SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Regeneron Pharmaceuticals
REGN 776.31+0.6%Jan 2 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Felix B who wrote (3382)10/5/2021 9:48:47 AM
From: BioBait  Read Replies (2) of 3559
 
This article discuss impact on mRNA stocks.

I think it’s different for mABS. Why get 4 shots if you can take a pill?

The current regen-cov order last to year end. Maybe get one more order to restock gov shelves. After that, I don’t see much promises for it unless they introduce the nasal spray (unlikely). Actually it hurt the whole infectious program.

And with EyleA coming off patent in 2023, market doesn’t believe regeneron can replace revenue. Dupy and oncology left to do heavy lift (low probability for 2023).

Will be interesting to watch the next few years.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News