m*********3
发帖数: 1425 | 1 http://www.wsj.com/articles/biogen-slashes-outlook-on-tecfidera
Shares in drug maker Biogen Inc. fell 22% on Friday, lopping about $20
billion off its market value after it disclosed a sharp slowdown in sales
growth for its flagship multiple-sclerosis pill and slashed its earnings
outlook.
It was the stock’s biggest one-day percentage drop since 2008, and its
largest decline in absolute dollars, according to FactSet.
Biogen expects 2015 revenue growth of between 6% and 8% in 2015, roughly
half t... 阅读全帖 |
|
d******5
发帖数: 4273 | 2 Shares of Biogen Idec Inc. (BIIB), the world’s biggest maker of multiple
sclerosis treatments, fell after third-quarter sales of its top drug,
Tecfidera, failed to reach analyst estimates.
While Tecfidera’s revenue more than doubled to $787 million, compared with
a year earlier, it fell short of the average analyst estimate of $794
million. Otherwise, the Cambridge, Massachusetts-based company’s net income
rose 76 percent from a year earlier to $857 million, or $3.62 a share. The
company also bo... 阅读全帖 |
|
d******5
发帖数: 4273 | 3 Biogen misses by $0.09, misses on revenue
Biogen (NASDAQ:BIIB): Q1 EPS of $3.82 misses by $0.09.
Revenue of $2.55B (+19.7% Y/Y) misses by $110M.
Biogen revenues up 20%; EPS up 73%; operating earnings up 51%
Biogen (NASDAQ:BIIB) Q1 results ($M): Total Revenues: 2,554.9 (+20.0%);
Net Product Sales: 2,172.3 (+24.6%); Joint Business: 330.6 (+11.4%).
Key Product Sales: Tecfidera: 824.9 (+17.8%); Avonex: 692.7 (-9.0%);
Tysabri: 462.6 (+4.9%); Plegridy: 61.8; Eloctate: 53.6; Alprolix: 43.1.
Net Income:... 阅读全帖 |
|
s********e
发帖数: 209 | 4 from seeking alpha.
Biogen (NASDAQ:BIIB) Q1 results ($M): Total Revenues: 2,726.8 (+6.7%); Net
Product Sales: 2,309.4 (+6.3%).Net Income: 970.9 (+18.0%); Non-GAAP Net
Income: 1,049.4 (+16.6%); EPS: 4.43 (+26.9%); Non-GAAP EPS: 4.79 (+25.4%).
Key Product Sales: Tecfidera: 945.9 (+7.1%); Total Interferon (Avonex +
Plegridy): 670.4 (-11.1%); Tysabri: 477.0 (+3.1%); Eloctate: 107.7 (+100.9%).
我觉得是相当不错的earning.
Biogen (NASDAQ:BIIB): Q1 EPS of $4.79 beats by $0.32.Revenue of $2.73B (+7.1
% Y/Y) misses... 阅读全帖 |
|
p****u
发帖数: 239 | 5 Dimethyl fumarate has won FDA approval to treat relapsing-remitting forms of
multiple sclerosis and will be sold under the name Tecfidera, the agency
said Wednesday.
Manufactured by Biogen Idec, the drug is also known as BG-12. It becomes the
third oral disease-modifying medication available to treat MS. Others
include fingolimod (Gilenya) and teriflunomide (Aubagio).
Dimethyl fumarate has a novel mechanism of action relative to existing MS
drugs. It is believed to activate the nuclear factor-li... 阅读全帖 |
|
A******y
发帖数: 2041 | 6 You be surprised...Biogen has done something worse...but it has MS money to
burn I guess. Now I think about, maybe that's how it found TECFIDERA (
really stupid idea but works). |
|
p****u
发帖数: 239 | 7 http://www.medpagetoday.com/Neurology/MultipleSclerosis/38122?i
Dimethyl fumarate has won FDA approval to treat relapsing-remitting forms of
multiple sclerosis and will be sold under the name Tecfidera, the agency
said Wednesday.
Manufactured by Biogen Idec, the drug is also known as BG-12. It becomes the
third oral disease-modifying medication available to treat MS. Others
include fingolimod (Gilenya) and teriflunomide (Aubagio).
Dimethyl fumarate has a novel mechanism of action relative to exi... 阅读全帖 |
|
C******6
发帖数: 22 | 8 R&D restructuring–round 2013
It's standard operating procedure in Big Pharma to tell the world that the
company has a great R&D division busily innovating important new drugs and
everything looks rosy for the future. But at some point, as generics start
stripping away billions in revenue, investors start to notice when the
emperor's clothes are gone. Merck ($MRK) made its debut on that stage this
year after a series of missteps in the clinic made it abundantly clear that
the pharma giant would h... 阅读全帖 |
|
