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Biogen: Is This A Value Trap, Or Is The Great Turnaround Imminent?
Seeking Alpha· 2025-04-25 21:15
Biogen Inc. ( BIIB ) is a solid profit-generating company that has seen significant declines in its earnings and share price over the past few years, particularly due to declining revenue from their legacy Multiple Sclerosis treatments. TheirI have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I ...
Earnings Preview: Biogen Inc. (BIIB) Q1 Earnings Expected to Decline
ZACKS· 2025-04-24 23:09
The market expects Biogen Inc. (BIIB) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 1, 2025, might help the stock move higher if these key numbers are better ...
Can Biogen Keep the Beat Streak Alive This Earnings Season?
ZACKS· 2025-04-24 19:55
Biogen (BIIB) will report first-quarter 2025 results on May 1, before market open. In the last reported quarter, the company's earnings beat expectations by 0.58%. The Zacks Consensus Estimate for first-quarter sales and earnings is pegged at $2.24 billion and $3.34 per share, respectively. (Find the latest earnings estimates and surprises on Zacks Earnings Calendar.)Factors to Consider for BiogenIn the first quarter, lower sales of multiple sclerosis (“MS”) drugs are likely to have been offset by revenues ...
Biogen & Partner Eisai Get EU Nod for Alzheimer's Drug Leqembi
ZACKS· 2025-04-17 00:50
Biogen (BIIB) and partner Eisai announced that the European Commission (EC) has granted marketing authorization to Leqembi (lecanemab) for early Alzheimer’s disease (AD).The regulatory body has approved Leqembi as a treatment for adult patients with early AD who are apolipoprotein E ε4 (ApoE ε4) non-carriers or heterozygotes with confirmed amyloid pathology in Europe.Biogen’s partner, Japan-based Eisai, leads the clinical development and regulatory submissions for Leqembi. Though both companies co-commercia ...
Leqembi®∇ (lecanemab) is the First Medicine that Slows Progression of Early Alzheimer's Disease to be Authorized in the European Union
Newsfilter· 2025-04-16 07:00
In the European Union (EU), lecanemab is indicated for the treatment of adult patients with a clinical diagnosis of mild cognitive impairment and mild dementia due to Alzheimer's disease (early AD) who are apolipoprotein E ε4 (ApoE ε4*) non-carriers or heterozygotes with confirmed amyloid pathology Lecanemab is the first therapy that targets an underlying cause of the disease to be authorized in the EU for eligible people with early AD TOKYO and CAMBRIDGE, Mass., April 15, 2025 (GLOBE NEWSWIRE) -- Eisai C ...
Leqembi®∇ (lecanemab) is the First Medicine that Slows Progression of Early Alzheimer's Disease to be Authorized in the European Union
GlobeNewswire News Room· 2025-04-16 07:00
In the European Union (EU), lecanemab is indicated for the treatment of adult patients with a clinical diagnosis of mild cognitive impairment and mild dementia due to Alzheimer’s disease (early AD) who are apolipoprotein E ε4 (ApoE ε4*) non-carriers or heterozygotes with confirmed amyloid pathology Lecanemab is the first therapy that targets an underlying cause of the disease to be authorized in the EU for eligible people with early AD TOKYO and CAMBRIDGE, Mass., April 15, 2025 (GLOBE NEWSWIRE) -- Eisai C ...
Biogen (BIIB) Soars 5.7%: Is Further Upside Left in the Stock?
ZACKS· 2025-04-10 22:55
文章核心观点 - Biogen股价上一交易日上涨5.7%收于120.49美元 因特朗普宣布暂停关税引发市场反弹 但近四周下跌20.6% 公司预计即将公布的季度每股收益3.59美元 营收22.4亿美元 均同比降2.2% 过去30天季度每股收益共识预期未变 目前Zacks评级为3(持有) 同行业Qiagen上一交易日涨6.8%收于41.43美元 过去一个月回报率-1.1% 即将公布报告的每股收益共识预期过去一个月维持0.49美元不变 同比增4.3% 目前Zacks评级为3(持有) [1][2][3][4] Biogen公司情况 - 上一交易日股价上涨5.7% 收于120.49美元 因交易量显著且高于平常 近四周股价下跌20.6% [1] - 预计即将公布的季度每股收益为3.59美元 同比变化-2.2% 营收预计为22.4亿美元 同比下降2.2% [2] - 过去30天季度每股收益共识预期未变 股价若无盈利预期修正趋势通常不会持续上涨 [3] - 目前Zacks评级为3(Hold) 属于Zacks医疗 - 生物医学和遗传学行业 [3] Qiagen公司情况 - 上一交易日收盘价上涨6.8% 达到41.43美元 过去一个月回报率为-1.1% [3] - 即将公布报告的每股收益共识预期过去一个月维持在0.49美元不变 与去年同期每股收益相比变化为+4.3% [4] - 目前Zacks评级为3(Hold) [4]
BIIB's Experimental Alzheimer's Drug Gets FDA Fast Track Tag
ZACKS· 2025-04-03 23:50
文章核心观点 - 百健(Biogen)的阿尔茨海默病药物BIIB080获FDA快速通道认定,该认定有助于药物开发和审评,公司正进行II期研究,目前市场已有两款获批AD药物 [1][2][8] 药物进展 - BIIB080获FDA快速通道认定,有此认定的候选药物可进行滚动审评,或加快审评流程 [1][2] - BIIB080是一种反义寡核苷酸(ASO)疗法,旨在靶向tau蛋白治疗AD,目前正进行II期CELIA研究,已完成患者招募,预计明年有数据读出 [5] - CELIA研究启动受Ib期研究数据支持,该早期研究显示BIIB080治疗使脑脊液中tau蛋白水平呈剂量依赖性降低,大脑中tau积累减少,高剂量组在认知和功能指标上呈积极趋势 [6] 公司合作 - BIIB080由百健与Ionis Pharmaceuticals合作开发,2019年12月百健从Ionis获得该药物全球独家授权,Ionis有权从药物潜在销售中获得特许权使用费 [7] 市场情况 - 目前AD领域有两款FDA批准药物,分别是百健与卫材合作销售的Leqembi和礼来的Kisunla,均获批治疗早期症状性AD,作用机制相似,可减少大脑中β-淀粉样蛋白(Aβ)斑块积累 [8][9] 股票表现 - 今年以来百健股价表现逊于行业 [3] 公司评级 - 百健目前Zacks排名为3(持有) [10]
Biogen's Investigational Tau-Targeting Therapy BIIB080 Receives FDA Fast Track Designation for the Treatment of Alzheimer's Disease
GlobeNewswire News Room· 2025-04-02 19:30
文章核心观点 - 美国食品药品监督管理局(FDA)授予百健公司(Biogen)的BIIB080快速通道资格,用于治疗阿尔茨海默病,公司正积极推进该项目 [1][2] 分组1:BIIB080获快速通道资格 - FDA授予BIIB080快速通道资格,用于治疗阿尔茨海默病,该资格旨在促进治疗严重疾病且满足未满足医疗需求的研究药物的开发和加速审查 [1] 分组2:公司表态与项目进展 - 百健公司开发负责人表示,FDA的快速通道资格凸显了针对阿尔茨海默病tau病理创新疗法的迫切需求,BIIB080是一种有潜力的差异化疗法,公司正代表患者及其家属紧急推进该项目 [2] - BIIB080是首个进入阿尔茨海默病临床开发的tau靶向反义寡核苷酸(ASO)疗法,目前正在进行全球2期CELIA研究,预计2026年公布数据 [2] - 此前1b期研究结果显示,脑脊液中可溶性tau蛋白呈剂量依赖性减少,大脑中聚集的tau病理减少,探索性临床结果呈有利趋势,高剂量组在多个认知和功能探索性指标上有有利趋势 [2] 分组3:BIIB080介绍 - BIIB080是一种研究性反义寡核苷酸(ASO)疗法,旨在靶向微管相关蛋白tau(MAPT)的mRNA,以减少tau蛋白的产生,目前正在早期阿尔茨海默病患者中进行2期临床研究 [3] 分组4:授权情况 - 2019年12月,百健公司行使了与Ionis制药公司的许可选择权,获得了BIIB080的全球独家、含特许权使用费的开发和商业化许可 [4] 分组5:百健公司介绍 - 百健公司成立于1978年,是一家领先的生物技术公司,致力于开创创新科学,为患者提供新药,为股东和社区创造价值,采取大胆冒险与投资回报相平衡的方式实现长期增长 [5]
Biogen Announces Plans for New Global Headquarters and Innovation Hub in Kendall Square
Newsfilter· 2025-03-24 19:30
文章核心观点 公司作为领先的生物技术公司,为优化房地产布局和促进创新,签署了肯德尔广场新总部的15年租约,计划于2028年公司成立50周年时启用 [1][2][5] 分组1:新总部计划 - 公司宣布在马萨诸塞州实施多年房地产整合计划,将新全球总部设在剑桥市百老汇75号的肯德尔广场 [1] - 新总部将于2028年公司成立50周年时开放,届时将整合研发、技术运营团队以及全球和北美商业组织,打造创新中心 [1] - 公司签署了约58万平方英尺办公和研发空间的15年租约,出租方是麻省理工学院投资管理公司和生物医学房地产公司的合资企业 [2] 分组2:各方评价 - 公司首席执行官表示新空间将促进突破性药物管线发展,加强员工协作和与外部合作 [2] - 马萨诸塞州州长称公司开启新时代,体现该州生命科学领域的长期增长和机遇 [2] - 麻省理工学院校长认为公司入驻肯德尔广场对整个生态系统意义重大 [2] - 马萨诸塞州生物技术委员会首席执行官指出公司此举体现了该地区生态系统的优势,巩固了该州在医疗保健领域的主导地位 [2] 分组3:新总部特点 - 公司将成为大楼唯一企业租户,优化房地产布局,打造促进员工和外部伙伴合作的创新中心 [3] - 新设施将配备未来实验室、升级的工作空间和现代便利设施,采用可持续设计元素 [3] 分组4:Biogen CoLab - 大楼将设立Biogen CoLab,作为社区实验室和协作空间,促进科学家、非营利组织、学校和大学合作,培养生命科学和医疗保健领域人才 [4] 分组5:公司历史与定位 - 公司于20世纪80年代初在肯德尔广场设立研究设施和总部,剑桥仍将是其全球总部 [5] - 公司成立于1978年,是领先的生物技术公司,致力于创新科学,为患者提供新药,为股东和社区创造价值 [7]