AMGN Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for AMGN. 4 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 1 sale, a net selling of $400.5K. The largest was Grygiel Nancy A. (officer: SVP & CCO) selling $400.5K. The stock fell 12.9% over three months. Institutional holders were mixed over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 21, 2026 | Druker Briandirector | Grant | 665 | — |
| May 21, 2026 | Klotman Mary E.director | Grant | 665 | — |
| May 21, 2026 | HOLLEY CHARLES Mdirector | Grant | 665 | — |
| May 21, 2026 | Drake Michael Vdirector | Grant | 665 | — |
| May 21, 2026 | ISHRAK OMARdirector | Grant | 665 | — |
| May 21, 2026 | Austin Wanda Mdirector | Grant | 665 | — |
| May 21, 2026 | Garland Greg C.director | Grant | 665 | — |
| May 21, 2026 | MILES AMY Edirector | Grant | 665 | — |
| May 21, 2026 | Jacks Tylerdirector | Grant | 665 | — |
| May 21, 2026 | ECKERT ROBERTdirector | Grant | 665 | — |
| May 21, 2026 | Kullman Ellen Jamisondirector | Grant | 665 | — |
| May 11, 2026 | Santos Estebanofficer: EVP, Operations | Tax | 522 | $331.11 |
| May 11, 2026 | Graham Jonathan Pofficer: EVP & Gen. Counsel & Sec. | Tax | 499 | $331.11 |
| May 11, 2026 | Grygiel Nancy A.officer: SVP & CCO | Tax | 88 | $331.11 |
| May 11, 2026 | Griffith Peter H.officer: EVP & CFO | Tax | 556 | $331.11 |
Source: AMGN SEC Form 4 filings, latest May 21, 2026. For informational purposes only — not investment advice.
Research
AMGN: Canaccord Holds at $366, Cites GLP-1 Risk
Canaccord's Hold/$366 initiation spotlights Amgen's 10% FY2025 revenue growth from Repatha/Evenity ramps and Horizon assets, offsetting Enbrel declines. Bull: Pipeline diversification; Bear: Biosimilars/IRA. Fairly valued at ~17x forward EPS.
LLY: $2.3B Ajax Buy Hedges Mounjaro Patent Cliff
Eli Lilly's $2.3 billion Ajax Therapeutics acquisition reveals a critical divergence in large-cap pharma M&A strategy that the market has mispriced. While Merck and Pfizer scramble to replace patent cliff revenue with expensive blockbuster acquisitions, Lilly is buying rare-disease optionality from a position of GLP-1 strength. Long LLY versus short MRK/PFE targets 8-12% relative return over six months as earnings reveal the cost of desperate dealmaking.
LLYMRKPFEPharma Tariffs: Buy LLY & AMGN, Sell PFE & MRK — Here's Why
Trump policies eroding Europe's pharma lead via tariffs favor US manufacturing-heavy Eli Lilly and Amgen, with strong growth and margins, while Pfizer and Merck's global chains invite cost squeezes. J&J and AbbVie sit in the middle with diversification. Rank: Buy LLY/AMGN, sell PFE/MRK.
LLYABBVJNJPharma Tariffs: LLY and AMGN Win While PFE and MRK Face Margin Squeeze
Trump's pharma import tariffs shield U.S.-focused drugmakers like Eli Lilly and Amgen from cost hikes while pressuring import-reliant Pfizer and Merck. Analysis ranks six majors by exposure, highlighting financials and guidance. Domestic winners eye margin expansion amid onshoring push.
LLYABBVJNJ
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