What smart money is saying about Amgen
1 fund in our archive has pitched Amgen, most recently Aristotle Value Equity Strategy in September 2026.
Amgen Inc., established in 1980 and headquartered in Thousand Oaks, California, is a global biotechnology leader focused on discovering, developing, manufacturing, and delivering groundbreaking human medicines. The company's scientific endeavors span several critical therapeutic categories, including inflammatory conditions, oncology and hematology, bone health, cardiovascular diseases, nephrology, and neuroscience. Its extensive portfolio features a range of significant pharmaceutical products. Notable examples include Enbrel, prescribed for conditions like plaque psoriasis, rheumatoid arthritis, and psoriatic arthritis; Neulasta, which helps cancer patients by reducing the risk of infection linked to a low white blood cell count; Prolia, utilized in postmenopausal women to combat osteoporosis; and Xgeva, designed to prevent skeletal-related complications. Otezla offers relief for adult patients suffering from plaque psoriasis, psoriatic arthritis, and oral ulcers associated with Behçet's disease. Aranesp addresses anemia and low red blood cell counts, while KYPROLIS is employed to treat patients with relapsed or refractory multiple myeloma. Furthermore, Repatha plays a vital role in lowering the incidence of major cardiovascular events such as myocardial infarction, stroke, and coronary revascularization. Amgen's comprehensive product lineup also encompasses Nplate, Vectibix, MVASI, Parsabiv, EPOGEN, KANJINTI, BLINCYTO, Aimovig, EVENITY, AMGEVITATM, Sensipar/Mimpara, NEUPOGEN, IMLYGIC, Corlanor, and AVSOLA. The company distributes its therapies worldwide, primarily serving healthcare providers, including physicians and their clinics, dialysis centers, hospitals, and pharmacies. Distribution is facilitated through pharmaceutical wholesale distributors, complemented by direct-to-consumer channels. Amgen actively engages in strategic collaborations. It has partnered with entities such as Novartis Pharma AG, UCB, Bayer HealthCare LLC, BeiGene, Ltd., Eli Lilly and Company, Datos Health, and Verastem, Inc., to jointly assess VS-6766 when combined with lumakrastm (Sotorasib) in patients with KRAS G12C-mutant non-small cell lung cancer. Another key alliance involves Kyowa Kirin Co., Ltd., for the co-development and commercialization of KHK4083, a Phase 3-ready anti-OX40 fully human monoclonal antibody targeting atopic dermatitis and other autoimmune conditions. Additionally, Amgen maintains research and development partnerships with Neumora Therapeutics, Inc. and Plexium, Inc.
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Position history
Between Q2 2025 and Q3 2026, 9 fund letters reported a position in Amgen, with 2 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 6 | 0 | 1 | 1 |
| Q1 2026 | 1 | 0 | 1 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
| Q2 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 9 positions · 4 moves
- September 2026
“Amgen, the biopharmaceutical company, was one of the largest contributors during the quarter.”
Amgen - September 2026
“Amgen, the biopharmaceutical company, was one of the largest contributors during the quarter.”
Amgen - September 2026
“Amgen, the biopharmaceutical company, was one of the largest contributors during the quarter.”
Amgen - September 2026
“In healthcare, Amgen and Viatris benefited as the pharmaceutical industry had a stronger quarter and investors became more receptive to improving earnings visibility, attractive valuations, and identifiable product or pipeline catalysts.”
Amgen - September 2026
“Amgen, the biopharmaceutical company, was one of the largest contributors during the quarter.”
Amgen - TrimmedMatrix Asset AdvisorsSeptember 2026
“We trimmed positions in Amgen, Goldman Sachs, and Thermo Fisher Scientific on price strength.”
Amgen - March 2026
“We completed a process-driven one-third trim of Amgen as the stock reached our target price.”
Amgen - September 2025
“Transactions We initiated a new position in Applied Materials Inc. during the quarter. The company is a major supplier of semiconductor capital equipment and has market-leading and well-entrenched positions across several segments. The semiconductor capital (semi-cap) equipment sector represents a collection of oligopoly-type sub-markets that have high barriers to entry. There is secular demand growth for semiconductor content across applications, coupled with dramatically increasing chip complexity. We believe that the company’s Service & Parts business (~one-quarter of total revenues currently) is likely to expand, which could dampen the effects of industry cyclicality over the long term. Sales into Chinese semiconductor fabrication plants (fabs) and balancing AI demand with weakness in other areas are near-term headwinds for the company, but we do not believe this will materially impact its long-term fundamentals. We added to the portfolio’s existing positions in Chubb Ltd, PPG Industries Inc. and Amgen Inc.”
Amgen - AddedBA Beutel Goodman US Value FundJune 2025
“we also added to existing positions in Ameriprise Financial Inc., Westinghouse Air Brake Technologies Corp., Amgen Inc., Merck & Co Inc., Medtronic plc, Qualcomm Inc. and Chubb Ltd.”
Amgen
Also mentioned · 1
These funds discuss Amgen as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedWhite Brook CapitalMarch 2026
“We believe guidance to be conservative given increasing business momentum with significant early rollouts with Amgen, Samsung Biologics, and Merck Millipore - all of which have capacity and are likely to place large follow-on orders.”
Amgen
Fund coverage · 1 thesis
- Aristotle Value Equity StrategySeptember 2026
Amgen is a biopharmaceutical company whose broad portfolio, biosimilars capabilities and global scale support pipeline-driven growth and long-term value creation.
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