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Biotech / Medical : Regeneron Pharmaceuticals
REGN 787.37+3.4%3:59 PM EST

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To: The Ox who wrote (1887)4/1/2016 1:54:43 PM
From: Miljenko Zuanic   of 3559
 
<<As to valuations and which specific drug or testing program is going to be seen as "worth more" down the road...>>

It is not that hard, bit of the efforts and luck!

For instance, good safety of SOLO1/2 set the stage for two more significant D-indications: Pediatric AD and Asthma, in addition to EoE and Nosal P. This at least double market opportunity, and IF they "discover" additional allergic-indications..Dupilumab may become true $$$B-drug.

Problem with REGN is that their HUMAN-Ab are not rely true h-Ab, only 2 weeks of efficacy (they NEED 4 or even 8 WEEKS of drug action). This may become true problem down the road, because CONVENIENCE and DRUG PRICE will be IMPORTANT!
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