NASDAQ$BIIB

Biogen Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Biogen reported strong financial results, driven by solid execution and positive momentum across new product launches. The company raised its full year 2024 financial guidance.

Biogen reported second quarter 2024 total revenue of $2.5 billion, GAAP diluted EPS of $4.00 and Non-GAAP diluted EPS of $5.28. The company is raising its full year 2024 financial guidance.

  • Total revenue was flat at actual currency and up 1% at constant currency year-over-year.
  • Core pharmaceutical revenue (product revenue + LEQEMBI) up 5% at actual currency and 6% at constant currency year-over-year.
  • GAAP and Non-GAAP operating income grew 34% and 43%, respectively, year-over-year (excluding PRV sale, GAAP and Non-GAAP operating income grew 18% and 30%, respectively).
  • LEQEMBI launch delivered accelerated sequential growth with second quarter global in-market sales of approximately $40 million, including U.S. in-market sales of approximately $30 million.

Headline financials

Total Revenue

$2.46B

Previous: $2.46B+0.4%
EPS

$4.00

Previous: $4.02-0.5%
GAAP Effective Tax Rate

16.5%

Previous: 16.2%+1.9%
GAAP R&D Expense

$514M

No prior period
GAAP SG&A Expense

$554M

No prior period
Capital Expenditures

-$79.4M

Previous: -$138M+42.3%
Free Cash Flow

$504M

Previous: $454M+11.1%
Net Income

$584M

Previous: $592M-1.4%
Operating Income

$937M

Previous: $818M+14.5%
Gross Profit

$1.92B

Previous: $1.86B+3.0%
Cash & Equivalents

$1.45B

Previous: $2.26B-35.9%
Total Assets

$26.8B

Previous: $25.2B+6.5%
R&D Expense

$514M

No prior period
Stock-Based Comp

$70.6M

Previous: $71.5M-1.3%

Revenue & EPS history

Biogen · Revenue · Quarterly

$2.46B

Q2 2024+0.4%vs Q2 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

Biogen is increasing its full year 2024 financial guidance.

Tailwinds

  • Non-GAAP EPS now expected to be between $15.75 and $16.25, representing EPS growth of approximately 9% at the mid-point versus full year 2023
  • Now expect total revenue to decline by a low-single digit percentage versus 2023 with core pharmaceutical revenue expected to be roughly flat versus 2023
  • Now expect operating income to grow at a mid- to high-teen percentage versus 2023 with expected mid-single digit percentage operating margin improvement
  • Expects to reinvest the proceeds from the sale of one of the Company's two priority review vouchers in growth initiatives in 2024.
  • Expects an improvement in the cost of sales as a percentage of total revenue for 2024 compared to 2023 driven by product mix and significantly lower idle capacity charges.

Headwinds

  • Total revenue is expected to decline by a low-single digit percentage versus 2023.
  • Further declines in multiple sclerosis product revenue are expected.
  • Financial guidance does not include any impact from potential acquisitions or large business development transactions or pending and future litigation.
  • Guidance does not include any impact of potential tax or healthcare reform.
  • Biogen may incur charges, realize gains or losses, or experience other events or circumstances in 2024 that could cause any of these assumptions to change and/or 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 2024

Historical avgQ2 2024

+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%

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