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Amgen Raises Outlook on Q3 Beat as MariTide Milestones Approach

Investor focus shifts to imminent MariTide results following a stronger-than-expected quarter.

Overview

  • Revenue rose 12% to $9.56 billion and adjusted EPS reached $5.64, topping Wall Street estimates.
  • The company lifted 2025 guidance to $35.8–$36.6 billion in revenue and adjusted EPS of $20.60–$21.40.
  • Repatha sales climbed about 40% to $794 million, while Enbrel fell 30% to $580 million due to U.S. Medicare and hospital pricing dynamics.
  • Adjusted operating expenses increased 18% and R&D spending grew 31%, with a higher tax rate tied to product mix.
  • Amgen expects two mid-stage MariTide readouts before year-end and has completed enrollment in two Phase 3 studies, with shares rallying on the update.