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My colleague Damian Garde set up the start of big-cap biotech earnings season with a nifty Game of Thrones reference. There are six big-cap biotechs and seven great houses of Westeros. Just sayin’ …

Three key story lines for Tuesday morning’s Biogen earnings report:


1) How stable are Tecfidera sales following a period of slowing growth? The consensus U.S. sales forecast for Biogen’s key multiple sclerosis drug is $818 million, a 5 percent increase year over year, or essentially flat when price increase is factored in. A related question: How is the commercial launch of Roche’s MS drug Ocrevus impacting Biogen’s multiple sclerosis business?

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