BIIB

18 atoms · 跨 1 天 · 首见 2026-04-22 · 最近 2026-04-22

三色: 🟦 fact 3 · 🟥 take 15 · stance ▲14/▼1/◆0

来源: X 18

时态: fresh:16 · stale:2

标签: 好数字:12 · 好观点:4 · 好思考:2

预测 (forecast) (13)

• 2026-04-22 · BIIB080 tau数据预期
  We see upside on BIIB080 tau data this summer
  tags: 好思考 · → daily
  value: date=this summer
• 2026-04-22 · CLE数据预期
  further upside because of data in cutaneous lupus erythematosus (CLE) in mid-2027
  tags: 好思考 · → daily
  value: date=mid-2027
• 2026-04-22 · 管线催化剂预期
  increasing conviction on a slew of pipeline catalysts coming over the next 12-15 months which we think should move the stock higher going into 2027
  tags: 好观点 · → daily
  value: date=next 12-15 months
• 2026-04-22 · BIIB080 upside skew幅度
  there is upside skew here of 10-25%
  tags: 好数字 · → daily
  value: qty=10-25% · date=na
• 2026-04-22 · BIIB080 downside幅度
  versus downside of maybe 5-10%
  tags: 好数字 · → daily
  value: qty=5-10% · date=na
• 2026-04-22 · litifilimab临床三期数据预期
  A real upside catalyst in Q4 is Phase III litifilimab data in systemic lupus erythematosus (SLE)
  tags: 好观点 · → daily
  value: date=Q4
• 2026-04-22 · litifilimab成功概率
  We are at 65% probability of success
  tags: 好数字 · → daily
  value: qty=65% · date=na
• 2026-04-22 · litifilimab SLE峰值销售预期
  north of $1B+ in peak sales in SLE alone
  tags: 好数字 · → daily
  value: qty=$1B+ · date=peak
• 2026-04-22 · litifilimab数据驱动股价上行幅度
  think BIIB could be up 20%+ on positive data in Q4
  tags: 好数字 · → daily
  value: qty=20%+ · date=Q4
• 2026-04-22 · CLE市场机会
  CLE is wide open with no approved therapies and worth an additional $1B+ in sales
  tags: 好数字 · → daily
  value: qty=$1B+ · date=peak
• 2026-04-22 · felzartamab AMR临床数据预期
  Phase III AMR data for felzartamab in antibody-mediated rejection (AMR) for post-kidney transplant is coming in H1 2027 as well
  tags: 好观点 · → daily
  value: date=H1 2027
• 2026-04-22 · felzartamab AMR市场机会
  We think this is a $1B orphan rare indication
  tags: 好数字 · → daily
  value: qty=$1B · date=peak
• 2026-04-22 · felzartamab成功概率
  has a good probability of success of 55-60% based on positive Phase I data
  tags: 好数字 · → daily
  value: qty=55-60% · date=na

立场 (position) (2)

事实 (fact) (3)

• 2026-04-22 · tau研究统计分析功率
  our analysis suggests it may not be statistically significant as management downsized the study from 735 to 406 patients so 80% power comes down to 55%
  tags: 好数字 · → daily
  value: qty=55% · date=na
• 2026-04-22 · PET tau降低幅度
  positive trends are likely given the 40% PET tau reduction
  tags: 好数字 · → daily
  value: qty=40% · date=na
• 2026-04-22 · felzartamab一期AMR缓解率
  the company showed 82% resolution of AMR on biopsy versus 20% on placebo
  tags: 好数字 · → daily
  value: qty=82% · date=na

时间轴 (近 20)

• 2026-04-22 · position · 评级上调至买入 · → daily
• 2026-04-22 · position · 目标价上调至225美元 · → daily
• 2026-04-22 · forecast · 管线催化剂预期 · → daily
• 2026-04-22 · forecast · BIIB080 tau数据预期 · → daily
• 2026-04-22 · fact · tau研究统计分析功率 · → daily
• 2026-04-22 · fact · PET tau降低幅度 · → daily
• 2026-04-22 · forecast · BIIB080 upside skew幅度 · → daily
• 2026-04-22 · forecast · BIIB080 downside幅度 · → daily
• 2026-04-22 · forecast · litifilimab临床三期数据预期 · → daily
• 2026-04-22 · forecast · litifilimab成功概率 · → daily
• 2026-04-22 · forecast · litifilimab SLE峰值销售预期 · → daily
• 2026-04-22 · forecast · litifilimab数据驱动股价上行幅度 · → daily
• 2026-04-22 · forecast · CLE数据预期 · → daily
• 2026-04-22 · forecast · CLE市场机会 · → daily
• 2026-04-22 · forecast · felzartamab AMR临床数据预期 · → daily
• 2026-04-22 · forecast · felzartamab AMR市场机会 · → daily
• 2026-04-22 · forecast · felzartamab成功概率 · → daily
• 2026-04-22 · fact · felzartamab一期AMR缓解率 · → daily

← 实体目录 · 系统日志