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

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DewDiligence_on_SI
To: DewDiligence_on_SI who wrote (2548)11/6/2018 10:28:05 AM
From: Miljenko Zuanic1 Recommendation   of 3559
 
On Q about future Eylea market dynamic, Schleifer mentioned continuous 10-15% growth in anti-VEGF iv. I think that it is in line with expected. EU *decline* in 3Q v 2Q may be due to summer months related vocations, that differ from US market. Maybe also due to higher rebate, from Lucentis competition.

Positive from cc, is 1L NSCLC mono v chemo trials, that increase # from 300 to +700! It is ex-US trial (+150 sites), and with primary PFS it may be base for accelerated approval (at least ex-US)!
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