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


To: Felix B who wrote (2998)6/22/2020 9:38:10 AM
From: Biotechwantabe  Read Replies (1) | Respond to of 3557
 
30k/month treatment doses
360K/year
Price 15-25k. Guesstimate
5.4 - 9b.

Benchmark analyst estimate 50B for 2021. But not sure how he came to that. 2m doses/year

Obviously if they can increase production...

Dupixent round numbers
4m population
25k
100b tam
4% penetration current
4b
Sny target/goal 11b



To: Felix B who wrote (2998)6/22/2020 1:41:09 PM
From: Biotechwantabe  Respond to of 3557
 
Well that theory is no good. Otherwise buying wouldn’t have dried up.