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


To: Felix B who wrote (3382)10/5/2021 9:48:47 AM
From: BioBait  Read Replies (2) | Respond to of 3557
 
This article discuss impact on mRNA stocks.

I think it’s different for mABS. Why get 4 shots if you can take a pill?

The current regen-cov order last to year end. Maybe get one more order to restock gov shelves. After that, I don’t see much promises for it unless they introduce the nasal spray (unlikely). Actually it hurt the whole infectious program.

And with EyleA coming off patent in 2023, market doesn’t believe regeneron can replace revenue. Dupy and oncology left to do heavy lift (low probability for 2023).

Will be interesting to watch the next few years.