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Biotech / Medical : Regeneron Pharmaceuticals
REGN 702.98-3.1%Nov 19 3:59 PM EST
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To: Felix B who wrote (2245)1/11/2018 12:37:34 AM
From: Miljenko Zuanic   of 3559
 
Last time BI Ridgefield facility were inspected by FDA was 2-2017, no 483 letter issued. Shanghai facility was never inspected/approved by FDA. Because BGNE will (or would) have first approval in China, BI production will be for that market. For US/EU, I am sure CELG will rent more production capacity, most likely from Lonza.
Anyway, point is that BGNE will probably be 4-th with anti-PD1 in US, and will be direct competitor. So far appears with decent activity.
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