SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Regeneron Pharmaceuticals
REGN 681.78+1.0%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Felix B who wrote (2802)11/24/2019 12:53:47 AM
From: Miljenko Zuanic   of 3557
 
By the 2Q-2010 REGN should be running large Eylea high-dose P3 (AMD), so IF one believe that 16w dosing is reality, and with good chance for better efficacy than Beovu (and better safety)...I see no good reason that REGN should lose AMD/DME market share (long term).

The main uncertainty is IO-cancer? Sonofi is thinking about more stronger involvement in that field, but so far dilution of their Abs collaboration with REGN point opposite.
REGN need to start benefiting from RGC, and generate pipeline for specific market where they have advantage over competitors. I think that ALNY collaboration is in right direction.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext