2月3日，安进（Amgen）公布2025年第四季度及全年业绩，营收和盈利均超预期，降胆固醇药 物依洛尤单抗成为主要增长引擎。 公司管理层在财报电话会上反复强调其每月一次用药的减重与代谢疾病管线的差异性优势潜力， 定位2026年为"未来增长的跳板年"。 因疗效未达预期，公司终止了 FGFR2b 的单抗 bemarituzumab的开发。 JARTER ear-over-year revenue growth 10% sales v sales volume "Amgen delivered strong performance in 2025, with double-digit growth in revenues and earnings per share. We enter 2026 with momentum across a broad portfolio of medicines and a clear path towards advancing innovative therapies to deliver sustained long-term growth." Bob Bradway Ch ...

Q4 '25 Earnings Call February 3, 2026 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 BeOne Medicines Ltd. or Kyowa Kirin Co., Ltd.), the performance o ...

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 ...

Q3 2025 Financial Performance - Revenues increased by 12% year-over-year, reaching $9557 million in Q3 2025, compared to $8503 million in Q3 2024[12] - Product sales also increased by 12% year-over-year, totaling $9137 million in Q3 2025, up from $8151 million in Q3 2024[12] - The company invested $1900 million in Research and Development (R&D) in Q3 2025, which is a 31% increase compared to $1440 million in Q3 2024[12] - Non-GAAP EPS increased by 1% to $564 in Q3 2025 from $558 in Q3 2024[12] - Free cash flow increased to $42 billion in Q3 2025, compared to $33 billion in Q3 2024[14] Product Performance - Repatha sales increased by 40% year-over-year to $794 million in Q3 2025[20] - EVENITY sales increased by 36% year-over-year to $541 million in Q3 2025[20] - TEZSPIRE sales increased by 40% year-over-year to $377 million in Q3 2025[20] - UPLIZNA sales increased by 46% year-over-year to $155 million in Q3 2025[20] 2025 Guidance - The company revised its revenue guidance for 2025 to $358 billion - $366 billion, up from the previous guidance of $350 billion - $360 billion[16]

Core Viewpoint - Amgen is set to report its third quarter 2025 financial results on November 4, 2025, followed by a conference call with senior management to discuss the results and engage with the investment community [1]. Financial Results Announcement - The financial results will be announced after the close of U.S. financial markets on November 4, 2025 [1]. - A conference call will take place at 4:30 p.m. ET, featuring Robert A. Bradway, chairman and CEO, along with other senior management members [1]. Conference Call Details - The conference call will be broadcast live over the internet, accessible to media, investors, and the general public [2]. - The webcast will be archived and available for replay for at least 90 days post-event [3]. Company Overview - Amgen is a biotechnology company focused on discovering, developing, manufacturing, and delivering innovative medicines for serious diseases [4]. - The company has a strong pipeline aimed at treating various conditions, including cancer, heart disease, osteoporosis, inflammatory diseases, and rare diseases [4]. Recognition and Market Position - In 2024, Amgen was recognized as one of the "World's Most Innovative Companies" by Fast Company and one of "America's Best Large Employers" by Forbes [5]. - Amgen is part of the Dow Jones Industrial Average and the Nasdaq-100 Index, highlighting its significant market presence [5].

Financial Performance - Revenues increased by 9% YoY in Q2 2025, reaching $9.179 billion, with product sales contributing $8.771 billion[9, 105] - Non-GAAP EPS grew by 21% YoY in Q2 2025, reaching $6.02[9, 105] - The company invested $1.7 billion in research and development in Q2 2025, an increase of 18% YoY[9] - Free cash flow was $1.9 billion in Q2 2025, compared to $2.2 billion in Q2 2024[107] Product Sales Highlights - Fifteen products achieved double-digit sales growth, including Repatha, EVENITY, IMDELLTRA, BLINCYTO, TEZSPIRE, UPLIZNA, and TAVNEOS[9, 17] - Repatha sales increased by 31% YoY to $696 million, driven by a 36% increase in volume[12, 23] - EVENITY sales increased by 32% YoY to $518 million, primarily driven by volume growth[12, 23] - UPLIZNA sales increased by 91% YoY to $176 million, driven by 79% volume growth[12, 27] - TEZSPIRE sales increased by 46% YoY to $342 million, driven by volume growth[12, 32] - IMDELLTRA generated $134 million in sales, with a 65% quarter-over-quarter increase[12, 37] Pipeline Development - MariTide: Phase 3 studies are enrolling for obesity and overweight, with or without Type 2 diabetes mellitus, and for adults living with heart failure with preserved or mildly reduced ejection fraction and obesity[42] - UPLIZNA: FDA review of Phase 3 data in generalized myasthenia gravis is ongoing, with a PDUFA date of December 14, 2025[46] - TEZSPIRE: FDA review of Phase 3 data in chronic rhinosinusitis with nasal polyps is ongoing, with a PDUFA date of October 19, 2025[59] - IMDELLTRA: Reduced the risk of death by 40% and significantly extended median OS by more than five months compared to SOC chemotherapy in patients with SCLC who progressed on or after one line of platinum-based chemotherapy[71]

Q1 2025 Financial Performance - Total revenue increased by 9% year-over-year, reaching $8.149 billion[97] - Product sales increased by 11% year-over-year, totaling $7.873 billion[97] - Non-GAAP EPS increased by 24% year-over-year, reaching $4.90[97] - Research and development investment increased by 12% year-over-year, reaching $1.5 billion[9] - Free cash flow was $980 million in Q1 2025, compared to $459 million in Q1 2024[117] Product Performance Highlights - Repatha sales increased by 27% year-over-year, reaching $656 million, driven by 41% volume growth[12, 22] - EVENITY sales increased by 29% year-over-year, reaching $442 million, driven by volume growth[12, 22] - Prolia sales increased by 10% year-over-year, reaching $1.099 billion, driven by 13% volume growth[12, 22] - TEZSPIRE sales increased by 65% year-over-year, reaching $285 million, driven by volume growth[12, 32] - BLINCYTO sales increased by 52% year-over-year, reaching $370 million, primarily driven by volume growth[12, 37] - IMDELLTRA generated $81 million in sales in Q1 2025[12, 17, 37] Pipeline and Regulatory Updates - FDA approved UPLIZNA for the treatment of IgG4-RD in adult patients[9, 51] - Positive Phase 3 data from IMDELLTRA, UPLIZNA, and rocatinlimab[9] - Initiated multiple Phase 3 trials of MariTide and TEZSPIRE[9] - The company expects 2025 revenue to be in the range of $34.3 billion to $35.7 billion[101]