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Biotech / Medical
Regeneron Pharmaceuticals
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
3557 104 0 REGN
Emcee:  Patrick Slevin Type:  Unmoderated
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2782Controversy over cemiplimab in NSCLC?! What now? Is REGN full of BS and HYPING CMiljenko Zuanic-11/6/2019
2781Few tidbits (from my perspective) on REGN 3Q cc: 1. Eylea continue to gain markeMiljenko Zuanic-11/5/2019
2780<Something from pipeline may be more of near-term importance, than current saMiljenko Zuanic-11/5/2019
2779CC; Why they have to F every cc with 40min statement reading????Miljenko Zuanic-11/5/2019
2778I do not know about surprise and move the stock, but I do think that US-Eylea saMiljenko Zuanic-10/31/2019
2777So with SNY and Bayer generally reporting before REGN and sales disclose, will aFelix B-10/31/2019
2776Sanofi 3Q results ( finance.yahoo.com continue to demonstrate mediocre (actuallyMiljenko Zuanic-10/31/2019
2775K-589 (P + I v P, >50%, 1L NSCLC) will give as definite answer, but it will tMiljenko Zuanic-10/30/2019
2774Eylea, ex-US sale, reported by Bayer, were e640M for 3Q-19, relative to e541M foMiljenko Zuanic-10/30/2019
2773<REGN was smart to go after the MRK leadership indications that dominate and Miljenko Zuanic-10/29/2019
2772Chemo generate synergy by *antigen generating*, the same way avastin with ADCC, Miljenko Zuanic-10/29/2019
2771REGN scaled back development efforts on ant-CTLA4/PD-1 combination, while we nowCuttingEdge Bio-10/28/2019
2770REGN scaled back development efforts on ant-CTLA4/PD-1 combination, while we nowMiljenko Zuanic-10/28/2019
2769Point is that there is no *magic* about keytruda be *extremely* better than otheMiljenko Zuanic-10/23/2019
2768Why? How are they different? When will they know?Felix B-10/22/2019
2767Maybe there is light an the end of tunnel, for REGN IO pipeline? CheckMate -9LA,Miljenko Zuanic-10/22/2019
2766Correct (my tipo) 3Q-2018. Now that you mentioned, let me say that while Eylea Miljenko Zuanic-10/22/2019
2765...2Q 2018 Ex-US Lucentis sale was also weak relative to 2Q/4Q... Did you mean tDewDiligence_on_SI-10/22/2019
2764Lucentis 3Q ex-US sale of $500M (from Novartis) are down from 2Q, $536M, ~7%. Miljenko Zuanic-10/22/2019
2763OF TOPIC, RE: KUD <On slide 9, Abs in 301 is 68KD,...> This MW of 68KDa Miljenko Zuanic-10/17/2019
2762Sanofi report on Dupi, not Eylea. We all know that there was ~20% TRx/NRx increaMiljenko Zuanic-10/16/2019
2761Sanofi reports a few days earlier than REGN so we'll see end of October. WhFelix B-10/16/2019
2760Lucentis 3Q US sale (Roche) are at $442M, reduced relative to 2Q of $467M. REGN Miljenko Zuanic-10/16/2019
2759So, conc. KSI-301 is drug formulation is 700 mg/mL...almost like "acrylamidMiljenko Zuanic-10/11/2019
2758RE: KSI-301 So, if drug is so potent and durable why they need 7X Lucentis conMiljenko Zuanic-10/11/2019
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