REGN seems to have a lot riding on the readout of the high dose phase 3 study which I think is later this year I'm not following this space much so I am not sure how much the uveitis/inflammation w Vabysmo will impact adoption vs Eylea. Dosing intervals alone were enough to propel Eylea to commercial success that exceeded everyone's expectations (including yours IIRC), so the ability for 80% of patients to get dosing less frequently than Elyea could be a meaningful differentiator
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.