Core Insights - The traditional branded pharma website is losing its effectiveness as a primary engagement tool, becoming more of a passive presence rather than an active destination for users [2][3] - Engagement metrics are declining not due to lack of effort from content teams, but because user interaction with information has fundamentally changed [3][5] Industry Trends - Only 12% of U.S. adults have proficient health literacy, and many struggle to understand health information, indicating a significant literacy problem in healthcare [4] - Nearly two-thirds of physicians are now using some form of AI in clinical practice, reflecting an 80% year-over-year increase [8] - The AI-in-healthcare market is currently valued at $26.6 billion and is projected to exceed $180 billion by 2030, indicating substantial investment in AI-driven engagement [18] Behavioral Shifts - Patients and providers now expect immediate, direct answers rather than traditional scrolling and reading experiences [7][10] - AI is becoming a core mechanism in healthcare, with clinical AI pathways managing tens of thousands of encounters and improving decision-making processes [9] Digital Engagement Evolution - The future of digital engagement will not rely on static websites but will be defined by an omnichannel interface layer powered by AI, integrating scientific accuracy, regulatory compliance, and user intent [17][25] - Pharma companies are increasingly recognizing the need to move away from generic websites to personalized, context-aware content that meets users where they are [15][30] Strategic Opportunities - The ownership of the interface layer will determine the relationship between pharma companies and their users, making it a critical competitive battleground [21][22] - Companies like Eli Lilly are leading the way by transforming consumer insights into personalized content, leveraging AI to enhance engagement and patient outcomes [15][30] Measurement of Success - The focus is shifting from traditional metrics like traffic and clicks to relevance and engagement, emphasizing the importance of delivering the right information at the right time [27][28] - Leading organizations are reframing their strategies to ensure that their scientific information is accessible and relevant wherever questions arise [28][29]

Core Insights - Amgen Inc. is a leading biopharmaceutical company with a market capitalization of approximately $180 billion, making it one of the largest biotech firms globally [1][2] Stock Performance - Amgen's shares have decreased by 3.3% from the 52-week high of $345.84, reached on November 13 [3] - Over the past three months, AMGN stock has increased by roughly 13.8%, outperforming the NASDAQ Composite, which gained 6.2% during the same period [3] - In the longer term, AMGN stock has gained 13.5% over the past 52 weeks and 28.3% year-to-date (YTD) [4] - The NASDAQ Composite has risen 20% over the same 52-week period and 18.4% YTD [4] - AMGN stock has shown significant momentum, trading above the 50-day and 200-day moving averages since early October [4] Financial Performance - The strong Q3 2025 earnings report, released on November 4, showed revenues increasing by 12% year-over-year (YoY) to $9.6 billion, driven by double-digit sales growth across 16 key products [5] - The growing demand for newer medicines such as Repatha, Tezspire, Evenity, and other rare disease drugs has contributed to the top-line strength [5] - Non-GAAP EPS increased by 1% YoY to $5.64 [5] Competitive Landscape - In contrast, rival Bristol-Myers Squibb Company has seen a pullback of 18.9% over the past 52 weeks and a decline of 15.6% YTD, significantly lagging behind Amgen's performance [6] - Amgen stock has a consensus rating of "Moderate Buy" from 32 analysts, surpassing the mean price target of $325.04 [6]

Group 1 - The author has a background in private credit and commercial real estate (CRE) mezzanine financing, indicating expertise in financial analysis and investment strategies [1] - The author has collaborated with prominent CRE developers, suggesting a strong network and experience in the real estate sector [1] - The author is a fluent Mandarin speaker, which may provide advantages in understanding Asian markets and investment opportunities [1] Group 2 - The article expresses personal opinions and analysis, highlighting the author's independent research approach [2] - The author holds long positions in several pharmaceutical companies, indicating a focus on the healthcare sector for investment [2] - There is no business relationship with the companies mentioned, ensuring an unbiased perspective in the analysis [2]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [2] Core Insights - Eli Lilly's revenue increased by 52% year-on-year in Q3 2025, driven by GLP-1 drugs, with Tirzepatide's quarterly revenue exceeding $10 billion for the first time, showing a 131% year-on-year growth [4] - Novo Nordisk faced intensified competition in the weight loss drug market, leading to a modest revenue growth of 1% for Ozempic and 6% for Wegovy in Q3 2025, prompting a downward revision of its annual performance guidance [4] - A total of 11 out of 16 companies in the report raised their revenue and/or net profit/EPS forecasts for the year, primarily due to better-than-expected sales of new products [4] Summary by Sections 1. Q3 2025 Performance Review - Eli Lilly's Q3 revenue reached $17.6 billion, with a 62% increase in sales volume, while net prices decreased by 10% [12] - Novo Nordisk's sales revenue for Q3 was 75 billion Danish Kroner, with a net profit decline of 27% [13] - JNJ's pharmaceutical segment achieved revenue of $15.6 billion, with significant contributions from oncology and neurology products [14] - AbbVie reported global sales of $15.8 billion, with notable growth in immunology and neurology sectors [15] - Gilead's revenue for Q3 was $7.3 billion, with a 4% increase in HIV product sales [16] 2. MNC Product Performance in the U.S. Market - The median time for MNC products to reach peak sales in the U.S. market is approximately 8 years, with first-in-class (FIC) products achieving this in about 7 years [4] 3. Revenue and Guidance Adjustments - Eli Lilly raised its full-year revenue guidance from $60-62 billion to $63-63.5 billion [12] - Novo Nordisk revised its revenue growth forecast down from 8%-14% to 8%-11% [13] - JNJ increased its full-year revenue guidance from $93.2-93.6 billion to $93.5-93.9 billion [14]

Core Insights - The FDA has granted full approval to IMDELLTRA (tarlatamab-dlle) for treating adult patients with extensive stage small cell lung cancer (ES-SCLC) who have disease progression after platinum-based chemotherapy, marking it as a recognized standard of care [1][2][8] - The Phase 3 DeLLphi-304 trial demonstrated that IMDELLTRA reduced the risk of death by 40% and extended median overall survival by more than five months compared to standard chemotherapy [1][3][4] Company Developments - Amgen is committed to advancing IMDELLTRA for earlier stages of small cell lung cancer and earlier lines of therapy, emphasizing its dedication to providing transformative medicines for challenging cancers [2][3] - The safety profile of IMDELLTRA in the DeLLphi-304 trial showed fewer Grade 3 or greater adverse events compared to chemotherapy (54% vs 80%), indicating a favorable safety profile [2][3] Clinical Trial Insights - The DeLLphi-304 study involved 509 patients and was the first global Phase 3 trial to show a significant survival benefit over chemotherapy for ES-SCLC [3][4] - Key secondary outcomes of the trial included progression-free survival and patient-reported outcomes, which further support the efficacy of IMDELLTRA [4] Treatment Landscape - IMDELLTRA targets DLL3, a protein expressed on 85-96% of SCLC cells, making it a promising option for patients with limited treatment alternatives [7][8] - The National Comprehensive Cancer Network (NCCN) has updated its guidelines to include tarlatamab as the only Category 1 preferred treatment option for this patient population [1][2] Future Directions - Amgen's development program for IMDELLTRA includes multiple ongoing clinical trials to evaluate its efficacy in various treatment settings, including combination therapies and earlier lines of treatment [5][6]

Core Viewpoint - The pharmaceutical sector, particularly companies like Eli Lilly and Amgen, has seen significant stock price increases, driven by a shift in investor focus from AI-related stocks to more stable growth stocks in healthcare [2][3][4]. Group 1: Market Trends - The S&P 500 index reached a historical high on October 28, with Eli Lilly's stock rising by 25% and Amgen's by 17% [2]. - AI-related stocks, such as Oracle and Meta, have experienced significant declines, with Oracle down 22% and Meta down 20% [3]. - Investors are reallocating funds from large-cap tech stocks to defensive sectors like healthcare, which are perceived as offering stable growth [3][4]. Group 2: Policy Impact - Concerns over potential drug price reductions under the Trump administration had previously suppressed healthcare stocks, but these fears have begun to ease [4][5]. - A recent agreement between Pfizer and the U.S. government to control drug prices has shifted market perceptions, leading to a more favorable outlook for pharmaceutical companies [4][5]. Group 3: Company Performance - Eli Lilly reported strong earnings for Q3 2025, with its diabetes drug Mounjaro and obesity drug Zepbound exceeding market expectations [5]. - Other companies like Merck and Amgen also reported earnings surpassing market forecasts, contributing to rising stock prices [5]. - Analysts, including Morgan Stanley's Michael Wilson, have a positive outlook on healthcare stocks due to earnings growth, reduced policy uncertainty, and low valuations [5].

Core Viewpoint - The pharmaceutical sector, particularly companies like Eli Lilly and Amgen, has shown significant stock price increases, indicating a shift in investor focus towards stable growth stocks amidst declining AI-related stocks [2][4][5]. Group 1: Market Trends - As of October 28, the S&P 500 index reached a historical high, with Eli Lilly's stock rising by 25% and Amgen's by 17%, reflecting strong performance in the healthcare sector [2][4]. - The decline in AI-related stocks, such as Oracle (down 22%) and Meta (down 20%), has led investors to seek opportunities in defensive stocks like pharmaceuticals [4][5]. - The healthcare sector is viewed as a typical representative of "defensive stocks," expected to provide stable growth [4]. Group 2: Investor Sentiment - Investors are increasingly cautious about large-scale investments in the AI sector, influenced by concerns over potential profit reductions due to intensified competition [5][6]. - Despite the adjustments in AI stocks, investors are not withdrawing from the market, as overall corporate performance remains strong [5][6]. - The healthcare sector, previously overlooked, is now attracting investor interest due to its relatively low valuations [5][6]. Group 3: Policy Impact - A significant change occurred on September 30 when Pfizer reached an agreement with the U.S. government to control drug prices, which is expected to have a limited negative impact on corporate earnings [6]. - The healthcare sector has faced pressure from the Trump administration's drug pricing policies, but recent developments have alleviated some concerns [5][6]. Group 4: Company Performance - Eli Lilly reported strong earnings for Q3 2025, with its diabetes drug Mounjaro and obesity drug Zepbound exceeding market expectations [6]. - Other companies like Merck and Amgen also reported earnings surpassing market forecasts, contributing to further stock price increases [6]. Group 5: Future Outlook - Morgan Stanley's strategist Michael Wilson has a positive outlook on healthcare stocks, citing earnings growth, reduced policy uncertainty, and low valuations as favorable factors [6]. - The healthcare sector's market capitalization is approximately 10%, significantly lower than the nearly 50% share of the tech sector, which may limit its ability to lead the market [7].

We recently published 8 Stocks Jim Cramer Discussed & Mentioned An Important Quantum Computing Development. Amgen Inc. (NASDAQ:AMGN) is one of the stocks Jim Cramer discussed. Cramer has recently started to discuss pharmaceutical giant Amgen Inc. (NASDAQ:AMGN) more frequently. Most of his discussions surround the firm’s Repatha drug that aims to reduce cholesterol and prevent adverse cardiovascular events. In a November 11th appearance, the CNBC TV host commented that Amgen Inc. (NASDAQ:AMGN), along with ...

Core Insights - The Dow Jones Industrial Average closed down 557.24 points (-1.18%) on November 17, 2025, influenced by upcoming earnings reports and a backlog of economic data [1] - Anticipation surrounds key corporate earnings from Nvidia, Walmart, and Home Depot, which are expected to provide insights into the AI, technology, and consumer sectors [1] - Delayed economic data, including the September jobs report, is expected to impact perceptions of the U.S. economy and Federal Reserve interest rate decisions [1] Company Performance - Johnson & Johnson, Amgen, and Merck & Co. were among the biggest gainers, reflecting a shift towards defensive or healthcare-related stocks amid market uncertainty, with gains of 2.08%, 1.82%, and 1.11% respectively [2] - American Express led the declines with a drop of 2.37%, attributed to increased net write-off rates in U.S. Consumer Card Member loans, followed by IBM (-2.13%), Salesforce (-1.94%), and Apple (-1.73%) [3]

Amgen Inc. (NASDAQ:AMGN) is one of the stocks Jim Cramer mentioned in his latest comments. Cramer highlighted the company’s breakthrough medicine, as he remarked: “We had Amgen on the show the other day, announcing a breakthrough in Repatha, its every other week injection squelches cholesterol to a level where it helps prevent heart attacks. Why not go buy that?” Photo by Yiorgos Ntrahas on Unsplash Amgen Inc. (NASDAQ:AMGN) delivers human therapeutics for conditions such as cancer, cardiovascular dise ...