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Biotech / Medical : Regeneron Pharmaceuticals
REGN 688.58+2.0%3:04 PM EST

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To: Miljenko Zuanic who wrote (2824)12/19/2019 11:53:32 AM
From: Miljenko Zuanic2 Recommendations

Recommended By
Biotech Jim
CuttingEdge Bio

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Interesting CMS data for Eylea/Lucentis for 2018, relative to 2017.

Eylea...spending was almost flat $2.57B v $2.47B (~$100M increase), pts # flat (10K increase), spending /subject/Y flat (~$10.6K).
Similar numbers for Lucentis (2018 v 2017).

Contrary, total US Eylea sale for 2018 was $4.08B v $3.72B ($360M increase) indicating expansion into DME and/or non-Medicare (private insurance) subjects. This trend definitely extended in 2019, and will continue few more years if not longer.

ALL this without ANY price increase, in last 5 years (14-19). Maybe they should start to increase price, to compensate inflations!

CMS # (Medicare) was ~63% of the 2018 US sale for Eylea.
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