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Biogen-2026-JPM.pdf

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1、DELIVERING THE NEW BIOGEN:DELIVERING THE NEW BIOGEN:THE NEXT CHAPTER OF THE NEXT CHAPTER OF INNOVATION AND GROWTHINNOVATION AND GROWTHJanuary 12,2026 CHRISTOPHER A.VIEHBACHERCHRISTOPHER A.VIEHBACHERPRESIDENT AND CHIEF EXECUTIVE OFFICERThis presentation and discussions during this webcast contain for

2、ward-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 presentations;regulatory discussions,submissions,f

3、ilings,and approvals;the potential benefits,safety,and efficacy of our and our collaboration partners products and investigational therapies;the anticipated benefits and potential of investments or acquisitions;optimization of our cost structure including our Fit for Growth program;the goal of creat

4、ing long-term sustainable growth;the impact from potential tariffs;productivity of our R&D pipeline,collaborations,and business development activities;our future financial and operating results;and our full year 2025 financial guidance.These forward-looking statements may be accompanied by such word

5、s as“aim,”“anticipate,”“assume,”“believe,”“contemplate,”“continue,”“could,”“estimate,”“expect,”“forecast,”“goal,”“guidance,”“hope,”“intend,”“may,”“objective,”“outlook,”“plan,”“possible,”“potential,”“predict,”“project,”“prospect,”“should,”“target,”“will,”“would,”and other words and terms of similar m

6、eaning.Drug development and commercialization involve a high degree of risk,and only a small number of research and development programs result in commercialization of a product.Results in early-stage clinical trials may not be indicative of full results or results from later stage or larger scale c

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1. **战略转型与成本优化**:Biogen通过"Fit for Growth"计划实现10亿美元毛利/8亿美元净利节省,裁员15%,降低研发支出26%。 2. **产品管线进展**:10项III期临床项目,含5款潜在新药;2025年前三季度新产品收入(如LEQEMBI、SKYCLARYS等)增长约200%,抵消多发性硬化症(MS)收入下滑。 3. **2026年关键节点**:LEQEMBI皮下注射剂型或获FDA批准(Q2-Q3);litifilimab两项SLE III期数据年底读出;启动Felzartamab和Salanersen III期研究。 4. **长期增长驱动**:聚焦免疫学、神经学及罕见病领域,平衡高风险/高回报资产,计划2026-2030年多轮注册数据读出。
**Biogen新战略?** **2026增长计划?** **研发管线亮点?**
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