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

To: DewDiligence_on_SI who wrote (2753)10/10/2019 4:44:07 PM
From: Miljenko Zuanic  Respond to of 3557
 
I still do not believe that Eylea will lose significant (that will be hard to substitute by pipeline) amount of the WW-(US/EU)-sale due to new entrants (Novartis, Roche,.. ). It is still too early to figure out GT marketplace and how will market evolve. AMD/DME has still room to growth (US and EU)...Lucentis may suffer greatly than Eylea. IF CMS/part-B develop unfavorably, all cards are off.

On bio-similar front, manufacturing/know-how will protect until 2037, at least. IMO



To: DewDiligence_on_SI who wrote (2753)10/11/2019 2:50:22 AM
From: Miljenko Zuanic  Respond to of 3557
 
Just to think a bit,....Lucentis 0.5 mg dose is not as safe as 0.3 mg (recommendation for CRVO), so how should be for 6 mg dose of the very similar short fragment-Abs? It is not only eye inflammation, it is potential for systemic toxicity....it is liability for ophthalmologist!


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