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 Biotech / Medical | Regeneron Pharmaceuticals

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From: Miljenko Zuanic4/18/2012 10:17:07 PM
   of 1595
 
CATT live:

prolibraries.com 

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To: Miljenko Zuanic who wrote (1528)4/23/2012 7:39:45 PM
From: Felix B   of 1595
 
How will this affect Eylea? Seems recent ER reports state that there Lucentis/Avastin users are switching over. I am curious how earnings will look this week.

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To: Felix B who wrote (1529)4/24/2012 5:58:06 PM
From: Miljenko Zuanic   of 1595
 
Maybe good!
What do you expect? $80M in Eylea sale? Less, more?

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To: Miljenko Zuanic who wrote (1530)4/25/2012 1:32:46 PM
From: Biotech Jim   of 1595
 
I am going with $82M for Eyelea sales this quarter and $380-420M in sales for the year. I only did one local "clinic channel check", indirectly. FWIW.

BJ

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To: Biotech Jim who wrote (1531)4/25/2012 9:37:09 PM
From: Miljenko Zuanic   of 1595
 
Any number around 80M (+/- 5%) is a good one. It will be an interesting CC, to hear full year projection (I hate to wake up at 5:30 am).

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From: Biotech Jim4/26/2012 7:39:55 AM
   of 1595
 
Wow, here is the PR and the numbers. I was a bit low on my EYLEA estimates:

investor.regeneron.com 

- First full quarter of EYLEA® (aflibercept) Injection sales of $124 million drive non-GAAP profit of $0.37 per diluted share

- Full year 2012 EYLEA U.S. sales forecast increased from $250 - $300 million to $500 - $550 million

I had a GTC order for $131 and change for 1/8th of my remaining shares, guess I have to up the ask price <ggg>.

Jim

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To: Biotech Jim who wrote (1533)4/26/2012 8:33:39 AM
From: Miljenko Zuanic   of 1595
 
WOW!

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To: Biotech Jim who wrote (1533)4/26/2012 9:18:57 AM
From: Miljenko Zuanic   of 1595
 
Very good CC, I like the optimism on Arcalyst and 475. I continue to believe that 475 is nice opportunity, and that Sanofi made mistake as they did with EYLEA! :)

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To: Miljenko Zuanic who wrote (1535)4/26/2012 9:32:30 AM
From: Biotech Jim   of 1595
 
I like the oncologic pain indication for 475. Dramatic unmet medical need there. Then, with this experience at hand, explore further utility. All looks very good, and Lenny and colleagues did a very good job with the CC, agreed.

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To: Miljenko Zuanic who wrote (1492)4/26/2012 9:42:25 AM
From: scaram(o)uche   of 1595
 
>> "Zudija laku minjo ali cud ne"! <<

"Stick around, peon, and I'll let you wash my car"!

??????

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