Is Biogen a Beat-Up Bargain? And Is Bristol-Myers' Mega-Merger on the Rocks?

百健(Biogen)是不是一名超级霸主?布里斯托尔-迈尔斯的“巨无霸”在落基山脉上是不是?

2019-03-29 04:34:00 Motley Fool

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Biogen's bid to reshape Alzheimer's disease treatment was delivered a big blow last week when it decided to bail on its once-promising Alzheimer's drug aducanumab. The news shocked investors because Biogen was so encouraged by early-stage results that it skipped right over midstage studies to a pivotal phase 3 trial. Aducanumab's failure raises big questions about Biogen's future, particularly since sales for its multiple sclerosis drugs are slipping and its treatment for spinal muscular atrophy , Spinraza, could face stiff competition soon. Is Biogen a buy or are investors better off focusing on other stocks? In this episode of The Motley Fool's Industry Focus: Healthcare, host Shannon Jones is joined by Motley Fool healthcare contributor Todd Campbell to discuss Biogen's disappointment and its impact on investors. Jones and Campbell also explain why Thermo Fisher (NYSE: TMO) is spending $1.7 billion in cash to acquire privately owned Brammer Bio, a manufacturer of viral vector gene therapies for drugmakers, and if Bristol-Myers Squibb's (NYSE: BMY) plan to merge with Celgene (NASDAQ: CELG) is on shaky ground because of angry investors. A full transcript follows the video.
百健(Biogen)公司重组阿尔茨海默氏症治疗的计划上周受到了重大打击,当时该公司决定为曾经有希望的阿尔茨海默氏症药物阿杜鲁马提供援助。这一消息震惊了投资者,因为百健(Biogen)受到了早期结果的鼓舞,以至于在中期研究中跳到了关键的第三阶段试验。Aducanumab 的失败给百健(Biogen)的未来带来了很大的疑问,特别是因为其多发性硬化症药物的销售下滑,其治疗脊髓性肌肉萎缩的药物 Spiraza 可能很快面临激烈的竞争。百健(Biogen)是买入还是投资者更好地关注其他股票? 在这集《 Motley Fool's Industry Focus : Healthcare 》中,主持人 Shannon Jones 与 Motley Fool Healthcare 贡献者 Todd Campbell 一起讨论百健(Biogen)的失望及其对投资者的影响。琼斯和坎贝尔还解释了为什么 Thermo Fisher ( NYSE : TMO )花费17亿美元现金收购私营企业 Brammer Bio ,一家为制药商提供病毒载体基因疗法的制造商,如果 Bristol-Myers Squibb's ( NYSE : BMY )计划与新基(Celgene)( NASDAQ : CELG )合并,因为愤怒的投资者。 一份完整的成绩单跟在视频后面.

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