GOVT-CONTRACT ·Filed Aug 4, 2026

AMGN

AMGEN INC
NEUTRAL
Impact 3/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine option exercise on an existing government contract with no material change to Amgen's revenue outlook. Monitor for additional option exercises or new contract awards that could signal expanded government demand for Amgen's products.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
AMGN ▲ +12.33% at T+20d
NEUTRAL call ✓ call won +12.33% · α vs SPY +13.57% · entry $390.02 → $438.12
Next anchor: T+60d in 25d
Latest observation: T+40 +5.63% FF3 residual α
Entry anchored
Aug 3, 07:59 PM ET
via 1-min bar
T+1d
+4.57%
call +4.57% · α +4.77%
$407.83
settled 8w ago
T+5d
+6.23%
call +6.23% · α +6.33%
$414.30
settled 8w ago
T+20d
+12.33%
call +12.33% · α +13.57%
$438.12
settled 5w ago
T+60d
—
call — · α —
—
in 25d

Price Chart

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Executive Summary

Amgen USA Inc received a $66M modification to an existing HHS contract, exercising Option Period 4A. The award is a routine option exercise on an existing vehicle, representing a modest incremental funding event for a company of Amgen's scale. No revenue impact percentage can be calculated as annual revenue is not available in the provided data.

Key Financial Metrics

Award Amount
$66.0M
Agency
Department of Health and Human Services
Contract Type
modification

Key Facts

  • Amgen USA Inc received a $65,996,183.07 contract modification from the Department of Health and Human Services
  • The modification exercises Option Period 4A under contract 75A50122C00065
  • The action date is August 4, 2026
  • The modification updates HHSAR clauses per EO14398

Financial Impact

$65.996M contract modification — modest incremental funding for a large-cap biopharma company

revenuebacklog

Risk Factors

  • Government funding risk under continuing resolutions
  • No material revenue growth catalyst from this single modification

Market Snapshot

Exchange
Nasdaq
Sector
Biological Products, (No Diagnostic Substances)
Analyst Consensus
49% bullish (43 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-75A50122C00065
16 reports for AMGN
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+60▲ +29.13%Jun 3, 2026
Filters
Rows
Reports for AMGN — sortable, filterable
TypeNow
Sep 10, 2026
22d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$382.47 $379.78▲ +0.70%▲ +0.20%$403.04 (−5.38%)
Sep 8, 2026
24d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
$393.17 $375.65▲ +4.46%▲ +3.34%$403.04 (−2.51%)
Aug 14, 2026
7w ago
Court Ruling
BULLISH ★ 7/10
$415.21 $439.33▲ +5.81%▲ +7.18%$403.04 (−2.93%)
Aug 13, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$415.21 $439.33▲ +5.81%▲ +7.18%$403.04 (−2.93%)
Aug 11, 2026
7w ago
Court Ruling
NEUTRAL ★ 3/10
$414.30 $425.28▲ +2.65%▲ +3.05%$403.04 (−2.72%)
Aug 7, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$417.20 $419.38▲ +0.52%▲ +0.57%$403.04 (−3.39%)
Aug 7, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$417.20 $419.38▲ +0.52%▲ +0.57%$403.04 (−3.39%)
Aug 7, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$417.20 $419.38▲ +0.52%▲ +0.57%$403.04 (−3.39%)
Aug 4, 2026
8w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$390.02 $414.30▲ +6.23%▲ +6.33%$403.04 (+3.34%)
Jul 31, 2026
9w ago
8-K
BEARISH ★ 5/10
$378.87 $417.20▼ −10.12%▼ −8.09%$403.04 (−6.38%)
Showing 10 of 16

US Market Status

Market Closed — Opens Mon (65h 7m)

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Report published Aug 6, 2026