核心财务预测 - 华尔街分析师预测Biogen Inc(BIIB)即将公布的季度每股收益(EPS)为3.32美元 同比下滑9.5% [1] - 预计季度营收达22.3亿美元 同比减少2.6% [1] - 过去30天内分析师集体将EPS预期上调0.1%至当前水平 [2] 产品线收入预测 多发性硬化症(MS)产品 - TYSABRI全球总营收预计3.6447亿美元 同比下滑15.5% [5] - 美国市场1.9197亿美元 同比降10.2% [9] - 海外市场1.7246亿美元 同比降20.7% [8] - TECFIDERA全球营收 - 海外市场1.6955亿美元 同比降19.5% [7] - 美国市场3140万美元 同比骤降28.1% [9] - 干扰素产品 - 海外市场9417万美元 同比降9.3% [10] - 美国市场1.197亿美元 同比降14.4% [10] 罕见病产品 - SPINRAZA全球总营收预计3.6501亿美元 同比增长7% [5] - 美国市场1.6072亿美元 同比增8.2% [7] - 海外市场2.1029亿美元 同比增9.1% [8] 其他业务板块 - 抗CD20治疗项目营收预计4.1157亿美元 同比增长4.5% [6] - 产品净营收预计16.6亿美元 同比下滑3% [6] 市场表现 - 过去一个月Biogen股价累计下跌9% 同期标普500指数仅跌0.2% [10] - 公司当前Zacks评级为3级(持有) 预计未来表现将与大盘持平 [10]

The first-quarter earnings season for the drug and biotech sector will be in full swing this week, with many large drugmakers like Pfizer (PFE) , Eli Lilly (LLY) , Amgen (AMGN) , Biogen (BIIB) , and Regeneron Pharmaceuticals (REGN) , among others, due to announce results. Johnson & Johnson and Merck have already reported results, with both beating first-quarter estimates for earnings and sales. French drugmaker Sanofi came out with mixed first-quarter results as it beat estimates for earnings but missed the ...

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 ...

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 ...

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 (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 ...

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 ...

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 ...

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]

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]