Group 1 - Amgen Inc. is recognized as one of the best value stocks in Goldman Sachs' portfolio, with a Buy rating maintained by Piper Sandler analyst David Amsellem and a price target of $342 [1] - The upcoming FORTITUDE-102 study results, which combine bemarituzumab with chemotherapy and Opdivo, are crucial for Amgen's market potential, as highlighted by William Blair analyst Matt Phipps [2] - Amgen's pipeline strength is exemplified by the recommendation for approval of Tezspire (tezepelumab) in the EU, developed in collaboration with AstraZeneca for treating chronic rhinosinusitis with nasal polyps, affecting approximately 320 million people globally [3] Group 2 - In the collaboration agreement for Tezspire, AstraZeneca leads development while Amgen is responsible for manufacturing, with costs and profits shared equally after AstraZeneca pays a mid-single-digit inventor royalty to Amgen [4] - Amgen focuses on discovering, developing, and manufacturing innovative therapies in oncology, cardiovascular disease, inflammation, and rare diseases [4]

Group 1: Tezspire Approval and Clinical Results - AstraZeneca and Amgen's Tezspire has been recommended for approval in the EU for adult patients with chronic rhinosinusitis with nasal polyps based on the WAYPOINT Phase 3 trial results [1][3] - In the WAYPOINT trial, Tezspire showed a statistically significant reduction in nasal polyp severity, with a Nasal Polyp Score reduction of -2.08 and nasal congestion reduction of -1.04 at week 52 compared to placebo [2] - Tezspire also demonstrated a near-complete elimination of the need for surgery (98%) and a significant reduction in the need for systemic corticosteroid treatment (89%) compared to placebo [2] Group 2: Koselugo Approval and Clinical Results - The CHMP recommended approving Koselugo for symptomatic, inoperable plexiform neurofibromas in adult patients with neurofibromatosis type 1 based on the KOMET Phase 3 trial results [4] - Koselugo showed a statistically significant objective response rate of 20% compared to 5% with placebo by cycle 16 in the primary analysis of the trial [4] - The safety profile of Koselugo in the KOMET trial was consistent with its known profile and established use in pediatric patients [5] Group 3: Market Reaction - AstraZeneca's stock increased by 1.78% to $77.64, while Amgen's stock decreased slightly to $295.28 at the time of publication [5]