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Biotech / Medical : Regeneron Pharmaceuticals
REGN 706.52-2.6%3:28 PM EST
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To: Miljenko Zuanic who wrote (2268)2/1/2018 1:47:37 AM
From: Miljenko Zuanic  Read Replies (1) of 3559
 
Many times I mentioned that REGN MC is very sensitive to Eylea sale performance during current as well next periods (2 years period at least).

Main reason that MC reacted negatively to Roche bi-specific news/development.

Lucentis significantly underperformed on US 4Q sale (288M CHF, $309M, -28% from 3Q), while Eylea did $974M v 953M, +2.2%. Going into 2018, Eylea continue to dominate market with +10% growth, ...With this dynamic, better they do something about future.
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