Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DewDiligence_on_SI who wrote (2569)	11/7/2018 10:57:23 AM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 3559

Projection for 4Q Libtayo (I hate this name) sale is $3-5M, and for 1Q-19 +$5M. So, yes, 8% of nothing is nothing. Interesting is that Keytruda royalty to BMY is 6.5% ( news.bms.com ). Anyway, looks like REGN will pay ROYALTY on any and every their candidate! How that speak for their "Frontier Science*? In future, IF Libtayou royalty reach $+100M/Y, it is $2B in REGN MC projection. You give this as FREE (no concern), I do not!