ENBREL sales dropped from $510M to $320M, a decline directly attributed to the impact of U.S. Medicare Part D price setting under the IRA, effective January 1, 2026. This regulatory pricing pressure represents a significant financial headwind and a major pain point for one of the company's established products.
Filing excerpt
The decrease in ENBREL sales for the three months ended March 31, 2026 was primarily driven by unfavorable changes to estimated sales deductions of 18% and lower net selling price of 15% resulting from the impact of U.S. Medicare Part D price setting under the IRA, effective January 1, 2026, as well as an increased 340B Program mix.
What this signalsFilings often name leadership changes, deals and spending plans.
Regions named
sec-10qmajorContractLossGet every 10-Q signal for Amgen and the companies you sell to, in the tools you already use.
Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Amgen this week?”
The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.
Sign up and spend your free credits on the companies you sell to.
This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/0ac21c9c-afb1-45c9-8c96-15e11799d174 returns this record as JSON. POST /v1/companies/enrich returns every signal for amgen.com.
{
"signal_id": "0ac21c9c-afb1-45c9-8c96-15e11799d174",
"signal_type": "sec-10q",
"signal_subtype": "majorContractLoss",
"detected_at": "2026-05-05T08:48:22.5+00:00",
"company": {
"name": "Amgen",
"domain": "amgen.com"
},
"data": {
"detail": "ENBREL sales dropped from $510M to $320M, a decline directly attributed to the impact of U.S. Medicare Part D price setting under the IRA, effective January 1, 2026. This regulatory pricing pressure represents a significant financial headwind and a major pain point for one of the company's established products.",
"metrics": {
"pct": -0.37,
"timeframe": "current_quarter",
"pct_context": "Year-over-year change in Total ENBREL sales for Q1",
"dollar_context": "Year-over-year decrease in Total ENBREL sales for Q1",
"dollar_millions": 190
},
"summary": "ENBREL sales collapse 37% ($190M) due to Medicare IRA price setting.",
"excerpts": "The decrease in ENBREL sales for the three months ended March 31, 2026 was primarily driven by unfavorable changes to estimated sales deductions of 18% and lower net selling price of 15% resulting from the impact of U.S. Medicare Part D price setting under the IRA, effective January 1, 2026, as well as an increased 340B Program mix.",
"relevance": 0.9,
"sentiment": "negative",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/318154/000031815426000057/amgn-20260331.htm",
"filing_date": "2026-04-30",
"filing_year": 2026,
"fiscal_year": 0,
"fiscal_year_end": "03/31",
"sales_relevance": "Urgency to improve",
"signal_category": "revenue",
"regions_mentioned": [
"U.S.",
"Canada"
]
}
}
curl https://signals.autobound.ai/v1/signals/0ac21c9c-afb1-45c9-8c96-15e11799d174 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"amgen.com","limit":20}'Long text fields are shortened on this page.
Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.