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

To: Miljenko Zuanic who wrote (2639)1/31/2019 1:58:45 AM
From: Miljenko Zuanic  Respond to of 3559
 
From Roche: L 4Q US sale were $432M (SF-428M), which is like "FLAT" for past 3 Qs (415-435M)....which confirm that Eylea US sale growth of ~9% ( $85M) from 1Q-18 (985 to 1070) is real and may continue to advance further in 2019.
From the direct competition landscape, ...Roche bispecific are....*input*



To: Miljenko Zuanic who wrote (2639)2/6/2019 10:25:39 AM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 3559
 
4Q report.....Eylea ex-US sale were $724.4 m, which is better than my estimate. Again, for 2018 20%y/y growth in ex-US. Show what true partners means when MARKETING is main reason. I am projecting further capture and expansion of the market, which now stand at 58% for ex-US.

Contrary, Sonofi continue to BULSHIT with Dupi/Pra/Kew ex-US sale.

Libtayo 4Q sale are more or less OK!


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