Biogen Inc. (BIIB) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Biogen Inc. (BIIB) Presents at Evercore 8th Annual Healthcare Conference Transcript
Biogen Inc (NASDAQ:BIIB, XETRA:IDP) could see its stock move higher over the next two years as progress on its Alzheimer's drug Leqembi and a series of late-stage pipeline readouts draw more investor attention, according to Jefferies. The broker, which rates the stock Buy with a price target of $210, said Leqembi's trajectory in early Alzheimer's disease “could accelerate” if a subcutaneous induction version wins approval in mid-2026, enabling full at-home use.
BIIB's research deal with Dayra targets oral macrocyclic peptides to advance its immunology pipeline and expand next-generation therapies.
Biogen Inc. ( BIIB ) TD Cowen Immunology and Inflammation Summit November 13, 2025 4:30 PM EST Company Participants Diana Gallagher Conference Call Participants Philip Nadeau - TD Cowen, Research Division Presentation Philip Nadeau TD Cowen, Research Division Good afternoon, and welcome once again to TD Cowen's 2025 I&I Summit. I'm Phil Nadeau, one of the biotech analysts here at Cowen, and it's my pleasure to moderate a fireside chat with Biogen.
Biogen Inc. ( BIIB ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Tim Power - Head of Investor Relations Christopher Viehbacher - President, CEO & Director Priya Singhal - Executive VP & Head of Development Alisha Alaimo - President & Head of North America Robin Kramer - Executive VP & CFO Conference Call Participants Umer Raffat - Evercore ISI Institutional Equities, Research Division Evan Seigerman - BMO Capital Markets Equity Research Salveen Richter - Goldman Sachs Group, Inc., Research Division Brian Abrahams - RBC Capital Markets, Research Division Paul Matteis - Stifel, Nicolaus & Company, Incorporated, Research Division Marc Goodman - Leerink Partners LLC, Research Division Lin Tsai - Jefferies LLC, Research Division Terence Flynn - Morgan Stanley, Research Division David Amsellem - Piper Sandler & Co., Research Division Presentation Operator Good morning. My name is Cynthia, and I will be your conference operator today.
Biogen's Q3 earnings and sales top estimates on strong drug demand, but shares slide after the company cuts its 2025 EPS forecast.
While the top- and bottom-line numbers for Biogen (BIIB) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Biogen cut its full-year adjusted-earnings expectations, though third-quarter profit rose on strength from its Alzheimer's drug and rare-disease treatments.
Biogen cut its annual profit forecast on Thursday, as it expects to take a hit of $1.25 per share from R&D related charges tied to certain acquisitions in the fourth quarter.
Biogen's new drugs Leqembi, Skyclarys and Zurzuvae are driving fresh momentum, but MS and Spinraza declines cloud its growth path.
Mr. Market's bullish sentiment towards Biogen is returning. One reason for this is its strengthening position in the multiple sclerosis drugs market, thanks to Vumerity, whose sales reached $212.3 million in Q2 2025, up 28% year-on-year. Also, Biogen's EBIT margin has continued to grow over the past four quarters, reaching 34.6% for the three months ended June 30, 2025.