Kyowa Kirin Co., Ltd. and Amgen Inc. (NASDAQ:AMGN) terminated on Friday the current rocatinlimab development and commercialization collaboration. • Amgen stock is trading at elevated levels. Where are AMGN shares going?Kyowa Kirin will regain control of the global rocatinlimab program, including regulatory filings and future commercialization.The business decision is the result of a strategic portfolio prioritization by Amgen.In June 2021, Amgen and Kyowa Kirin agreed to jointly develop and commercialize KH ...

Dow Jones Leader Amgen Leads These Biotechs Heading Into O4 Earnings | Investor's Business DailyBREAKING: [Trump Names Warsh New Fed Chairman] --- Biotech stocks continue to outperform in the current stock market rally, as Dow Jones index component and industry giant Amgen (AMGN), alone with Gilead Sciences (GILD), Vertex Pharmaceuticals (VRTX), Regeneron Pharmaceuticals (REGN), and Argenx (ARGX) trade in or near buy zones. Fourth-quarter earnings season is kicking into full swing, which will spur stock mar ...

Amgen Inc. (NASDAQ:AMGN) is included among the 12 Best Dow Jones Dividend Stocks to Buy According to Hedge Funds. UBS Raises Amgen (AMGN) Target as Pharma and Biotech Setup Improves On January 26, UBS lifted its price target on Amgen Inc. (NASDAQ:AMGN) to $390 from $380 and kept a Buy rating on the stock. The call reflects a more constructive view on the broader US pharma and biotech space. UBS expects the group to hold up well this year. Valuations are still appealing, investor positioning remains light ...

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In its upcoming report, Amgen (AMGN) is predicted by Wall Street analysts to post quarterly earnings of $4.74 per share, reflecting a decline of 10.7% compared to the same period last year. Revenues are forecasted to be $9.46 billion, representing a year-over-year increase of 4.2%.The current level reflects an upward revision of 0.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projectio ...

礼来公司市场地位与表现 - 礼来公司是全球市值最高的医疗保健公司，市值约为9500亿美元 [1] - 过去五年，公司股价飙升了400%，主要得益于其GLP-1药物Mounjaro和Zepbound的受欢迎程度激增 [1] - Mounjaro已获批用于糖尿病治疗，Zepbound已获批用于减肥 [1] GLP-1药物市场前景与竞争格局 - GLP-1药物市场在未来十年内价值可能超过1500亿美元 [6] - 市场有足够的空间容纳礼来及其他公司获取可观的市场份额 [6] - 安进公司正在开发一种有前景的GLP-1药物MariTide，这是一种每月仅需注射一次的治疗方案 [3] - 相比之下，礼来的Mounjaro和Zepbound均为每周注射剂 [3] - 安进首席执行官表示，数据显示MariTide的使用频率可能更低，或许每季度一次 [3] 安进公司药物MariTide的潜力 - 在临床试验中，MariTide在52周内可帮助患者减轻高达20%的体重，效果与目前已获批的GLP-1疗法相当 [4] - 尽管许多人可能更倾向于口服药片，但如果使用MariTide意味着每年仅需治疗四次，这可能会成为市场上大部分患者的首选方案 [4] - MariTide目前处于3期试验阶段，若最终获得批准，可能为安进股价带来巨大的上涨空间 [5] 安进公司估值与投资吸引力 - 过去五年，安进股价涨幅相对温和，为34% [5] - 根据分析师预期，安进股票的远期市盈率为16倍 [5] - 相比之下，投资者为礼来股票支付的远期市盈率为32倍 [5] - 与礼来相比，安进估值较低，且存在可能推动其股价大幅上涨的催化剂，使其成为当前颇具吸引力的医疗保健股 [6]

THOUSAND OAKS, Calif., Jan. 28, 2026 /PRNewswire/ -- Amgen (NASDAQ:AMGN) today announced that it will report its fourth quarter and full year 2025 financial results on Tuesday, February 3, 2026, after the close of the U.S. financial markets. The announcement will be followed by a conference call with the investment community at 4:30 p.m. ET. Participating in the call from Amgen will be Robert A. Bradway, chairman and chief executive officer, and other members of Amgen's senior management team. Live audio of ...

Key Takeaways AMGN is set to report Q4 results on Feb. 3, with consensus calling for sales of $9.46B and EPS of $4.74.Amgen's newer drugs and biosimilars may lift sales, but Prolia and Xgeva face erosion after U.S. LOE.AMGN's prior-quarter one-time benefits won't be repeated, and higher R&D costs could weigh on margins.Amgen (AMGN) will report fourth-quarter and full-year 2025 results on Feb. 3 after market close. In the last reported quarter, the company's earnings beat expectations by 12.8%. The Zacks Con ...

文章核心观点 - 美国高药价问题根植于其以私人医保为主导的支付体系、药品福利管理机构的盈利机制以及制药企业强大的定价权等多重复杂因素[2][39] - 特朗普政府自2025年再次上任后推行的药价改革政策，其实际效果与推进节奏因各方利益博弈而存在不确定性，对行业的影响预计相对有限[2][39] 美国医保体系的发展历程及现状 - 美国医疗体系以私人医疗保险为主体，市场力量为主导，导致医疗服务成本高昂、医保覆盖率偏低且医疗服务效率有待提高[2] - 2023年美国全国医疗总支出达到约4.9万亿美元，占GDP比重高达17.6%[4] - 1960-2023年，美国人均国民卫生支出由146美元/年增长至14,570美元/年，增加了99倍，年复合增速为7.6%[4] - 2023年美国的公共及初级自愿医疗保险覆盖率为92.4%，低于经合组织多数国家水平[5][9] - 1999-2022年，美国全因死亡率仅下降8.8%，降幅远低于英国同期的25.9%，可避免死亡率降幅也低于多数经合组织国家[7] 美国医保体系结构：私人医保主导，公共医保辅助 - 私人医疗保险在美国医保体系中占据主导地位，截至2023年底覆盖约2.07亿人，占总人口的62%[19] - 雇主提供的私人医保覆盖约1.76亿人，是私人医保的绝对主体[19] - 公共医保主要包括为老年人等提供的联邦医疗保险和为低收入人群提供的医疗补助计划[16] - 截至2023年底，医疗补助计划覆盖约9,170万人，是覆盖人数最多的公共医保[18] - 联邦医疗保险主要包括A、B、C、D四个部分，其中Part C（医保优势计划）的参保人数占比持续提升[17] 美国高药价背后的机制原因探索 - 为控制持续增长的医疗支出，管理式医疗模式应运而生，现已覆盖几乎全部私人医保，并逐渐成为公共医保的可选方案[21][25] - 药品福利管理机构在药品供应链中扮演核心角色，通过回扣保留、差价定价和管理费三种模式盈利，其复杂的盈利机制与药价高企相关[26][28] - 药品福利管理机构通过并购控制零售药房和保险公司等利益相关方，影响力大幅提升，其定价机制和透明度备受争议[30] - 针对药品福利管理机构的质疑，美国各州已实施监管，联邦层面也有多项加强监管的法案提出[30] - 市场层面出现新模式探索，如亚马逊建立直接面向消费者的药品销售平台，部分药企主动降价，大型支付方更换药品福利管理机构服务商[31] 美国政府持续探索降低药价方式 - 2022年8月生效的《通胀削减法案》允许联邦政府机构直接与药企进行价格谈判，旨在降低联邦医疗保险的处方药价格和支出[33] - 2023年，联邦医疗保险支出中零售处方药支出为1,446亿美元，占其总支出的14.0%[33] - 第一轮药品价格谈判的10种药品，谈判价格较2023年原价折扣幅度在38%至79%之间[33] - 第二轮药品价格谈判的15种药品，谈判价格较2024年原价折扣幅度在38%至85%之间[34] - 2022年美国处方药的平均价格是其他33个经合组织国家的2.78倍，品牌原研药价格更是其他国家的4.22倍[35] 特朗普政府药价改革持续推进 - 2025年4月，特朗普政府签署行政命令，提出改进《通胀削减法案》、加强高价药竞争及提升药品福利管理机构透明度等举措[37] - 2025年5月，特朗普政府签署最惠国待遇定价行政命令，要求药企将美国药价降至与其他发达国家最低价格相匹配的水平[38] - 截至2025年底，已有14家药企完成谈判，其中5家同意参与直接采购平台TrumpRx.gov并提供折扣，9家同意向医疗补助计划提供最惠国待遇价格[38] - 相比于2022年，2024年经通胀调整后的新药标价中位数提高了24%，新药净价中位数提高了51%，显示药企定价权依旧强势[2][40]

Amgen Inc. (NASDAQ:AMGN) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. Bernstein Calls 2026 a “Waiting Year” for Amgen’s (AMGN) MariTide On January 20, Bernstein downgraded Amgen Inc. (NASDAQ:AMGN) to Market Perform from Outperform, while leaving its $335 price target unchanged. The firm said the decision was mainly driven by its view that “2026 is a waiting year” for MariTide. Bernstein also flagged a few new issues that could hang over the stock, including possible risk to Repat ...