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.

9 matches for “Dazodalibep”; 5 quoted, at least 25 words apart.

Bob Bradwaycompanyprepared

…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.

Jay Bradnercompanyprepared

…diseases: IMDELLTRA in small cell lung cancer, TEZSPIRE in eosinophilic esophagitis, and dazodalibep in Sjögren's disease. These results reflect our R&D strategy that focuses on…

Jay Bradnercompanyprepared

…inflammation. For patients with Sjögren's disease, we are targeting CD40 ligand signaling with dazodalibep in two phase III trials, in systemic and in symptomatic disease.

Jay Bradnercompanyprepared

…four and sustained through the end of study at week 48. Importantly, dazodalibep also met key secondary endpoints for patient-reported dryness, with statistically significant improvements…

Thomas Dittrichcompanyprepared

…to invest in the innovation that will drive future growth, including MariTide, dazodalibep, and xaluritamig, as well as our marketed medicines, including IMDELLTRA, Repatha, and…

Where the listed words were said

Jay Bradnercompany“Dazodalibep” · qa

…ago, we were delighted, but maybe not surprised by the impact of dazodalibep in Sjögren's disease. We were building on a very strong phase II…

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