Sell Biogen (BIIB) stock to fund a goal
Calculator · free · no signup · BIIBNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Biogen (BIIB) shares and net a target amount by a target date, across tax years.
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Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,654 | $111,723 | $111,788 | $118,699 |
| Wealth @ target | $718,258 | $716,076 | $713,344 | $710,913 |
| Chance of shortfall | <0.1% | 0% | 1.7% | 3.3% |
Feasible
$400,027 net by 08/01/27
Total tax: $109,654 (federal $58,856, state $36,063, NIIT $14,736)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/26/26 | 4,088 | $351,349 | $360,067 | |
| 03/31/27 | 4 | $359 | $360,430 | |
| 04/30/27 | 32 | $2,891 | $363,340 | |
| 05/31/27 | 100 | $9,088 | $372,468 | |
| 06/30/27 | 100 | $9,141 | $381,631 | |
| 07/31/27 | 100 | $9,196 | $390,828 | |
| 08/01/27 | 100 | $9,199 | $400,027 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,476 shares worth $410,758 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About Biogen
Biogen (BIIB) is a public Pharma/Biotech company, incorporated in Delaware and headquartered in Cambridge, MA.
Last close: $225.88 per share (as of 2026-10-01).
Equity grants at Biogen typically include restricted stock units (RSUs).
Biogen Inc. is an American multinational biotechnology company based in Cambridge, Massachusetts, United States specializing in the treatment of neurological diseases. The company's primary products are dimethyl fumarate (Tecfidera), diroximel fumarate (Vumerity), interferon beta-1a (AVONEX), peginterferon beta-1a (Plegridy), and natalizumab (Tysabri), all for the treatment of multiple sclerosis ; nusinersen (Spinraza) for the treatment of spinal muscular atrophy ; omaveloxolone (Skyclarys) for the treatment of Friedreich's ataxia ; tofersen (Qalsody) for the treatment of ALS; and dimethyl fumarate (Fumaderm) for the treatment of severe plaque psoriasis. The company also produces 5 biosimilars and has collaborations with Genentech for several drugs.
Source: Wikipedia (CC BY-SA 4.0)
Walter Gilbert and Phillip Sharp, both later Nobel Prize winners, co-founded Biogen in 1978 with Kenneth Murray, Heinz Schaller, and Charles Weissmann, one of the first companies built around recombinant DNA research. Headquartered in Cambridge, Massachusetts, Biogen develops treatments for neurological and neuromuscular diseases, including multiple sclerosis drugs and Leqembi, an Alzheimer's therapy sold with partner Eisai. In March 2026 Biogen agreed to acquire Apellis Pharmaceuticals for $5.6 billion in cash, a deal that closed in May 2026 and added two FDA-approved drugs, Empaveli and Syfovre, which generated a combined $689 million in 2025 revenue.
Sources: biogen.com · statnews.com · cnbc.com
Equity comp at Biogen
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Biogen.
If you hold vested Biogen (BIIB) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share BIIB position at $225.88 is worth $1,129,400. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All Biogen tools → · Use the generic Stock Sale Funding Calculator for any company.
Biogen equity questions
- How much BIIB stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested BIIB shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does Biogen grant ISOs, NSOs, or RSUs?
- Equity compensation at Biogen typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Biogen RSUs use double-trigger vesting?
- No. Biogen restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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