Aug 05, 2026
Blockbuster drugs worth hundreds of billions face generic competition as patents expire through 2032. Indian drugmakers could capture $3-5 billion of the opportunity, while GSK and Bristol Myers Squibb prepare for revenue losses.
Jun 20, 2026
Amgen shares have fallen 12.6% in three months despite relatively solid Q1 results, while Novo Nordisk maintains a 54.6% global GLP-1 market share. Both companies face pipeline competition and pricing pressures.
Apr 12, 2026
Barclays initiated Amgen with an Equal Weight rating and a $185 price target as debate over the Phase 3 MARITIME trial continued. Amgen said 2025 revenue and earnings per share rose by double digits.
Mar 31, 2026
Pharmaceutical companies are delaying European drug launches due to uncertainty over U.S. pricing policies under President Trump. New drug launches in EU markets fell 35% following Trump's executive order on international reference pricing. Companies fear lower European prices could undermine their ability to maintain higher prices in the $700 billion U.S. market.
Mar 03, 2026
Amgen shares have climbed 35% over six months, trading near $388, as analysts raise price targets following strong fourth-quarter 2025 results and expanding oncology pipeline programs including IMDELLTRA and LUMAKRAS.