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


To: Miljenko Zuanic who wrote (2919)4/27/2020 9:06:19 AM
From: Biotechwantabe  Read Replies (1) | Respond to of 3557
 
Libtayo news is great. Does anyone know how fast they can get approval?



To: Miljenko Zuanic who wrote (2919)4/27/2020 10:01:02 AM
From: DewDiligence_on_SI1 Recommendation

Recommended By
CuttingEdge Bio

  Read Replies (2) | Respond to of 3557
 
Somehow, regn always report 10-20m over [Bayer's] numbers.
The discrepancy stems is from the timing of FX conversions. Converting the full quarter’s sales from euros to dollars at the end of the quarter yields a different result than converting FX continuously throughout the quarter.



To: Miljenko Zuanic who wrote (2919)4/27/2020 10:10:59 AM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 3557
 
So,
Kevzara (COVID-19) news (https://investor.regeneron.com/news-releases/news-release-details/regeneron-and-sanofi-provide-update-us-phase-23-adaptive) is *hot*:
-Kevzara did not show benefit in *standard* severe (low oxygenation) COVID-19 pts...
-Subcutaneous Kevzara does not stand the chance,
<TARRYTOWN, N.Y. and PARIS, April 27, 2020 /PRNewswire/ --
Independent Data Monitoring Committee recommended continuing ongoing Phase 3 trial only in the more advanced "critical" group with Kevzara higher-dose versus placebo and discontinuing less advanced "severe" group

Phase 3 trial will be amended to enroll only "critical" patients

Phase 3 trial also be amended to discontinue lower-dose Kevzara (200 mg); all new patients to receive either higher-dose Kevzara (400 mg) or placebo

No new safety findings were observed for Kevzara use in COVID-19 patients>

And Libtayo (1LNSCLC, PDL1 ++) news ( investor.regeneron.com is *not hot*:

-Cemiplimab is *comparable* (HR 0.68 v 0.60) to Keytruda, as monotherapy versus chemo, in 1L NSCLC PDL1 positive (+50%),

<TARRYTOWN, N.Y. and PARIS, April 27, 2020 /PRNewswire/ --

Libtayo decreased the risk of death by 32.4% compared to chemotherapy

Regeneron and Sanofi plan regulatory submissions in 2020>





To: Miljenko Zuanic who wrote (2919)4/28/2020 1:14:59 AM
From: Miljenko Zuanic1 Recommendation

Recommended By
CuttingEdge Bio

  Read Replies (1) | Respond to of 3557
 
Novartis 1Q results (Eylea related):
Beovu (US): $68m ($35M 4Q-19)
Lucentis (ex-US): $487 (-9% v 1Q-19, -6% v 4Q-19)
Overall, Lucents WW sale are ~$100m less (<) than 4Q-19, or ~-10%.