I took a chance and dumped out of Regeneron yesterday to preserve my positive score, and I was rewarded by escaping the 8% drop today as the tide went out. Unlike many of the other biotechs getting the pinata treatment this week, Regeneron has an… More
Very simply, I don't see Eylea being worth this much. Sure the data has shown its more effective than Avastin, but a $6.6 billion price tag and even in a utopian view maybe 10 times 2012 sales just seems unrealisitc. Arcalyst sales are flat and… More