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Biotech / Medical : Regeneron Pharmaceuticals
REGN 693.35-0.3%Nov 14 3:59 PM EST
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To: Miljenko Zuanic who wrote (2652)2/11/2019 3:40:25 PM
From: Miljenko Zuanic   of 3557
 
Worth to note than SNY did not opt-out from the HD cemiplimab/SD-C + Y in P2 NSCLC, with PDL-1 level at <50% (2L, after chemo):
clinicaltrials.gov

So, while SNY continue to be part of the Cemiplimab IO development program, for any Ex-IODeveopment candidate and or Second party candidate (like anti-CTLA-4 Ab) SNY still hold opt to license (post POC status), on REGN revised terms.

Also, note that 4659 have extended T1/2 than Y, and Q6W as well as Q12W is real option, from efficacy point... not only safety (SAE rate).
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