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Biotech / Medical : Regeneron Pharmaceuticals
REGN 762.36+3.4%3:24 PM EST

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To: DewDiligence_on_SI who wrote (2167)7/31/2017 1:18:01 PM
From: Miljenko Zuanic   of 3559
 
AD market is not RA/psoriasis or cancer! Not even close. I mentioned early that Dupi price reflect (opportunity) Allergic and overall asthma market, not AD. So, I expected difficulty in early lunch. But, from Rx number one would hope better refill numbers,...which they are not. Now, I would like to hear your explanation, If any?

Point is that PBMs (Script and CVS, and others as well) did put restriction on Rx approval...and that is opposite what Sanofi and REGN are preaching. I would like to be wrong here, but would believe it only when I see correct numbers.
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