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Biotech / Medical : Regeneron Pharmaceuticals
REGN 687.07+1.8%11:00 AM EST

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To: Miljenko Zuanic who wrote (2836)1/30/2020 2:31:08 AM
From: Miljenko Zuanic   of 3557
 
PS: Lucentis 4Q US sale were .... 456m SCF, or $469.6m (1.03 exchange rate) , which is in line with 1/2Q-2019 and bit better than 3Q. 4Q is usually strongest for part B drugs, MDs baying ahead for next year so they can shed more on taxes.

This make Beovu $35 m even stranger, so I will pesume large part (>50%) was on inventory. Will see how will REGN defend and respond to this development.

Keep in mind, IF high-dose Eylea formulation fare well,REGN will have 9by 2023) dosing interval flexibility as well as dose strength flexibility ( 2 to 8 mg, pts subjective dose).
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