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Biotech / Medical
Regeneron Pharmaceuticals
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
3558 104 0 REGN
Emcee:  Patrick Slevin Type:  Unmoderated
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2582I am not a finance person, what does this mean?!?!?!Felix B-11/14/2018
2581Oh, no! SELF! sec.govMiljenko Zuanic-11/14/2018
2580It is not that REGN IP is bad (except praluent case), it is that other-competitoMiljenko Zuanic-11/8/2018
2579I was being a bit sarcastic. "Damning with faint praise," as the sayituck-11/8/2018
2578Is REGN IP that bad? Surprised this did not come up during the call or more preFelix B-11/7/2018
2577Praluent CVOT, at NEJM finance.yahoo.comMiljenko Zuanic-11/7/2018
2576Anti-IL33, REGN3500 Dose in Asthma trial is ????, regimen SC Q2W! clinicaltriaMiljenko Zuanic-11/7/2018
2575*Well, at least their scientists can tell the business development team what to Miljenko Zuanic-11/7/2018
2574Correct, in whole picture it may not be an issue at all! They need to move 2810Miljenko Zuanic-11/7/2018
2573Anyway, looks like REGN will pay ROYALTY on any and every their candidate! How ttuck-11/7/2018
2572The 8% (pre-tax) royalty equates to about 6% after-tax. Moreover, this rate is fDewDiligence_on_SI-11/7/2018
2571< Does anyone here see material sales for Libtayo?> IF Libtayo sale can nMiljenko Zuanic-11/7/2018
2570Projection for 4Q Libtayo (I hate this name) sale is $3-5M, and for 1Q-19 +$5M. Miljenko Zuanic-11/7/2018
2569An 8% royalty on nothing comes to…nothing. Does anyone here see material sales fDewDiligence_on_SI-11/7/2018
2568Another input from 10Q: -8% Libtayo royalty to BMY/Ono Marketed Products - AddiMiljenko Zuanic211/7/2018
25673Q report tid-bits: -Regn's losses in connection with Sanofi's collaboraMiljenko Zuanic-11/7/2018
2566They wasted 40 min on prepared remarks. They can post Prep.R. on web-page, have Miljenko Zuanic-11/6/2018
2565What exactly do you not like about it? I do think they should spend more time oFelix B-11/6/2018
2564On Q about future Eylea market dynamic, Schleifer mentioned continuous 10-15% grMiljenko Zuanic111/6/2018
2563<Every time I listen to REGN cc, I develop instant *vomiting*!> Why they Miljenko Zuanic-11/6/2018
2562Eylea US sale were as predicted ($2020M), while ex-US were lower than predicted Miljenko Zuanic-11/6/2018
2561Every time I listen to REGN cc, I develop instant *vomiting*!Miljenko Zuanic-11/6/2018
2560Thanks Tuck. REGN has GITR agonist-Abs from 2016 (provisional application), but Miljenko Zuanic-11/2/2018
2559GITR programs: This paper, in table 2, details the compounds in development as otuck-11/2/2018
2558Again, to repeat here something that is *EXTRA NON-ORDINARY* for EYLEA: pmprb-cMiljenko Zuanic-11/2/2018
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