Pharma Patent Cliffby readouts.io
Company · patent cliff and acquisitions

Amgen’s patent cliff

The 5 drugs tracked here made $14.0B of Amgen’s 2025 revenue (38%) and lose US exclusivity by 2029. Since 2023, Amgen has closed 1 acquisition of $1B or more, worth $27.8B. Products from that deal brought in $3.90B in 2025.

Losing US exclusivity by 2030
$14.0B38% of 2025 revenue
By 2037
$14.0B38% of $36.8B
Acquisitions since 2023
$27.8B1 deal of $1B or more
2025 sales from acquired products
$3.90BTepezza, Krystexxa and Uplizna
Bought with an approved product
1 of 1Horizon Therapeutics

2025 revenue losing US exclusivity, by year

Already facing copies (2025–2026)2027–2030
0%25%50%75%100%
2025
18%$6.5B · Prolia, Xgeva
2028
6.2%$2.3B · Otezla
2029
14%$5.3B · Repatha, Enbrel

Bars are each drug's 2025 sales as a share of Amgen’s total revenue ($36.8B). Only drugs tracked here are counted, so full exposure can be higher. Tap a bar for the drug's page.

Acquisitions since 2023

ClosedCompany boughtValueAreaWhat it broughtAt closing
Oct 2023 Horizon TherapeuticsAmgen, October 2023 $27.8B Other Rare-disease drugs Tepezza (thyroid eye disease), Krystexxa (gout) and UpliznaAnnounced in December 2022.2025 sales: Tepezza $1.90B, Krystexxa $1.34B, Uplizna $655M Amgen FY2025 Approved product
1 counted$27.8B

Acquisitions of whole companies closed since January 2023 with a headline price of $1B or more. Values are the price Amgen announced, excluding milestone payments unless noted. Licensing deals are not included. Compare all 65 deals →

Losing vs buying, by area

AreaAt risk by 2037Acquisitions since 2023
Other$4.4B$27.8B
Immunology$4.5B–
Cardiometabolic$3.0B–
Oncology$2.1B–

Amgen has the most revenue at risk in immunology, but has spent the most on acquisitions outside the main areas (Horizon Therapeutics). At risk is 2025 sales of tracked drugs losing US exclusivity by 2037; acquisitions are the headline value of counted deals closed since 2023.

How to read this

The two figures measure different things. Revenue at risk is what the drugs earned in 2025. A deal's value is what Amgen paid, not the sales it will bring in. Only one of the 1 companies it bought was already selling an approved product at closing (Horizon Therapeutics); the rest brought pipeline drugs whose sales are years away and may never arrive. The closest like-for-like figure is sales of the products Amgen bought: $3.90B in 2025, against $14.0B of 2025 sales losing US exclusivity by 2037. So this page shows the figures side by side rather than claiming how much of the gap the deals fill.

What changed for Amgen

  1. Medicare price
    First Medicare prices set, including Eliquis, Farxiga, Entresto, Enbrel and Stelara

    From 2026: Farxiga 68%, Enbrel 67%, Stelara 66%, Eliquis 56% and Entresto 53% below list price. CMS

Other companies

Sources

Revenue: Amgen FY2025. Drug sales and dates are sourced on each drug's page; each deal links to Amgen’s announcement or filing in the table above.

See all 45 drugs on the patent cliff →