Amgen reported early Phase 2 data suggesting patients kept weight off with less frequent dosing, a potential differentiator from Eli Lilly and Novo Nordisk. ...

Summary of Molecular Partners FY Conference Call Company Overview - **Company Name**: Molecular Partners (NasdaqGS:MOLN) - **Focus**: Development of DARPin candidates, particularly in the field of radiotherapy - **Financial Position**: Over $100 million in cash (approximately CHF 93 million) available for investment in R&D [4][30] Key Industry Insights - **Biotech Sector Outlook**: Increased confidence in a turnaround for the biotech sector in 2026, following a challenging period [3] - **Radiotherapy Market**: Positive feedback and renewed interest in radiotherapy, highlighted by the successful IPO of Aktis Oncology [3] Core Product Focus - **Primary Candidate**: MP0712, a DLL3-targeted DARPin, is expected to drive value creation in the upcoming year [4][6] - **Pipeline Overview**: Emphasis on MP0712, with additional focus on MPO 317 and MPO 533, which are also in development [6][11] Product Development and Clinical Trials - **MPO 317**: Initially considered a dead program, it has been revived due to promising phase one data showing immune activation in colorectal carcinoma. A new trial will involve 75 patients across 11 centers in France, with results expected in 2027 [10][11] - **MPO 533**: A multispecific DARPin targeting acute myeloid leukemia (AML), designed to eradicate residual disease clones. The focus will be on low disease burden patients [11][12] Radiotherapy Mechanism - **Mechanism of Action**: MP0712 utilizes a DARPin vector linked to a radioisotope (Lead-212) to target DLL3 in small cell lung cancer. The approach aims to combine the efficacy of T cell engagers with the durability of antibody-drug conjugates (ADCs) [14][16][18] - **Clinical Strategy**: The company plans to initiate a phase one dose escalation trial, starting with a 75-megabecquerel dose, with a fast-to-market strategy for small cell lung cancer [27][30] Safety and Efficacy Considerations - **Safety Profile**: The rapid decay of Lead-212 is expected to result in minimal hematological toxicity, with recovery of blood values anticipated [34][37] - **Patient Experience**: Radiotherapy is expected to offer a better quality of life for patients compared to T cell engagers, which often cause acute side effects [37] Partnerships and Collaborations - **Orano Med Partnership**: A 50/50 partnership focused on the supply of Lead-212, with Orano Med providing a robust supply chain and infrastructure for the isotope [40][43] - **Future Collaborations**: The company is open to exploring partnerships for other isotopes, such as actinium, to enhance treatment options [45][46] Future Directions - **Expansion of Indications**: Beyond small cell lung cancer, there are plans to explore other neuroendocrine tumors with DLL3 expression [47][48] - **Innovative Imaging Techniques**: The use of imaging agents to select patients with DLL3 expression is seen as pivotal for maximizing treatment efficacy [48] Conclusion - **Focus for 2026**: The primary focus will be on MP0712, with expectations for first-in-human results and safety data in the first half of the year, followed by activity data in the second half [30]

At a J.P. Morgan Healthcare Conference on Monday, Amgen Inc.(NASDAQ:AMGN) CEO Robert Bradway shared findings from part 2 of the Phase 2 Study of MariTide, its investigational obesity treatment. • Amgen stock is showing positive momentum. What’s the outlook for AMGN shares?Key FindingsThe large majority of participants maintained the weight loss achieved in part 1 for an additional 52 weeks on a lower monthly dose or quarterly dose of MariTide.The second year of MariTide treatment was very well tolerated, in ...

U.S. telehealth firm Ro said on Tuesday it has entered a research collaboration with drugmaker Amgen to examine challenges patients and providers face in accessing obesity treatments, including GLP-1 ... ...

Seasoned leader with global commercialization and marketing expertiseSOUTH SAN FRANCISCO, Calif., Jan. 13, 2026 (GLOBE NEWSWIRE) -- Aligos Therapeutics, Inc. (“Aligos”, Nasdaq: ALGS), a clinical stage biopharmaceutical company focused on improving patient outcomes through best-in-class therapies for liver and viral diseases, today announced the appointment of James Hassard, MBA as Executive Vice President, Chief Commercial Officer, effective immediately. Mr. Hassard will lead and build the Company’s global ...

Core Insights - Amgen is optimistic about 2026, viewing it as a pivotal year with significant clinical data expected to be generated [2] Group 1: Company Overview - Amgen operates in four general therapeutic areas, focusing on diseases with high unmet medical needs [3] - The company offers first-in-class and best-in-class innovative medicines, including branded biosimilars [4] Group 2: Financial Performance - Over the past decade, Amgen has achieved consistent revenue and earnings growth, reflecting the success of its product offerings [4]

Summary of Amgen's Conference Call Company Overview - **Company**: Amgen - **Industry**: Biotechnology and Pharmaceuticals - **Key Focus Areas**: Therapeutics for unmet medical needs, including cardiovascular diseases, osteoporosis, severe asthma, and rare diseases [2][3] Financial Performance - **2025 Revenue Growth**: 10% increase in revenues, driven by 14 blockbuster products [4] - **Earnings Growth**: 14% increase in earnings per share [4] - **Debt Reduction**: Over $6 billion in debt paid down in 2025 [6] Key Products and Growth Drivers - **Repatha**: - Annualized sales of approximately $3 billion, growing at 33% [7] - Demonstrated a 36% reduction in heart attack risk in primary prevention [5] - Significant market opportunity with over 100 million people at risk of heart attacks [9] - **Evenity**: - Sales growth of over 30%, targeting women at high risk of osteoporotic fractures [10] - Urgent need for treatment due to high mortality rates post-fracture [47] - **Tezspire**: - Innovative treatment for severe asthma and chronic rhinosinusitis with nasal polyps [10] - Strong clinical performance and potential for expansion into COPD and eosinophilic esophagitis [10] - **Biosimilars**: - 42% year-over-year sales growth, contributing $13 billion since entry into the market [15] - **Rare Disease Portfolio**: - Approached $5 billion in sales, with ongoing expansion into new indications [11] Pipeline and Future Prospects - **MariTide**: - Focused on obesity and type 2 diabetes, with six phase 3 studies initiated [19] - Potential for monthly or less frequent dosing, addressing treatment persistence issues [20][21] - **Olpazeran**: - Targets Lp(a) reduction, a significant risk factor for cardiovascular disease, with potential for 95%-100% reduction [38] - Expected to provide a long-acting treatment option for patients [39] - **Imdeltra**: - Bispecific T-cell engager for small cell lung cancer, showing promise in early lines of therapy [13] Market Dynamics and Strategic Focus - **Obesity Market**: - Anticipated growth due to increasing recognition of obesity as a chronic disease [29] - Amgen aims to position itself as a key player in this evolving landscape [30] - **Capital Allocation**: - Focus on investing in innovation and manufacturing capabilities to maintain competitive advantage [25] - **Technological Integration**: - Emphasis on incorporating technology and AI to enhance operational efficiency [24] Conclusion - Amgen is positioned for significant growth in 2026 and beyond, driven by a robust pipeline of innovative therapies and a strong financial foundation. The company is focused on addressing high unmet medical needs across various therapeutic areas, with a commitment to maintaining operational discipline and investing in future growth opportunities [27]

Core Insights - Amgen's experimental obesity drug MariTide has shown effectiveness in helping individuals maintain weight loss in an extension study [1] - A second mid-stage trial indicated that MariTide also reduced blood sugar levels in diabetes patients [1] Summary by Category Drug Efficacy - MariTide assists in weight maintenance post-weight loss, demonstrating its potential as a long-term treatment option for obesity [1] - The drug has shown promising results in lowering blood sugar levels among patients with diabetes, indicating its dual therapeutic potential [1]

Amgen's research chief said the company is very confident about its experimental obesity drug MariTide, as it prepares on Monday to unveil results from a mid-stage trial extension designed to show if the medication helps people maintain weight loss. ...

44TH ANNUAL J.P. MORGAN HEALTHCARE CONFERENCE Provided January 12, 2026, as part of an oral presentation and is qualified by such, contains forward-looking statements, actual results may vary materially; Amgen disclaims any duty to update. 2 We Have a Broad and Deep Portfolio Across Four Therapeutic Areas ROBERT A. BRADWAY, Chairman and Chief Executive Officer January 12, 2026 Safe Harbor Statement This presentation contains forward-looking statements that are based on the current expectations and beliefs o ...