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]

EXTON, PA, Sept. 12, 2024 (GLOBE NEWSWIRE) -- The systemic lupus erythematosus (SLE) advanced treatment landscape is poised for evolution, with multiple new therapies in development to treat this debilitating and chronic disease. While Biogen’s litifilimab has shown promise in its Phase II clinical trial, other contenders such as AbbVie’s Rinvoq (upadacitinib) and Bristol Myers Squibb’s Sotyktu (deucravacitinib) could further broaden the options in rheumatologists’ treatment armamentarium. The recent quarte ...

CAMBRIDGE, Mass., Sept. 12, 2024 (GLOBE NEWSWIRE) -- The Biogen Inc. (Nasdaq: BIIB) Board of Directors (the “Board”) today announced the appointments of two new independent directors, Lloyd B. Minor, M.D., effective October 1, 2024, and Sir Menelas (Mene) Pangalos, Ph.D., effective January 1, 2025. Dr. Minor is currently the Dean of the Stanford University School of Medicine and Vice President for Medical Affairs at Stanford University, and Prof Sir Pangalos was most recently Executive Vice President of Bio ...

Comparable clinical efficacy and safety in Treatment Period 2 (TP2, Week 24-48) is maintained after switch from reference tocilizumab to TOFIDENCE (BAT1806/BIIB800)Phase 3 clinical data in totality demonstrates biosimilarity between TOFIDENCE (BAT1806/BIIB800) and reference tocilizumab before and after switching.1,2GUANGZHOU, China, Sept. 11, 2024 /PRNewswire/ -- Bio-Thera Solutions, Ltd. today announced, in collaboration with Biogen, the publication in the journal Arthritis Research & Therapy of results fr ...

In this articleESALY4523.T-JPBIIBHannah Yoon | The Washington Post | Getty ImagesLeqembi, an Alzheimer's drug from Biogen and Eisai, isn't a cure for the mind-damaging disease. But the treatment promises to give patients such as Missie Meeks more time to live their daily lives normally and independently of others.Meeks, an English professor based in Ellisville, Mississippi, was diagnosed with an early stage of Alzheimer's last summer ahead of her 50th birthday. That eventually made her a good fit for Leqemb ...

Biogen (BIIB) announced positive initial data from the pivotal cohort (Part B) of its mid to late-stage study evaluating the safety and efficacy of a higher dose regimen of Spinraza (nusinersen) in previously untreated, symptomatic infants with spinal muscular atrophy (SMA).The investigational higher dosing regimen of Spinraza, an antisense oligonucleotide targeting the root cause of SMA, includes two 50 mg doses 14 days apart, and a higher maintenance regimen, 28 mg, every four months. Please note that the ...

Biogen Inc. (NASDAQ:BIIB) Morgan Stanley’s 22nd Annual Global Healthcare Conference September 4, 2022 10:00 AM ET Company Participants Mike McDonnell – Chief Financial Officer Priya Singhal – Executive Vice President and Head-Development Conference Call Participants Terence Flynn – Morgan Stanley Terence Flynn Okay, great. I think we're going to get started, but thanks for joining us, everyone. I'm Terence Flynn, the U.S. biopharma analyst at Morgan Stanley. We're very pleased to be hosting Biogen today. Fr ...

会议主要讨论的核心内容 - 公司正在推进4款新产品的上市,包括LEQEMBI(阿尔茨海默症)、SKYCLARYS(弗里德里希共济失调)、ZURZUVAE(产后抑郁)和QALSODY(肌萎缩性侧索硬化症) [3][4] - 公司启动了"适合增长"计划,目标到2025年实现10亿美元的成本节约,并将部分投资于新产品管线 [4][5] - 公司最近一个季度实现了1%的收入增长,核心制药收入增长6%,主要得益于新产品的推出 [4] - 公司保持了强大的财务实力,可以继续进行业务拓展和管线建设 [5][14][15] - 公司正在重点投资于神经系统、罕见病和免疫领域,通过内部和外部渠道不断丰富管线 [16][17][18] 问答环节重要的提问和回答 - 对于2025年的收益目标,公司表示将在2024年第四季度报告时提供指引,目前主要取决于多发性硬化症产品的销售趋势以及新产品的推广情况 [10][11][12] - 公司表示将继续保持积极的并购和业务拓展策略,未来2-3年内有80-100亿美元的投资能力 [14][15] - 关于LEQEMBI的上市进展,公司表示销售情况符合预期,正在与合作伙伴Eisai密切合作,未来还将推出皮下注射剂型以提高患者便利性 [22][23][25][35] - 公司对LEQEMBI在预防性适应症的临床试验结果持乐观态度,认为可以进一步证明该药物的疗效 [52][53][54][55] - 公司对高必欧公司的抗CD38单抗Felzartamab在IgA肾病等适应症的表现也持乐观态度,认为其选择性和安全性优势明显 [57][58][59]

Positive study demonstrates the potential for investigational higher dose nusinersen regimen to advance the treatment of SMA; Biogen plans to submit for regulatory approval of this investigational dose regimenHigher dose nusinersen regimen showed statistically significant improvement compared to a prespecified matched sham control groupAmong key measures of clinical efficacy, higher dose regimen showed positive trends compared to the approved dosing regimen CAMBRIDGE, Mass., Sept. 04, 2024 (GLOBE NEWSWIRE) ...

Biogen (BIIB) stock has declined 20.9% so far this year against an increase of 28.6% for the industry. The stock has also underperformed the sector and the S&P 500 index, as seen in the chart below.BIIB Stock Underperforms Industry, Sector & S&P 500Image Source: Zacks Investment ResearchThe company’s stock performance has been below most large drugmakers’ performance. Biogen's revenues declined 3.3% in the first six months of 2024. Sales of Biogen’s key multiple sclerosis (“MS”) drugs like Tecfidera and Tys ...