AMGEN 社の動向

Abstract

Amgen is the world's largest biotechnology company and the eighth largest pharmaceutical company worldwide. Revenues have nearly doubled in the last three years, going from $5.52 billion in 2002 to $10.55 billion in 2004. Yet the majority of revenue is based on twenty-year old technology. Can Amgen continue its amazing revenue growth? Or will it fall behind, lacking the small molecule therapeutics that are the mainstay of modern pharmaceuticals?

This report provides an in-depth analysis of Amgen's

• Strategic strengths and weaknesses
• Current therapeutic products and pipeline of future products
• Financial analysis, including R& D productivity
• Current patents and patent applications
• Alliances, joint ventures and acquisitions
• Key personnel

Who should buy this report?

• Biotech and pharmaceutical companies of all sizes interested in understanding Amgen's
• rapid climb to success and its future direction
• Early stage biotechnology companies interested in understanding Amgen Ventures strategy for investing its $100 million
• Financial analysts looking for an in-depth technical analysis of Amgen's future revenue sources

Key reasons to purchase this report

• Competitive intelligence
• Benchmark company performance against the leading biotechnology company
• Understand what is driving Amgen's growth, and what is holding it back

This 81 page up-to-date report, based on information gathered through the end of the first quarter 2005, contains five tables on Amgen's pipeline; a listing of the last three years of granted patents, analyzed by therapeutic area as well as therapeutic form; a breakdown of sales for all key products; both U.S. and International, as well as a list of all patent applications for 2004 through the first quarter of 2005.

Table of Contents

1 Overview

• 1.1 Lines of Business
• 1.2 Products
• 1.3 Technology
• 1.4 Marketing
• 1.5 Employees

2 Amgen Strategy

• 2.1 Amgen Strengths
• 2.2 Amgen Weaknesses
• 2.3 Amgen's Strategy Going Forward
  • 2.3.1 The Quest for Small Molecule Therapeutics
  • 2.3.2 R&D Productivity
  • 2.3.3 Partnering with Smaller Biotechs
• 2.4 Amgen Ventures
  • 2.4.1 Amgen Venture's First Investment - Accelerator
• 2.5 Potential Problems Facing Amgen
• 2.6 The Next Billion Dollar Therapeutic?
  • 2.6.1 ENBRELｮ (etanercept)
  • 2.6.2 Sensiparｮ (cinacalcet HCl)
  • 2.6.3 Kepivanceｮ (palifermin)
  • 2.6.4 Panitumumabｮ
  • 2.6.5 AMG 162

3 Key Events 2004

4 Key Products

• 4.1 EPOGENｮ
• 4.2 Aranespｮ
• 4.3 NEUPOGENｮ
• 4.4 Neulastaｮ
• 4.5 ENBRELｮ
• 4.6 Additional Products
  • 4.6.1 Kineretｮ
  • 4.6.2 Sensiparｮ
  • 4.6.3 Kepivance ・

5 Drug Pipeline

6 Recent Clinical Trials Results

7 Joint Ventures and Collaborations

• 7.1 Key Joint Ventures
  • 7.1.1 Kirin Brewery Company, Limited
  • 7.1.2 Wyeth
  • 7.1.3 Johnson & Johnson
  • 7.1.4 Genentech
  • 7.1.5 NPS Pharmaceuticals
• 7.2 Additional Collaborations
  • 7.2.1 GenData
  • 7.2.2 Dyax
  • 7.2.3 ZymoGenetics
  • 7.2.4 Immunomedics
  • 7.2.5 Cambridge Antibody Technologies
  • 7.2.6 Infinity Pharmaceuticals
  • 7.2.7 ViaCell, Inc.
  • 7.2.8 Biovitrum
  • 7.2.9 Epimmune
  • 7.2.10 NeoGenesis Pharmaceuticals
  • 7.2.11 Anadys Pharmaceuticals
  • 7.2.12 Genome Therapeutics / Oscient Pharmaceuticals
  • 7.2.13 BioFocus
  • 7.2.14 Abgenix
  • 7.2.15 Medarex
  • 7.2.16 GenMab

8 Recent Acquisitions

9 Manufacturing and Suppliers

10 Litigation and Contract Disputes

• 10.1 Patent Disputes
  • 10.1.1 Transkaryotic Therapies and Aventis
  • 10.1.2 Israel Bio-Engineering
  • 10.1.3 Columbia University
• 10.2 Class Action/Government Investigations
• 10.3 Contractual Disputes
• 10.4 Disputes Involving Amgen Medication

11 Amgen Financials

Discussion of Financials

12 Sales of Amgen Key Products

13 Amgen's US Patents

• 13.1 Amgen's US Granted Patents: 2002 - 2004
• 13.2 Amgen's 2004 Granted Patents
• 13.3 Amgen's 2003 Granted Patents
• 13.4 Amgen's 2002 Granted Patents

Appendix A Key Patent Expirations

Appendix B Amgen US Patent Applications: 2004 through 1st Quarter 2005

Appendix C Key Biographies

Tables

• Table 5.1 Oncology Pipeline
• Table 5.2 Inflammation Pipeline
• Table 5.3 Metabolic Disorder Pipeline
• Table 5.4 Neuroscience Pipeline
• Table 5.5 General Medicine/Other Pipeline
• Table 9.1 Amgen Products and Manufacturing Sites
• Table 11.1 Three Year Key Financials

Graphs

• Graph 12.1 Total Worldwide Product Sales, 2002-2004
• Graph 12.2 2004 U.S. vs. International Sales of Products
• Graph 12.3 Worldwide Sales of EPOGENｮ, 2002-2004
• Graph 12.4 Worldwide Sales of Aranespｮ, 2002-2004
• Graph 12.5 2004 U.S. vs. International Sales of Aranespｮ
• Graph 12.6 Worldwide Sales of NEUPOGENｮ 2002-2004
• Graph 12.7 2004 U.S. vs. International Sales of NEUPOGENｮ
• Graph 12.8 Worldwide Sales of Neulastaｮ 2002-2004
• Graph 12.9 2004 U.S. vs. International Sales of NEULASTAｮ
• Graph 12.10 Worldwide Sales of ENBRELｮ 2002-2004
• Graph 12.11 2004 U.S. vs. International Sales of ENBRELｮ
• Graph 13.1 Granted Patents Based on Therapeutic Area
• Graph 13.2 Granted Patents Based on Therapeutic Form
• Graph 13.3 Amgen 2004 Patents Based on Therapeutic Area
• Graph 13.4 Amgen's 2004 Granted Patents Based on Therapeutic Form
• Graph 13.5 Amgen 2003 Patents Based on Therapeutic Area
• Graph 13.6 Amgen's 2003 Granted Patents Based on Therapeutic Form
• Graph 13.7 Amgen's 2002 Granted Patents by Therapeutic Area
• Graph 13.8 Amgen's 2002 Granted Patents by Therapeutic Form