Biotech / Medical
Regeneron Pharmaceuticals
An SI Board Since May 1996
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2103 94 0 REGN
Emcee:  Patrick Slevin Type:  Unmoderated
Regeneron (REGN) is a biotech working in recombinant DNA technology. Until '94 it generally traded between 10 and 20 dollars until the FDA beat it up on it's treatment for Lou Gehrig's Disease. While it was trading at the $4 level at the end of '94, the former chairman of Merck(I believe) took the helm and the stock climbed back to about 11, then traded between 11 and 14. In late May, Option volume increased, news about a discovery concerning muscles was announced, and the stock has risen sharply to Friday, May 24 '96 close of 18.875.

Historically, the stock has failed around 22. Yet AMGEN has more than a 17.7% stake with warrants to increase it's stake to 20%, at 16$ per share. Could this be the time it breaks out?
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2103Very soft sale of the Repatha @ AMGN, and unexpected increase (9%) Lucentis 1Q sMiljenko Zuanic-Thursday
2102From NVS, Continue slow decline in Lucentis ex-US sale (445 v 452-4Q, helped bitMiljenko Zuanic-Tuesday Apr 24, 2017 REGENERON AND SANOFI RECEIVE POSITIVE CHMPBiotech Jim-Monday
2100At most, <5% royalty (with big IF). Sarilumab recommended by EMA: ema.europa.Miljenko Zuanic-April 21
2099Speaking of ambulance chasers... fiercepharma.comBiotech Jim-April 21
2098On a separate note, I am concerned that E 1Q may be bit weak, weaker that I origMiljenko Zuanic-April 18
2097So was/is Eylea, insurer may "demand" greater rebate too keep E off-lMiljenko Zuanic-April 18
2096This approval doesn't mean much in practice insofar as Lucentis has been widDewDiligence_on_SI-April 18
2095Lucentis for DR without DME: roche.comMiljenko Zuanic-April 18
2094So, for cancer drug, for each indication we can expect variable rebate?In generaDewDiligence_on_SI-March 31
2093<Variable rebates according to indication will become a common practice, IMO Miljenko Zuanic-March 31
2092What's the next big event coming up after Dupi approval? Sariumab or Amgen Felix B-March 29
2091And you believe this? If "this" refers to what I posted in Message 310DewDiligence_on_SI-March 29
2090<This, too, was covered on the CC. Once asthma is approved, they can raise thMiljenko Zuanic-March 29
2089they see limited room for increase drug price down the road, so they initially DewDiligence_on_SI-March 29
2088Dew, <According to yesterday's CC,...> By now you should know that I dMiljenko Zuanic-March 29
2087...they may not have smooth sailing, initially. According to yesterday's CC,DewDiligence_on_SI-March 29
2086Yes, I know. CVS was not so receptive, Olivier signaled caution (from distance).Miljenko Zuanic-March 28
2085They already have Express Scripts on board: forbes.comFelix B-March 28
2084Not the struggle, but from initial price (minus expected rebate of 20-25%???), tMiljenko Zuanic-March 28
2083From the CC, it doesn't sound like there will be a struggle with payers. UnlDewDiligence_on_SI-March 28
2082What is (if any) $37K/y price telling you about coming marketing "struggle&Miljenko Zuanic-March 28
2081Dupixent CC slides: investor.regeneron.comDewDiligence_on_SI-March 28
2080Dupi approved: Zuanic-March 28
2079Here is how UBS value REGN, note NO single penny for RGC: "Valuation: $435Miljenko Zuanic-March 24
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