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

To: Felix B who wrote (2761)	10/16/2019 11:00:10 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3557

Sanofi report on Dupi, not Eylea. We all know that there was ~20% TRx/NRx increase (3Q v 2Q), so ex-US Dupi sale is wild card. From Roche (and others) data it is clear that pharmaceutical US sale are about 50% of the WW sale (for any broad used drug)...so hope Sanofi can reach US numbers (one day). Eylea -US is the most important item in REGN report. Avastin disruption...FDA news on compounding pharmacies and recall of the certain avastin lots. It will get more massy once avastin-biosimilar hit US market.