MedPath

Amgen's Pipeline Shows Promise with MariTide and Expanding Drug Portfolio

• Amgen is focusing on new drug launches, including the cancer drug Lumakras, to replace revenue from older medications. • Tepezza, acquired by Amgen last year, is the first FDA-approved treatment for thyroid eye disease (TED) and is expected to perform strongly, particularly in international markets. • MariTide, currently in phase two trials, shows potential in the weight loss market and may also have applications in treating diabetes, with analysts projecting significant revenue. • Amgen has a robust pipeline featuring over 30 phase 3 programs, indicating a strong focus on future growth and innovation in multiple therapeutic areas.

Amgen Inc. (AMGN) is strategically launching new drugs to rejuvenate its portfolio, replacing revenue from older, established medications. This initiative includes a focus on innovative treatments and expansion into high-growth therapeutic areas.

Strategic Drug Launches

Among the new launches is Lumakras, a cancer drug with renewed sales expectations as the COVID-19 pandemic wanes. The company anticipates increased adoption and market penetration for this therapy.

Tepezza Acquisition and Thyroid Eye Disease

Last year's acquisition of Tepezza marked a significant addition to Amgen's portfolio. Tepezza is the first and only FDA-approved treatment for thyroid eye disease (TED). The drug is expected to perform strongly, especially in foreign markets, addressing a critical unmet need in ophthalmology.

MariTide and the Weight Loss Market

Amgen is also making strides in the rapidly expanding weight loss market with MariTide, currently in phase two clinical trials. Data indicates that patients maintained weight loss for up to 150 days post-treatment. MariTide may also hold promise for treating diabetes. Analysts project potential revenues of $2.1 billion by 2030, highlighting its blockbuster potential.

Robust Pipeline

Beyond MariTide, Amgen boasts a rich pipeline with over 30 phase 3 programs, signaling a strong commitment to future growth and innovation across various therapeutic areas.
Subscribe Icon

Stay Updated with Our Daily Newsletter

Get the latest pharmaceutical insights, research highlights, and industry updates delivered to your inbox every day.

Related Topics

Amgen Defends MariTide, Merck Plans for Keytruda Patent Expiry at JPM25

Amgen executives defended MariTide's clinical profile at JPM25, highlighting its potential for less frequent dosing and comparable weight loss to existing drugs.
Merck anticipates a smooth transition after Keytruda's patent expiry in 2028, planning to introduce a subcutaneous version and leverage other pipeline assets.

Amgen's MariTide Shows Promise with Monthly Dosing in Obesity Treatment

Amgen's MariTide (maridebart cafraglutide) presents a potential long-acting therapy for obesity and related conditions with a convenient once-monthly dosing regimen.
Phase II trial data demonstrated up to 20% average weight loss in patients without type 2 diabetes and up to 17% in those with type 2 diabetes at week 52.

Datopotamab Deruxtecan Shows Promise in EGFR-Mutated NSCLC

AstraZeneca and Daiichi Sankyo's datopotamab deruxtecan demonstrated tumor control for a median of six months in EGFR-mutated non-small cell lung cancer (NSCLC).
A pooled analysis revealed a median survival of 15.6 months among 117 patients treated with datopotamab deruxtecan.

Amgen's Obesity Drug MariTide Faces Bone Density Concerns; AstraZeneca Invests $3.5B in US Expansion

Amgen's MariTide, an obesity drug, faced scrutiny after an analyst suggested a potential link to bone density loss based on Phase 1 trial data.
Lexeo Therapeutics reached an agreement with the FDA for its gene therapy LX2006 targeting Friedreich ataxia with cardiomyopathy, potentially leading to accelerated approval.

Amgen's MariTide GLP-1 Drug Targets Obesity Root Causes with Less Frequent Dosing

Amgen is developing MariTide (maridebart cafraglutide), a GLP-1 drug, to differentiate itself from Novo Nordisk and Eli Lilly by targeting the underlying causes of obesity.
MariTide aims to provide less frequent dosing for patients, potentially improving adherence and convenience compared to existing GLP-1 receptor agonists.

Amgen's Q3 2024 Revenue Jumps 23% Fueled by Rare Disease Portfolio

Amgen reported an impressive 23% revenue increase in Q3 2024, reaching $8.5 billion, driven by strong product sales, particularly in its rare disease portfolio.
The rare disease portfolio, boosted by the Horizon Therapeutics acquisition, saw a 21% year-over-year growth, with key drugs like Tepezza, Krystexxa, and Uplizna contributing significantly.

Amgen's MariTide Phase 2 Data Anticipated Amidst Obesity Drug Competition

Amgen's stock experienced a downturn following analyst concerns that its obesity drug candidate, MariTide, may already have investor optimism factored into its price.
Phase 2 data for MariTide, Amgen's response to Novo Nordisk's Ozempic and Wegovy, and Eli Lilly's Zepbound and Mounjaro, is expected to be released late in 2024.

Amgen's Uplizna Shows Promise in Myasthenia Gravis Trial, Rocatinlimab Data Disappoints

Amgen's Uplizna met its primary endpoint in a Phase 3 trial for generalized myasthenia gravis (gMG), demonstrating statistically significant improvement in daily living activities.
The MINT trial for Uplizna included both AChR+ and MuSK+ patients, showing clinically meaningful changes in MG-ADL and QMG scores compared to placebo.

Amgen's Strategic Growth Plan: Focus on Tepezza, MariTide, and Pipeline Expansion

Amgen's acquisition of Horizon Therapeutics for $28 billion brings Tepezza, a unique treatment for thyroid eye disease, poised for better market penetration with Amgen's backing.
MariTide, Amgen's investigational drug for weight loss and diabetes, shows promise with statistically significant weight loss in Phase 1 and potential for $2.1 billion revenue by 2030.

Reference News

[1]
AMGN: A Stock on the Move That's Blessed with a Promising Drug Pipeline - MoneyShow
moneyshow.com · Sep 26, 2024

The Federal Reserve cut short-term interest rates, boosting stocks like Amgen Inc. (AMGN), which is launching new drugs ...

© Copyright 2025. All Rights Reserved by MedPath
HomeTerms & ConditionsPrivacy Policy