Stock Watch: Regeneron’s Constellation of Ophthalmic Competition
When One Product Loses Exclusivity, Potentially All Market Shares Can Suffer
Executive Summary
The accepted commercial dynamics of a competitive indication in older patients can be disrupted by new entrants with improved profiles, lower priced biosimilar competition and (soon) Medicare price negotiations.
You may also be interested in...
Stock Watch: Spanners In The Works For Q4 Results
While the implications of the US Inflation Reduction Act are the focus of the sector’s concern this year, another regulatory development will impact earnings sooner.
High-Dose Eylea’s Improved Durability Could Protect Regeneron’s Market Share
The US firm’s high-dose reformulation of Eylea reduced dosing burden for patients with DME and wet AMD in two pivotal studies and could match Roche’s rival drug.
Medicare Coverage Restrictions For Expensive Drugs: Did Aduhelm Let The Genie Out Of The Bottle?
Payer discomfort with accelerated approvals exploded into the public arena with the Medicare national coverage determination on Aduhelm and similar drugs, and developers worry that the fallout will be far reaching.