NASDAQ$BIIB

Biogen Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported strong financial results and completed the BLA submission for aducanumab.

Biogen reported Q2 2020 revenues of $3.7 billion, a 2% increase compared to Q2 2019. GAAP diluted EPS increased 22% to $9.59, while Non-GAAP diluted EPS increased 12% to $10.26. The company completed the submission of the BLA for aducanumab in Alzheimer's disease in the U.S.

  • Total revenues were $3,682 million, a 2% increase versus the second quarter of 2019.
  • GAAP net income and diluted earnings per share (EPS) attributable to Biogen Inc. were $1,542 million and $9.59, respectively.
  • Non-GAAP net income and diluted EPS attributable to Biogen Inc. were $1,651 million and $10.26, respectively.
  • Biogen completed the submission of a BLA to the FDA for aducanumab as a treatment for Alzheimer’s disease.

Headline financials

Total Revenue

$3.68B

Previous: $3.62B+1.8%
EPS (adj)

$10.26

Previous: $9.15+12.1%
GAAP Effective Tax Rate

22.0%

Previous: 14.0%+57.1%
GAAP R&D Expense

$648M

Previous: $485M+33.6%
GAAP SG&A Expense

$555M

Previous: $588M-5.6%
Capital Expenditures

-$255M

Previous: -$314M+18.9%
Free Cash Flow

$1.29B

Previous: $1.18B+9.1%
Net Income

$1.54B

Previous: $1.49B+3.2%
Operating Income

$1.97B

Previous: $1.96B+1.0%
Gross Profit

$3.27B

Previous: $3.14B+4.1%
Cash & Equivalents

$1.87B

Previous: $1.72B+8.5%
Total Assets

$25.5B

Previous: $26.3B-3.0%
Stock-Based Comp

$48.1M

Previous: $52.3M-8.0%

Revenue & EPS history

Biogen · Revenue · Quarterly

$3.68B

Q2 2020+1.8%vs Q2 2019
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Forward guidance

Biogen provided an update to its full year 2020 financial guidance.

Tailwinds

  • Revenue is expected to be approximately $13.8 billion to $14.2 billion.
  • GAAP and Non-GAAP R&D expense is expected to be approximately 16% to 17% of total revenues.
  • GAAP and Non-GAAP SG&A expense is expected to be approximately 17.5% to 18.5% of total revenues.
  • GAAP tax rate is expected to be approximately 18.5% to 19.5%.
  • Non-GAAP tax rate is expected to be approximately 18% to 19%.

Headwinds

  • GAAP diluted EPS is expected to be between $32.00 and $34.00.
  • Non-GAAP diluted EPS is expected to be between $34.00 and $36.00.
  • This financial guidance does not include any operational impact from the potential entry of generic versions of TECFIDERA in the U.S. in 2020.
  • This financial guidance does not include any impact from potential acquisitions or large business development transactions, as both are hard to predict.
  • Biogen may incur charges, realize gains or losses, or experience other events or circumstances in 2020 that could cause actual results to vary from this financial guidance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

+0.3%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.9%

Avg return

30 days after

48%

34 / 71 earnings

Positive

+24.7%

Q3 2019

Best reaction

-19.6%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%+2.1%+6.9%
Q4 2025+8.5%+3.2%-0.3%
Q3 2025+0.9%+1.0%+23.2%
Q1 2025-0.1%-3.5%+7.2%
Q4 2024-4.3%-1.5%+0.0%
Q3 2024-5.2%-5.4%-12.4%
Q2 2024-3.5%-6.1%-4.0%
Q1 2024+4.8%+11.6%+12.7%
Q4 2023-9.8%-10.5%-10.3%
Q3 2023-8.5%-9.4%-2.6%
Q2 2023-4.2%-4.2%-5.3%
Q1 2023-1.7%+3.8%+1.4%
Q4 2022-6.1%-3.7%-9.0%
Q3 2022+2.1%+3.5%+10.5%
Q2 2022-2.8%-5.8%-2.8%
Q1 2022+1.3%-6.6%-4.2%
Q4 2021-1.5%-1.1%-6.9%
Q3 2021+0.8%+0.7%-4.1%
Q2 2021+0.8%+3.4%+5.8%
Q1 2021-2.7%-0.9%+4.9%
Q4 2020-3.7%-3.2%-2.5%
Q3 2020-0.1%-3.9%-8.6%
Q2 2020-0.6%+2.1%-1.1%
Q1 2020-11.2%-7.8%-7.4%
Q4 2019-4.8%+0.3%+9.2%
Q3 2019+24.7%+28.9%+29.1%
Q2 2019+3.8%+2.5%-0.2%
Q1 2019-0.1%-0.4%-1.4%
Q4 2018-0.7%+0.3%-0.6%
Q3 2018-4.3%-4.9%+0.0%
Q2 2018+7.2%-5.0%-4.5%
Q1 2018+3.9%+6.7%+9.7%
Q4 2017+6.2%+1.8%-15.5%
Q3 2017-4.2%-6.3%-5.7%
Q2 2017+3.8%+1.0%+0.3%
Q1 2017+1.1%-2.0%-8.6%
Q4 2016+1.8%+1.5%+4.4%
Q3 2016+1.7%-2.0%+6.7%
Q2 2016+9.7%+9.4%+20.7%
Q1 2016+6.3%
Q4 2015+2.3%
Q3 2015+4.1%
Q2 2015-19.6%
Q1 2015-9.5%
Q4 2014+10.8%
Q3 2014-3.3%
Q2 2014+10.9%
Q1 2014-3.7%
Q4 2013+4.1%
Q3 2013+0.8%
Q2 2013-1.5%
Q1 2013+3.6%
Q4 2012+5.3%
Q3 2012-2.2%
Q2 2012+3.0%
Q1 2012+2.4%
Q4 2011+0.7%
Q3 2011-1.2%
Q2 2011-2.1%
Q1 2011+1.5%
Q4 2010-0.5%
Q3 2010+4.3%
Q2 2010+3.4%
Q1 2009-3.8%
Q1 2010-0.3%
Q4 2007+2.9%
Q3 2009-1.7%
Q3 2008-1.7%
Q4 2008-0.4%
Q2 2009-0.4%
Q2 2008-0.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro