SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Regeneron Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?


To: BioBait who wrote (3385)10/6/2021 12:16:18 AM
From: Felix B  Respond to of 3559
 
I am not too concerned with Eylea going off patent since I believe due it's brand/safety profile will be a big hurdle to overcome, just look how entrenched Humira is and look at all the past competition (Beovu most recent) that temporarily drove REGN stock price down after some initial studies but then usually efficacy or safety creeps up and were back at square one. I am not saying there won't be anything better than Eylea but multiple drugs have failed to do.

Regarding the biosimilar issue, I haven't been following too closely and I am sure all the big players have something in the works but hasn't biosim uptake been fairly poor in the US. I also believe they have several follow ups to Eylea although not sure the timing of that vs when the biosimilars are supposed to roll out.



To: BioBait who wrote (3385)10/11/2021 11:25:09 AM
From: Miljenko Zuanic  Respond to of 3559
 
<Plus discount for eylea coming off patent. I don’t believe it but Analysts do.>

There are other patents to protect IP, than just composition and use! I am not sure generic will be able to enter market in 23/24?????