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北京时间·🕒 发布 18:27:00时区推断·⟳ 抓取 18:30:30·⚡ 决策 07-29 18:33:24 +2m54s·90.1 天前
Leqembi二季度全球销售达293亿日元,BioArctic确认1.79亿瑞典克朗特许权使用费
本次披露的Leqembi二季度销售293亿日元、BioArctic特许权使用费1.79亿瑞典克朗,环比一季度262亿日元和1.61亿瑞典克朗继续增长,方向偏正面。
📄 原文PR Newswire Biotechnology↗ 原文
Sales of Leqembi® totaled 29.3 billion yen in the second quarter 2026
STOCKHOLM, July 29, 2026 /PRNewswire/ -- BioArctic AB's (publ) (NASDAQ STOCKHOLM: BIOA B) partner Eisai today published…
不做 Biogen(BIIB.US)
同一Biogen二季度财报催化已在近72小时内多次处理;Leqembi销售增长对BIIB只是组合内正面分项,不能单独形成新的可交易预期差。
不做 Eisai(4523.JP)
Leqembi销售放量方向偏正面,但5月已给FY2026销售1435亿日元预期,且4523.JP本事件前已收涨6.66%,下一交易日追入edge不足。
不做 BioArctic(BIOA-B.SE)
BioArctic是最纯royalty标的,但工具未能归一并取得真实行情,且本系统主要执行市场不覆盖斯德哥尔摩股票;当前不输出不可回测交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- BioArctic此前已披露Eisai预计FY2026 Leqembi销售1435亿日元、对应约8.8亿瑞典克朗特许权使用费,构成本次Q2数字的预期基线。
- BioArctic披露Leqembi二季度全球销售293亿日元,对应BioArctic royalty 1.79亿瑞典克朗,同比增约10%,剔除中国一次性备货后同比约43%。
- Biogen二季度业绩会同日举行,Leqembi销售数据与其财报披露绑定,属于排期内财报信息的一部分。市场反应:BIIB.US盘前/最新价205.61美元,较前收+2.73%。
- 2026-07-29市场反应stock_quote非一手Eisai(4523.JP)当日收5110日元,较前收+6.66%,日本市场已收盘,下一交易日追入缺少干净未定价窗口。市场反应:4523.JP当日+6.66%,近20日+15.59%。
关键理由
- 本次披露的Leqembi二季度销售293亿日元、BioArctic特许权使用费1.79亿瑞典克朗,环比一季度262亿日元和1.61亿瑞典克朗继续增长,方向偏正面。
- 但BioArctic在5月已披露Eisai对FY2026 Leqembi销售1435亿日元、对应约8.8亿瑞典克朗特许权使用费的全年预期,本次单季293亿日元年化约1172亿日元,不能证明明显超预期。
- 对Biogen而言,Leqembi只是其增长产品组合的一部分;对Eisai而言,日股已在本事件前当日收涨6.66%,更像财报/管线预期集中反应而非本条销售快讯的干净入场窗口。
主要风险
- Leqembi商业化趋势仍在改善,若后续Biogen电话会或Eisai正式财报上调全年Leqembi指引,需由新信号重新评估。
- BioArctic本身是最纯 royalty 标的,但当前工具未能取得唯一可交易行情,且不在本系统主要可执行市场内。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 weakens
内部KB未命中Leqembi Q2销售相对一致预期的明确超预期证据。
检索:Leqembi Q2 2026 sales 29.3 billion yen BioArctic royalty 179 million SEK consensus - 做多前查反向 · 来源 kb_search · 影响 weakens
内部KB未命中能证明BioArctic本次royalty显著高于市场预期的研报或纪要。
检索:BioArctic Leqembi royalty revenue 2026 Q2 179 million SEK Leqembi sales expectations - 做多前查反向 · 来源 web · 日期 2026-05-15 · 影响 weakens
此前全年销售和royalty预期已公开,本次Q2年化节奏并未明显超过该基线。
检索:Eisai projects Leqembi revenue JPY 143.5 billion FY2026 BioArctic royalty SEK 880 million 原文 ↗
工具调用 · 历史记录,结果未知(4 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
- normalize_ticker · 结果未知
原文全文
展开原文 · 5,993 字
Sales of Leqembi® totaled 29.3 billion yen in the second quarter 2026
STOCKHOLM, July 29, 2026 /PRNewswire/ -- BioArctic AB's (publ) (NASDAQ STOCKHOLM: BIOA B) partner Eisai today published the preliminary global revenue for Leqembi for the second quarter 2026, in conjunction with their partner Biogen's second quarter report. In total, sales of JPY 29.3 billion were recorded in the period. This results in a royalty to BioArctic amounting to SEK 179 million, which is an increase of approximately 10 percent compared to the royalty recorded by BioArctic for the second quarter 2025.
The results in Q2 2025 included a one-time stockpiling effect in the Chinese market of around JPY 5.3 billion. Excluding the stockpiling effect, royalty revenues in Q2 2026 grew approximately 43 percent compared to the same quarter last year.
BioArctic's report for the second quarter of 2026 will be published on August 26, 2026, at 08:00 CEST.
This information is information that BioArctic AB (publ) is obliged to disclose pursuant to the EU Market Abuse Regulation. The information was released for public disclosure, through the agency of the contact person below, on July 29, 2026, at 12.00 pm CEST.
For further information, please contact:
Oskar Bosson, VP Communications and Investor Relations
E-mail: [email protected]
Telephone: +46 704 107 180
Jenny Ljunggren, External Communications and Investor Relations Manager
E-mail: [email protected]
Telephone: +46 76 013 86 08
About Leqembi® (lecanemab)
Leqembi is the result of a strategic research alliance between BioArctic and Eisai. It is a humanized immunoglobulin gamma 1 (IgG1) monoclonal antibody directed against aggregated soluble (protofibril) and insoluble forms of amyloid-beta (Aβ).
Leqembi is approved in 53 countries and is under regulatory review in 6 countries. Following the initial phase with treatment every two weeks for 18 months, intravenous (IV) maintenance dosing with treatment every four weeks is approved in 8 countries, including the United Kingdom, China, the US and Japan, and applications have been filed in 12 countries and regions. In the US, Leqembi Iqlik® is approved for subcutaneous dosing with an autoinjector as a starting dose and maintenance treatment of early Alzheimer's disease. In November 2025, a new drug application for subcutaneous formulation of Leqembi was submitted in Japan. In December 2025, Leqembi was included in the "Commercial Insurance Innovative Drug List", recently introduced by the National Healthcare Security Administration (NHSA) of China. In January 2026, the Biologics License Application for subcutaneous formulation of Leqembi was accepted in China and in February, the application was designated for priority review.
Since July 2020, Eisai's Phase 3 clinical study (AHEAD 3-45) with lecanemab in individuals with preclinical Alzheimer's disease meaning they are clinically normal and have intermediate or elevated levels of amyloid in their brains, is ongoing. The study was fully recruited in October 2024. AHEAD 3-45 is a four-year study conducted as a public-private partnership between Eisai, Biogen and the Alzheimer's Clinical Trial Consortium that provides the infrastructure for academic clinical trials in Alzheimer's disease and related dementias in the US, funded by the National Institute on Aging, part of the National Institutes of Health. Since January 2022, the Tau NexGen clinical study for Dominantly Inherited Alzheimer's disease (DIAD), that is conducted by Dominantly Inherited Alzheimer Network Trials Unit (DIAN-TU), led by Washington University School of Medicine in St. Louis, is ongoing and includes lecanemab as the backbone anti-amyloid therapy.
About the collaboration between BioArctic and Eisai
Since 2005, BioArctic has a long-term collaboration with Eisai regarding the development and commercialization of drugs for the treatment of Alzheimer's disease. The most important agreements are the Development and Commercialization agreement for the lecanemab antibody, which was signed 2007, and the Development and Commercialization agreement for the antibody lecanemab back-up for Alzheimer's disease, which was signed 2015. In 2014, Eisai and Biogen entered into a joint development and commercialization agreement for lecanemab. Eisai is responsible for the clinical development, application for market approval and commercialization of the products for Alzheimer's disease. BioArctic has the right to commercialize lecanemab in the Nordic region and is currently preparing for commercialization in the Nordics together with Eisai. BioArctic has no development costs for lecanemab in Alzheimer's disease and is entitled to payments in connection with sales milestones as well as royalties on global sales.
About BioArctic AB
BioArctic AB (publ) is a Swedish research-based biopharma company focusing on innovative treatments that can delay or stop the progression of neurodegenerative diseases. The company invented Leqembi® (lecanemab) – the world's first drug proven to slow the progression of the disease and reduce cognitive impairment in early Alzheimer's disease. Leqembi has been developed together with BioArctic's partner Eisai, who are responsible for regulatory interactions and commercialization globally. In addition to Leqembi, BioArctic has a broad research portfolio with antibodies against Parkinson's disease and ALS as well as additional projects against Alzheimer's disease. Several of the projects utilize the company's proprietary BrainTransporter™ technology, which has the potential to actively transport antibodies across the blood-brain barrier to enhance the efficacy of the treatment. BioArctic's B share (BIOA B) is listed on Nasdaq Stockholm Large Cap. For further information, please visit www.bioarctic.com.
This information was brought to you by Cision http://news.cision.com
The following files are available for download:
Sales of Leqembi® totaled 29.3 billion yen in the second quarter 2026 |
SOURCE BioArctic
STOCKHOLM, July 29, 2026 /PRNewswire/ -- BioArctic AB's (publ) (NASDAQ STOCKHOLM: BIOA B) partner Eisai today published the preliminary global revenue for Leqembi for the second quarter 2026, in conjunction with their partner Biogen's second quarter report. In total, sales of JPY 29.3 billion were recorded in the period. This results in a royalty to BioArctic amounting to SEK 179 million, which is an increase of approximately 10 percent compared to the royalty recorded by BioArctic for the second quarter 2025.
The results in Q2 2025 included a one-time stockpiling effect in the Chinese market of around JPY 5.3 billion. Excluding the stockpiling effect, royalty revenues in Q2 2026 grew approximately 43 percent compared to the same quarter last year.
BioArctic's report for the second quarter of 2026 will be published on August 26, 2026, at 08:00 CEST.
This information is information that BioArctic AB (publ) is obliged to disclose pursuant to the EU Market Abuse Regulation. The information was released for public disclosure, through the agency of the contact person below, on July 29, 2026, at 12.00 pm CEST.
For further information, please contact:
Oskar Bosson, VP Communications and Investor Relations
E-mail: [email protected]
Telephone: +46 704 107 180
Jenny Ljunggren, External Communications and Investor Relations Manager
E-mail: [email protected]
Telephone: +46 76 013 86 08
About Leqembi® (lecanemab)
Leqembi is the result of a strategic research alliance between BioArctic and Eisai. It is a humanized immunoglobulin gamma 1 (IgG1) monoclonal antibody directed against aggregated soluble (protofibril) and insoluble forms of amyloid-beta (Aβ).
Leqembi is approved in 53 countries and is under regulatory review in 6 countries. Following the initial phase with treatment every two weeks for 18 months, intravenous (IV) maintenance dosing with treatment every four weeks is approved in 8 countries, including the United Kingdom, China, the US and Japan, and applications have been filed in 12 countries and regions. In the US, Leqembi Iqlik® is approved for subcutaneous dosing with an autoinjector as a starting dose and maintenance treatment of early Alzheimer's disease. In November 2025, a new drug application for subcutaneous formulation of Leqembi was submitted in Japan. In December 2025, Leqembi was included in the "Commercial Insurance Innovative Drug List", recently introduced by the National Healthcare Security Administration (NHSA) of China. In January 2026, the Biologics License Application for subcutaneous formulation of Leqembi was accepted in China and in February, the application was designated for priority review.
Since July 2020, Eisai's Phase 3 clinical study (AHEAD 3-45) with lecanemab in individuals with preclinical Alzheimer's disease meaning they are clinically normal and have intermediate or elevated levels of amyloid in their brains, is ongoing. The study was fully recruited in October 2024. AHEAD 3-45 is a four-year study conducted as a public-private partnership between Eisai, Biogen and the Alzheimer's Clinical Trial Consortium that provides the infrastructure for academic clinical trials in Alzheimer's disease and related dementias in the US, funded by the National Institute on Aging, part of the National Institutes of Health. Since January 2022, the Tau NexGen clinical study for Dominantly Inherited Alzheimer's disease (DIAD), that is conducted by Dominantly Inherited Alzheimer Network Trials Unit (DIAN-TU), led by Washington University School of Medicine in St. Louis, is ongoing and includes lecanemab as the backbone anti-amyloid therapy.
About the collaboration between BioArctic and Eisai
Since 2005, BioArctic has a long-term collaboration with Eisai regarding the development and commercialization of drugs for the treatment of Alzheimer's disease. The most important agreements are the Development and Commercialization agreement for the lecanemab antibody, which was signed 2007, and the Development and Commercialization agreement for the antibody lecanemab back-up for Alzheimer's disease, which was signed 2015. In 2014, Eisai and Biogen entered into a joint development and commercialization agreement for lecanemab. Eisai is responsible for the clinical development, application for market approval and commercialization of the products for Alzheimer's disease. BioArctic has the right to commercialize lecanemab in the Nordic region and is currently preparing for commercialization in the Nordics together with Eisai. BioArctic has no development costs for lecanemab in Alzheimer's disease and is entitled to payments in connection with sales milestones as well as royalties on global sales.
About BioArctic AB
BioArctic AB (publ) is a Swedish research-based biopharma company focusing on innovative treatments that can delay or stop the progression of neurodegenerative diseases. The company invented Leqembi® (lecanemab) – the world's first drug proven to slow the progression of the disease and reduce cognitive impairment in early Alzheimer's disease. Leqembi has been developed together with BioArctic's partner Eisai, who are responsible for regulatory interactions and commercialization globally. In addition to Leqembi, BioArctic has a broad research portfolio with antibodies against Parkinson's disease and ALS as well as additional projects against Alzheimer's disease. Several of the projects utilize the company's proprietary BrainTransporter™ technology, which has the potential to actively transport antibodies across the blood-brain barrier to enhance the efficacy of the treatment. BioArctic's B share (BIOA B) is listed on Nasdaq Stockholm Large Cap. For further information, please visit www.bioarctic.com.
This information was brought to you by Cision http://news.cision.com
The following files are available for download:
Sales of Leqembi® totaled 29.3 billion yen in the second quarter 2026 |
SOURCE BioArctic
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