The earnings season for the drug and biotech sector kicked off last week when bellwether Johnson & Johnson reported strong third-quarter results, beating estimates for earnings and sales. J&J consequently raised its total revenue expectation for the year as it expects an improved performance in the rest of the year. However, the company lowered its adjusted earnings expectation due to the recent acquisition costs incurred.Per the Zacks classification, the pharma/biotech industry comes under the broader Medi ...

Late breaker oral presentation to feature final results of the Phase 2 IGNAZ study of felzartamab for IgA nephropathyAdditional oral presentation to examine the impact of felzartamab on key disease-relevant biomarkersFelzartamab, an investigational anti-CD38 monoclonal antibody, is a potential first-in-class therapeutic candidate for a range of rare immune-mediated indications with planning underway for Phase 3 development CAMBRIDGE, Mass., Oct. 22, 2024 (GLOBE NEWSWIRE) -- Biogen Inc. (Nasdaq: BIIB) – anno ...

文章核心观点 - 生物医药公司Biogen公司在过去几个季度的财报中持续超出市场预期 [1][2][3] - 公司最近的盈利预测也有所上调,预示着下一个季度的业绩可能会再次超出预期 [2][3] - 分析师普遍看好公司的近期盈利前景 行业和公司概况 - Biogen公司属于医疗-生物医药和遗传学行业 [1] - 公司过去两个季度的业绩平均超出预期19.19% [1] - 上一个季度,公司实际盈利5.28美元/股,超出市场预期4美元/股32% [1] - 前一个季度,公司实际盈利3.67美元/股,超出预期3.45美元/股6.38% [1]

文章核心观点 - 2024年股市表现强劲,SPDR S&P 500 ETF (SPY)涨幅超过21% [1] - 许多投资者追捧高位股票,但这种做法存在风险,不如关注被低估的股票 [1] - 通过估值指标、技术指标等方法可以识别被低估的股票 [1] 行业和公司分析 半导体行业 - 美光科技(Micron Technology, Inc., MU)最新财报业绩超预期,但股价有所回调 [2][3][4] - 美光Q4财报EPS为1.18美元,超预期0.21美元,收入77.5亿美元,同比增长93.3% [3] - 分析师给予美光"中性买入"评级,目标价142.85美元,较当前价格有40.5%上涨空间 [3] - 美光RSI接近40,处于超卖区域,加上基本面良好,为长期投资者提供了入场良机 [4] 生物医药行业 - 生物技术公司碧恩(Biogen Inc., BIIB)股价今年下跌近30%,处于超卖和低估值区域 [5][6] - 碧恩Q2财报EPS为5.28美元,超预期1.28美元,收入24.7亿美元,同比增长0.4% [5] - 分析师给予碧恩"中性买入"评级,目标价较当前有47%上涨空间 [5] - 过去12个月机构资金流入36亿美元,流出22亿美元,显示投资者对其看好 [6] - 再生元制药(Regeneron Pharmaceuticals, Inc., REGN)股价回落至200日均线支撑位 [7][8] - REGN Q2财报EPS为11.56美元,超预期2.63美元,收入35.5亿美元,同比增长12.3% [8] - REGN RSI目前在30左右,处于超卖区域,若下次财报再超预期,有望迎来反弹 [8] - 分析师给予REGN"中性买入"评级,目标价较当前有10.6%上涨空间 [8]

Designation is based on data from the clinical development program which demonstrated clinical proof of conceptFelzartamab, an investigational anti-CD38 monoclonal antibody, is a potential first-in-class therapeutic candidate for a range of rare immune-mediated indications with planning underway for Phase 3 developmentFDA Breakthrough Therapy Designation is intended to expedite the development and review of drugs for serious or life-threatening conditions and which have potential to show substantial improve ...

Findings from Part B and Part C of the DEVOTE study support the clinical benefits of a higher dose regimen of nusinersen (50/28 mg) in both individuals previously treated and treatment-naïve to nusinersen Investigational regimen also shows more rapid slowing of neurodegeneration, as measured by neurofilamentBiogen plans to submit regulatory applications around the world for approval of the nusinersen higher dose regimen CAMBRIDGE, Mass., Oct. 08, 2024 (GLOBE NEWSWIRE) -- Biogen Inc. (Nasdaq: BIIB) today ann ...

Biogen Inc. (BIIB) , along with its Belgian partner UCB, announced positive topline data from the phase III PHOENYCS GO study, which evaluated the investigational drug candidate, dapirolizumab pegol, for the treatment of moderate-to-severe systemic lupus erythematosus (SLE).SLE is a chronic and debilitating autoimmune disease that can affect multiple organ systems.The study met the primary endpoint by demonstrating clinical improvement in moderate-to-severe SLE.Year to date, shares of Biogen have plunged 25 ...

Phase 3 PHOENYCS GO study met the primary endpoint demonstrating clinical improvement in moderate-to-severe systemic lupus erythematosus; Clinical improvements were observed among key secondary endpoints measuring disease activity and flares.UCB and Biogen are advancing dapirolizumab pegol with the objective to address the substantial unmet medical need for people living with SLE, where there are limited treatment options.SLE is a chronic, debilitating autoimmune disease that affects multiple organ systems ...

OPUVIZ™, a biosimilar referencing Eylea1 (aflibercept), is Samsung Bioepis and Biogen’s second ophthalmology biosimilar to be recommended for marketing authorization by the European Medicines Agency INCHEON, South Korea and CAMBRIDGE, Mass., Sept. 20, 2024 (GLOBE NEWSWIRE) -- Samsung Bioepis Co., Ltd. and Biogen Inc. (Nasdaq: BIIB) today announced that the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion for OPUVIZ™ 40 mg/mL solution for ...

会议主要讨论的核心内容 - 公司在过去几年经历了领导层和董事会的变化,重新聚焦于为股东创造吸引人的回报 [3][4][6] - 公司正在采取三大措施来实现这一目标:停止收入下滑、管理成本结构、丰富管线 [4][5][6] - 公司正在通过"Fit for Growth"计划来优化成本结构,减少了1,200名员工,将资源重新部署到增长领域 [12][13] - 公司正在努力提升LEQEMBI的上市推广,但由于缺乏现有的阿尔茨海默症治疗体系,推广进度较慢 [8][9][10][20][21][22][23][24][25][26] - 公司正在积极推进LEQEMBI的皮下给药剂型,以提高患者体验和推广效率 [41][42][43][44][45] - SKYCLARYS在美国市场的推广正在稳步推进,公司正在利用AI技术帮助发现更多潜在患者 [47][48][49][50] - 公司正在积极推进LEQEMBI在欧洲的上市,正在申请重新审查 [37][38][39] 问答环节重要的提问和回答 - 投资者关注LEQEMBI的上市推广进度和未来增长预期,公司解释了推广过程中遇到的挑战,以及未来可能的增长动力 [19][20][21][22][23][24][25][26][27][28] - 投资者关注公司在成本优化过程中放弃了哪些能力,公司表示主要是削减了一些风险较高、收益较低的项目,并未放弃任何关键能力 [14][15][16][17] - 投资者关注LEQEMBI在欧洲的审批进展,公司表示正在申请重新审查,并有信心最终获批 [37][38][39] - 投资者关注SKYCLARYS在美国和全球的推广情况,公司表示正在采取多种方式发现更多潜在患者 [47][48][49][50][51][52]