CLAIM #6296 · Amgen Inc (AMGN) · 2025Q4 earnings call · Feb 3, 2026 · due Dec 31, 2026
“In 2026, we expect accelerated sales erosion driven by increased competition as multiple biosimilars have launched globally.”
Murdo Gordon · EVP Commercial Operations
How to check this claim
Look at: Prolia global sales growth rate, year over year, fiscal year 2026
It came true if: FY2026 Prolia sales growth rate < 1% (i.e., decelerated or negative versus the 1% growth reported in 2025)
Where: Company quarterly/annual earnings reports (Prolia product sales disclosure, 10-K/10-Q or earnings release)
In context
“resorption. A dual mechanism that is proven to rapidly reduce fracture risk in postmenopausal women. In The U.S., Evenity sales grew 41% driven by higher volumes from both established and new prescribers. Evenity leads the bone builder segment with over 60% market share and is now growing faster than the category overall. To date, approximately 300,000 U.S. Patients have been treated with EVENITY. With a 33% increase of new patients in just one year. Increased investment has helped accelerate this growth which we expect to continue. Despite strong progress, nearly 90% of the 2 million women at very high risk of fracture remain untreated. Presenting a clear opportunity for EVENITY to drive growth and impact. Prolia delivered $4.4 billion in sales in 2025, an increase of 1% year over year. In 2026, we expect accelerated sales erosion driven by increased competition as multiple biosimilars have launched globally. Our rare disease portfolio grew 14% year over year to nearly $5.2 billion 19% in the quarter. With strong performance across the portfolio. EPLISMA sales increased 73% year over year to $655 million reflecting growing patient demand across all three approved indications. In December, Eplisna received FDA approval for the treatment of generalized myasthenia gravis marking an important milestone for patients with this chronic debilitating disease. Early physician response has been strong across both bio-naive and switch patients. Prescribers have noted the benefits of aplizumab upstream B cell mechanism targeting the root cause of the disease and it's also has demonstrated safety profile and the convenience of his twice-yearly dosing. Uptake of aplisna for use in IgG4-related disease contin”
Verify independently
SEC filings for AMGN ↗ · Claim quote is verbatim from the 2025Q4 earnings call.