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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 Zuanic11/1/2018 1:03:21 AM
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Few tid-bits from Sanofi 3Q cc:
-Dupi US sale was $220m, ex-US $42m, total $262m,...bit better than projected.
-Kevzara/Praluent.... in line with expected
-focus on Dupi-asthma lunch, while REGN2810 (anti-PD1) is out of focus...not even me-too drug???? I guess, none expect that they can compete against Opdivo/Keytruda.
-profitability from collaboration, not until 2020.....which is very puzzling to me? How to calculate/project marketing expense???? That is Sanofi position,... REGN should be profitable from collaboration in 2019.

In all, ...it is up to Eylea and CMS!
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