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(Reuters) -Biogen beat Wall Street estimates for third-quarter profit, helped by better-than-expected sales of some of its multiple sclerosis treatments. The company, however, cut its annual profit forecast as it expects to take a hit of $1.25 per share from research and development charges related to certain acquisitions in the fourth quarter. Biogen said it is pursuing deals to build its early-stage pipeline amid declining sales of its once top-selling multiple sclerosis medicines in the face of stiff ...

Key Takeaways Biogen posted Q3 EPS of $4.81, up 18% year over year, surpassing estimates on $2.53B in revenue.New drugs Leqembi, Skyclarys and Zurzuvae drove 67% growth in launch product sales.Despite lifting sales guidance, Biogen trimmed its 2025 EPS view to $14.50-$15.00 due to deal costs.Biogen (BIIB) reported third-quarter 2025 adjusted earnings per share (EPS) of $4.81, which beat the Zacks Consensus Estimate of $3.89. Earnings rose 18% year over year.Total revenues during the quarter came in at $2.53 ...

Alnylam Pharmaceuticals - 公司2025年市值接近翻倍 突破500亿美元门槛 成为行业顶级表现者 [5] - 第三季度营收约12.5亿美元 超出分析师预期近3亿美元 公司因此上调财务预测 [4] - 核心疗法Amvuttra销售额达6.85亿美元 超过分析师预期的6.22亿美元 显示其治疗转甲状腺素蛋白淀粉样变性症心脏并发症的需求正在增长 [4] - 尽管业绩强劲 但股价在财报公布后下跌近7% 抹去数月涨幅 部分原因是股价已处高位且买方投资者预期更高 [3] - 公司披露收到与政府定价报告相关的传票 尽管无不当行为指控 但该消息导致股价下跌 [1] - 有分析师指出 部分投资者对Amvuttra的年销售预期已达7亿美元 公司指引上调仅符合其预期 且第三季度新患者趋势平稳 [2] - 分析师仍看好公司在庞大且增长的TTR市场中的主导地位 [7] Biogen - 第三季度营收略超25亿美元 小幅超出华尔街预期 [7] - 成熟的多发性硬化症药物组合表现坚韧 贡献约40%的总营收 [7] - 三款增长型“上市”产品表现平淡：产后抑郁药Zurzuvae营收5500万美元（上季度4600万美元） 罕见神经肌肉疾病治疗药Skyclarys营收微增至1.33亿美元 阿尔茨海默病药物Leqembi全球营收1.21亿美元（美国6900万美元） 上季度分别为1.6亿美元和6300万美元 前者受益于对中国的一次性库存发货 [8] - 公司将今年总营收指引上调至持平至增长1% 但因近期交易下调全年每股收益预期至14.5-15美元 [9] - 分析师评价其业绩为“低质量的超预期和上调指引”且“相当平淡” 指出Leqembi未能成为预期增长动力 公司管线仍不成熟 通过业务发展构建可持续管线存在困难 [9][10] Neurocrine Biosciences - 第三季度净销售额同比增长28% 两款主要产品Ingrezza和Crenessity合计贡献7.85亿美元 分析师评价其表现“扎实”和“强劲” [11] - 然而财报后次日股价跌幅高达9% [11] - 股价下跌可能原因包括：公司宣布计划再投入1.5亿美元扩建两款产品的销售团队 引发市场对利润率提升时间的担忧 [12] 以及8月收到司法部民事调查要求 涉及Ingrezza的销售和营销 可能引发对回扣调查的担忧 [13] - 分析师认为这些不确定性掩盖了客观上的“良好”季度 但即使存在调查 其影响应是可控的 因类似案件通常耗时多年并以和解告终 [13][14] Bristol Myers Squibb - 第三季度业绩整体积极 但备受关注的新药Cobenfy表现成为拖累 [15] - Cobenfy（精神分裂症治疗药）第三季度销售额4300万美元（上季度3500万美元） 至10月底每周约开具2500张处方 [16] - 与公司其他增长产品（如贫血药Reblozyl、血癌疗法Breyanzi、心脏病药Camzyos）均超预期相比 Cobenfy是主要例外 [17] - 公司正测试Cobenfy用于阿尔茨海默病相关精神病 首个研究ADEPT-2结果可能在年底前公布 但公司未在财报中公布结果或新细节 令分析师失望 [18][19] - 近期Cobenfy作为其他抗精神病药物辅助疗法的三期试验失败 增加了其在其他适应症成功的不确定性 [19] - 尽管Cobenfy存在不确定性 但财务指引上调和季度营收超预期推动公司股价当日上涨7% [20]

TRENDING: You Don't Have To Dig Far To Cash In On Rare EarthsTwo of Biogen's (BIIB) key growth drivers, Leqembi and Skyclarys, hit snags in the third-quarter. But Biogen stock yo-yoed and, most recently, edged down slightly.Sales of Friedreich's ataxia treatment, Skyclarys, came in at $133 million, slightly below calls ranging between $136 million to $140 million, RBC Capital Markets analyst Brian Abrahams said. Leqembi, the Eisai (ESAIY)-partnered Alzheimer's drug, generated $69 million in U.S. sales. That ...

Biogen (NasdaqGS:BIIB) Q3 2025 Earnings Call October 30, 2025 08:30 AM ET Speaker0Good morning. My name is Cynthia, and I will be your conference operator today. At this time, I would like to welcome everyone to the Biogen Third Quarter twenty twenty five Earnings Call and Business Update. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.Session. Today's conference is being recorded. Thank you. I would now like to tu ...

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October 30, 2025 THIRD QUARTER 2025 FINANCIAL RESULTS AND BUSINESS UPDATE FORWARD-LOOKING STATEMENTS This presentation and discussions during this conference call contain forward-looking statements, relating to: our strategy and plans; potential of, and expectations for, our commercial business and pipeline programs; capital allocation and investment strategy; clinical development programs, clinical trials, and data readouts and presentations; regulatory discussions, submissions, filings, and approvals; the ...

Biogen Inc. (BIIB) came out with quarterly earnings of $4.81 per share, beating the Zacks Consensus Estimate of $3.89 per share. This compares to earnings of $4.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +23.65%. A quarter ago, it was expected that this company would post earnings of $3.93 per share when it actually produced earnings of $5.47, delivering a surprise of +39.19%.Over the last four quarters, the company ha ...

Biogen cut its full-year adjusted-earnings expectations, though third-quarter profit rose on strength from its Alzheimer's drug and rare-disease treatments. ...