Amgen Inc.

AMGNleader

Amgen 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.

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製品と売上

製品別売上シェア

売上内訳 ($33.4B)

静的データ（リアルタイム財務ロード中…）

General Medicine (Prolia, Repatha, Evenity) (35%)

Inflammation (Enbrel, Otezla) (20%)

Oncology/Hematology (25%)

Horizon Therapeutics Portfolio (20%)

セグメント構成と主要顧客

製品詳細

Repatha/Prolia/Xgeva30%

PCSK9 inhibitor for cholesterol and bone-targeting antibodies for osteoporosis/cancer

Enbrel20%

Anti-TNF biologic for rheumatoid arthritis and psoriasis

Tezspire/Lumakras25%

Next-gen asthma biologic and first KRAS inhibitor for lung cancer

サプライチェーン関係

競合他社

AbbVie Inc.

Immunology biologics (Enbrel vs Humira)

影響: Long-standing rivalry

Eli Lilly and Company

Obesity and cardiometabolic drugs

影響: Emerging obesity competition

Pfizer Inc.

Biosimilars and inflammation

影響: Broad pharma competition

マクロ・市場概況

제약 / 바이오セクターニュース

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

次の主要イベント

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

AI分析

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企業情報

本社所在地

Thousand Oaks, California, USA

設立

1980

従業員数

27,000+

ウェブサイト

amgen.com

セクター概況 — 제약 / 바이오

セクターニュース