AMGN · 10-Q · 2026Q2 · Full report

Market Demand Trends

AMGEN INC · 2026-08-05 · Importance 58 · Surprise 56

Global BLINCYTO sales increased primarily through volume growth, including 16% volume growth in the second quarter of 2026 and six-month growth driven by volume. Nplate sales increased 23% globally in the first half, including a $60 million U.S. government order; excluding that order, sales rose 15%, driven by 11% volume growth and higher net selling price. TEZSPIRE, Vectibix, UPLIZNA and IMDELLTRA/IMDYLLTRA sales also increased, primarily from volume growth, with UPLIZNA and IMDELLTRA/IMDYLLTRA each reporting growth in excess of 100% in certain periods.

Key facts

• Company evaluated TAVNEOS developments and observed new U.S. patient interest during second quarter of 2026 and concluded carrying value remained recoverable as of June 30, 2026 source
• For the three months ended June 30, 2026, U.S. volume grew 9% and ROW volume grew 8% (driven by brands including Repatha, EVENITY, UPLIZNA, TEZSPIRE, IMDELLTRA/IMDYLLTRA and PAVBLU). source
• For the six months ended June 30, 2026, U.S. volume grew 9% and ROW volume grew 10% (driven by brands including Repatha, EVENITY, IMDELLTRA/IMDYLLTRA, UPLIZNA, PAVBLU and TEZSPIRE). source
• The increases in TEZSPIRE sales for the three and six months ended June 30, 2026 were primarily driven by volume growth. source
• The decreases in global KYPROLIS sales for the three and six months ended June 30, 2026 were driven by lower volume. source
• The increases in global Vectibix sales for the three and six months ended June 30, 2026 were primarily driven by volume growth. source
• The increases in global UPLIZNA sales for the three and six months ended June 30, 2026 were primarily driven by volume growth. source