AMGN · Earnings call · 2026Q3T · Full report

Oncology Product Demand

AMGEN INC · 2026-11-03 · Importance 65 · Surprise 48 · No source text

Innovative Oncology grew 21% year-over-year to $2.1 billion, with BLINCYTO sales up 27% to $496 million. BLINCYTO growth reflected broad prescribing in academic and community settings and increasing international adoption. IMDELLTRA sales more than doubled to $406 million, and management said shorter monitoring requirements were helping community oncology clinics initiate treatment in the second-line setting. Management expects the first-line maintenance opportunity to support broader adoption, citing a U.S. small-cell lung cancer population of 35,000 and clinician enthusiasm for the results.

Key facts

• IMDELLTRA sales more than doubled year-over-year to $406 million.
• Amgen's Innovative Oncology portfolio grew 21% year-over-year, generating $2.1 billion in Q3 2026 sales.
• BLINCYTO sales increased 27% year-over-year to $496 million in Q3 2026.
• The DeLLphi-304 trial showed a 40% reduction in risk of death for IMDELLTRA compared with chemotherapy in second-line small cell lung cancer treatment.
• Amgen said the DeLLphi-305 results showed more than 8 additional months of median overall survival.
• In DeLLphi-305, median overall survival was 21.1 months with IMDELLTRA plus IMFINZI versus 12.7 months with IMFINZI alone.
• A Phase Ib first-line maintenance study of IMDELLTRA with anti-PD-L1 therapy reported median overall survival of 37 months at 30 months of follow-up.
• The U.S. small cell lung cancer addressable population was estimated at 35,000 patients across earlier treatment settings.

Impact estimates