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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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29321Q-2020 report: investor.regeneron.com Eylea ROW 1Q as reported is $681.7M (v 65Miljenko Zuanic-5/5/2020
2931Cemiplimab for a/mBCC: investor.regeneron.com <Objective responses seen in apMiljenko Zuanic-5/5/2020
2930That $68m was probably before safety problem emerge, analyst were projecting 200Miljenko Zuanic14/29/2020
292968m Surprising to me after the safety problem emerged.CuttingEdge Bio-4/29/2020
2928Ah I forgot REGN releases the US numbers as I thought Bayer released all Eylea sFelix B-4/28/2020
2927I think they are filing BLA this year? Was Mercks PD1 also halted in their clinFelix B-4/28/2020
2926Novartis 1Q results (Eylea related): Beovu (US): $68m ($35M 4Q-19) Lucentis (exMiljenko Zuanic14/28/2020
2925All numbers are not yet in; Eylea US sale (Beuvo US sale), Libtayo update (BSC),Miljenko Zuanic-4/28/2020
2924So assuming no surprises during Earnings since all numbers are disclosed now. OFelix B-4/28/2020
2923<The discrepancy stems is from the timing of FX conversions. Converting the fMiljenko Zuanic-4/27/2020
2922So, Kevzara (COVID-19) news (https://investor.regeneron.com/news-releases/news-Miljenko Zuanic-4/27/2020
2921Somehow, regn always report 10-20m over [Bayer's] numbers. The discrepancyDewDiligence_on_SI14/27/2020
2920Libtayo news is great. Does anyone know how fast they can get approval?Biotechwantabe-4/27/2020
2919Bayer 1Q report: bayer.com Eylea 1Q-2020 sale was e593m ($652.3m). Somehow, regnMiljenko Zuanic-4/27/2020
2918…does anyone know why Sanofi abandoned their inhaled anti-RSV nanobody? Was it fDewDiligence_on_SI-4/25/2020
2917If it’s not a foolish question, how easy will it be to deliver sufficient quantinigel bates-4/25/2020
2916Dupixent still the star. q1 q4 q1 act % Dupixent 329 679 776 136 KzaBiotechwantabe-4/24/2020
2915I have different numbers, Dupi: $853 (US $674.3) Kevzara: $60.5 Praluent : $80.Miljenko Zuanic-4/24/2020
2914Over/under. Euro$ Apr 24th Product q1 2019 q4 2019 q1 2020 questimate DuBiotechwantabe-4/23/2020
2913Roche 1Q-2020 sale: 387 CHF ($402.5m , -13%) "Lucentis (-13%, US only). ForMiljenko Zuanic-4/22/2020
2912Good article on apple news Antibody Treatments May Be the Best Hope Against theBiotechwantabe-4/20/2020
2911Agreed, I don't see how even IF (big IF) Kev or the nAb are successful how tFelix B-4/19/2020
2910Benchmark analyst is saying an additional 50b in 2021. 50/50 chance of success.Biotechwantabe-4/19/2020
2909REGN always (from 2015 down turn, up to today) have good risk-reward profile, buMiljenko Zuanic-4/19/2020
2908I still think REGN has a good risk vs reward. Hopefully they can deliver il-6 Biotechwantabe-4/19/2020
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