Amgen CEO Bob Bradway told CNBC’s Jim Cramer that the company expects multiple ‘win paths’ for patients in the burgeoning weight-loss market. He cited the company’s broad pipeline of GLP-1–based candidates alongside its rare disease franchise—where Amgen generated $5.4 billion in 2025 revenue—as complementary growth drivers. Bradway said 2026 will be a “springboard year,” with five late-stage obesity trials read out by year-end and two Phase III programs in rare neuromuscular disorders set to report data by Q3.

U.S. telehealth provider Ro announced a research collaboration with Amgen to investigate patient and provider hurdles in accessing obesity therapies, including GLP-1 drugs. The two companies plan to survey 2,000 adults with obesity and 500 primary care physicians across 10 states, aiming to quantify issues such as prior authorization delays, out-of-pocket costs averaging $150 per month, and gaps in telehealth follow-up. Findings are expected by Q4 and could inform payer negotiations for Amgen’s experimental agent MariTide.

Amgen reported that its mid-stage extension trial of MariTide demonstrated sustained weight maintenance over 52 weeks. Of the 312 participants who completed the initial 24-week study (achieving an average 12.3% weight reduction), 89% maintained at least 10% total body weight loss after an additional 28 weeks on 10 mg weekly dosing. A parallel diabetes cohort (n=150) saw mean HbA1c drop from 8.2% to 6.9% and an average further 5.7% weight reduction. Full results will be presented at the upcoming healthcare conference.