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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 (3383)10/5/2021 5:22:30 PM
From: CuttingEdge Bio1 Recommendation

Recommended By
pheilman_

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Not sure if you're aware, but they already got a new re-order, announced less than a month ago. 1.4m doses which are being provided mostly in 4th quarter and the rest of the order by Jan 31 2022.
I don't know about you, but no matter how convenient a pill is, the efficacy of the pill isn't as good, and I'd rather take antibodies than a mutagen anyway. Why would I care about potentially taking 4 shots? It's a one-time deal. Covid doesn't reinfect very often.
Many states now have at-home infusion programs too.
There will be demand for this treatment so long as Covid still exists. Maybe it won't be bringing in 3billion per year anymore as it did for the first 2 years of pandemic, but that would be pretty unrealistic to expect wouldn't it? The vaccines clearly left plenty of residual risk in the elderly and forcing entire population to get shots every 6 months is not a sustainable approach.
What is the "whole infectious program" in particular of Regeneron's that was hurt by this pill?

I don't buy into any of these narratives, personally. The stock goes down, everyone sad and scared. The stock goes up, everyone rejoicing. This gets old.
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