AMGN · News · 20260930N
Product / Drug Pipeline Progress
AMGEN INC · 2026-09-30 · Importance 51 · Surprise 74 · In source text
Amgen is preparing daxdilimab, an immune-disorder antibody acquired through the Horizon purchase, for Phase III or registrational development in discoid lupus after positive Phase II results. The lower dose reduced disease severity by 6 points, representing a 50% reduction in lupus disease area and severity. The program is advancing despite an earlier failure in systemic lupus erythematosus, while discoid lupus affects approximately 28 out of every 100,000 people in the United States.
Key facts
- AMGEN INC is preparing the drug daxdilimab for Phase III trials in discoid lupus after positive mid-stage results. source
- AMGEN INC is preparing daxdilimab for a registrational phase of development despite an earlier failure in systemic lupus erythematosus. source
- AMGEN INC reported a 50% reduction in lupus disease area and severity with daxdilimab in the phase 2 study. source
- AMGEN INC acquired daxdilimab through the Horizon purchase. source
- AMGEN INC reported that daxdilimab reduced lupus disease severity by 6 points at the lower dose in a phase 2 study for discoid lupus. source
- AMGEN INC said daxdilimab targets a condition affecting approximately 28 out of every 100,000 people in the US. source
- AMGEN INC shares surged 1.3% to $423.64. source
- AMGEN INC is assessed by GuruFocus as "Modestly Overvalued" with a GF Value™ of $367.64. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | AMGEN INC is preparing the drug daxdilimab for Phase III trials in discoid lupus after positive mid-stage results. |
| operating_income | negative | probable | — | AMGEN INC is preparing the drug daxdilimab for Phase III trials in discoid lupus after positive mid-stage results. |