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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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Products & Revenue

Product Revenue Share

Revenue Breakdown ($9.8B)

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Multiple Sclerosis (38%)
Biosimilars (28%)
Rare Disease (18%)
Alzheimer's & Other (16%)

Segment Breakdown & Key Customers

Product Details

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

Macro & Market Context

제약 / 바이오Sector News

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%

Upcoming Catalysts

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

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AI Analysis

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Company Info

Headquarters

Cambridge, Massachusetts, USA

Founded

1978

Employees

7,500+

Website

biogen.com

Sector Overview제약 / 바이오

Sector News

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%

Key Themes

  • Mounjaro/Wegovy — 비만·당뇨 넘어 심혈관·신장·NASH 적응증 확대
  • Moderna mRNA-4157 암백신 — 흑색종 49% 재발 감소 (NEJM)
  • REGN dupilumab 다적응증 확대 → 10조+ 매출 가시성

Upcoming Catalysts

  • LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
  • MRNA 암백신 FDA BLA 제출 예정