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


To: Biotechwantabe who wrote (3500)4/27/2023 10:33:01 AM
From: DewDiligence_on_SI  Respond to of 3557
 
Vabismo is already selling at a $2B annualized rate. Roche considers Vabismo to be the strongest growth driver in the company’s entire portfolio.

investorshub.advfn.com



To: Biotechwantabe who wrote (3500)4/27/2023 6:54:34 PM
From: A.J. Mullen  Respond to of 3557
 
Q1 Roche Zabysmo doing well +432. Does it impact Eylea growth? Probably what’s scaring the market.

What's your thinking (or anyone else's) with respect to Unity's threat to Eylea? ir.unitybiotechnology.com. They're planning a head to head trial against Eylea in diabetic macular edema. It's a smaller market than wet AMD. Unity failed in a trial against Eylea in wet AMD earlier this month, but they don't seem to have given up on that indication. They're partnered with Astrazeneca.

Ashley



To: Biotechwantabe who wrote (3500)5/4/2023 11:09:00 AM
From: A.J. Mullen  Read Replies (1) | Respond to of 3557
 
Looks like the market was correct to worry about Vabysmo, investors.com



To: Biotechwantabe who wrote (3500)7/27/2023 8:55:55 AM
From: Biotechwantabe  Respond to of 3557
 
Q2 Roche impact

Q1 cov2 Roche shipment to Japan +568m. Not expected. Q2 550m
Q1 Roche Zabysmo doing well +432. Does it impact Eylea growth? Probably what’s scaring the market. Q2 958m. Hopefully Regeneron cleans up suppliers issues soon.



To: Biotechwantabe who wrote (3500)7/28/2023 7:28:34 AM
From: Biotechwantabe  Respond to of 3557
 
Q1 Dupi +40%. Q2 34%. On track for 10b € and still growing.