AMGN · Earnings call · 2026Q3T · Full report

Obesity Drug Competition

AMGEN INC · 2026-11-03 · Importance 26 · Surprise 24

Management positioned MariTide as a differentiated potential monthly obesity therapy, with dosing potentially as infrequently as four or six times per year, compared with daily oral and weekly injectable products and other candidates seeking monthly dosing. Its commercial strategy will prioritize patients and consumers, with Amgen expecting its profile to help secure access and coverage. Management characterized markets outside the United States as more consumer-driven and said outcomes data in cardiovascular disease and type 2 diabetes could support reimbursement in more markets.

Key facts

• Amgen said MariTide's Phase III program included monthly therapy with potential dosing as infrequently as 4 or 6 times a year.
• Amgen said MariTide's clinical program could address patients with type 2 diabetes, ASCVD, and sleep apnea.
• Amgen said it was hopeful that MariTide outcomes data in ASCVD and type 2 diabetes and other hard-endpoint clinical programs could help secure reimbursement in markets outside the U.S.
• Amgen described MariTide as having potential to be a monthly obesity therapy with as few as 4 or 6 doses per year.