Amgen Inc.
AMGNleaderAmgen is one of the world's largest biotechnology companies, pioneering the development of biologic medicines since the 1980s. Its acquisition of Horizon Therapeutics strengthened its rare disease portfolio, while MariTide, its obesity drug candidate, represents a potential blockbuster entry into the weight-loss market.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($33.4B)
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Segment Breakdown & Key Customers
Product Details
PCSK9 inhibitor for cholesterol and bone-targeting antibodies for osteoporosis/cancer
Anti-TNF biologic for rheumatoid arthritis and psoriasis
Next-gen asthma biologic and first KRAS inhibitor for lung cancer
Supply Chain Relationships
Macro & Market Context
GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Upcoming Catalysts
Latest News
AI Analysis
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Company Info
Sector Overview — 제약 / 바이오
Sector NewsGLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Key Themes
- •Mounjaro/Wegovy — 비만·당뇨 넘어 심혈관·신장·NASH 적응증 확대
- •Moderna mRNA-4157 암백신 — 흑색종 49% 재발 감소 (NEJM)
- •REGN dupilumab 다적응증 확대 → 10조+ 매출 가시성
Upcoming Catalysts
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정