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Biotech / Medical : Regeneron Pharmaceuticals

REGN 761.58

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3:59 PM EST

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To: Miljenko Zuanic who wrote (1964)	11/9/2016 2:19:10 PM
From: Biotech Jim	Read Replies (1) of 3559

A few random thoughts, following up on your post. 1) As you know, I was skeptical of the NGF antibody. In my experience clinical holds on the class are very meaningful, and mechanistic issues as to mechanistic side effects and mechanistic on target efficacy are hard to separate. This area of high unmet need has had many distinct mechanistic approaches tried, and there is no magic bullets. TRVN's biased signalling drug candidate, to me, will show efficacy but not sufficient clinical separation from side effects to make a real difference. That is the key question. Same deal for the CARA peripherally restricted kappa agonist. Is/Will desensitization as a longer term "mechanistic" reduction in efficacy be the issue? 2) Dupilumab (Dupixent) has the potential to be the next 'Eylea'. 3) Thoughts on Praluent consistent with mine. New entrant mechanisms are often challenging in the marketplace, except for orphan diseases. Drug pricing concerns, from rare/orphan diseases to high priced immuno-oncologic drugs (in cases of marginal efficacy). I will bet that Lenny S has had and will continue to interact with Chuck Sh. on pricing issues, broadly defined.

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