Mar 31, 2023

Biogen Q1 2023 Earnings Report

Biogen reported first quarter results and reaffirmed full year guidance.

Key Takeaways

Biogen's first quarter 2023 revenue reached $2,463 million, with a GAAP diluted EPS of $2.67 and a Non-GAAP diluted EPS of $3.40. The company is focused on potential launches in Alzheimer’s disease and ALS, while also prioritizing R&D and optimizing its operating model.

Continued progress on three potential launches in 2023.

LEQEMBI FDA Accelerated Approval received; traditional approval filing submitted.

Zuranolone New Drug Application accepted in the U.S. with Priority Review.

Advisory Committee agreed on potential clinical benefit of tofersen for SOD1-ALS.

Total Revenue
$2.46B
Previous year: $2.53B
-2.7%
EPS
$3.4
Previous year: $3.62
-6.1%
Effective Tax Rate
12%
Previous year: 36.2%
-66.9%
Gross Profit
$1.8B
Previous year: $1.78B
+1.3%
Cash and Equivalents
$2.9B
Previous year: $3.75B
-22.7%
Free Cash Flow
$389M
Previous year: $104M
+273.8%
Total Assets
$24.6B
Previous year: $23.6B
+4.2%

Biogen

Biogen

Biogen Revenue by Segment

Biogen Revenue by Geographic Location

Forward Guidance

Biogen reaffirms its full year 2023 guidance, expecting a mid-single digit percentage decline in total revenue versus 2022 and Non-GAAP diluted EPS between $15.00 and $16.00.

Positive Outlook

  • Guidance assumes foreign exchange rates as of March 31, 2023, will remain in effect for the remainder of the year, net of hedging activities.
  • Reaffirms full year 2023 revenue guidance.
  • Reaffirms full year 2023 Non-GAAP diluted EPS guidance.
  • Focus on execution of three potential launches in 2023.
  • Diligent in prioritizing R&D pipeline.

Challenges Ahead

  • Guidance does not include any impact from potential acquisitions or large business development transactions or pending and future litigation, as all are hard to predict.
  • Guidance does not include any impact of potential tax or healthcare reform.
  • Potential acquisitions or large business development transactions could cause actual results to vary from this financial guidance.
  • Pending and future litigation could cause actual results to vary from this financial guidance.
  • Potential tax or healthcare reform could cause actual results to vary from this financial guidance.

Revenue & Expenses

Visualization of income flow from segment revenue to net income