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12:30
Jul 29 ◎
Jul 29 ◎
STOK
IONS
RHHBY
APLS
BIIB
▾
HIGH
Biogen's partner Stoke has a Phase 3 readout for Dravet Syndrome within the next four quarters, a key pipeline catalyst for Biogen.
"one which is really from our partner at Stoke in Dravet Syndrome. So those are now within the next four quarters."
STOK WATCH
Biogen made a milestone payment to Ionis for its partnered SMA program, salinersin.
"a milestone payment of $45 million to Ionis in connection with the initiation of the Phase III trial for salinersin in SMA"
IONS WATCH
Biogen believes its at-home subcutaneous option for Leqembi erodes the competitive advantage of a competitor's (Roche's) monthly IV dosing for Alzheimer's.
"We think there's a competitive advantage because the benefit that the competitor has with one's monthly dosing now seems to be much less when you've got a home subcutaneous option for them."
RHHBY WATCH
Biogen discusses the acquired Apellis assets (Syfovre, Empaveli) positively, noting strong performance and integration progress.
"The Apellis acquisition accelerates our return to growth. It adds two best in class commercialized medicines to our growth portfolio"
APLS WATCH
Management is clearly upbeat, projecting a return to sustainable revenue growth driven by the strong performance of its growth portfolio, the accretive Apellis acquisition, and a promising late-stage pipeline.
"I think we're already seeing that consensus start to shift because people start to appreciate the Appellus transaction. But the way we certainly see it is when you take the Appellus marketed products and you add them to our own growth"
BIIB WATCH
HIGH
12:00
Apr 29 ◎
Apr 29 ◎
VRTX
APLS
STOK
REGN
ACIU
▾
HIGH
Biogen notes Vertex as a competitor recruiting in the nephrology space, indicating a competitive hiring and clinical trial landscape.
"I mean, Vertex is, Vera is, just to name a few, for example."
VRTX WATCH
Biogen is confident in Apellis's marketed products (Syfovre, Empaveli) and team, seeing them as a platform to build a nephrology franchise and drive growth.
"Within Povelli and with the addition of the Appellus team, we have a whole team ready to go in nephrology."
APLS WATCH
Biogen's collaboration with Stoke Therapeutics on a Dravet syndrome treatment requires significant upfront payments, reflecting a costly R&D partnership.
"In the first quarter of 2025 we recorded $165 million of acquired IPR&D associated with the upfront payment to Stoke Therapeutics as part of our collaboration for Zirvinersen."
STOK WATCH
Biogen views Regeneron's GA candidate as a potential competitor, but notes its systemic delivery mechanism and unproven proof-of-concept as potential weaknesses.
"With regards to Regeneron, I know that competition as well, also targets C5, and it's systemic, and it's a combination."
REGN WATCH
A pilot program with AC Immune is testing blood-based biomarkers in primary care settings for Alzheimer's, potentially expanding the diagnostic and treatment funnel.
"There is a PCP pilot that is going on right now, as you know, with Biogen and ACI."
ACIU WATCH
Biogen implicitly references Vera Therapeutics as a competitor in IgAN, highlighting a crowded market for felzartamab.
"I mean, Vertex is, Vera is, just to name a few, for example."
ASTS WATCH
CMS has added blood-based biomarkers as a reimbursable confirmation test for Leqembi, addressing a major physician hesitation. — This policy change lowers a barrier to Leqembi adoption, potentially accelerating its uptake and increasing competitive pressure on Eli Lilly's Kisunla.
"I can say that physicians are asking, what do we do? Some patients, and if you look at market research, patients in general who are on either of the products want to stay on product."
LLY WATCH
Management's tone is optimistic, focusing on growth products and pipeline catalysts. The Apellis acquisition is projected to be accretive and drive EPS growth, alongside multiple data readouts, positioning the company for an inflection.
"So as we look at this, we do expect the acquisition to be accretive in 2027. And when you look out over the next few years, this materially increases Biogen's EPS outlook."
BIIB WATCH
Biogen's partnership with UCB on a lupus therapy expands their immunology franchise, with Biogen leading marketing in the US and Japan.
"In addition to lidophilumab, we also have a partnership with UCB on dupiriluzumab, and we'll be taking the marketing lead in the U.S. and Japan on that product."
UCB.BR WATCH
HIGH
13:30
Feb 06 ◎
Feb 06 ◎
STOK
RHHBY
BIIB
ESAIY
▾
HIGH
Stoke's pipeline and upcoming data readout are a potential future catalyst for the partnership.
"Zorvanursin, our partner Stoke has indicated that they might be able to be having a data readout in 27 as well."
STOK WATCH
Biogen sees its subcutaneous formulation as a competitive advantage over Roche's Gantenerumab, potentially eroding Roche's position.
"One of the competitive aspects of Denanumab is that it has once monthly infusions where we have once every two week infusions. Once you move to a subcutaneous injection, Now we're not talking about infusions at all anymore."
RHHBY WATCH
Management expresses confidence in the company's momentum, with growth products performing strongly and a robust pipeline, but guides for a top-line decline in 2026 as legacy MS products face generic competition.
"We finished the year strongly with a very good fourth quarter. And I think finished the year in a very satisfactory manner. We finished slightly above the upper end of our guidance."
BIIB WATCH
Eisai's Lecanemab sales continue to grow strongly, reinforcing the partnership and commercial momentum.
"McKembe continued to see steady sequential demand growth globally, with fourth quarter in-market sales booked by Azai of approximately $134 million, up 10% and 54% versus Q3 2025 and Q4 2024, respectively."
ESAIY WATCH
HIGH
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