Amgen (AMGN) Earnings Call Presentation

Efficacy of MariTide - MariTide demonstrated strong efficacy with up to approximately 20% average weight loss without a plateau at 52 weeks[9, 84] - Up to approximately 98% of patients without Type 2 diabetes lost ≥5% of their body weight[29] - Up to approximately 99% of patients with Type 2 diabetes lost ≥ 5% of their body weight[38] - In adults with obesity WITH Type 2 Diabetes, MariTide demonstrated an impressive up to approximately 17% average weight loss at 52 weeks without a weight loss plateau[35] Cardiometabolic Improvements - In adults with obesity WITH Type 2 Diabetes, MariTide 420 mg monthly resulted in a -22% change in HbA1c, -58 mg/dL in Glucose, -11 mmHg in Systolic blood pressure, -28% in Triglycerides, and -72% in hs-CRP from baseline to week 52[41] - In adults with obesity WITHOUT Type 2 Diabetes, pooled 420 MariTide dose arms resulted in - 11 mmHg in Systolic blood pressure, - 5% in LDL-C, - 19% in Triglycerides, and - 53% in hs-CRP from baseline to week 52[44] Tolerability and Dosing - With one-step dose escalation in the Phase 2 study, the vomiting incidence was reduced and the discontinuation rate due to GI AEs was low at 8%[51] - Dose escalation significantly improves tolerability without compromising weight loss efficacy[9, 84] - Two-step dose escalation in the Phase 1 Low Dose Initiation study further reduced vomiting incidence with no discontinuation due to GI AEs[51] - In the Phase 1 Low Dose Initiation study, the mean baseline weight was 1006 kg[70]