The publisher explores Amgen’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (3 November 2020)
Model updates (30 July 2020)
Model updates (20 May 2020)
Model updates (4 March 2020)
Snapshot
- Overview - PharmaVitae forecasts Amgen’s sales to grow out to 2029.
- Key themes - [1] Successful resolution of Enbrel litigation a major positive for Amgen, as patent protection secured into 2029 [2] Pipeline has a few potential blockbusters, with tezepelumab and AMG 510 [3] Acquisition of Otezla adds a substantial boost to revenue in both near and long term, adding over $3bn by 2023 [4] Acquisition of Amgen Astellas BioPharma and 20.5% equity stake in BeiGene significantly transforms Amgen’s long-term strategy for the Asian market.
Model updates (3 November 2020)
- Kanjinti forecast adjusted higher
- Mvasi forecast adjusted higher.
Model updates (30 July 2020)
- Prolia forecast adjusted lower due to impact from COVID-19
- Aimovig forecast adjusted lower due to sales trends
- Kanjinti forecast adjusted higher due to continued share gains
- Mvasi forecast adjusted higher due to continued share gains
- Neulasta forecast adjusted higher due to stronger trends from Onpro
- Avsola forecast added after recent product launch.
Model updates (20 May 2020)
- Prolia forecast adjusted lower due to impact from COVID-19
- AMG 510 forecast adjusted lower due to updated trial results presented at ASCO.
Model updates (4 March 2020)
- Mvasi forecast added due to Amgen providing brand-level revenue detail on biosimilars business
- Kanjinti forecast added due to Amgen providing brand-level revenue detail on biosimilars business
- Amgevita forecast added due to Amgen providing brand-level revenue detail on biosimilars business
- ABP 798 forecast added.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
