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Biotech / Medical : Regeneron Pharmaceuticals
REGN 694.94+1.9%3:59 PM EST

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To: Miljenko Zuanic who wrote (2762)10/31/2019 12:13:37 PM
From: Miljenko Zuanic  Read Replies (1) of 3557
 
Sanofi 3Q results ( finance.yahoo.com continue to demonstrate mediocre (actually disturbing mediocre) marketing and sale performance on the REGN collaborative products, outside US.
<.. so ex-US Dupi sale is wild card.>

No, it is not wild card. It is DISASTROUS card!

Dupi 3Q US sale are $505M, which is bit light of the projected $520-525 M, based on TRx/NRx/NBRx data. It may be due to co-pay donuts hole, some WS-destocking, or who know what? My guess is that after 6 months therapy pts are scaling down on injection frequency (from 2w to 4/6-weeks interval).
Will see how will TRx/NRx hold in 4Q?

At least (for now), Eylea continue with double digit annual growth.
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