Street View: Amgen's mixed data on two drugs fans competition concerns
** Amgen's AMGN.O drugs, Uplizna and rocatinlimab, for a rare muscular disorder and for a skin disease, respectively, met the main goals in their late-stage studies
** However, results from its drug rocatinlimab for treating atopic dermatitis or eczema, fell short of its competitors' drugs which have already been approved
YOU WIN SOME, YOU LOSE SOME
** Truist Securities ("buy", PT: $320) says while Uplizna data is competitive, it is cautious about the market opportunity for rocatinlimab due to stiff competition
** Baird ("underperform", PT: $215), however, says it is "incrementally negative" on both the drugs, including Uplizna, as they both face intense competition
** Brokerage adds Uplizna is unlikely to take major market share from rival Argenx' ARGX.BR Vyvgart
** Piper Sandler ("overweight", PT: $344), in a note titled "You Win Some, You Lose Some", says the rocatinlimab data is disappointing
** Brokerage also says it is tough to see the other treatment, Uplizna, "unseating King Vyvgart", but believes the market to be sizable
Reporting by Kashish Tandon in Bengaluru
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