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Biotech / Medical : Regeneron Pharmaceuticals
REGN 654.06+0.2%3:59 PM EDT

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To: Biotechwantabe who wrote (3494)2/5/2024 12:10:13 PM
From: Biotechwantabe   of 3557
 
2024 guesstimate

Dupi 11.588b +30% +3.5b. (COPD +?)
Eylea 9.38b -5% -.5b. (HD JCODE +)
Libtayo .868 +50% + .5b
Cov2 .618b -100% -.618b
Other 1.2b +20% .5b (cd20&bcma bi-spec+)

On 2023 23.654b -.618b(cov2) = 23b + 4b = 27b 17% product revenue growth.

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2023 guesstimate

Dupi 8.68b +35% +3b
Eylea 9.65b (hard to project +/-) 0
Libtayo .578 +100% +.5b. (Assuming chemo combo does well)
Cov2 1.77b (0)
Other 1b +20% +.2b.

On 2022 21.6b -1.77b COV2 = 20b + 3.7b. = 23.7b. 18.5% product revenue increase

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2022 guesstimate

Dupi 6.2 +33% +2b
Eylea 9.4 +15% +1.4b
Cov2 US +0
Other 1.4 +20% +.3b (Maybe libtayo does better?)

On 2021 24.5 -7.5b COV2 + 3.7 = 20.7 ~22% product revenue increase

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2021 guesstimate

Dupi 4b +50% +2b
Eylea 8b +10% .8b
Cov2 US +3b ROW +3b (possibly more but being conservative)
Other 1b +20% +.2b. (Maybe libtayo does better?)

On 2020 13b +9b = 22b ~70% product revenue increase
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