We came across a bullish thesis on Biogen Inc. to invest with Publit’s Sublack. In this article, we will summarize the thesis of Bulls on Biib. The action of Biogen Inc. was negotiated at $ 143.81 in September 18. BIIB monitoring and p / e were 13.86 and 9.04 respectively according to Yahoo Finance.
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BIOGEN (BIIB) is entering its profits from July 31 to quarter with the investor, the emphasis on the deployment of its Alzheimer LecaneMab drug and the sustainability of its multiple sclerosis franchise. Trading lower than its peers despite a net cash balance and a late stadium pipeline, Biib seems undervalued before a movement focused on the catalyst. The consensus provides for a turnover of 2.65 billion dollars (–3% in annual sliding) and a BPA of $ 3.20, with possible modest beats from premium prices on LecaneMab. Recent data from the real world has shown 25% of fewer hospitalizations, fueling optimism for expansion of the FDA label and stronger absorption. Meanwhile, TECFIDERA® and TYSABRI® income remained stable in Q2, compensating for more soft American performance with ex-American growth, although expirations on imminent patents remain a medium-term risk.
Beyond Alzheimer’s disease, the pipeline includes the therapies of SMA Parkinson and Synuclein, offering several plans until 2027. The force of the BIIB balance sheet – 10 billion dollars in cash against 6 billion dollars, gives its ample track for R&D, buyouts or future, with a persisting buy -in effort adding adding The plot. Technically, the action rebounded on $ 125 and is just below the 100 -day SMA ($ 129). The resistance is nearly $ 132 at $ 136, with RSI neutral at ~ 50 and MacD flat, positioning the stock for a decisive post-benefit swing.
The scenarios indicate an increase around $ 138 to $ 145 on a beat, or a drop from $ 118 to $ 122 if MS sales disappoint. With a starter input of around $ 128 at $ 130, investors can play in force greater than $ 132 or add setbacks, using tight stops to manage risks. The printing of the Biogen Q2 can provide the catalyst that unlocks its undervaluation, with a favorable Alzheimer’s momentum and resilient franchises biased a risk / reward in an attractive manner.
Previously, we have covered a Haussier thesis On Gilead Sciences, Inc. (Gild) by a disruptive analysis in February 2025, which highlighted the short -term winds of the law on the reduction of inflation, a strong dollar and hospitalizations linked to the lower cocvid, while noting the discipline of the company’s costs and the constructive perspective of 2026. The stock appreciated approximately 9.16% since our coverage. The thesis is still located while the power of the profits of Gilead remains resilient. Investing with the objective, shares a similar perspective but emphasizes the undervaluation of Biogen, the Alzheimer’s catalyst and the short-term negotiation configuration.
