Few tidbits (from my perspective) on REGN 3Q cc:
1. Eylea continue to gain market share, in US and ex-US. Avastin compounding trouble and Lucentis underperformance contribute to Eylea growth. Brolu impact unknown, hard to predict. But, with no WS price benefit (unless NVS press on rebate)...I do not see *erosion*!
2. High Eylea dose (in P2) is 8 mg, 12w and 16w intervals, will start pivotal P3 without full P2 data. As I mentioned early, they have safety on 4 mg dose (0.1 mL injection size), and safety issue can only emerge/surface from/with volume/formulation's unknown. Now, the Qs are ...will HD-Eylea break standard (5 injection/year)? Efficacy may be BETTER, but frequency may be at level, Q-s dosing (16w)!
3. IO is progressing,... cemiplimab comparative efficacy (to keytruda) is closer that before,....with all my effort to understand *difference* in specific anti-PD1 performance...it is only BEST GUESS, nothing more. but, they may have tools to compete in market, with COMBINATIONS!
4. Dupi dominance will continue, without interruption, and expansion is in place. The Qs are only how to properly execute marketing, IN-US and EX-US! Hoepe, Sanofi marketing efforts will improve with new CEO????
5. No news and RGC and some other candidates in pipeline, but ... there is still room for surprise. ALNY collaboration will be interesting (and productive, IMO) one.
6. Len frustration (as well as my) with REGN MC is obvious! They are working on EPS-shit! |
