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Biotech / Medical : Regeneron Pharmaceuticals
REGN 643.94+2.5%3:59 PM EST
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To: BioBait who wrote (3356)8/30/2021 1:11:01 PM
From: BioBait  Read Replies (1) of 3557
 
Aug 30 COV2 >150k per week. Continued growth and plenty of supply. Reported by CNBC.

Southern states are chewing through supply - antivax + Delta

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August 4
REGEN-COV use is increasing across the U.S. following the latest surge, with recent weekly orders surpassing 50,000 doses. In addition to the increasing proportion of patients who now receive REGEN-COV, Regeneron continues to work to ensure all healthcare providers and people who may benefit from this important therapy are aware of its availability.

Aug 20
In the U.S., REGEN-COV is available for free to eligible people, as part of a U.S. government funded program. REGEN-COV use is increasing across the U.S. following the latest
COVID-19 surge, with recent weekly orders surpassing 130,000 doses. In addition to the increasing proportion of patients who now receive REGEN-COV, Regeneron continues to work to ensure all healthcare providers and people who may benefit from this important therapy are aware of its availability.

Sometime in Q4, hopefully early, the contracted supply will run out. I would prefer if regeneron’s distributers took over. But either way, quarterly US COV2 revenue should be strong in Q4. Vs the CFO estimate of no material revenue. IMHO

ROW COV2 revenue should see continued growth. Uk approval…delta.
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