Amgen(US:AMGN) 智通财经网·2026-01-07 07:08Group 1 - UBS upgraded its rating for Amgen (AMGN.US) from "Neutral" to "Buy," raising the target price from $317 to $380, citing two late-stage products, MariTide and olpasiran, as key growth drivers until 2030 [1] - The target price represents nearly a 15% upside from Amgen's closing price on Tuesday [1] - MariTide (AMG 133) is a GLP-1R agonist/GIPR antagonist for treating obesity and type 2 diabetes, showing an average weight loss of 20% in obese/overweight patients without type 2 diabetes after 52 weeks, with no plateau in weight loss [1] Group 2 - Olpasiran (AMG 890) is an investigational siRNA therapy targeting the mRNA of the Lp(a) gene to reduce Lp(a) production, a genetically determined independent risk factor for cardiovascular disease [1] - Patients receiving 75mg or higher doses of olpasiran showed a reduction of Lp(a) by 95% or more at week 36 compared to the placebo group, with over 98% of patients achieving Lp(a) levels of 125nmol/L or lower [1] - UBS analysts noted that MariTide's potential for monthly dosing could enhance patient compliance, despite concerns about tolerability in trial results [2]