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Biotech / Medical
Regeneron Pharmaceuticals
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
3559 104 0 REGN
Emcee:  Patrick Slevin Type:  Unmoderated
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21071Q-2017 E sale are at "expected" level (due to Lucentis better than exMiljenko Zuanic-5/4/2017
2106Good E sale reported by Bayed (e446, 19% yoy), good start with Dupi (reported bMiljenko Zuanic-4/29/2017
2105I decided to accumulate! :-)Miljenko Zuanic-4/29/2017
2104Why the uptick on Friday?Felix B-4/29/2017
2103Very soft sale of the Repatha @ AMGN, and unexpected increase (9%) Lucentis 1Q sMiljenko Zuanic-4/27/2017
2102From NVS, Continue slow decline in Lucentis ex-US sale (445 v 452-4Q, helped bitMiljenko Zuanic-4/25/2017
2101investor.regeneron.com Apr 24, 2017 REGENERON AND SANOFI RECEIVE POSITIVE CHMPBiotech Jim-4/24/2017
2100At most, <5% royalty (with big IF). Sarilumab recommended by EMA: ema.europa.Miljenko Zuanic-4/21/2017
2099Speaking of ambulance chasers... fiercepharma.comBiotech Jim-4/21/2017
2098On a separate note, I am concerned that E 1Q may be bit weak, weaker that I origMiljenko Zuanic-4/18/2017
2097So was/is Eylea, insurer may "demand" greater rebate too keep E off-lMiljenko Zuanic-4/18/2017
2096This approval doesn't mean much in practice insofar as Lucentis has been widDewDiligence_on_SI-4/18/2017
2095Lucentis for DR without DME: roche.comMiljenko Zuanic-4/18/2017
2094So, for cancer drug, for each indication we can expect variable rebate?In generaDewDiligence_on_SI-3/31/2017
2093<Variable rebates according to indication will become a common practice, IMO Miljenko Zuanic-3/31/2017
2092What's the next big event coming up after Dupi approval? Sariumab or Amgen Felix B-3/29/2017
2091And you believe this? If "this" refers to what I posted in Message 310DewDiligence_on_SI-3/29/2017
2090<This, too, was covered on the CC. Once asthma is approved, they can raise thMiljenko Zuanic-3/29/2017
2089they see limited room for increase drug price down the road, so they initially DewDiligence_on_SI-3/29/2017
2088Dew, <According to yesterday's CC,...> By now you should know that I dMiljenko Zuanic-3/29/2017
2087...they may not have smooth sailing, initially. According to yesterday's CC,DewDiligence_on_SI-3/29/2017
2086Yes, I know. CVS was not so receptive, Olivier signaled caution (from distance).Miljenko Zuanic-3/29/2017
2085They already have Express Scripts on board: forbes.comFelix B-3/28/2017
2084Not the struggle, but from initial price (minus expected rebate of 20-25%???), tMiljenko Zuanic-3/28/2017
2083From the CC, it doesn't sound like there will be a struggle with payers. UnlDewDiligence_on_SI-3/28/2017
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