Will FDA Tavneos Safety Scrutiny and New Lung Cancer Combo Trial Change Amgen's (AMGN) Narrative?

2026-04-04 05:46:48

Amgen faces scrutiny from the FDA regarding dozens of Tavneos-linked liver injury cases, including severe events and deaths, which could impact its regulatory risk profile. Concurrently, Amgen is collaborating with Zai Lab on a Phase 1b trial for small cell lung cancer, highlighting its continued investment in high-risk oncology programs. Investors are advised to consider the potential Tavneos safety overhang as it could reshape Amgen’s investment narrative, despite the company’s diversified portfolio and attractive dividend.

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