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Biotech / Medical : Regeneron Pharmaceuticals
REGN 651.80-0.3%Oct 31 9:30 AM EST
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To: BioBait who wrote (3456)2/16/2022 1:19:52 PM
From: CuttingEdge Bio  Read Replies (1) of 3557
 
Sounded like on the call, they are designing a new trial that will satisfy fda for an EUA, and that trial will start within a few months. This other trial had barely started to enroll by the time Omicron emerged and one component is an antibody that has 0 neutralization of Omicron. So the new trial will not contain obsolete product.
The best case scenario if they can move fast would seem to be starting this trial by early 2Q, a 2H readout around 3 months later, and EUA in late 2022, with supply deal toward end of year. Or otherwise maybe no EUA or deal until early 2023.
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