Insights - MariTide, a novel obesity treatment, has shown significant efficacy with up to ~20% average weight loss in individuals without Type 2 diabetes and ~17% in those with Type 2 diabetes, without reaching a weight loss plateau at 52 weeks [1][3][4] - The treatment also resulted in substantial improvements in cardiometabolic health, including reductions in HbA1c levels and various cardiovascular risk factors [3][4][5] - The Phase 3 MARITIME studies are set to evaluate MariTide's safety and efficacy in broader populations, including those with atherosclerotic cardiovascular disease and heart failure, with initiation planned for 2025 [2][6] Company Overview - Amgen is advancing MariTide as a long-acting peptide-antibody conjugate administered monthly or less frequently, aiming to enhance patient adherence and long-term weight management [2][4][20] - The company has a robust pipeline addressing obesity, including both oral and injectable treatments, leveraging its expertise in genetic research to optimize therapeutic outcomes [21][22] Clinical Study Details - The Phase 2 study enrolled 592 adults, divided into two cohorts based on the presence of Type 2 diabetes, with significant weight loss observed across various dosing regimens [8][9] - The Phase 1 pharmacokinetics low dose initiation study demonstrated that lower starting doses improved gastrointestinal tolerability without compromising efficacy [4][5][15] Future Directions - The ongoing Phase 3 studies will further assess MariTide's impact on chronic weight management and its potential benefits for patients with obesity-related conditions [6][10] - Amgen plans to initiate additional Phase 3 studies targeting cardiovascular diseases and obstructive sleep apnea in 2025, expanding the therapeutic applications of MariTide [2][6]

2025年6月23日星期一 ➢ 美军突袭伊朗核设施；联储理事料最 快7月降息。A股持续收低。上证指数 收盘跌0.07%报3359.9点，深证成指跌 0.47%，创业板指跌0.83%。脑机接口 概念回落。港股下跌。恒生指数收盘 涨1.26%报23530.48点，恒生科技指数 涨0.88%，恒生中国企业指数涨1.38%。 大金融强势，油气股放缓。大盘成交 额2224.23亿港元。外盘方面，欧洲三 大股指收盘涨跌不一。美国三大股指 收盘涨跌不一，道指涨0.08%，标普 500指数跌0.22%报5967.84点，纳指跌 0.51%。美军周末突袭伊朗三处核设施， 德黑兰誓言保留一切反击选项。特朗 普再次威胁解雇鲍威尔，美联储理事 Waller预计最快可在7月降息。 资料来源：彭博 | 23530.48 | 1.26 | 17.30 | | --- | --- | --- | | 8527.07 | 1.38 | 16.97 | | 5133.14 | 0.88 | 14.88 | | 130.57 | -0.74 | -8.69 | | 3359.90 | -0.07 | 0.24 | | 10005.03 | -0. ...

与此同时，安进的实验性减肥疗法MariTide的安全性将成为关注焦点。该公司将于6月23日公布一项关 于这种注射剂的二期临床试验的全部数据。 安进的股票在11月份出现了下跌，原因是该公司报告称，MariTide在为期52周的试验中使受试者的平均 体重减轻了多达20%。该试验招募的对象为患有肥胖症或超重症但未患有2型糖尿病的个体。 减肥药巨头礼来(LLY.US)、诺和诺德(NVO.US)以及安进(AMGN.US)计划在6月20日至23日于芝加哥举 行的美国糖尿病协会(ADA)第85届科学会议上公布其重大临床试验的结果。 礼来将于6月21日在由ADA主办的研讨会上公布其针对2型糖尿病成年患者的在研口服减肥疗法 (orforglipron)的3期临床试验结果。这家制药公司于4月公布了ACHIEVE-1试验的最终数据，指出这项全 球性试验(orforglipron的七项3期临床试验中的第一项)达到了主要目标，即这种每日服用一次的药物在 40周的试验期内使患者平均减重约8%。 诺和诺德也将于6月22日参加研讨会，公布其下一代减肥疗法CagriSema的REDEFINE1和REDEFINE2三 期临床试验的数据。这家丹麦 ...