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安进Amgen(AMGN)2025年第四季度及全年业绩电话会纪要「NASDAQ」(英文版)(47页).pdf

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1、February 3,2026Q4 25 Earnings Call2Provided February 3,2026,as part of an oral presentation and is qualified by such,contains forward-looking statements,actual results may vary materially;Amgen disclaims any duty to update.Safe Harbor StatementThis presentation contains forward-looking statements th

2、at are based on the current expectations and beliefs of Amgen.All statements,other than statements of historical fact,are statements that could be deemed forward-looking statements,including any statements on the outcome,benefits and synergies of collaborations,or potential collaborations,with any o

3、ther company(including BeOne Medicines Ltd.or Kyowa Kirin Co.,Ltd.),the performance of Otezla(apremilast),our acquisitions of ChemoCentryx,Inc.,Dark Blue Therapeutics,Ltd.or Horizon Therapeutics plc(including the prospective performance and outlook of Horizons business,performance and opportunities,

4、and any potential strategic benefits,synergies or opportunities expected as a result of such acquisition),as well as estimates of revenues,operating margins,capital expenditures,cash,other financial metrics,expected legal,arbitration,political,regulatory or clinical results or practices,customer and

5、 prescriber patterns or practices,reimbursement activities and outcomes,effects of pandemics or other widespread health problems on our business,outcomes,progress,and other such estimates and results.Forward-looking statements involve significant risks and uncertainties,including those discussed bel

6、ow and more fully described in the Securities and Exchange Commission(SEC)reports filed by Amgen,including our most recent annual report on Form 10-K and any subsequent periodic reports on Form 10-Q and current reports on Form 8-K.Unless otherwise noted,Amgen is providing this information as of the

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1. **业绩表现**:2025年营收367.51亿美元(+10%),产品销售额351.48亿美元(+10%),18款产品创纪录销售额,14款产品年销售额超10亿美元,13款产品实现双位数增长。 2. **研发投入**:研发支出71.83亿美元(+22%),获批5款FDA新药,启动6项MariTide全球III期研究。 3. **核心产品**:Repatha®销售额30.16亿美元(+36%),EVENITY® 21亿美元(+34%),TEZSPIRE® 14.78亿美元(+52%),IMDELLTRA® 6.27亿美元(新上市)。 4. **财务指引**:2026年营收预期370-384亿美元,非GAAP每股收益21.60-23.00美元。
**Amgen增长动力?** **新药研发进展?** **业绩亮点有哪些?**
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