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


To: Biotechwantabe who wrote (3025)6/30/2020 4:06:01 AM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 3557
 
All I want is to be rational with COVID.
World needs good-effective treatment options (Antivirals + nAbs) because vaccines (even if effective) will not protect everyone and chances that CoV2 will be with as for while are very high. One or two mutation and it may become even more ugly.

Sure, from nAbs perspective, REGN stand the best chance to be productive.
It may not bring strong return on investment, NY-manufacturing facility will barely cover ~10-15% of the US-needs, GOV will need to become significantly more involved, REGN will license cocktail (for some royalty).

I am not invested in REGN for +25Y to give-up now, also do not want to be *blind* with emotional love. Future (IO-cancer) is something that will need to be delivered as projected. Pipeline, Eylea and Dupi will be under constant attack, from in-house biologic and collaborators is ones that will be scrutinized.

Sure hope REGN will be in front of all this!