渤健二季度业绩超预期但同一财报催化已在近72小时内多次处理

Biogen press release (BIIB): Q2 Non-GAAP EPS of $3.60 beats by $1.57 . Revenue of $2.7B (+3.8% Y/Y) beats by $240M . SPINRAZA revenue of $402 million, up 2% year-over-year. VUMERITY second quarter revenue of $197 million, down 7% year-over-year, primarily impacted by inventory dynamics; first half growth of 7% year-over-year. Full Year 2026 Financial Guidance Biogen is updating its full year 2026 financial guidance to reflect a strengthening in underlying business performance outlook with reported guidance adjusted for the impact from completed and expected transactions and milestones. Full year 2026 Non-GAAP diluted EPS range is expected as follows: FY 2026 Non-GAAP Diluted EPS Guidance February 2026 April 2026 July 2026 Change Underlying guidance $15.25 to $16.25 $15.25 to $16.25 $15.85 to $16.85 vs. $11.82 consensus +$0.60 Approximate impact from acquired IPR&D and milestone charges -- ($1.00) ~($3.00) ~($2.00) Expected dilution from the Apellis acquisition -- -- ~($0.85) ~($0.85) Reported Guidance $15.25 to $16.25 $14.25 to $15.25 $12.00 to $13.00 Click to enlarge Click to enlarge Full year total revenue is now expected to increase by a mid-single digit percentage for 2026 as compared to 2025 driven by continued revenue growth from our Growth Portfolio. Biogen expects combined Non-GAAP R&D expense and Non-GAAP SG&A expense to be between $2.65 billion and $2.70 billion for the second half of 2026.