Amgen (AMGN): FY26 Q3 earnings call, Nov 3, 2026

Tue, Nov 3Earnings callSpeaker-labelled transcriptAmgen

On its Nov 3, 2026 earnings call (FY26 Q3), Amgen said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated

Markets

14 words · 6 settled yes · our count agreed on 14 of 14
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
Dazodalibep Yes99✓70%transcripts from the transcript model–
Eosinophilic Yes66✓65%transcripts from the transcript model–
ESMO Yes57✓31%transcripts from the transcript model–
Imfinzi / Durvalumab Yes55✓20%transcripts from the transcript model–
GLP-1 / GLP Yes45✓78%transcripts from the transcript model–
Medicare Yes12✓39%transcripts from the transcript model–
Oral 3+ timesNo11✓55%transcripts from the transcript model–
Artificial Intelligence 3+ timesNo11✓28%transcripts from the transcript model–
Tavneos No00✓68%transcripts from the transcript model–
Acquisition No00✓53%transcripts from the transcript model–
Prolia 2+ timesNo00✓35%transcripts from the transcript model–
Litigation No00✓31%transcripts from the transcript model–
Patent 2+ timesNo00✓29%transcripts from the transcript model–
Buyback / Buy Back No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Nov 3, 2026 23:56 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Bob Bradwaycompany“Dazodalibep” · prepared

…cornerstone therapy, TEZSPIRE in eosinophilic esophagitis, an area with significant unmet need, and dazodalibep in Sjögren's disease, where no approved disease-modifying therapies currently exist.

Murdo Gordoncompany“Eosinophilic” · prepared

…in the need for surgery. More recently, positive phase III results in eosinophilic esophagitis, or EoE, demonstrated meaningful improvements in key measures of disease activity…

Jay Bradnercompany“ESMO” · prepared

…first-line maintenance study of IMDELLTRA with anti-PD-L1 therapy was also presented at ESMO, remarkably featuring a median overall survival of 37 months. These results are…

Murdo Gordoncompany“Imfinzi / Durvalumab” · prepared

…phase III results from the DeLLphi-305 study evaluating IMDELLTRA in combination with IMFINZI in first-line maintenance treatment. I was at the European Society for Medical…

Jay Bradnercompany“GLP-1 / GLP” · prepared

…start and stay on MariTide, and how others can switch from other GLP-1-based medicines and stay on MariTide. Our goal is to make long-term treatment…

Murdo Gordoncompany“Medicare” · qa

…we're interested in seeing what other government access programs evolve to over time. I think it's good that we've got Medicare access in this category.

Agents: this page as TSV at /api/v1/appearances/amgen:2026-11-03:earnings_call · words: /api/v1/brief?appearance=amgen:2026-11-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP