Amgen Lawsuit And Eczema Drug Exit Reframe Risk And R&D Priorities

Simply Wall St.01-31 16:39

Amgen (NasdaqGS:AMGN) is being sued over its decision to withdraw certain discounted drug prices from Sagebrush Health Services, a clinic serving underserved patients in California. The lawsuit claims...

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The lawsuit claims...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-amgn/amgen/news/amgen-lawsuit-and-eczema-drug-exit-reframe-risk-and-rd-prior\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amgen Lawsuit And Eczema Drug Exit Reframe Risk And R&D Priorities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmgen Lawsuit And Eczema Drug Exit Reframe Risk And R&D Priorities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-31 16:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-amgn/amgen/news/amgen-lawsuit-and-eczema-drug-exit-reframe-risk-and-rd-prior><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amgen (NasdaqGS:AMGN) is being sued over its decision to withdraw certain discounted drug prices from Sagebrush Health Services, a clinic serving underserved patients in California. The lawsuit claims...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-amgn/amgen/news/amgen-lawsuit-and-eczema-drug-exit-reframe-risk-and-rd-prior\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2089984988.USD","symbol_name":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-amgn/amgen/news/amgen-lawsuit-and-eczema-drug-exit-reframe-risk-and-rd-prior","article_id":"2607531074","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/24816-main-header/1756203123218"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-amgn/amgen/news/amgen-lawsuit-and-eczema-drug-exit-reframe-risk-and-rd-prior","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2607531074","pubTimestamp":1769848756,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Amgen (NasdaqGS:AMGN) is being sued over its decision to withdraw certain discounted drug prices from Sagebrush Health Services, a clinic serving underserved patients in California.\nThe lawsuit claims Amgen’s actions unlawfully restricted access to lower cost medicines for economically challenged communities and may breach state law.\nSeparately, Amgen has ended its collaboration with Kyowa Kirin on rocatinlimab, an investigational treatment for atopic dermatitis.\nThe end of the rocatinlimab...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2089984988.USD":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC","AMGN":"安进","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","LU2112291526.USD":"BGF WORLD HEALTHSCIENCE \"A4\" (USD) INC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","BK4581":"高盛持仓","BK4599":"减肥药","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","LU1983299246.USD":"SCHRODER ISF HEALTHCARE INNOVATION \"A\" (USD) ACC","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0122379950.USD":"贝莱德世界健康科学A2","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4566":"资本集团","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU0058720904.USD":"联博国际健康护理基金A","LU2242646821.SGD":"Fidelity Global Dividend Plus A-MINCOME(G)-SGD","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","BK4588":"碎股","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2242652126.USD":"FIDELITY FUNDS GLOBAL DIVIDENDS PLUS \"A\" (USD) INC","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC"},"translate_title":"安进诉讼和湿疹药物退出重塑风险和研发重点","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMGN":1.5},"content_text":"Amgen (NasdaqGS:AMGN) is being sued over its decision to withdraw certain discounted drug prices from Sagebrush Health Services, a clinic serving underserved patients in California. The lawsuit claims Amgen’s actions unlawfully restricted access to lower cost medicines for economically challenged communities and may breach state law. Separately, Amgen has ended its collaboration with Kyowa Kirin on rocatinlimab, an investigational treatment for atopic dermatitis. The end of the rocatinlimab partnership indicates a shift in how Amgen prioritises assets within its immunology pipeline.  For investors watching Amgen, these developments relate to both its commercial practices and its research focus. The lawsuit highlights how pricing and discount structures can affect real world access to care, particularly for clinics that rely on preferential terms to treat underserved patients. The rocatinlimab decision, meanwhile, takes place in a broader biotech context where companies regularly reassess which pipeline projects to continue funding. Looking ahead, investors may want to monitor how the legal case progresses and whether it leads to changes in Amgen’s discount policies or relationships with safety net providers. On the R&D side, the end of the rocatinlimab collaboration raises questions about where Amgen directs its immunology spending next and how it balances risk across late stage and earlier stage assets. Stay updated on the most important news stories for Amgen by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amgen. NasdaqGS:AMGN 1-Year Stock Price Chart Is Amgen financially strong enough to weather the next crisis? The Sagebrush lawsuit and the 340B discount dispute focus attention on Amgen’s pricing decisions and how they interact with programs designed for low income patients, while the rocatinlimab exit shows the company tightening its late stage portfolio around higher priority assets. For you as an investor, both events sit at the intersection of regulatory risk and capital allocation, with potential implications for future legal costs, reputational standing and where R&D dollars are directed within immunology relative to peers like Eli Lilly and AbbVie. AdvertisementHow this fits into the Amgen Narrative you have been reading Existing investor narratives around Amgen already highlight a tension between long term growth ambitions in areas like obesity and cardiovascular disease and headwinds from policy risk, pricing pressure and rising R&D spend. The 340B dispute speaks directly to those policy and pricing concerns, while stepping away from rocatinlimab sits alongside earlier commentary that not every late stage project will translate into a commercial pillar, so portfolio reshaping is part of the broader story rather than an isolated event. Key risks and rewards to keep in mind  ⚠️ Regulatory and legal risk could increase if the California case leads to penalties, tighter oversight of 340B practices, or copycat actions from other covered entities. ⚠️ Exiting the rocatinlimab partnership underlines execution risk in immunology, where competitors such as Eli Lilly and Sanofi are active in atopic dermatitis and related indications. 🎁 Rationalising the pipeline may free capital and management focus for higher conviction programs in obesity, cardiovascular disease and oncology that already sit at the core of many long term theses on Amgen. 🎁 Resolution of the lawsuit on clear terms could eventually provide better visibility on compliance obligations and discount programs, which some investors view as preferable to ongoing uncertainty.  What to watch next From here, you may want to track milestones in the Sagebrush case, any disclosures about potential financial exposure, and how Amgen explains its immunology priorities when it reports results or updates on programs like MariTide and its oncology assets. If you want to see how other investors are framing these moving pieces, check community narratives for Amgen on this dedicated page and compare this news with the longer term story you believe in.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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