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

To: DewDiligence_on_SI who wrote (2535)	10/17/2018 7:42:54 PM
From: Miljenko Zuanic	Respond to of 3559

<Do you have handy the YoY growth in the incidence of US and worldwide wet AMD?> Sorry, I do not. Once I try to analyse "growth" (AMD) from CMS yearly expenditure data ....tried to look around...but, never come to the end. From CMS data, I see that Eylea share are increasing, Q-sale anti-VEGF also indicate growth in overall US/ex-US market...so, I assume (add DME, DR,... ) that there is plenty of room to growth further. And, IF E can successfully compete against new-comers....REGN is on good footing, regardless what "expert" analysts have to say about. Normally, IMO. I never tried to predict growth,... only downside due to unforeseen events (which are regular/expected in bio-sector).