Biotech / Medical | Regeneron Pharmaceuticals


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To: scaram(o)uche who wrote (1537)4/26/2012 3:44:47 PM
From: Miljenko Zuanic   of 1595
 



Hi Rick, how is life treating you these days?

Proverb (originated in Croatian dialect, Komiza, place where I was born) has several meanings:

a) deals with honesty/dishonesty and when greed overtake person’s character, “when greed is in front of your character, you will never change”,

b) deal with respect/disrespect, “respect your opponents as you respect your friends”, so to show that you can deal with your own ego,

c) …



It is hard to translate it directly to English (not that my English is good, anyway)!

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To: Miljenko Zuanic who wrote (1538)4/26/2012 4:05:25 PM
From: scaram(o)uche   of 1595
 
Doing great, thanks. Hope the same can be said for you! Price increase, at one point today, was about 3X what you used to pay per share.

:-)

Congrats to BJ too, and to other longs. As already established, I am a jealous sideline-sitter.

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To: Biotech Jim who wrote (1536)4/26/2012 9:28:17 PM
From: Felix B   of 1595
 
Am curious what the FDA will end up deciding after the panel met and how things will shake up from there, any idea when date is?

Tempted to sell some today as well but waiting for late summer/early fall after the three decision dates, maybe another nice little bump there.

FDA panel for gout in another week or so!

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To: Miljenko Zuanic who wrote (1528)4/30/2012 8:45:28 PM
From: Miljenko Zuanic   of 1595
 
Results are out,
uphs.upenn.edu 

Will need to read publication, to speculate impact on Eylea sale.
Initial street respond is: do not care much!

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To: Miljenko Zuanic who wrote (1541)5/3/2012 10:20:12 PM
From: Felix B   of 1595
 
Some say it won't have much of an impact

forbes.com 

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From: Miljenko Zuanic5/4/2012 10:21:17 AM
   of 1595
 
Documents are out. Malignancy???

fda.gov 

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To: Miljenko Zuanic who wrote (1543)5/4/2012 3:17:23 PM
From: idos   of 1595
 
Not only the malignancy risk also sounds like the FDA is not impressed by efficacy:
"However, the magnitude of the absolute treatment effect is small, both in terms
of the primary endpoint, secondary, and selected exploratory endpoints."

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To: idos who wrote (1544)5/5/2012 1:25:22 AM
From: Miljenko Zuanic   of 1595
 
Small treatment effect/benefit???…I am not sure about this. Yes, absolute magnitude was small, due to low frequency of the flares during 16 weeks (one flare per subject for 16 weeks). Maybe REGN chose “too healthy” population for Arcalyst prophylaxis? Maybe the criteria for enrolling subjects were too weak?? I will agree with REGN that 16 weeks was sufficient prophylaxis time, so have no idea why is FDA changing view? Extend treatment??? Increase in flares, post 16 weeks? Rebound in IL-1b? FDA statement that flare frequency after treatment period (16-20 weeks) was higher in Arcalyst groups (study 816) is pure BS by FDA, because suddenly placebo group has cut flare rate by >50%. However, there is increase in flare frequency after 16 weeks, so efficacy of the Allopurinol (inadequate response to Allopurinol) should be questioned, not extended prophylaxis.


Regards the new safety study (12 months), “The Agency responded that it would be difficult to consider approving a BLA that has a gap such as this in the safety data.”

I have no idea why was REGN so “stubborn” not to run safety study for 32 weeks (6 months)?


Malignancy…after few doses (lowest is 3)??? Arcalyst should be characterized as “very carcinogenic agent” and immediately removed from market! IF FDA believe in their hypothesis.


PS: Overal, they have very good chance with AC, IMO.

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To: Miljenko Zuanic who wrote (1528)5/6/2012 3:28:05 PM
From: Miljenko Zuanic   of 1595
 
Very entertaining presentation of CATT and IVAN.
Today requirement for AMD drug are much different than few years back, it is not who will GAIN 1-3 line, it is who will NOT LOSE 1-3 line. So, nor CATT nor IVAN give definitive answers, but IF one apply statistical metrics on this parameters...I think that they will demonstrate inferiority of the Avastin versus Lucentis (for longer treatment period) , as well as
inferiority of the PRN versus continuous.

But, who care will this “older” subject get blind or not, they are anyway only “numbers” that contribute rising healthcare cost!

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To: Miljenko Zuanic who wrote (1546)5/6/2012 4:40:08 PM
From: Ian@SI   of 1595
 
MJ,

re: Message 28128043

If I could avoid being stabbed in the eye repetitively with a sharp needle, I'd certainly opt for this approach to treating AMD.

Do you have any thoughts on the probability of this ever being an accepted AMD tx?

Thanks,
Ian

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