AMGN BIIB 藥 美

Biogen tops estimates as revenue slides 3% from a year ago

儘管營收同比下降3%，但該公司的業績表現超出了市場預期

Biogen Inc. BIB said Tuesday it had net income of $387.9 million, or $2.67 a share, for the first quarter, up from $303.8 million, or $2.06 a share, in the year-earlier period. Adjusted per-share earnings came to $3.40, ahead of the $3.28 FactSet consensus.

生物基因公司(Biogen Inc.)宣布，第一季度净收入为3.879億美元，每股收益為2.67美元，較去年同期的3.038億美元或每股收益2.06美元增長。調整後的每股收益為3.40美元，超過FactSet的3.28美元共識預期。

Biogen stock rallies after full-day halt as FDA panel recommends Alzheimer's drug for approval

生物基因股票在全天停牌后上漲，因為美國食品藥品監督管理局（FDA）專家小組建議批准治療阿茲海默症的藥物。

仍然便宜，好公司

Biogen Inc. shares BIIB gained 5.5% premarket on Wednesday after the company reported first-quarter profit that beat analysts’ expectations amid improving traction for its new Alzheimer’s disease treatment.

The Cambridge, Mass.-based biotech reported net income of $393.4 million, or $2.70 per share, up from $387.9 million, or $2.67 per share, a year earlier. First-quarter adjusted earnings per share of $3.67 topped the FactSet consensus of $3.45. Revenue in the quarter totaled $2.29 billion, down 7% from the year-earlier...

ChatGPT：
Biogen Inc.的股票BIIB在週三盤前交易中上漲了5.5%，此前該公司公布的第一季度利潤超出了分析師的預期，這得益於其新型阿爾茨海默病治療獲得改善的市場接受度。

這家位於麻州劍橋的生物科技公司報告說，淨收入為3.934億美元，或每股2.70美元，高於一年前的3.879億美元或每股2.67美元。第一季度調整後每股收益為3.67美元，超過FactSet共識的3.45美元。該季度的總收入為22.9億美元，較去年同期下降了7%......

Amgen shares jump after teasing weight-loss drug data, rivals slip

May 3 (Reuters) - U.S. drugmaker Amgen's shares jumped 14% premarket on Friday as the company said it was encouraged by interim trial data on its experimental obesity drug, denting rival stocks but leaving Wall Street frustrated over a lack of details.
Amgen, which is conducting mid-stage studies of its injectable drug MariTide, said, based on interim data, that it was "confident in MariTide's differentiated profile and believe it will address important unmet medical needs."

"The fact that ... the delivery dosing schedule is likely to be monthly or less frequent implies far fewer injection devices than competitors who, for example, are administering a weekly therapy," Amgen's CEO Robert Bradway told investors late on Thursday.
Amgen, however, provided no specifics on the actual data, and said it plans to start a late-stage study later this year.
Mizuho analyst Salim Syed said he acknowledged "the seemingly more upbeat tone" on the drug franchise but "we'd argue that a lot of questions remain unanswered."
Those questions, said Syed, included manufacturing plans, given that rivals Eli Lilly (LLY.N), opens new tab and Novo Nordisk (NOVOb.CO), opens new tab are racing to boost supply, and how Amgen plans to make headway in the commercial market.
Supply of powerful new weight-loss drugs from Lilly and Novo are already falling short of soaring demand, and several other are gunning to grab a share of the market that some analysts expect will reach $100 billion by the end of the decade.

Amgen's comments pulled down shares of rivals on Friday. Eli Lilly was down 2.6%, while Novo Nordisk's Denmark-traded shares were off by nearly 5%. Shares of another weight-loss drug developer, Viking Therapeutics (VKTX.O), opens new tab, fell 6% premarket.
Amgen's shares, part of the bluechip Dow Jones index (.DJI), opens new tab, rose 14.1% to $317.65 in premarket trading.
Its stock is trading 13.9 times its forward 12-month earnings estimates, compared with a forward price-to-earnings ratio of 34.2 for Novo Nordisk and 48.49 for Eli Lilly.

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美國藥廠Amgen在公開其減肥藥物數據後，股價大漲，競爭對手股價下滑

（路透社，5月3日）- 美國藥廠Amgen的股價周五盤前大漲14%，因公司表示對其正在試驗中的肥胖症藥物的中期試驗數據感到鼓舞，此消息打擊了競爭對手的股價，但對於缺乏詳細數據，華爾街感到挫折。
Amgen正在進行其注射藥物MariTide的中期研究，並根據中期數據表示，他們“對MariTide的區別化特徵充滿信心，並相信它將滿足重要的未滿足醫療需求。”

Amgen的首席執行官羅伯特·布拉德韋（Robert Bradway）周四晚些時候告訴投資者：“事實上……給藥劑量的安排可能是每月一次或更少頻率，意味著比競爭對手使用的注射裝置要少得多，例如，有些競爭對手正在進行每週治療。”
然而，Amgen未提供有關實際數據的具體細節，並表示計劃今年晚些時候開始進行後期研究。
Mizuho的分析師Salim Syed表示，他認可這個藥物系列“看似更加樂觀的調子”，但他認為“仍有許多問題未得到解答。”
Syed提到的問題包括製造計劃，鑑於競爭對手Eli Lilly（LLY.N），新標籤頁，和Novo Nordisk（NOVOb.CO），新標籤頁，都在爭取增加供應，以及Amgen計劃如何在商業市場取得進展。
來自Lilly和Novo的強效新減肥藥供應已經跟不上飆升的需求，還有其他幾家也在爭奪市場份額，一些分析師預計該市場到本十年末將達到1000億美元。

Amgen的評論導致競爭對手的股票在周五下跌。Eli Lilly下跌2.6%，而Novo Nordisk在丹麥交易的股份下跌近5%。另一家減肥藥開發商Viking Therapeutics（VKTX.O）的股份，新標籤頁，盤前下跌6%。
Amgen的股份，作為道瓊斯藍籌指數（.DJI）的一部分，新標籤頁，在盤前交易中上漲14.1%，至317.65美元。
其股票以未來12個月盈利估計的13.9倍交易，相比之下，Novo Nordisk的前瞻性市盈率為34.2，Eli Lilly為48.49。