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


To: Miljenko Zuanic who wrote (2764)10/22/2019 8:12:36 AM
From: DewDiligence_on_SI  Read Replies (1) | Respond to of 3557
 
...2Q 2018 Ex-US Lucentis sale was also weak relative to 2Q/4Q...
Did you mean to say 3Q 2018?



To: Miljenko Zuanic who wrote (2764)10/30/2019 3:03:33 AM
From: Miljenko Zuanic  Respond to of 3557
 
Eylea, ex-US sale, reported by Bayer, were e640M for 3Q-19, relative to e541M for 3Q-18, 18.3% growth. At e = 1.11 US $, it is $710.4M. However, as reported of 15.9% growth v 3Q-18 (at cer, was $654.6M), Eylea 3Q-19 sale should be ~$758.7M...which is by $43.4M higher than 2Q-19 ($715.3M).
So, my prediction of ex-US bit-growth for 3Q (relative to Lucentis bit-decline) was correct.