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Biogen Q2 Preview: Can It Change The Narrative After Q1 Strength Was Overshadowed?

 
• By Joseph Haas

Despite 11% sales growth during the first quarter, Biogen faces pessimism about continuing to pursue the amyloid hypothesis in Alzheimer’s and competitive threats to Spinraza and Tecfidera. ALS and biosimilars may offer upside.

Business report

When Biogen Inc. reports its second quarter earnings on 23 July, investors will be listening for updates on multiple areas of concern, including the big biotech’s plans to continue developing elenbecestat in Alzheimer’s disease after yet another BACE inhibitor failure. The company also will report its first quarter of sales for Spinraza in spinal muscular atrophy (SMA) following the launch of Novartis AG’s competing gene therapy Zolgensma.

Mylan NV’s patent challenge to Biogen’s top-seller, multiple sclerosis (MS) drug Tecfidera (dimethyl fumarate) also will be a topic of note for investors. (Also see "Q4 Earnings Preview:...

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• By Vibha Ravi

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GlycoEra’s Series B Cash Will Fund Efforts To Take On FcRn Inhibitor Class

 
• By Joseph Haas

GlycoEra unveiled a $130m series B financing, saying the proceeds would enable it to take its first clinical candidate through proof-of-concept in autoimmune diseases.

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Gilead Ready To Go After Hepatitis D Again

 
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