Amgen-Imfinzi combination cuts death risk 58% in small cell lung cancer trial

Amgen's Imdeltra combined with AstraZeneca's Imfinzi reduced death risk by 58% in late-stage small-cell lung cancer trials. Median survival increased from 12.7 to 21.1 months. Amgen and AstraZeneca are involved in the study, which may change treatment standards.

Amgen announced that adding IMDELLTRA to IMFINZI reduced the hazard of death by 58% in a Phase 3 lung-cancer trial. The company's stock closed at $439.26 on Friday, trading at 19.2 times its adjusted earnings midpoint of $22.90. A 10% share-price gain would require roughly $1.25 billion more in annual adjusted net income, according to TECHi's calculations.

Amgen's Imdelltra, combined with AstraZeneca's Imfinzi, reduced lung cancer death risk by 58% in a trial. Amgen reports median survival of 21.1 months vs. 12.7 months with Imfinzi alone. Imdelltra sales grew to $288M in Q2 2026, but represents only 2.9% of Amgen's total revenue. Analysts expect Amgen's revenue to grow 4% annually through 2030.

A Phase 3 trial found that a combination of tarlatamab (Amgen) and durvalumab (AstraZeneca) reduced death risk by 58% and extended median survival to 21.1 months in extensive-stage small cell lung cancer patients. The study involved 563 patients across 29 countries. Amgen plans regulatory submissions.

Amgen's phase 3 trial (DeLLphi-305) showed that tarlatamab (Imdelltra) plus durvalumab (Imfinzi) improved overall survival (21.1 vs 12.7 months) and progression-free survival in extensive-stage small cell lung cancer (ES-SCLC) patients. The combination also increased objective response rates. Data were presented at the 2026 ESMO Congress and published in The New England Journal of Medicine. The trial enrolled 563 patients, with median follow-up of 15.9-16.1 months.

Amgen's Imdelltra, combined with AstraZeneca's Imfinzi, reduced mortality risk by 58% in a lung cancer trial. Imdelltra's US list price is around $300,000 per cycle. Analysts project annual revenues exceeding $2.5B by 2030. The drug is approved for extensive-stage small cell lung cancer, with 80% of trial patients alive at one year.