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Amgen Inc
XHAM:AMG

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Amgen Inc
XHAM:AMG
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Kurs: 281,55 EUR 2,14%
Marktkap.: €97,85 Mrd.

Amgen Inc
Investor Relations

Amgen ist ein Biotechnologieunternehmen, das verschreibungspflichtige Arzneimittel für schwere Krankheiten entdeckt, entwickelt, herstellt und vertreibt. Seine Medikamente konzentrieren sich auf Bereiche wie Krebs, Knochengesundheit, Entzündungen, Herzkrankheiten und seltene Erkrankungen. Die Hauptkunden des Unternehmens sind Ärzte, Krankenhäuser, Spezialapotheken und Gesundheitssysteme, die diese Behandlungen bei Patienten verschreiben oder abgeben. Amgen erzielt Einnahmen durch den Verkauf markengeschützter Arzneimittel und biologischer Therapien, also großmolekularer Medikamente, die aus lebenden Zellen statt aus traditionellen chemischen Verbindungen hergestellt werden. Es erzielt zudem Einkünfte aus gemeinsam mit Partnern entwickelten Arzneimitteln und aus Verkäufen, die an sein globales Vertriebs- und Kommerzialisierungsnetz gebunden sind. Da viele seiner Produkte komplexe Biologika sind, ist Amgens Geschäft auf tiefgehende wissenschaftliche Expertise, behördliche Zulassungen und spezialisierte Herstellung angewiesen. Was Amgen auszeichnet, ist seine Rolle als groß angelegtes Biologika-Unternehmen. Statt hauptsächlich im Bereich generischer Arzneimittel zu konkurrieren, konzentriert es sich auf schwer herstellbare Therapien für Krankheiten, bei denen Patienten oft langfristige Betreuung benötigen und Ärzte bewährte, zielgerichtete Medikamente wünschen. Das macht Amgen zu einem wichtigen Zulieferer des Gesundheitssystems und baut sein Geschäft auf Wissenschaft, Patenten und Beziehungen zu spezialisierten Verschreibern auf.

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Letzter Earnings Call
Geschäftsperiode
Q1 2026
Datum des Calls
30. Apr 2026
KI-Zusammenfassung
Q1 2026

Strong quarter: Amgen said Q1 was a strong start to 2026, with product sales up 4% and its six growth drivers up 24% year over year, helping offset patent expirations and competition.

Guidance raised: Management raised full-year 2026 guidance for both revenue and earnings per share, citing confidence that newer growth products will more than offset legacy-brand declines.

MariTide push: Amgen expanded MariTide’s Phase III program with new studies on switching from weekly injectables and on longer-term maintenance dosing, reinforcing its ambition in obesity.

Pipeline momentum: Repatha, EVENITY, TEZSPIRE, rare disease assets, IMDELLTRA, and biosimilars all contributed to growth, while the company also discontinued AMG 193 after review.

AI and manufacturing: Management highlighted growing use of AI across R&D and operations, including faster trial enrollment and a major reduction in line-clearance time at a manufacturing site.

Wichtige Finanzkennzahlen
Product sales growth
4%
Six growth drivers sales growth
24%
Six growth drivers sales
$5.6 billion
Repatha sales
$876 million
EVENITY sales
$562 million
TEZSPIRE sales
$343 million
PROLIA and XGEVA sales
$1.1 billion
Rare disease portfolio sales
$1.2 billion
Plasma sales
$262 million
TEPEZZA sales
$490 million
TAVNEOS sales
$119 million
Innovative oncology portfolio sales
$1.8 billion
IMDELLTRA sales
$258 million
BLINCYTO sales
$415 million
Biosimilar portfolio sales
$835 million
Non-GAAP operating margin
45%
Non-GAAP R&D spending growth
16%
Non-GAAP cost of sales as a percentage of product sales
19.5%
Non-GAAP OI&E
$480 million of expense
Non-GAAP tax rate
13.6%
Free cash flow
$1.5 billion
Capital expenditures
$700 million
Dividend per share
$2.52
2026 revenue guidance
$37.1 billion to $38.5 billion
2026 earnings per share guidance
$21.70 to $23.10
Other revenue guidance
$1.7 billion to $1.8 billion
Share repurchases
not to exceed $3 billion
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Robert A. Bradway
Chairman, CEO & President

Robert A. Bradway is the Chairman and Chief Executive Officer of Amgen Inc., a leading biotechnology company. He joined Amgen in 2006 and has held various positions within the company, demonstrating a strong track record in the biotechnology and pharmaceutical industries. Before becoming CEO in May 2012, Bradway served as the company's President and Chief Operating Officer. In 2011, he was appointed to the board of directors. Before joining Amgen, Bradway held a key role at Morgan Stanley in London, where he was responsible for the firm's banking department and corporate finance activities in Europe. He brings extensive expertise in finance and corporate strategy, which has been instrumental in guiding Amgen's growth and expansion efforts. Bradway holds a bachelor's degree in biology from Amherst College and an MBA from Harvard Business School. Under his leadership, Amgen has continued to advance in developing and manufacturing innovative biotech therapies, focusing on human therapeutic needs in areas like oncology, nephrology, and bone health. His strategic vision and execution have significantly contributed to the company's success in the competitive biotechnology sector. Additionally, Bradway is known for his involvement in various industry and community organizations, further showcasing his leadership and commitment to advancing healthcare solutions.

Mr. Esteban Santos
Executive Vice President of Operations

Esteban Santos is a notable figure at Amgen Inc., where he serves as the Executive Vice President of Operations. In this key role, Santos is responsible for overseeing the company's global operations, which include quality control, process development, manufacturing, and supply chain functions. His leadership ensures that Amgen's operations align with the company's strategic goals and meet the high standards required in the biotechnology industry. Prior to his current position, Santos joined Amgen in 2007 and has held various significant roles within the company. His extensive experience in the biotechnology sector, coupled with his leadership skills, has been instrumental in optimizing Amgen's production capabilities and enhancing operational efficiencies. Santos holds an MBA from the University of Michigan and a Bachelor’s degree in Chemical Engineering from the University of Puerto Rico. His educational background and professional journey reflect his deep commitment to advancing pharmaceutical manufacturing and distribution on a global scale.

Mr. Matthew C. Busch
Chief Accounting Officer & VP of Finance

Matthew C. Busch is a highly regarded executive at Amgen Inc., where he serves as Vice President and Chief Accounting Officer. In this role, he is responsible for overseeing the company's accounting operations, ensuring the accuracy and integrity of financial reporting, and maintaining compliance with financial regulations. Busch has contributed to Amgen's financial strategy and operations with his extensive expertise in corporate finance and accounting. Prior to joining Amgen, he held various leadership positions in different organizations, bringing with him a wealth of experience in finance and accounting. His background also includes roles with responsibilities in financial planning, analysis, and internal controls, which have equipped him with a comprehensive understanding of financial management in the biopharmaceutical industry. Matthew C. Busch is known for his strategic financial insight and leadership skills, which have been instrumental in driving fiscal discipline and supporting Amgen’s business objectives. His contributions have helped position Amgen as a leading company in the biotechnology sector. Busch holds a degree in accounting and is respected for his detailed knowledge of financial regulations and his ability to manage complex financial systems. His leadership style is characterized by a focus on innovation, integrity, and operational excellence.

Dr. James E. Bradner M.D.
Executive VP of Research & Development and Chief Scientific Officer

Dr. James E. Bradner is a distinguished physician-scientist known for his contributions to the field of medical research and drug development. He is an executive at Amgen Inc., one of the world's leading biotechnology companies. Before joining Amgen, Dr. Bradner served in various significant roles, showcasing his leadership and scientific expertise. Dr. Bradner earned his M.D. from the University of Chicago Pritzker School of Medicine, where his academic and professional foundations in medical science were established. He later became an accomplished researcher and practitioner, with a focus on chemical biology and cancer research. One of his notable achievements includes his contributions to the development of novel small-molecule inhibitors, which have been pivotal in advancing cancer therapeutics. Dr. Bradner’s work has been instrumental in understanding how chemical probes can regulate gene expression, leading to new insights and strategies for cancer treatment. Prior to his role at Amgen, Dr. Bradner was involved in various research initiatives, holding positions that allowed him to merge scientific exploration with practical medical applications. His academic affiliations and leadership roles in research institutions have solidified his reputation as a pioneer in the biopharmaceutical field. At Amgen, Dr. Bradner continues to leverage his extensive experience to drive innovation and discovery in therapeutic solutions.

Mr. Scott Skellenger
Senior VP & Chief Information Officer
Keine Biografie verfügbar
Justin G. Claeys
Vice President of Investor Relations
Keine Biografie verfügbar
Mr. Jonathan P. Graham J.D.
Executive VP, General Counsel & Secretary

Jonathan P. Graham is the Executive Vice President, General Counsel, and Secretary at Amgen Inc. He plays a crucial role in overseeing global law, corporate governance, compliance, and litigation functions at the biotechnology company. Before joining Amgen, Graham held prominent positions in other major organizations; notably, he served as Senior Vice President and General Counsel at Danaher Corporation, a global science and technology innovator. Earlier in his career, he was a partner at Williams & Connolly LLP, a prominent law firm in Washington, D.C., where he specialized in handling complex civil and criminal cases, internal investigations, and counseling on various corporate matters. Graham holds a Juris Doctor (J.D.) degree, which provided him the legal acumen fundamental to his roles in corporate governance and compliance. His extensive experience and leadership in legal affairs significantly contribute to navigating the intricate regulatory landscape of the pharmaceutical and biotechnology industries.

Ms. Nancy A. Grygiel
Senior VP of Worldwide Compliance & Business Ethics and Chief Compliance Officer

Nancy A. Grygiel is a prominent executive at Amgen Inc., where she serves as the Senior Vice President of Worldwide Compliance and Business Ethics. In her role, she is responsible for overseeing and ensuring that the company adheres to legal standards and internal policies, fostering a culture of integrity and ethical business practices. Grygiel's leadership in compliance and ethics helps to guide Amgen's global operations and maintain its reputation as a leader in the biotechnology industry. Her work is crucial in navigating the complex regulatory environments in which the company operates. Prior to her current position, Grygiel held various roles in compliance and legal functions, bringing a wealth of experience and expertise to her role at Amgen.

Mr. Kave Niksefat
Senior Vice President of Global Marketing & Access
Keine Biografie verfügbar
Mr. Derek Miller
Senior Vice President of Human Resources

As of the latest available information, Derek K. Miller serves as the Executive Vice President and Chief Financial Officer (CFO) for Amgen Inc., a leading biotechnology company. Derek is responsible for overseeing the company's financial operations, including financial planning and analysis, accounting, tax, treasury, and investor relations. He brings a wealth of experience from his previous roles in the pharmaceutical and biotechnology sectors, where he has demonstrated leadership in financial management, strategic planning, and operational execution. His track record of driving financial performance and aligning financial strategies with corporate goals is instrumental in supporting Amgen's growth and innovation initiatives.

Kontakt

Adresse
CALIFORNIA
Thousand Oaks
1 Amgen Center Dr
Kontakt
+18054471000.0
www.amgen.com
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