AMGN · Earnings call · 2026Q3T · Full report

TEZSPIRE Market Demand

AMGEN INC · 2026-11-03 · Importance 58 · Surprise 56 · No source text

TEZSPIRE sales grew 43% year-over-year to $538 million, driven by demand in severe uncontrolled asthma. U.S. new-to-brand prescriptions grew 15% year-over-year compared with 3% market growth, and the product reached 34% new-to-brand prescription share among allergists while continuing to gain share among pulmonologists. Amgen cited potential expansion into eosinophilic esophagitis following positive Phase III results, alongside clinical progress in chronic rhinosinusitis with nasal polyps.

Key facts

• TEZSPIRE sales grew 43% year-over-year to $538 million in Q3 2026.
• U.S. TEZSPIRE new-to-brand prescriptions grew 15% year-over-year compared with 3% market growth.
• Eosinophilic esophagitis affects more than 470,000 people in the U.S.; nearly half remain inadequately controlled with existing treatments.
• TEZSPIRE achieved 34% new-to-brand prescription share among U.S. allergists.

Impact estimates