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

To: Miljenko Zuanic who wrote (2659)	2/25/2019 12:11:41 PM
From: Miljenko Zuanic	1 Recommendation Recommended By Biotech Jim Read Replies (1) \| Respond to of 3557

From today Roche---> ONCE acquisition, everyone (or very wast majority) think that hemophilia A/B was main driver. Is it? The most lucrative market (+$30B/Y today and growing fast) is anti-aging ophthalmology (eye business), where anti-VEGF market is ~2/3 of that (IF one count avastin as brand drug, "how much it would cost if all avastin treatment are Lucentis). So, lasting one-time gene treatment in ophthalmology (IF applicable and feasible) is what was ALSO on Roche mind when they went after ONCE. But, there is RGNX, QURE, ADVM,....who may be ahead of ONCE. Means, Roche is buying near term opportunity with H-A/B...but with eye on something more lucrative, technology platform, IMO.