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Biotech / Medical : Regeneron Pharmaceuticals

REGN 693.35

-0.2%

Nov 14 9:30 AM EST

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From: Miljenko Zuanic	10/5/2018 12:06:14 PM
	Read Replies (1) of 3559

Last weak of 3Q Dupi TRx/NRx are out. Projecting ~$210M US sale (~40-45 exUS), so REGN will have easy time to surpass expectation for 3Q-eps/gross sale (Eylea will do better than expected). On R$D front-line focus may be on REGN2810 (anti PD-1). In 2Q cc REGN was talking about expansion of the 1L NSCLC (2810 versus chemo), but so far there is no update. Also, 2L PDL1 naive/chemo refractory need to progress faster (exUS sites enrolling). The hope is in anti-CTLA-4 combo, but so far I can not figure out is their candidate (REGN4659) any safer than BMY's Ipi.

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