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Biogen Inc. (BIIB) Stifel 2024 Virtual CNS Days (Transcript)
2024-03-20 02:16
业绩总结 - Biogen公司在过去一年取得了重大进展,重点投资于能够带来最大回报和增值的领域[4] - Biogen公司完成了Reata收购,并重新调整了公司结构和成本基础以支持未来增长[4] - Biogen公司在商业方面看到了新产品上市的执行年,包括阿尔茨海默病、弗里德雷希共济失调症和产后抑郁症[5] - Biogen公司继续在阿尔茨海默病领域扩大领先地位,推进针对Tau蛋白的资产,认为Tau蛋白可能代表阿尔茨海默病未来的另一个方面[6] - Biogen公司计划继续增加管线的生产力,确保定期推出药物[7] 新产品和新技术研发 - Biogen公司在罕见疾病领域的目标是通过创新和驱动结果来取得突破性进展[16] - Biogen公司在Angelman综合征的研究中看到了一些早期结果,正在综合分析数据以做出决策[27] - BIIB121的剂量方案基于PK/PD数据,Q3给药对Angelman症状有益[38] - Litifilimab在SLE和CLE的Phase II研究中达到主要终点[63] - Dapi在SLE患者中表现出良好的耐受性,并在多个临床和免疫参数上与安慰剂有显著差异[68] 市场扩张和并购 - Biogen公司与研究主管和企业战略主管密切合作,认为在神经学和罕见疾病领域有更多扩展的潜力[8] - Eisai计划分两个阶段提交Lecanemab的皮下给药监管文件[44] - 公司计划在Lupus领域进行两项Phase III研究,其中一项涉及Litifilimab,另一项涉及Dapi[66] 其他新策略和有价值的信息 - 公司对Litifilimab的Phase III计划持乐观态度,认为该药物有望取得重要数据[66] - 公司对Dapi的Phase III研究结果持谨慎态度,但仍对该药物的途径和潜力表示乐观[70] - CD40L的BI失败是在狼疮性肾炎领域,需要寻找主要终点和关键次要终点的显著变化[72]
Here's Why Biogen Inc. (BIIB) Gained But Lagged the Market Today
Zacks Investment Research· 2024-03-19 06:56
股价表现 - Biogen Inc. (BIIB) 最新收盘价为$219.40,较前一天上涨了+0.04%[1] - Biogen Inc. 股价表现落后于标普500指数的日涨幅0.63%[1] - Biogen Inc. 过去一个月股价上涨了0.1%,不及医疗行业0.91%和标普500指数1.76%的涨幅[2] 财务预测 - 投资者将密切关注Biogen Inc. 即将公布的财报,预计每股收益为$3.48,同比增长2.35%[3] - Biogen Inc. 预计年度每股收益为$15.48,营收为$94.7亿,分别较去年增长了+5.16%和-3.75%[4] 分析师预测 - 分析师对Biogen Inc. 的最新预测修订可能反映了最新的短期业务趋势,这些修订通常表达了分析师对公司业务运营和盈利能力的积极态度[5] - 研究表明,这些预测修订与即将到来的股价表现有直接关联,Zacks Rank 模型整合了这些预测变化并提供了一个功能评级系统[6] 公司估值 - Biogen Inc. 目前的前瞻市盈率为14.17,相比行业的24.2,显示出一定的折价[8] - BIIB 目前的PEG比率为1.83,与行业平均PEG比率1.58相比,也考虑了公司的预期盈利增长[9] 行业评级 - 医疗-生物医学和遗传学行业属于医疗行业,目前的 Zacks Industry Rank 为71,在所有行业中排名前29%[10] - Zacks Industry Rank 通过测量各行业内个股的平均 Zacks Rank 来评估各行业群体的实力,研究显示,排名前50%的行业胜过后50%的行业[11] 股票指标 - Biogen Inc. 目前的 Zacks Rank 为3 (Hold),过去30天内,共识每股收益预测上调了0.06%[7] - 在即将到来的交易日中,应用 Zacks.com 关注这些股票相关指标[12]
Why Is Biogen Inc. (BIIB) Up 2.6% Since Last Earnings Report?
Zacks Investment Research· 2024-03-15 00:36
It has been about a month since the last earnings report for Biogen Inc. (BIIB) . Shares have added about 2.6% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Biogen Inc. due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Q4 Earnings & Sales Miss EstimatesBiogen’s fo ...
Biogen Inc. (BIIB) Stock Falls Amid Market Uptick: What Investors Need to Know
Zacks Investment Research· 2024-03-13 06:56
In the latest market close, Biogen Inc. (BIIB) reached $227.36, with a -1.18% movement compared to the previous day. This move lagged the S&P 500's daily gain of 1.12%. Meanwhile, the Dow experienced a rise of 0.61%, and the technology-dominated Nasdaq saw an increase of 1.54%.The company's stock has dropped by 5.99% in the past month, falling short of the Medical sector's gain of 2.49% and the S&P 500's gain of 2.06%.Investors will be eagerly watching for the performance of Biogen Inc. in its upcoming earn ...
New Biomarker Data Add Further Evidence Supporting the Potential Benefit of SPINRAZA® (nusinersen) in Infants and Toddlers with Unmet Clinical Needs after Gene Therapy
Newsfilter· 2024-03-06 20:30
New data from the RESPOND study show that neurofilament levels, an indicator of neurodegeneration, were reduced in nearly all study participants treated with SPINRAZAReductions in biomarker complement previously reported RESPOND efficacy results showing improved motor function in most participants treated with SPINRAZA after gene therapy CAMBRIDGE, Mass., March 06, 2024 (GLOBE NEWSWIRE) -- Biogen Inc. (NASDAQ:BIIB) announced interim 6-month biomarker data from the initial 29 participants in the open-label R ...
Biogen Highlights New Data at the International Conference on Alzheimer's and Parkinson's Diseases (AD/PD™) 2024 Annual Meeting
Newsfilter· 2024-03-05 05:15
Biogen公司新数据展示 - Biogen公司将在即将举行的国际阿尔茨海默病和帕金森病大会上展示其阿尔茨海默病(AD)组合的新数据[1] - Biogen公司将提供有关BIIB113在健康志愿者中的脑靶标参与和安全性概况的新数据[2] Biogen公司研究进展 - Biogen公司的首席发展官Priya Singhal表示,他们致力于探索多种病理和模式,以创造领先的组合,改变阿尔茨海默病护理的进程[2] - Biogen公司还在研究其针对微管相关蛋白tau(MAPT)基因的调查性反义寡核苷酸(BIIB080)[2]
Biotechs on the Rise: 3 Stocks to Buy for a Shot of Profits
InvestorPlace· 2024-03-05 05:09
If you’re looking for biotech stocks to buy, the iShares Biotechnology ETF (NASDAQ:IBB) is an excellent place to start. It tracks the performance of the ICE Biotechnology Index, a collection of U.S. companies in the biotech industry. But that exchange traded fund (ETF) hasn’t done well in recent years. In the past three years, its total return was 0.95% in 2021, -13.69% in 2022 and 3.76% in 2023. Year-to-date (YTD), it’s up 2.91%, considerably less than the 8.74% for the SPDR S&P 500 ETF Trust (NYSEARCA:SP ...
Biogen Inc. (BIIB) TD Cowen 44th Annual Health Care Conference - (Transcript)
Seeking Alpha· 2024-03-05 02:55
Biogen Inc. (NASDAQ:BIIB) TD Cowen 44th Annual Health Care Conference Call March 4, 2024 11:10 AM ET Company Participants Michael McDonnell - Chief Financial Officer Alisha Alaimo - President, Head of North America Priya Singhal - Head of Development and Interim Chief Medical Officer Conference Call Participants Philip Nadeau - TD Cowen Michael McDonnell [Call Starts Abruptly] So good morning and thank you very much to everyone for being with us today. I would say that the launch of LEQEMBI is going in line ...
Biogen Inc. (BIIB) TD Cowen 44th Annual Health Care Conference - (Transcript)
2024-03-05 02:55
业绩总结 - 公司目前的MS系列产品预计继续下降,去年在恒定货币下降约12%,第四季度约为5%[74] - 公司预计2024年核心制药收入基本持平,MS系列产品下降,新产品推出增长,总体上线保持平稳[78] - 公司Fit-for-Growth成本节约计划进展顺利,预计2024年底线增长约为5%[95] 用户数据 - LEQEMBI的慢而稳定的推广速度,关键绩效指标持续向好[12][30] - SKYCLARYS的推出也符合预期,市场渗透率比SPINRAZA更高[45][51] 未来展望 - 公司拥有充足的资金能力进行业务发展,2023年末现金约10亿美元,每年产生约20亿美元的自由现金流[103]
1 Wall Street Analyst Thinks Biogen Stock Is Going to $311. Is It a Buy Around $223?
The Motley Fool· 2024-03-02 17:53
Biogen股价预测 - Cantor Fitzgerald分析师Eric Schmidt重申了对Biogen的激进价格目标,预计该生物制药公司的股价将上涨39%,达到大约311美元[1] - 如果Leqembi和另一种药物在今年上半年获得欧盟批准,股价仍可能会略有上涨。到今年年底和明年,销售可能会开始增长,2025年可能会成为股东的好年份[4] Biogen数据披露计划 - Biogen有四项即将发布的数据披露计划,管理层认为这些计划可能成为未来股价表现的重要贡献者[2] Biogen收入预期 - 尽管推出了新药,管理层预计今年收入将下降约1%至5%,这对于新产品推动足够增长以满足投资者的预期并不乐观[3]