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Biotech / Medical : Regeneron Pharmaceuticals

REGN 689.45

-0.9%

10:51 AM EST

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From: Miljenko Zuanic	4/8/2019 11:49:21 AM
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REGN:ALNY alliance: investor.regeneron.com Latest ALNY presentation slides: investors.alnylam.com It is not secret that I was not a fun of the ISIS (IONS)/ALNY early RNA-based drug candidates (due to UNFAVORABLE chemistry/biology). Did technology with new chemistry and biology with siRNA changed significantly to favor this drug type.....I do not know! ALNY/IONS proved specific siRNA approach with drug approval (and collaborations), so maybe it is time FOR ME to change...same was true for ABs 20/30-years ago. 5-Ys ago I would never foresee SNY-REGN-ALNY swing, regardless that I was against SNY for last few years. SNY INABILITY to commercialize drugs outside US is more than disappointment for any bio that do collaboration with them. So, the biggest challenge to REGN/ALNY partnership are marketing muscle for ex-US commercialization. Would they chose individual marketing partner for specific drug (as did REGN chose Bayer and TEVA) or build their own marketing capability outside US...time will tell (IF at all). However drug/candidate ECONOMIC: manufacturing expense and capital expense to generate manufacturing sites, will be significant for both partner. I will not pretend that I understand biology/chemistry in great details (frame is not that hard to understand) by witch siRNA operate (cells uptake and gene destruction), so I do hope that REGN upper scientific managements have good understanding of the challenges that lies in front of them and how to solve those problems. At least REGN will have ample potential inside-cell targets from their RGC efforts (that ALNY become aware of recently), so their choice (REGN) for collaboration also bring some hope that it is not MONEY but TIME that count this days in drug development. Hope, for the sake of the ALNY as well as REGN SHs, that this alliance will generate positive business development for both partners. Interesting NOTE, up to today, REGN partnerships so far did not generate FAILURE (one way or another they extracted positive even when approved drug was not outcome of the collaborations). Hope, this will not change in future. Cheers, Miljenko

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