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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Yaron Werber | TD Cowen | 7 | 0% |
| Chris Schott | JPMorgan | 6 | 0% |
| Terence Flynn | Morgan Stanley | 6 | 0% |
| Salveen Richter | Goldman Sachs | 6 | 17% |
| Dave Amsellem | Piper Sandler | 5 | 20% |
| Mike Yee | UBS | 4 | 25% |
| Alex Hammond | Wolfe Research | 4 | 0% |
| Jay Olson | Oppenheimer | 4 | 0% |
| Matt Phipps | William Blair | 4 | 25% |
| Dave Risinger | Leerink Partners | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 7 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| Goldman Sachs | 1 |
| 6 |
| 17% |
| UBS | 2 | 5 | 20% |
| Piper Sandler | 1 | 5 | 20% |
| Leerink Partners | 1 | 4 | 25% |
| Oppenheimer | 1 | 4 | 0% |
Amgen grew product sales 4% in Q1 as growth drivers including Repatha, EVENITY, TEZSPIRE, and BLINCYTO offset ongoing loss-of-exclusivity headwinds, with Repatha momentum accelerating on the VESALIUS primary prevention data. MariTide advanced with additional Phase III studies initiated while the pipeline continued producing positive readouts across multiple therapeutic areas. Management raised FY2026 guidance for both revenue and non-GAAP EPS to $21.70-$23.10.
Innovation & R&D | Competitive Dynamics | Product Launch | Demand | Revenue Growth | Regulation Policy | M&A | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 8 | 4 | 4 | 7 | 1 | 1 | |
| 2025Q1 | 5 | 7 | 6 | 6 | 1 | 1 | 2 | |
| 2025Q2 | 10 | 7 | 5 | 2 | 1 | 3 | 2 | 1 |
| 2025Q3 | 6 | 4 | 1 | 3 | 2 | 1 | 1 | |
| 2025Q4 | 6 | 7 | 3 | 2 | 1 | |||
| 2026Q1 | 7 | 4 | 4 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 7 | 5 | 10 | 6 | 6 | 7 |
| Competitive Dynamics | 8 | 7 | 7 | 4 | 7 | 4 |
| Product Launch | 4 | 6 | 5 | 1 | 3 | 4 |
| Demand | 4 | 6 | 2 | 3 | 2 | |
| Revenue Growth | 7 | 1 | 1 | 2 | ||
| Regulation Policy | 1 | 1 | 3 | 2 | 1 | 2 |
| M&A | 1 | 2 | 1 | 1 | ||
| Pricing | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AMGN Amgen Inc. | 8 | +5.8% | |
| ABBV AbbVie | 9 | +12.4% | |
| BIIB Biogen | 4 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +10.1% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |