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

To: DewDiligence_on_SI who wrote (2548)	10/25/2018 4:34:15 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3559

<When the prefilled syringe is available, the question is: What % of Eylea Medicare patients will be able to obtain the prefilled syringe under Part D (rather than Part B) and pay a separate physician fee for the injection?> I did not know that preffiled syringe is PartD drug. Did Roche/Novartis cut price down, for Lucentis preffiled syringe. I remember them talking about increased rebate/discount, but did not have idea from where originated?

To: DewDiligence_on_SI who wrote (2548)	11/6/2018 10:28:05 AM
From: Miljenko Zuanic	1 Recommendation Recommended By DewDiligence_on_SI Respond to of 3559

On Q about future Eylea market dynamic, Schleifer mentioned continuous 10-15% growth in anti-VEGF iv. I think that it is in line with expected. EU decline in 3Q v 2Q may be due to summer months related vocations, that differ from US market. Maybe also due to higher rebate, from Lucentis competition. Positive from cc, is 1L NSCLC mono v chemo trials, that increase # from 300 to +700! It is ex-US trial (+150 sites), and with primary PFS it may be base for accelerated approval (at least ex-US)!