Jim,
Great that you went to SH meeting. Did you learn anything, non public info?
<<The manufacturing capabilities of REGN are not really appreciated IMO.>>
What quantity of VEGF Trap are they now manufacturing?
Did you or anyone else asked question about combination trial designee? Dose, schedule, pts per dose/arm, where is trial ongoing? I guess, in EU!
In first Q, manufacturing operation expense went down, so they were not busy!!!! If it take few months (maybe longer, 6-9) to produce clinical trial drug quantity (2 KG to 5 KG reactors), than they have quantity from before for ongoing combination trial, started in May. However, for additional trial they, most likely, will need fresh drug quantity. So, all that shit about multiple trials this year is unrealistic at this point. They are again "blowing" status of the program. Why? What purpose does it serve? To gain investor confidence? Yes, from those who can not put together two and two!
Miljenko |
