Market Analysis by covering: Eli Lilly and Company, Vertex Pharmaceuticals Inc, Amgen Inc, abrdn Healthcare Opportunities Fund. Read 's Market Analysis on Investing.com ...

Key Takeaways Amgen is advancing MariTide in late-stage obesity studies with promising monthly dosing potential.Viking's VK2735 showed weight loss benefits but faced high dropout rates in its oral study.AMGN stock posts gains with rising estimates, while VKTX stock sinks with widening projected losses.Though Amgen (AMGN) and Viking Therapeutics (VKTX) do not currently market any obesity drugs, they are among the few biotechs that have shown immense potential in this space.Amgen boasts a strong presence in o ...

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These drugmakers have competitive yields and have increased their dividends at a good clip.Between labor-market data and potential interest-rate cuts, Wall Street has a lot on its plate right now. In an environment like this one, it can be helpful to invest in solid, dividend-paying stocks -- and due to its non-cyclical nature, the healthcare sector is a good place to find some.Many medical products, including pharmaceutical drugs, perform relatively well even in tough economic times. That allows drugmakers ...

Core Insights - Royalty Pharma plc (NASDAQ:RPRX) is recognized as one of the best performing biotech stocks in 2025, focusing on biopharmaceutical royalties by investing in innovative drug products and partnering with various entities to fund clinical trials and product launches [1] Financial Performance - In Q2 2025, Royalty Pharma reported a 20% increase in Portfolio Receipts to $727 million and an 11% rise in Royalty Receipts, driven by products such as Trelegy, Evrysdi, and Tremfya [2] - The company updated its full-year 2025 guidance for Portfolio Receipts to a range of $3.05–$3.15 billion, indicating projected growth of 9%–12% [2] Strategic Moves - A significant milestone was the acquisition of RP Management, LLC in May 2025, which streamlined operations and integrated the royalty portfolio with the company's intellectual property assets, enhancing efficiency and strategic flexibility [3] - The firm expanded its oncology presence by acquiring a royalty interest in Amgen's Imdelltra for an upfront payment of $885 million, with potential royalties of up to $65 million [4] - Royalty Pharma also entered a $2 billion funding arrangement with Revolution Medicines, which included $1.25 billion for a synthetic royalty on daraxonasib and a secured senior loan of $750 million [4] Investment Commitments - In September 2025, Royalty Pharma committed up to $300 million to Zenas Biopharma's obexelimab program in exchange for royalties, highlighting its dedication to supporting innovative pipeline products [5]

Princeton, NJ and TOKYO, Sept. 11, 2025 (GLOBE NEWSWIRE) -- Kyowa Kirin Co., Ltd. (TSE: 4151) today announced that results of the Phase 3 ROCKET-SHUTTLE trial of rocatinlimab, an investigational T-cell rebalancing therapy, will be presented as a late breaking oral presentation at the European Academy of Dermatology and Venerology (EADV) 2025 Annual Meeting to be held in Paris, France from September 17-20, 2025. This trial assessed the efficacy and safety of rocatinlimab every 4 weeks in combination with top ...

The U.S. Food and Drug Administration will send out around 100 cease-and-desist enforcement notices and thousands of letters warning pharmaceutical companies that direct-to-consumer ads must comply wi... ...

PresentationTerence FlynnEquity Analyst Great. Good morning, everybody. I'm Terence Flynn, Morgan Stanley's large-cap U.S. biopharma analyst. Very pleased to be hosting Amgen this morning. Joining us from the company, we have Peter Griffith, the company's CFO; and Kave Niksefat, who is the company's SVP of Global Marketing. Thank you both so much for being here today. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you hav ...

Summary of Amgen's Conference Call Company Overview - **Company**: Amgen - **Industry**: Biopharmaceuticals Key Points and Arguments Financial Performance - Second quarter revenues increased by 9%, with volume up 13% [2] - Non-GAAP EPS rose by 21% year-over-year [2] - Fifteen products achieved double-digit growth in Q2, with fourteen products annualizing at over $1 billion based on Q2 sales [2] Therapeutic Areas and Product Growth - **General Medicine**: - Repatha and Evenity both grew over 30% in Q2 [3] - Over 100 million patients globally need effective LDL cholesterol-lowering treatments, indicating substantial growth potential for Repatha [3] - Evenity has a significant unmet need with over 90% of high-risk postmenopausal women untreated for osteoporosis [3] - Maridebart cafraglutide is advancing in obesity and related conditions with four phase III studies underway [3] - **Rare Disease**: - Generated over $5 billion in Q2 sales [4] - Ultomiris is the leading FDA-approved biologic for NMOSD and is progressing well for generalized myasthenia gravis [4] - Tepezza is the only FDA-approved therapy for thyroid eye disease, with expanding sales efforts [4] - **Inflammation**: - Tezspire grew 46% year-over-year in Q2 and is advancing in additional indications [5] - **Oncology**: - Blincyto grew 45% year-over-year in Q2 [5] - Tarlatamab achieved $134 million in sales, growing 65% quarter-over-quarter [6] Biosimilars Portfolio - Cumulative sales of biosimilars reached $12 billion since 2018, with a 37% year-over-year growth in the first half of the year [9] - The third wave of biosimilars includes products targeting Opdivo, Keytruda, and Ocrevus [9] Capital Allocation and Investments - CapEx guidance for the year is $2.3 billion, focused on U.S. manufacturing and innovation [19] - Over $40 billion invested in manufacturing and R&D since the 2017 Tax Cut and Jobs Act [19] - Major expansions in North Carolina ($1.5 billion) and Ohio ($1.4 billion) are underway [20] Policy and Regulatory Environment - Amgen is actively engaging with the U.S. administration on healthcare reforms, focusing on affordability and innovation [15] - Advocates for 340B reform to benefit patients directly [16] - Discussed the need for rebate reform to ensure discounts benefit patients at the pharmacy counter [16] Pipeline Developments - Rocatinlimab is in the final stages of its development, with ongoing studies to evaluate its competitive position [47] - Maridebart cafraglutide is expected to show promising data in Q4 [51] - Olpasiran targets Lp(a) as a cardiovascular risk factor, with a significant reduction in Lp(a) levels expected [55] Future Outlook - Six growth drivers include Repatha, Evenity, Tezspire, oncology portfolio, rare disease portfolio, and biosimilars [35] - Anticipates some erosion in sales from denosumab products due to biosimilar competition [37] - Focus on maintaining robust margins while investing in innovation [40] Legal Matters - Ongoing Puerto Rico tax litigation is expected to conclude with a decision no earlier than the second half of 2026 [33] Additional Important Information - The company emphasizes the importance of innovation and maintaining a strong pipeline to ensure long-term growth [11] - Amgen's commitment to patient access and affordability aligns with its advocacy for a favorable policy environment [17]

Core Insights - Amgen and Kyowa Kirin announced preliminary top-line results from the ASCEND study, which evaluates rocatinlimab, a T-cell rebalancing therapy targeting the OX40 receptor, for treating moderate to severe atopic dermatitis in adults and adolescents [1][2] Study Overview - The ASCEND study involves approximately 2,600 patients and assesses the long-term safety and efficacy of rocatinlimab administered at doses of 150 mg and 300 mg every four or eight weeks [2] - The study focuses on adults who completed 24 weeks of therapy in previous ROCKET trials and continued for an additional 32 weeks in ASCEND [2] Safety and Efficacy Findings - The primary endpoint of the study is to evaluate the long-term safety of rocatinlimab, with common treatment-emergent adverse events including upper respiratory infections, aphthous ulcers, headache, and influenza [3] - The incidence of gastrointestinal ulceration events with rocatinlimab is reported to be less than 1 per 100 patient-years [4] - Secondary endpoints show that most patients who achieved a clinical response in prior trials reported continued therapeutic benefits after one year of treatment [5] Expert Commentary - Amgen's executive vice president highlighted the importance of understanding OX40 inhibition in managing atopic dermatitis and the long-term safety profile of rocatinlimab [6] - Kyowa Kirin's Chief Medical Officer emphasized the significance of these results in providing new treatment options for patients with moderate to severe atopic dermatitis [6] Future Plans - Amgen and Kyowa Kirin plan to present full results at an upcoming congress or in a peer-reviewed publication [6][7] - The ASCEND study will continue to evaluate the long-term safety and efficacy of rocatinlimab for up to 104 weeks [4][7] About Rocatinlimab - Rocatinlimab is an anti-OX40 monoclonal antibody being investigated for moderate to severe atopic dermatitis and has the potential to be the first T-cell rebalancing therapy targeting the OX40 receptor [10] - The therapy is also being studied for other conditions related to T-cell imbalance, including uncontrolled asthma and prurigo nodularis [10] Company Background - Amgen is a leading biotechnology company focused on innovative medicines for various diseases, including cancer and inflammatory conditions [12] - Kyowa Kirin is a global specialty pharmaceutical company with over 70 years of experience in drug discovery and biotechnology innovation [15]