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


To: Miljenko Zuanic who wrote (2158)7/30/2017 3:16:13 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 3559
 
One small clarification from Bayer 2Q Eylea sale....smaller than expected growth in Eylea sale (11% versus 15-20%) was due to headwind (~20m rebate in Germany, and order pattern in Japan). I do believe that Eylea WW sale will continue to increase by at lest 15% y/y for next +2 year (until they reach e700 M/Q or close what is today in US per Q).

In addition to tonight Sanofi 2Q report, I think that next week is important to REGN. Is Dupilumab currently just hype, or it is real thing for next 2-3 years and beyond???

Finger crossed!



To: Miljenko Zuanic who wrote (2158)8/3/2017 9:43:30 AM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 3559
 
<It appears that Eylea will do well in 2Q...>

$919 M is even bit better than I expected,...lucentis is in trouble.
Regards the dupi Rx and sale for 2H-2017, REGN have no idea what it may be....none has! Long term clue will be in new trials results.