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AMGN Amgen

Long-acting GIPR antagonist / GLP-1 agonist (MariTide)

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Thesis

Editorial summary — not a primary filing

MariTide monthly obesity candidate; cash and commercial muscle support long race.

Next gate

2027-01-15Company-guidedPh3 readout

Phase 3 obesity update

155 days · Company: Company guidance

Survive-to-Event

ok

Cash covers the next gate with ~23 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~869d)100%
Days to gate (155d)18%
Show math

$10.0B cash ÷ $350M/mo burn ≈ 869 days. Source: curated SEC quarter figures.

Cash $10.0B as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved
Secondary assets (1)
  • Lumakras KRAS G12C · Approved · colorectal-cancer

Rivals in this race

Open race →
NVOPh3okLLYPh3okVKTXPh2ok

Risks

  • Phase 3 outcomes
  • Dosing convenience narrative
  • Pricing
  • Competition

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT06164834as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01