Core Insights - Amgen reported $8.15 billion in revenue for Q1 2025, a year-over-year increase of 9.4% and an EPS of $4.90, up from $3.96 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - Revenue of $8.15 billion surpassed the Zacks Consensus Estimate of $7.95 billion by 2.47% [1] - EPS of $4.90 exceeded the consensus estimate of $4.16 by 17.79% [1] - Total product sales reached $7.87 billion, compared to the average estimate of $7.59 billion, reflecting a year-over-year change of 10.6% [4] Product Sales Breakdown - Neulasta (ROW): $20 million, -35.5% YoY, below estimate of $26.10 million [4] - Neulasta (U.S.): $109 million, +25.3% YoY, above estimate of $67.86 million [4] - Otezla (ROW): $94 million, -6.9% YoY, below estimate of $103.34 million [4] - Otezla (U.S.): $343 million, +17.1% YoY, above estimate of $299.70 million [4] - BLINCYTO: $370 million, +51.6% YoY, above estimate of $337.78 million [4] - Repatha: $656 million, +26.9% YoY, above estimate of $615.59 million [4] - KYPROLIS: $324 million, -13.8% YoY, below estimate of $381.49 million [4] - Vectibix: $267 million, +8.1% YoY, above estimate of $250.50 million [4] - Enbrel: $510 million, -10.1% YoY, slightly above estimate of $502.53 million [4] - Other revenues: $276 million, -16.1% YoY, below estimate of $347.10 million [4] - Neulasta (Total): $129 million, +9.3% YoY, above estimate of $93.87 million [4] Stock Performance - Amgen shares returned -4.8% over the past month, compared to the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Q1 '25 Earnings Call May 1, 2025 Safe Harbor Statement This presentation contains forward-looking statements that are based on the current expectations and beliefs of Amgen. All statements, other than statements of historical fact, are statements that could be deemed forward-looking statements, including any statements on the outcome, benefits and synergies of collaborations, or potential collaborations, with any other company (including BeiGene, Ltd. or Kyowa Kirin Co., Ltd.), the performance of Otezla® (a ...

Core Insights - Amgen's upcoming quarterly earnings report is projected to show earnings of $4.15 per share, a 4.8% increase year-over-year, with revenues expected to reach $7.96 billion, reflecting a 6.8% growth compared to the previous year [1] - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.6%, indicating a reassessment by analysts [1][2] Revenue and Product Sales Estimates - Analysts forecast 'Product Sales- BLINCYTO- Total' to be $332.73 million, marking a 36.4% increase from the prior year [4] - 'Product Sales- Repatha- Total' is expected to reach $616.47 million, indicating a 19.2% year-over-year growth [4] - 'Product Sales- KYPROLIS- Total' is estimated at $381.49 million, reflecting a 1.5% increase from the previous year [4] - 'Product Sales- Vectibix- Total' is projected at $248.09 million, a slight increase of 0.4% year-over-year [5] - 'Product Sales- Neulasta- U.S.' is expected to decline to $67.86 million, a decrease of 22% from the prior year [5] - 'Product Sales- Neulasta- ROW' is estimated at $26.10 million, indicating a 15.8% decline year-over-year [5] - 'Product Sales- EPOGEN- U.S.' is projected to be $30.98 million, reflecting a 24.4% decrease [6] - 'Product Sales- Repatha- ROW' is expected to reach $295.07 million, a 20.9% increase from the previous year [6] - 'Product Sales- Repatha- U.S.' is projected at $331.22 million, indicating a 21.3% increase year-over-year [6] - 'Product Sales- KYPROLIS- ROW' is estimated at $147.40 million, reflecting a 3.8% increase [7] - 'Product Sales- BLINCYTO- U.S.' is expected to be $207.37 million, a 35.5% increase year-over-year [7] - 'Product Sales- BLINCYTO- ROW' is projected at $117.02 million, indicating a 28.6% increase from the prior year [7] Stock Performance - Over the past month, Amgen's shares have decreased by 8.5%, compared to a 4.3% decline in the Zacks S&P 500 composite [7]