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Biotech / Medical : Regeneron Pharmaceuticals

REGN 651.80

-0.3%

Oct 31 9:30 AM EDT

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To: A.J. Mullen who wrote (3489)	1/13/2023 11:18:37 AM
From: Miljenko Zuanic	Read Replies (1) of 3557

It is all about co-pay assistance. Someone need to pay difference between what it cost (company charge) and what CMS cover. If yearly price is $~18K and CMS (Medicare) cover 75%, regular older person does not and can not afford brand name, so he/she goes for cheaper alternative, Avastin. Charity institutions run out of money by year-end, and it was small standard problem. Maybe because of the Covid (and government stopped to pay for acquired losses) this year is more serious, but I will bet (until proven opposite) that there is also Roche competitive factor involved. How serious, will see when Roche report 4Q sale numbers. Nonetheless, fingers crossed. I still hold waste majority of my REGN holding, at some point will need to unload. Dupi in COPD is next BIG EVENT (positive = ?????), Libtayo potential is still unclear to me.

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