Amgen's Strong Core Growth Offsets Wait for Weightloss Drug -- Market Talk

Dow Jones02-05 03:56

1456 ET - Amgen's core products are driving growth while its new obesity drug awaits further testing, William Blair analysts say. While investor attention remains fixed on the weight-loss therapy MariTide, its critical Phase III results aren't due until 2027, the analysts say in a research note. In the meantime, key brands like the cholesterol drug Repatha and asthma treatment Tezspire are fueling near-term upside, they add. Amgen's initial 2026 revenue guidance topped consensus estimates, signaling strength in the company's current portfolio. Despite a crowded field in obesity treatment, William Blair maintains an outperform rating, arguing the stock still has meaningful clinical catalysts ahead. Amgen is up 8.5%. (amira.mckee@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 14:56 ET (19:56 GMT)

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Amgen's initial 2026 revenue guidance topped consensus estimates, signaling strength in the company's current portfolio. Despite a crowded field in obesity treatment, William Blair maintains an outperform rating, arguing the stock still has meaningful clinical catalysts ahead. Amgen is up 8.5%. 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