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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 Zuanic1/7/2019 3:07:48 AM
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Sanofi partnership is slowly disallowing. Good!
Regn now need its own infrastructure in EU/exUS, or find another suitable marketing partner.
investor.regeneron.com

Interesting that Sanofi did not opt for CD20xCD3, LAG3 or GITR, but most importantly for anti-CTLA4. So, Sanofi do not share BMY enthusiasms that their CTLA4/PD1 combination is future of the IO/IO oncology, or that REGN candidate is no mach to Yervoy.

I have been doing DD on regn`s anti-CTLA4 antibody, but data from patents and literature are limited and not sufficient to value appropriately.

Anyway, this amendment give Regeneron freedom to operate outside box. Their Praluent/Kevzara/Dupi marketing collaboration stay, also anti-IL33 Abs development. I will have few more words on their Abs collaboration after 4Q data are out.
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