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Biotech / Medical : Regeneron Pharmaceuticals
REGN 693.35-0.2%Nov 14 9:30 AM EST

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To: Miljenko Zuanic who wrote (2410)5/8/2018 1:25:14 PM
From: Miljenko Zuanic   of 3559
 
RE:2810 at ASCO

Some optimism can be expected from 2L BCC trial (options for "to be" pivotal), possibility for some additional small market share in PD-L1 positive space.

Still, all this can not substitute/ease "fear" from Eylea market share loss and revenue growth slowdown. Dupi continue to be key drug for now, expect further price erosion until its future is resolved, IF at all.

Regardless, REGN continue to invest in manufacturing facility (US and Ireland), expecting growth in drug demand. Who is right, who is wrong...time will tell?
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