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Biogen delivered an all-around beat in the last result. Its MS product revenue was $1.3 billion, representing a decline of 17% in actual currency and 14% in constant currency which was a setback. TECFIDERA generic competition, ongoing interferon declines and some pricing pressure mostly brought on this reduction. Many generic versions of TECFIDERA have continued to be introduced in numerous European nations. The company also kept up with protecting its intellectual property for TYSABRI. SPINRAZA
Companies: BIOGEN (BIIB:NYSE)Biogen Inc. (BIIB:NAS)
Baptista Research
Biogen’s stock has been on a roll as the company delivered another solid set of results, surpassing Wall Street expectations on all counts. There have been many major developments across its pipeline that includes 12 programs in Phase III that have been filed and the management has raised the full-year financial guidance of the company. Along with Eisai, there have been positive results from Clarity AD, a Phase 3 study of the lecanemab. Leacnemab administration displayed a highly statistically n
Biogen has been in the news for a number of controversies, most of which are associated with its Alzheimer’s drug, Aduhelm. The company is looking to shake off the claims that it misled investors on the assumed success of Aduhelm. However, the company did win a priority review from the U.S. FDA for tofersen, its ALS therapy. On the financial front, Biogen executed well in the second quarter and delivered an all-around beat. Along with Eisai, they are granted priority review for lecanemab under t
Companies: Biogen Inc. (0R1B:LON)Biogen Inc. (BIIB:NAS)
Biogen’s failure of its Alzheimer’s drug, Aduhelm has led to a CEO change with the company looking for a successor to CEO Michael Vounatsos. The company’s MS business generated $1.6 billion in revenue, including Ocrevus royalties in the last quarter and has been performing fairly well. However, they have built a $1 billion dollar cost-saving plan and are significantly reducing spending on Aduhelm as part of designed to refocus the company’s flagging biotech business. The management sees the pote
Biogen witnessed a 4% year over year drop in its top-line in the last quarter as Tecifidera revenue continued to erode in the U.S. due to generic entry. In light of several recent challenges, the company announced that it would implement cost-cutting measures expected to save approximately $500 million annually. On the other hand, they recently announced a deal to sell their Samsung Bioepis joint venture stake to Samsung Biologics, with Biogen continuing to be the commercialization partner for t
Biogen has had a particularly rough year so far. After much anticipation, the company’s Alzheimer's disease drug, Aduhelm was launched amidst huge controversies with respect to its regulatory approval. The drug’s revenues were as low as $0.3 million in the recent quarter with wholesalers reducing inventories on account of lack of clarity on reimbursement. The company’s core portfolio of multiple sclerosis drugs is also witnessing a sharp drop of around 18% in the last quarter given the strong co
Biogen has had one of its most eventful years so far in the history of the company. The company has seemingly made a major breakthrough in its neuroscience portfolio after the accelerated approval of Aduhelm, its medication for patients of the Alzheimer's disease, on which the company’s future had been dependent for a very long time. The management believes that their recent accelerated approval could completely transform the treatment of Alzheimer's disease but it has had its fair share of cont
Research Tree provides access to ongoing research coverage, media content and regulatory news on Biogen Inc.. We currently have 0 research reports from 3 professional analysts.
Companies: BILN IGP RBN SBTX
Cavendish
Verici’s $8.2m gross raise means the company can now focus on scaling Tutivia and invest further into the development of existing and new products. With a uniquely well balanced Tutivia test, a growing sales team and LCD coverage expected later this year, we forecast Tutivia revenues of $2.6m/$4.5m in FY24E/FY25E. The Thermo Fisher deal was a huge validation of Clarava and Verici’s technology and in addition to licensing/milestone payments, we forecast double digit royalties on net Clarava sales
Companies: Verici Dx Plc
Singer Capital Markets
26th March 2024 @HybridanLLP Status of this Note and Disclaimer This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment object
Companies: BIRD MBH CHRT INSE KMK FNTL HDD JNEO CCS
Hybridan
Companies: Aptamer Group Plc
Turner Pope Investments
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (
Companies: TXG NDVA TSVT BCOW Z29 TXG NCYT GNS SUN AMS OMG APH EKF EAH IMM AGL DEMG AGY TSTL IPO GDR ETX TRX HVO CTEC AVO OXB DEST VLG IXI VAL INDV AGR AVCT BAI 123F IMCR BCOW
Hardman & Co
SkinBioTherapeutics has reported on the 6-months to December 2023, noting steady revenue growth from lead product AxisBiotix-Ps, progress on the development of SkinBiotix with partner Croda (Sederma) and post-period end, the acquisition of Dermatonics. The company has updated on several positive developments through the start of 2024, including AxisBiotix Acne positive interim results, initiation of research on the MediBiotix Pillar and progress with the oral and inflammation programmes. The com
Companies: SkinBioTherapeutics Plc
Companies: CLBS GHH NANO TRX SAVE TMT GELN
On 18th December 2023 Incanthera announced a deal with Marionnaud in Switzerland to distribute ‘Skin+CELL’, its advanced dermatological solution for the delivery of vitamin B3 for skin protection and cosmetic rejuvenation. This gives Incanthera access to a high-end cosmetics distribution presence in Europe, and in addition, ownership of Marionnaud by AS Watson, the largest cosmetics distributor in Asia, offers significant new market opportunities further afield.
Companies: Incanthera Plc
Stanford Capital Partners
FY EBITDA and EBIT came in materially above consensus FY EBITDA came in at EUR98.8m, down 4% yoy and 12% above consensus. The EBITDA margin was 12.6%. Restated for one-off costs, it was 13.1%, more than 2 percentage points above the guidance. It was fully explained by price increases, notably on X-ray, mix and control of fixed costs. FY EBITA came in at EUR38m, 46% above consensus. 2024 guidance looks conservative Guerbet is aiming for organic growth above 8% (8.8%e). With markets growing at
Companies: Guerbet (GBT:EPA)Guerbet SA (GBT:PAR)
BNP Paribas Exane - Sponsored Research
IRLAB Therapeutics has confirmed the FDA’s alignment with its proposed Phase III programme for mesdopetam in levodopa-induced dyskinesias (PD-LIDs), following receipt of the minutes from its end-of-Phase II (EoP2) meeting held last month. Notably, the FDA has agreed on the primary endpoint being the Unified Dyskinesia Rating Scale (UDysRS), on which mesdopetam demonstrated a statistically significant improvement (p=0.026) in the Phase IIb study (secondary endpoint of that study). IRLAB will now
Companies: Irlab Therapeutics Ab
Edison
Tissue Regenix has reported on strong performance through 2023, noting record revenues driven by product adoption and expanded distribution, positive adjusted EBITDA for the first time and an increased cash position versus H1/23. FY23 revenues grew 20% to $29.5m supported by 25% growth from BioRinse products and 17% growth from dCELL products. Significantly, Tissue Regenix reported its first adjusted EBITDA profit for the year, +$0.9m, supported by revenue growth and cost management. We expect t
Companies: Tissue Regenix Group plc
Creo Medical has published a trading update for the 12 months to December 2023, during which the company focused on commercialising its core technology. Revenue for the period increased 13% YoY to £30.8m, while the underlying operating loss improved to £16.4m. Operationally, during the period, the number of confirmed users of Creo’s Speedboat range more than doubled over the year, the first procedures with MicroBlate Flex to ablate lung tumours were performed and Creo expects to receive regulato
Companies: Creo Medical Group Plc
Companies: NTQ KMK JNEO DCTA
LungLife AI is a medical diagnostics company focused on the development of AI-supported blood-based tests for the early detection of lung cancer. It has identified a significant medical need for non-invasive, sensitive and specific tests in early-stage lung cancer. The company’s core technology, the LungLB test, seeks to detect circulating tumour cells (CTCs) to identify malignant lung nodules. It aims to apply machine learning/AI (ML/AI) to derive algorithms to increase test accuracy. Following
Companies: LungLife AI, Inc.
This month's feature article is entitled 'Gold and a Chinese Credit Event'. A Western phenomenon? If you own, or are considering owning, gold or gold equities, it’s likely that you’re concerned about protecting your wealth, or the performance of your fund, in the expectation of some kind of financial instability. Maybe your confidence in policymakers is ebbing, or you’ve researched debt bubbles in history and concluded that physical gold and silver have been the safest places to be invested whe
Companies: NBPE ICGT ARBB CSN RECI CLIG HAT AVO STX VTA APAX
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