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Amgen Inc. (AMGN) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript

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Amgen’s oncology leadership emphasized its 2026 strategy at Citi’s summit, with Senior VP Jean-Charles Soria outlining a focus on "differentiated and transformative" therapies to avoid marginal clinical benefits. The company prioritizes high-impact R&D, leveraging existing technologies rather than seeking new platforms, signaling confidence in its current pipeline and development capabilities. Soria highlighted Amgen’s structured framework for evaluating oncology investments, aiming to accelerate clinical trials and regulatory approvals for breakthrough treatments. Key opportunities include advancing late-stage assets, with a disciplined approach to resource allocation to maximize therapeutic potential in unmet medical needs. The discussion underscored Amgen’s commitment to oncology innovation, balancing speed and precision to deliver next-generation cancer therapies.
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Amgen Inc. (AMGN) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript

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SA Transcripts158.48K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Amgen Inc. (AMGN) Citi's 2026 Virtual Oncology Leadership Summit February 18, 2026 3:15 PM EST Company Participants Jean-Charles Soria - Senior Vice President of Research & DevelopmentCasey Capparelli - Executive Director of Investor Relations Conference Call Participants Geoffrey Meacham - Citigroup Inc., Research DivisionJarwei Fang Presentation Geoffrey MeachamCitigroup Inc., Research Division All right. Welcome to the afternoon sessions of Citi's Virtual Oncology Leadership Summit. My name is Geoff Meacham. I'm the Senior Biopharma Analyst here at Citi and Jarwei Fang from my team with me as well. We're thrilled today to have Jean-Charles Soria from Amgen, who is the Senior VP, Global Development in Oncology. We did this session last year, a lot of really good meat on the bone. We also have Casey Capparelli from the IR team. So guys, welcome. Thanks for joining us. Jean-Charles SoriaSenior Vice President of Research & Development Thank you so much for the invitation Question-and-Answer Session Geoffrey MeachamCitigroup Inc., Research Division Yes. So I guess, Jean-Charles, we'll just kick it off with kind of the high-level questions on Amgen's kind of oncology approach. Maybe just talk through kind of as you see then the top priorities within oncology for Amgen on the R&D side, maybe what are the bigger opportunities? Are you guys good with the technologies you have in place. And now it's just a matter of moving the products through clinical development at a high level? Just wanted to get some perspective from you. Jean-Charles SoriaSenior Vice President of Research & Development Yes. Thank you for that question, Geoffrey. Well, we have a framework that allow us to see how oncology or investments we'll be delivering. We believe that we are committing to bringing differentiated and transformative therapies. We don't want marginal benefit. That's one of the big rules. So there's one rule that we

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