<REGN already tried the Ang2/Vegf combo and it didnt work, not expecting much from this...>
Sure, and Roche will WASTE investors time to conduct conference call introducing Ang2/VEGF bi-specific P2 results (presentation at Angiogenesis 2018). Please,... did Regeneron screwed up with their combination?
To make it clear, REGN was EXTREMELY LUCKY with Eylea, Genentech did everything for them, up-front.
Yes, first we need to see results/details from Roche candidate, how they will move forward, to figure out what may be impact on Eylea franchise at 2020 and after. But, knowing Roche, they will not promote/hype candidate just like that.
<I am keeping my full REGN position for 2018, and beyond. My bets are : RGC will finally catch up and bring true value to REGN (as Dew ask me year early what value am am relocating to RGC relative to total REGN MC?).>
Honestly, I am bit sceptical with first part of my statement, need to reevaluate their pipeline and figure out what to expect, best case and worst case scenario. |
