Biogen Inc.

BIIBleader

Biogen is a pioneer in neuroscience therapeutics, leading in multiple sclerosis treatments and advancing Alzheimer's disease therapy with Leqembi alongside a profitable biosimilars business.

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产品与营收

产品营收占比

营收构成 ($9.8B)

静态数据（加载实时财务…）

Multiple Sclerosis (38%)

Biosimilars (28%)

Rare Disease (18%)

Alzheimer's & Other (16%)

业务板块构成与主要客户

产品详情

Leqembi (lecanemab)15%

Anti-amyloid antibody for early Alzheimer's disease (co-developed with Eisai)

Multiple Sclerosis Portfolio40%

Tecfidera, Vumerity, Tysabri, and Avonex for MS

Rare Disease (SMA)15%

Spinraza (nusinersen) for spinal muscular atrophy

Biosimilars30%

Biosimilar versions of TNF inhibitors and oncology drugs

供应链关系

竞争对手

Regeneron Pharmaceuticals

Neuroscience pipeline

影响: Low — limited direct overlap

Eli Lilly and Company

Alzheimer's disease treatments

影响: High — Lilly's donanemab vs Leqembi

Viatris Inc.

Biosimilar market

影响: Medium — both in biosimilars

宏观与市场背景

제약 / 바이오行业新闻

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

近期催化剂

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

AI 分析

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企业信息

总部

Cambridge, Massachusetts, USA

成立时间

1978

员工人数

7,500+

官网

biogen.com

行业概况 — 제약 / 바이오

行业新闻