Q4 Financial Peaks and Valleys: Comparing Amgen (NASDAQ:AMGN) With Other Therapeutics Stocks

Therapeutics Sector Q4 Earnings Overview

Quarterly earnings reports can provide valuable insight into a company’s future trajectory. With the fourth quarter now complete, let’s examine the recent performance of Amgen (NASDAQ:AMGN) and several of its industry counterparts.

In the coming years, companies specializing in therapeutic solutions are expected to benefit from advancements in precision medicine—such as artificial intelligence improving drug discovery—and increasing demand for treatments targeting rare conditions. Nevertheless, these organizations must also navigate challenges, including heightened scrutiny over drug pricing, evolving regulatory landscapes, and competition from larger pharmaceutical firms with greater resources.

Q4 Performance Across the Sector

The group of 11 therapeutics companies under review collectively delivered a robust fourth quarter, surpassing analysts’ revenue forecasts by an average of 7.1%.

Following these results, the average share price for these companies has risen by 4.1% since their earnings announcements, reflecting market confidence in their performance.

Amgen (NASDAQ:AMGN) Highlights

Established in 1980 at the dawn of the biotechnology era, Amgen is a leading biotech firm focused on discovering, developing, and producing innovative therapies for serious illnesses such as cancer, osteoporosis, and autoimmune disorders.

Amgen posted fourth-quarter revenue of $9.87 billion, representing an 8.6% increase year over year and exceeding Wall Street’s expectations by 4.1%. The company not only outperformed revenue estimates for the quarter but also provided full-year guidance that surpassed analyst projections.

Robert A. Bradway, Amgen’s chairman and CEO, commented, “Amgen achieved impressive results in 2025, with double-digit growth in both revenue and earnings per share. We are entering 2026 with strong momentum across our diverse portfolio and a clear strategy to advance innovative treatments for sustained long-term growth.”

Amgen Total Revenue

Since releasing its earnings, Amgen’s stock has climbed 9%, currently trading at $369.09.

Curious whether Amgen is a good investment opportunity at this time?

Top Q4 Performer: Novavax (NASDAQ:NVAX)

Novavax is at the forefront of vaccine innovation, utilizing nanoparticle technology that mimics the structure of disease-causing agents. The company focuses on developing and commercializing protein-based vaccines for infectious diseases, with particular emphasis on its COVID-19 and combination respiratory vaccine candidates.

For the fourth quarter, Novavax reported revenue of $147.1 million, marking a 66.6% year-over-year increase and beating analyst expectations by a remarkable 57.4%. The company delivered a standout quarter, exceeding both earnings per share and revenue estimates by wide margins.

Novavax Total Revenue

Novavax led its peer group in both revenue growth and the magnitude of its earnings beat. The market responded positively, with shares rising 5.1% since the report, now trading at $10.02.

Wondering if Novavax is a buy right now?

Q4 Laggard: United Therapeutics (NASDAQ:UTHR)

United Therapeutics was founded by a mother searching for a cure for her daughter’s pulmonary arterial hypertension. The company develops and markets treatments for chronic lung diseases and other severe conditions, with a primary focus on pulmonary hypertension therapies.

In the fourth quarter, United Therapeutics generated $790.2 million in revenue, a 7.4% year-over-year increase but 2.5% below analyst expectations. This quarter represented a notable miss relative to consensus estimates.

Among its peers, United Therapeutics had the weakest performance compared to analyst forecasts. The stock price has remained steady since the announcement and is currently at $477.45.

AbbVie (NYSE:ABBV) Q4 Update

Formed in 2013 as a spin-off from Abbott Laboratories’ pharmaceutical division, AbbVie is a biopharmaceutical company that develops and markets therapies for autoimmune diseases, cancer, neurological conditions, and other complex health issues.

AbbVie reported fourth-quarter revenue of $16.62 billion, up 10% from the previous year and 2.3% above analyst estimates. The company delivered a strong quarter, beating both revenue and full-year earnings per share guidance expectations.

AbbVie’s shares have increased by 1.7% since the earnings release and are currently trading at $229.50.

Myriad Genetics (NASDAQ:MYGN) Q4 Recap

Founded in 1991, Myriad Genetics was among the first to bring genetic discoveries into clinical practice. The company offers genetic testing to assess disease risk, inform treatment strategies, and provide insights in oncology, women’s health, and mental health.

Myriad Genetics reported revenue of $209.8 million for the fourth quarter, unchanged from the previous year but 1.2% above analyst expectations. The company also exceeded earnings per share estimates and raised its full-year EBITDA guidance more than any of its peers.

Since the earnings announcement, Myriad Genetics’ stock has surged 17.7% and is now priced at $5.16.

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