VOL. XCIV, NO. 247

★ MOAT STOCKS & COMPETITIVE ADVANTAGES ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

Amgen Inc.

AMGN · Nasdaq Stock Market

active
Market cap (USD)
SectorHealthcare
CountryUS
Data as of
Moat score
70/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

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Overview

Amgen Inc. is a global biopharmaceutical company with economically distinct businesses in (1) core innovative medicines, (2) a rare-disease portfolio (boosted by the Horizon acquisition), and (3) biosimilars. The core moat mechanisms are legal exclusivity (patents and regulatory exclusivities) and the difficulty of scaling and validating biologics manufacturing at high quality. Rare-disease assets can enjoy quasi-monopoly positions when therapies are first/only approved, supporting stronger pricing, but they remain exposed to eventual competition and payer pushback. Biosimilars are structurally more competitive and price-led, with advantages leaning on manufacturing know-how, scale and supply reliability more than enduring pricing power.

Primary segment

Core Innovative Medicines

Market structure

Competitive

Market share

HHI:

Coverage

3 segments · 6 tags

Updated 2025-12-22

Segments

Core Innovative Medicines

Branded biopharmaceutical therapies for common diseases (bone health, inflammation, oncology, cardiovascular and other specialty areas)

Revenue

80.1%

Structure

Competitive

Pricing

moderate

Share

Peers

ABBVBMYJNJLLY+4

Rare Disease Portfolio (Horizon + others)

Rare disease and ultra-rare specialty therapeutics (e.g., thyroid eye disease, chronic refractory gout, NMOSD, ANCA-associated vasculitis)

Revenue

13.3%

Structure

Quasi-Monopoly

Pricing

strong

Share

Peers

ALNYBMRNREGNVRTX

Biosimilars

Biosimilar biologic drugs (e.g., adalimumab, bevacizumab and other reference biologics)

Revenue

6.6%

Structure

Oligopoly

Pricing

weak

Share

Peers

068270.KSPFESDZ.SWTEVA+1

Moat Claims

Core Innovative Medicines

Branded biopharmaceutical therapies for common diseases (bone health, inflammation, oncology, cardiovascular and other specialty areas)

Revenue_share estimated from FY2024 total revenues ($33.4B) and FY2024 biosimilars/rare disease disclosures in Amgen 2024 results press release: https://www.amgen.com/newsroom/press-releases/2025/02/amgen-reports-fourth-quarter-and-full-year-2024-financial-results

Competitive

IP Choke Point

Legal

Strength: 4/5 · Durability: medium · Confidence: 4/5 · 2 evidence

Key products are protected by patent portfolios and (where applicable) regulatory exclusivity; this supports premium pricing and delays direct copies until loss of exclusivity.

Erosion risks

  • Patent challenges and unfavorable litigation outcomes
  • Accelerated net price declines after biosimilar/generic entry
  • Regulatory or legislative changes that compress exclusivity (e.g., price controls)

Leading indicators

  • Patent expiry calendar and major litigation milestones
  • FDA/EMA approvals for competing biosimilars/generics
  • Net selling price trend (gross-to-net) for mature brands

Counterarguments

  • Many therapeutic areas are crowded with alternative mechanisms, limiting pricing even during exclusivity
  • Some revenues are concentrated in mature brands already facing net price declines

Regulated Standards Pipe

Legal

Strength: 4/5 · Durability: durable · Confidence: 5/5 · 1 evidence

Drug development/manufacturing requires meeting stringent regulatory standards; the approval process and ongoing compliance raise time/cost barriers for entrants.

Erosion risks

  • Policy changes that speed competitor approvals or expand abbreviated pathways
  • Heightened enforcement actions or compliance failures

Leading indicators

  • Inspection outcomes and warning letters
  • Time-to-approval and label updates for key products
  • Changes to FDA/EMA guidance on biosimilars and generics

Counterarguments

  • Regulatory standards apply to all incumbents; they are barriers but not necessarily a differentiator versus other large pharma/biotech

Capex Knowhow Scale

Supply

Strength: 4/5 · Durability: durable · Confidence: 4/5 · 2 evidence

Large-scale biologics manufacturing requires substantial capital, specialized know-how, validation, and quality systems, which are difficult to replicate quickly.

Erosion risks

  • Manufacturing disruptions, quality issues, or supply interruptions
  • Technology shifts (e.g., novel modalities) that reduce relevance of existing capacity
  • Greater outsourcing/CMO availability lowering entry barriers

Leading indicators

  • Batch success/yield trends and supply reliability
  • Capacity expansion milestones and capex cadence
  • Regulatory inspection outcomes across manufacturing network

Counterarguments

  • Other large biopharma firms also possess global manufacturing scale
  • Some therapies can be outsourced to specialized CMOs, reducing the advantage

Brand Trust

Demand

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

In biologics, physician/patient confidence and supply reliability can support persistence versus lower-cost alternatives, particularly around switching and substitution decisions.

Erosion risks

  • Payer-driven switching to lowest-cost alternatives
  • Safety signals or product recalls that damage trust
  • Interchangeable biosimilars enabling automatic substitution

Leading indicators

  • Formulary tiering and preferred product decisions
  • Share shifts following biosimilar launches
  • Pharmacovigilance / safety updates

Counterarguments

  • In many channels, contracting and rebates dominate brand preference
  • As biosimilar familiarity rises, brand trust advantage may diminish

Rare Disease Portfolio (Horizon + others)

Rare disease and ultra-rare specialty therapeutics (e.g., thyroid eye disease, chronic refractory gout, NMOSD, ANCA-associated vasculitis)

FY2024 rare disease revenue approximated by summing TEPEZZA ($1.851B), KRYSTEXXA ($1.185B), UPLIZNA ($0.379B), TAVNEOS ($0.283B) and Ultra-Rare products ($0.758B) from Amgen's FY2024 product sales table in the 2024 results press release.

Quasi-Monopoly

Regulated Standards Pipe

Legal

Strength: 4/5 · Durability: medium · Confidence: 4/5 · 2 evidence

Early-in-lifecycle rare-disease therapies can face limited direct therapeutic competition because regulatory approval requires specialized trials and evidence in small patient populations.

Erosion risks

  • New entrants (including novel mechanisms) targeting the same indications
  • Regulatory setbacks or label restrictions
  • Payer utilization management and step edits

Leading indicators

  • Competitive clinical trial readouts in TED, gout, NMOSD and vasculitis
  • Guideline updates and specialist prescribing trends
  • Coverage criteria changes by major payers

Counterarguments

  • Being first/only can be temporary; competitors can enter with better efficacy/safety or new delivery modalities

IP Choke Point

Legal

Strength: 4/5 · Durability: medium · Confidence: 3/5 · 2 evidence

Patent coverage and exclusivity help defend high-value specialty indications, but durability depends on patent strength, enforcement, and eventual competitive innovation.

Erosion risks

  • Patent challenges and earlier-than-expected loss of exclusivity
  • Off-label substitution or new standards of care displacing branded therapy
  • Safety or access controversies reducing uptake

Leading indicators

  • Patent litigation filings/outcomes for key assets
  • Pipeline disclosures from competitors in the same indications
  • Net price and patient access trends in specialty channels

Counterarguments

  • Rare disease markets can attract targeted competition due to high pricing and concentrated prescriber base

Biosimilars

Biosimilar biologic drugs (e.g., adalimumab, bevacizumab and other reference biologics)

FY2024 biosimilars revenue estimated as AMJEVITA/AMGEVITA ($0.761B) + MVASI ($0.727B) + other biosimilars ($0.725B) from Amgen's FY2024 product sales table; total biosimilars ~= $2.213B. Source: Amgen 2024 results press release (table notes state 'Biosimilars total $725 million in FY 24').

Oligopoly

Capex Knowhow Scale

Supply

Strength: 3/5 · Durability: durable · Confidence: 4/5 · 2 evidence

Biosimilars require high-quality, validated biologics manufacturing and analytics; scale and know-how reduce unit costs and improve supply reliability versus smaller entrants.

Erosion risks

  • Aggressive price competition and tender dynamics compressing returns
  • Improved CMO capacity lowering entry barriers
  • Interchangeability and payer mandates shifting volume to lowest-price suppliers

Leading indicators

  • Biosimilar ASP/price trends by molecule
  • Contract wins/losses with major payers and group purchasing organizations
  • Supply reliability incidents and backorders

Counterarguments

  • Biosimilars often become commoditized quickly; scale does not prevent price wars

Learning Curve Yield

Supply

Strength: 3/5 · Durability: durable · Confidence: 4/5 · 1 evidence

Analytical characterization, process development, and yield learning over time can lower cost and reduce comparability risk versus newer manufacturers.

Erosion risks

  • Technology standardization reducing learning-curve advantages
  • Regulatory convergence lowering approval friction
  • Competitors with equal or greater manufacturing experience

Leading indicators

  • Yield improvements / manufacturing cost trends
  • Regulatory approvals and inspection outcomes for biosimilar sites
  • Time-to-launch for new biosimilars versus peers

Counterarguments

  • Large competitors may have similar learning curves and analytics capabilities

Brand Trust

Demand

Strength: 2/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Even in price-competitive biosimilars, reliability and safety perception can influence provider/payer selection among multiple similar suppliers.

Erosion risks

  • Payers prioritize lowest net cost, overriding brand considerations
  • Interchangeability reduces differentiation

Leading indicators

  • Share stability after new biosimilar launches
  • Customer complaints / recalls / shortage events
  • Interchangeability designations for competing biosimilars

Counterarguments

  • For many payers, price is the primary selection factor, limiting the value of brand trust

Evidence

sec_filing
Amgen Form 10-K (FY ended 2024-12-31) - Patents

The following table lists our outstanding material patents for the indicated product...

Shows product-by-product patent coverage and expirations that underpin exclusivity.

sec_filing
Amgen Form 10-K (FY ended 2024-12-31) - Phase 3 patent / exclusivity discussion

...new molecular entities would receive a 12 year exclusivity period in the United States...

Supports the role of regulatory exclusivities (in addition to patents) as a legal barrier.

sec_filing
Amgen Form 10-K (FY ended 2024-12-31) - Government Regulation

Regulation by government authorities... is a significant factor in the development, manufacture and marketing of our products.

Highlights the breadth and centrality of regulatory requirements to compete in biopharma.

sec_filing
Amgen Form 10-K (FY ended 2024-12-31) - Manufacturing know-how

Highly specialized knowledge... is required to transform laboratory-scale processes into reproducible commercial manufacturing processes.

Supports the expertise/capability barrier in scaling biologics manufacturing.

sec_filing
Amgen Form 10-K (FY ended 2024-12-31) - Manufacturing complexity / time to build capacity

It can take longer than five years to build, validate and license another manufacturing plant.

Supports high time-to-replicate capacity (capex + regulatory validation).

Showing 5 of 12 sources.

Risks & Indicators

Erosion risks

  • Patent challenges and unfavorable litigation outcomes
  • Accelerated net price declines after biosimilar/generic entry
  • Regulatory or legislative changes that compress exclusivity (e.g., price controls)
  • Policy changes that speed competitor approvals or expand abbreviated pathways
  • Heightened enforcement actions or compliance failures
  • Manufacturing disruptions, quality issues, or supply interruptions

Leading indicators

  • Patent expiry calendar and major litigation milestones
  • FDA/EMA approvals for competing biosimilars/generics
  • Net selling price trend (gross-to-net) for mature brands
  • Inspection outcomes and warning letters
  • Time-to-approval and label updates for key products
  • Changes to FDA/EMA guidance on biosimilars and generics
Created 2025-12-22
Updated 2025-12-22

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.