Amgen's Imdelltra Posts 115% Sales Surge in Latest Quarterly Results

The Quick Take

• Amgen's cancer drug Imdelltra (tarlatamab) delivered a 115% year-over-year sales increase, becoming a key growth driver.
• The BiTE antibody therapy targets small-cell lung cancer, an area of high unmet medical need with limited treatment options.
• Strong Imdelltra performance is helping offset volume pressure on older franchises including Enbrel and Otezla.

Amgen reported that Imdelltra, its bispecific T-cell engager approved for small-cell lung cancer, achieved triple-digit sales growth compared to the same quarter last year. The rapid commercial uptake reflects both the severity of the indication and a streamlined prescriber adoption curve enabled by the oncology sales infrastructure.

Small-cell lung cancer represents roughly 15% of all lung cancer diagnoses and historically has had poor outcomes with second-line therapies. Imdelltra clinical profile, including meaningful response rates in previously-treated patients, has resonated with oncologists seeking alternatives to standard chemotherapy regimens.

From a portfolio standpoint, Imdelltra's growth trajectory is strategically significant as Amgen navigates biosimilar headwinds against legacy biologics. Revenue diversification toward higher-growth oncology assets improves the company's long-term earnings quality and reduces dependence on products approaching patent cliffs.

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