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

To: Felix B who wrote (2480)	8/19/2018 12:32:40 PM
From: Miljenko Zuanic	Respond to of 3559

CMS changes that involve iv-avastin is much bigger treat than competitions. And this issue will not be resolved "clearly" in some time, IMO! Unfortunately!

To: Felix B who wrote (2480)	8/19/2018 3:24:22 PM
From: Miljenko Zuanic	Respond to of 3559

From EU label extension: centerforbiosimilars.com <Said Michael Devoy, MD, chief medical officer of Bayer, “This new treatment regimen for Eylea has the potential to reduce the number of injections and clinic visits to less than 4 in the second year for certain neovascular AMD patients, while still maintaining strong visual outcomes and the ability to see.” > To effective compete with iv-avastin, modified 2-nd year (and further years) of ~4 injections/year bring Eylea PRICE-COMPETITIVE! That was why REGN want strong label on 12/16 w regimen addition to label. However, appears that Japan data do not apply to US-market...something that REGN need to evaluate in future. IF 4/6 mg Eylea dose can extend interval to 12/16w in wast majority after first 3 monthly injection...patent expiration IP issue and market straight will tip over toward REGN, in their favor. REGN management need to be bit more aggressive on this issue, without giving to many details to competitors!