Amgen's MariTide injectable GLP-1 with monthly dosing offers a credible third entrant to challenge Lilly/Novo if Phase 3 data reads out clean. Repatha, Prolia, and Tezspire continue to drive base business growth. Horizon Therapeutics integration synergies are tracking ahead. Biosimilar Humira and Stelara competition provides cash flow visibility.
Thesis reviewed May 29, 2026
Amgen Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States60NEUTRALView United States risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 50 | +8% | β0% | NEUTRAL |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
| REGN | Regeneron Pharmaceuticals Inc. | 50 | -16% | β0% | AVOID |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| TAK | Takeda Pharmaceutical Company Limited | 50 | +10% | β0% | NEUTRAL |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
Investors who hold AMGN may also have indirect exposure through these country funds.
MariTide Phase 2 shows sustained weight loss with monthly dosing
Tezspire severe asthma uptake exceeds AstraZeneca consensus
Amgen biosimilar pipeline expands with three new BLA filings
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Sell | $15kβ$50k | Mar 27, 26 | ||
| David J. TaylorOH | Buy | $1kβ$15k | Jun 5, 26 | ||
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Apr 17, 26 | +2.3% |
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Mar 24, 26 | -1.6% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Feb 26, 26 | -8.2% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Jan 16, 26 | -0.9% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Jan 29, 26 | -0.9% |
| Julia LetlowLA | R | Buy | $1kβ$15k | Oct 23, 24 | +5.4% |
| Julia LetlowLA | R | Buy | $1kβ$15k | Nov 19, 24 | +5.4% |
| Sheldon Whitehouse | Sell | $1kβ$15k | Sep 4, 25 | +15.5% | |
| Thomas H Tuberville | Sell | $15kβ$50k | Apr 15, 25 | +28.8% | |
| Sheldon Whitehouse | Sell | $1kβ$15k | Sep 17, 24 | +10.8% | |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Jul 14, 23 | +8.0% |
| C. Scott FranklinFL | R | Buy | $1kβ$15k | Aug 2, 24 | +8.2% |
| C. Scott FranklinFL | R | Buy | Unknown amount | Aug 7, 24 | +8.2% |
| Kathy ManningNC | Buy | $1kβ$15k | Jul 2, 24 | +10.6% |