Regeneron Pharmaceuticals Message Board

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Biotech / Medical : Regeneron Pharmaceuticals

REGN 755.75

+2.5%

Nov 21 9:30 AM EST

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To: DewDiligence_on_SI who wrote (2087)	3/29/2017 5:19:11 PM
From: Miljenko Zuanic	Read Replies (1) of 3559

Dew, <According to yesterday's CC,...> By now you should know that I do pay much attention to what they said...it is more important WHEN they say...! Yes, they will not have formulation/requirement restriction from majority PBM, with "DECENT" rebate! That is Len partial CAPITULATION on price control. Who control price, anyway? <Why are you mentioning that in this dialog?> As you remember from CC, Yan mentioned (on question about future price direction related to new indications approval) that "volume/value" data of the Asthma trials will dictate perception about "add in' value and where investor should be focused. What he did signaled, IMO, is that 37K/y is taking into account value of the drug benefit that server much serious indication as severe uncontrolled allergic asthma is. My point is that they see limited room for increase drug price down the road, so they initially placed WS price that incorporate allergic asthma indication.

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