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CLAIM #6277 · Amgen Inc (AMGN) · 2025Q3 earnings call · Nov 4, 2025 · due Nov 4, 2026

It continues to be a strong product for us. We think it will continue to be that.

Bob Bradway · CEO

PENDING
graded after results covering Nov 4, 2026 are reported

How to check this claim

Look at: AMJEVITA (adalimumab biosimilar) revenue, international and/or total segment as reported

It came true if: AMJEVITA revenue for the period flat or higher versus prior-year comparable period

Where: Amgen quarterly financial supplement / product revenue disclosures (10-Q/10-K)

In context

n more uptake of biosimilars. For example, the #1 selling adalimumab product is still HUMIRA and not AMJEVITA. How can you as a biosimilar leader really encourage more use of these products? Robert Bradway: Yes. Again, I think there's a difference in the U.S. between the Part B medicines and the Part D medicines or the retail and the physician-administered medicines. So I think the market dynamics are evolving differently in those two areas. Obviously, the payers are very involved in the Part D where the rebate dynamics are important, but that erodes over time, and I think we see happening that now. Very confident when you look back over the fullness of time, you will see that AMGEVITA, our adalimumab biosimilar will have been a very successful product for us. We see that internationally. It continues to be a strong product for us. We think it will continue to be that. And I think, again, in the U.S., a safe, reliable supply of a true biosimilar like ours will do well in the long term. Operator: Our next question comes from Umer Raffat from Evercore. Michael DiFiore: This is Mike DiFiore in for Umer. I just want to go back to the MariTide Phase II trial for a bit. There is some confusion on whether we'll get two-year weight loss data in the upcoming Part 2 readout of the MariTide obesity Phase II trial. So can you clarify the design, especially as it relates to the washout post week 52? And since most of these patients will have lost weight in year one, isn't it reasonable to assume that weight loss in year two, Part 2 will be a lot less in year one Part 1? Robert Bradway: Yes, Jay, go ahead. James Bradner: Yes, I'm happy to answer the question. As I sh

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SEC filings for AMGN · Claim quote is verbatim from the 2025Q3 earnings call.