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Biotech / Medical : Regeneron Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (1943)	9/21/2016 1:03:32 AM
From: Felix B	1 Recommendation Recommended By Nicholas Thompson Read Replies (1) \| Respond to of 3559

So it's PFE/LLY and AMGN? Any idea on when the first Ph3 reads out for any of these programs? Too early to tell which molecule may have advantage over others?

To: Miljenko Zuanic who wrote (1943)	11/9/2016 1:22:17 PM
From: Miljenko Zuanic	Read Replies (3) \| Respond to of 3559

<<I would make speculative projection (not typical for me): Fasinumab will be $+5B WW drug, 3 years after the lunch!>> I made speculative projection (and I was very wrong, for now and most likely in future in this case), based on Teva bet and PFE/LLY efforts. But ignored J&J decision to discontinue development of their candidate. Now, the question is will lover/reduced dose work as well as "regular' dose. And answer is most likely... NOT. Someone bet high on REGN, buying Jan 500 calls (1000 contracts @+2$). So, I will go out of my view in public forums communication, and make new PROJECTION (and to "pump" stock price, if you seems so): Praluent CVOT data (interim 75% event) will be positive (HR 0.65, 35% relative benefit). Based on MACE event rate dynamic/change (from 2012, started as reduced rate and than accelerated at +2 year....AMGN Repatha CVOT trial dynamic confirm this) and BIOMARKERS prediction power (or better said are biomarkers true factors that describe course/path of the CV diseases ). Bottom line, going into year 17/18 (and with hope that Repatha CVOT trial will be positive as well,...somehow bit different patient population/selection)..I am predicting (speculating) that NIH/AHA will redefine LDL-C target level down to <50 for those who are at great risk of CV events. This will benefit MDCO as strong competitor in PCSK9 front! Happy INVESTING!