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Biogen Inc. (BIIB) Goldman Sachs 45th Annual Global Healthcare Conference (Transcript)
Seeking Alpha· 2024-06-13 02:20
文章核心观点 - 公司正在经历从衰退到增长的转型,通过重新调整组织架构、优化资本配置等措施来提升财务纪律和长期收益 [3][4][5][6] - 公司主要产品LEQEMBI的上市推广正在加速,通过扩大销售团队、开展DTC营销等措施来推动患者数量增长 [26][27][34][35][36][37] - 公司新药SKYCLARYS在罕见病领域表现良好,正在积极拓展覆盖面,并期待通过扩大适应症来带来进一步增长 [48][49][50][60] - 公司与Sage合作的新药ZURZUVAE在产科医生群体中表现超预期,未来有望进一步提升市场份额 [66][67][68][69][70][71][72] - 公司正在通过优化资本配置、提升运营效率等措施来改善利润率,并保持积极的并购态度以推动长期增长 [74][75][76][77][78][79] 根据目录分组总结 LEQEMBI上市推广 - 公司正在通过扩大销售团队、开展DTC营销等措施来推动LEQEMBI的患者数量增长 [26][27][34][35][36][37] - 公司正在积极推进LEQEMBI的剂型扩展,包括静脉维持剂型和皮下注射剂型,以为患者提供更多选择 [39][40][41][42][43] - 公司对LEQEMBI在Medicare Part D改革下的定价和覆盖情况保持谨慎态度,将密切关注相关政策变化 [44][45][46][47] SKYCLARYS在罕见病领域的表现 - 公司在罕见病领域积累了丰富经验,SKYCLARYS在弗里德里希共济失调治疗领域表现良好 [48][49][50] - 公司正在积极拓展SKYCLARYS的覆盖面,包括通过AI模型发现更多潜在患者 [51][52][53] - 公司期待通过扩大适应症至儿童群体来带来进一步增长机会 [60] ZURZUVAE在产科领域的表现 - 公司与Sage合作推广ZURZUVAE,在产科医生群体中表现超预期 [65][66][67][68] - 公司正在积极应对产科医生在使用专科药房、事先授权等方面的教育需求 [71][72] - 公司对ZURZUVAE未来的增长前景保持乐观 [69][70] 公司整体经营情况 - 公司正在通过优化资本配置、提升运营效率等措施来改善利润率 [74][75][76] - 公司保持积极的并购态度,将继续寻求外部机会以推动长期增长 [77][78][79]
Global Multiple Sclerosis Drugs Market Size Projected to Reach $38 Billion By 2032 as Demand on R&D for Developing Innovative Drugs Rises
Newsfilter· 2024-06-11 20:45
文章核心观点 - 多发性硬化症(MS)患者人数在过去20年中翻了一番,从2000年的40万人增加到2017年的90万人[1] - 现有的疾病修饰治疗(DMT)对大多数患者的症状和疾病进展控制效果不佳,尤其是对于非活动性继发性进行性MS(na-SPMS)患者[1] - 全球MS药物市场规模预计将从2024年的211.6亿美元增长到2032年的389.4亿美元,年复合增长率为7.9%[2] 根据目录分类总结 行业概况 - 全球MS患者人数从2013年的230万人增加到2020年的280万人,导致对有效诊断和治疗的需求不断增加[2] - 政府正在积极支持MS治疗,推动行业发展[2] 公司动态 - 泰泽纳生命科学公司(TLSA)向FDA申请获得快速通道认定,用于开发用于治疗na-SPMS的鼻内给药单克隆抗体药物foralumab[3][4] - 辉瑞公司(LLY)的tirzepatide在2期临床试验中显示可显著改善代谢相关性脂肪肝炎(MASH)患者的肝脏病理指标[5][6] - 罗氏公司(RHHBY)的Evrysdi®(risdiplam)在5年随访中持续显示对1型脊髓性肌萎缩症(SMA)儿童的疗效和安全性[7][8] - 辉瑞公司(BIIB)的QALSODY®(tofersen)获得欧盟上市许可,成为首个获批针对SOD1基因突变引起的ALS的治疗药物[8][9] - 泰格公司(TGTX)公布了BRIUMVI®(ublituximab-xiiy)在复发型MS患者中的2期临床试验设计[11][12]
BIOGEN NOTICE: If You Suffered Losses on Your Biogen Inc. (Nasdaq: BIIB) Investment, You are Reminded to Contact BFA Law Before Approaching July 2024 Legal Deadline
GlobeNewswire News Room· 2024-06-11 18:43
NEW YORK, June 11, 2024 (GLOBE NEWSWIRE) -- Leading law firm Bleichmar Fonti & Auld LLP announces the upcoming July 22, 2024, deadline in the Biogen Inc. (Nasdaq: BIIB) Securities Class Action Lawsuit. If you invested in Biogen, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases/biogen-inc-investigation. Why is Biogen being Sued? On May 22, 2024, Biogen was sued for violations of the federal securities laws. The complaint alleges that between February 3, 2022 and Fe ...
BIIB Investors Have Opportunity to Lead Biogen Inc. Securities Fraud Lawsuit
Prnewswire· 2024-06-11 05:32
LOS ANGELES, June 10, 2024 /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Biogen Inc. ("Biogen" or the "Company") (NASDAQ: BIIB). Class Period: February 3, 2022 – February 13, 2024 Lead Plaintiff Deadline: July 22, 2024 If you are a shareholder who suffered a loss, click here to participate. The complaint filed alleges that, throughout the Class Period, Defendants failed to disclose ...
Biogen (BIIB) & Eisai's Leqembi sBLA Gets FDA Acceptance
ZACKS· 2024-06-10 22:55
Biogen (BIIB) and Japanese partner Eisai announced that the FDA has accepted Eisai’s supplemental biologics license application (sBLA) seeking approval for a maintenance intravenous (“IV”) dosing version of Leqembi for the treatment of early Alzheimer’s disease. The FDA is expected to give its decision on the sBLA on Jan 25, 2025. Leqembi was approved as an injection for intravenous use by the FDA for early Alzheimer’s disease in the United States in July 2023. Leqembi is also approved in China and Japan. R ...
Lost Money on Biogen Inc.(BIIB)? Join Class Action Suit Seeking Recovery - Contact The Gross Law Firm
Prnewswire· 2024-06-10 17:45
NEW YORK, June 10, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Biogen Inc. (NASDAQ: BIIB). Shareholders who purchased shares of BIIB during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/biogen-loss-submission-form/?id=83256&from=4 CLASS PERIOD: February 3, 2022 to February 13 ...
FDA Accepts Eisai's Filing of LEQEMBI® (lecanemab-irmb) Supplemental Biologics License Application for IV Maintenance Dosing for the Treatment of Early Alzheimer's Disease
Newsfilter· 2024-06-10 07:37
TOKYO and CAMBRIDGE, Mass., June 09, 2024 (GLOBE NEWSWIRE) -- Eisai Co., Ltd. (Headquarters: Tokyo, CEO: Haruo Naito, "Eisai") and Biogen Inc. (NASDAQ:BIIB, Corporate headquarters: Cambridge, Massachusetts, CEO: Christopher A. Viehbacher, "Biogen"))) announced today that the U.S. Food and Drug Administration (FDA) has accepted Eisai's Supplemental Biologics License Application (sBLA) for monthly lecanemab-irmb (U.S. brand name: LEQEMBI®) intravenous (IV) maintenance dosing. A Prescription Drug User Fee Act ...
BIOGEN CASE DEADLINE: Biogen Inc. (Nasdaq: BIIB) Investors are Reminded of Upcoming July 2024 Legal Deadline and Encouraged to Contact BFA Law
GlobeNewswire News Room· 2024-06-08 17:11
NEW YORK, June 08, 2024 (GLOBE NEWSWIRE) -- Leading law firm Bleichmar Fonti & Auld LLP announces the upcoming July 22, 2024, deadline in the Biogen Inc. (Nasdaq: BIIB) Securities Class Action Lawsuit. If you invested in Biogen, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases/biogen-inc-investigation. Why is Biogen being Sued? On May 22, 2024, Biogen was sued for violations of the federal securities laws. The complaint alleges that between February 3, 2022 and Fe ...
BIIB Class Action Reminder: Contact Robbins LLP for Information About Your Rights Against Biogen Inc.
GlobeNewswire News Room· 2024-06-08 05:12
SAN DIEGO, June 07, 2024 (GLOBE NEWSWIRE) -- Robbins LLP reminds investors that a shareholder filed a class action on behalf of persons and entities that purchased or otherwise acquired Biogen Inc. (NASDAQ: BIIB) securities between February 3, 2022 and February 13, 2024. Biogen is a global biopharmaceutical company that discovers, develops, and delivers therapies for people living with serious and complex diseases worldwide. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a ...
Class Action Filed Against Biogen Inc. (BIIB) - July 22, 2024 Deadline to Join – Contact The Gross Law Firm
GlobeNewswire News Room· 2024-06-07 02:42
NEW YORK, June 06, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Biogen Inc. (NASDAQ: BIIB). Shareholders who purchased shares of BIIB during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/biogen-loss-submission-form/?id=82896&from=3 CLASS PERIOD: February 3, 2022 to Februar ...