| BIIB 勃健公司 | | 03 | | --- | --- | --- | | 169.310 ↓ -8.990 -5.04% | | 收盘价 01/14 16:00 美东 | | 171.450 + 2.140 +1.26% | | 盘前价 01/15 04:30 美东 | | 二 24 4 4 8 8 8 8 0 | | ● 快捷交易 | | 最高价 178.410 | 开盘价 177.730 成交量 363.59万 | | | 最低价 165.580 | 昨收价 178.300 | 成交额 6.16亿 | | 平均价 169.491 | 市福率 15.43 | 总市值 248.38亿 … | | 振 幅 7.20% 市盈率(静) 15.14 | | 总股本 1.47亿 | | 换手率 2.49% 市净率 1.364 | | 流通值 247.64亿 | | 52周最高 190.200 委 比 78.57% | | 流通股 1.46亿 | | 52周最低 110.035 量 比 2.26 | | 色 手 1股 | | 历史最高 480.180 股息TTM -- | | | | F 2 6 2 6 2 ...

高盛在与百健(BIIB.US)管理层会面后，给予其"买入"评级，目标价225美元。高盛表示，百健管理层强 调了公司文化向专注于研发和费用控制的转变，这是其战略的一部分，旨在抵消多发性硬化症业务的下 滑并推动增长。 关键杠杆包括：(1)Leqembi，其皮下诱导疗法有望在2028年上半年获批，这可能会削弱礼来 (LLY.US)Kisunla在给药频率方面的竞争优势，因为市场正转向更早期的治疗(2028年开展阿尔茨海默病 的III期临床前研究)以及将血液诊断作为分诊工具并最终用于确诊;(2)研发管线，特别是靶向tau的药物 BllB080(将于2026年年中公布II期数据，以展示其对认知功能的影响)、百健在多种机制的红斑狼疮治疗 中具有有利地位(该公司接下来将关注litifilimab在系统性红斑狼疮中的III期数据，该数据将于下半年公 布)，以及CD38单抗felzartamab，管理层认为这是一个被低估的机遇，其III期数据将于2027年开始公 布。管理层还提到了用于治疗脊髓性肌萎缩症的III期药物salanersen，这是一种新一代Spinraza，对基因 治疗后患者有效，并可每年给药一次。 总而言之，高盛 ...

1月的旧金山，依旧是全球医疗产业最密集的一周。 2026 年1 月12-15 日， 2026 JPM健康大会 拉开帷幕，8000 余名来自医疗、资本与技术领域的决策者再次聚集在同一座城市。这里并不发布新品，也很少给出结 论，但每一轮发言、每一次问答，都会被反复拆解——因为它们往往预示着未来几年资金、资源与技术将流向哪里。 并购、AI、组织重构与增长再平衡，几乎贯穿了今年 JPM 的全部讨论。市场关心的，已不再只是"下一个大交易什么时候出现"，而是 这些巨头是否真的准备好进 入下一阶段 。 在这样的背景下， 美敦力、 波士顿科学、史赛克、 强生、 直觉医疗、 爱尔康 等大型医疗器械公司的CEO 或核心高管相继走上台前，对外界最关切的问题作出回 应：各自所处的位置是什么，正在推进哪些关键产品与技术节点，以及未来一到两年，公司真正打算怎么走。 思宇基于 JPM26 期间公开披露的信息与管理层发言内容，整理了几家大型医疗器械公司的核心表述。我们试图从这些回答本身出发，还原这场大会中更具参考价值 的信号—— 他们正在做什么、准备做什么 。 # 美敦力 在 JPM26 主会场上， 美敦力 Medtronic 的表态，明显 ...

在阿尔茨海默病新药市场竞争白热化之际，百健公司(BIIB.US)首席执行官克里斯.维巴赫近日表示，其 与卫材合作开发的Leqembi家用注射剂型将成为公司对抗竞争对手礼来(LLY.US)同类疗法的"关键优 势"。 尽管礼来的Kisunla比Leqembi晚上市逾一年，但已快速抢占市场，目前两家公司在新患者市场份额上已 近乎平分秋色。为巩固领先地位，百健与卫材共同开发了更便于患者自行使用的家用皮下注射剂型。去 年，美国监管部门已批准患者在完成前18个月医疗机构输液治疗后，可自行续用该剂型。 更大的市场机遇可能于今年年中到来——两家公司预计将获得美国批准，允许患者从一开始就在家中使 用Leqembi。维巴赫在旧金山举行的摩根大通医疗健康大会上表示，这"很可能成为未来最重要的增长驱 动力"。相比之下，礼来的药物目前尚未提供家用给药选择。 "我们认为，与输液相比，皮下注射将更受患者青睐，"维巴赫在谈及家用注射剂时表示。 温和增长 百健的投资者正密切关注Leqembi的市场推广情况。该药于2023年初获批，其增长势头一直较为温和， 部分原因是医疗系统存在瓶颈，包括阿尔茨海默病患者需与癌症患者竞争输液床位。允许患者在家中 ...

NEW YORK (AP) — Losses for several banks and Big Tech stocks pulled indexes lower on Wednesday, even though the majority of stocks on Wall Street rose. The S&P 500 slipped 0.5% for its second straight loss after setting its all-time high. The Dow Jones Industrial Average dipped 42 points, or 0.1%, and the Nasdaq composite lost 1%. Wells Fargo helped pull the market lower after falling 4.6%. The San Francisco-based bank reported weaker profit and revenue for the latest quarter than expected, with analyst ...

Within that pipeline, Biogen has five experimental drugs in late-stage testing that it classifies as programs with “significant commercial potential.” The list includes two potential lupus therapies, named litifilimab and dapirolizumab pegol, as well as an immune system-regulating antibody that the company got ahold of through a $1.2 billion acquisition . That antibody, “felzartamab,” is being evaluated against several kidney illnesses.The executive team “has been out meeting with investors and analysts on ...

Biogen logo Key Points Biogen's recent launches in Alzheimer’s, Friedreich’s ataxia, postpartum depression and ALS are now offsetting MS decline, with those growth drivers up 53% and contributing about $1.9 billion. Management completed a structural cost reset—about $1 billion in gross and $800 million net savings with ~15% headcount reduction and 26% lower R&D—while tightening portfolio discipline and reporting 10 Phase III programs and five potential new products. CEO Chris Viehbacher called 2026 ...

Core Insights - Biogen is undergoing a significant transformation as it faces declining revenues from its multiple sclerosis (MS) portfolio, which has been described as a "melting iceberg" [2] - The company has achieved $1 billion in gross cost savings and $800 million in net savings, focusing on redesigning its organizational structure to adapt to new market conditions [3] Company Strategy - The company is shifting its focus from MS to new therapeutic areas, including Alzheimer's and postpartum depression, indicating a strategic pivot to diversify its product offerings [3] - Managing the cost base is a critical component of the company's strategy to navigate the end of intellectual property lives for its existing products [2]

Biogen (NasdaqGS:BIIB) FY Conference January 12, 2026 04:30 PM ET Company ParticipantsChris Schott - Managing DirectorChris Viehbacher - CEOChris SchottGood afternoon, everybody. I'm Chris Schott from JPMorgan, and it's my pleasure to be introducing Biogen today. We have the company's CEO, Chris Viehbacher, who's going to talk about the progress the company's made across its portfolio. So, Chris, happy New Year. Looking forward to the presentation, and we'll jump to a Q&A session once Chris is done.Chris Vi ...

January 12, 2026 DELIVERING THE NEW BIOGEN: THE NEXT CHAPTER OF INNOVATION AND GROWTH CHRISTOPHER A. VIEHBACHER PRESIDENT AND CHIEF EXECUTIVE OFFICER FORWARD-LOOKING STATEMENTS This presentation and discussions during this webcast contain forward-looking statements, relating to: our strategy and plans; potential of, and expectations for, our commercial business and pipeline programs; capital allocation and investment strategy; clinical development programs, clinical trials, and data readouts and presentatio ...