Biotech Values

[dewophile]

who is everyone else? other countries? private pay patients in the US? Just curious
some drugs have competition and are only applicable to an older age medicare population so again Eylea is a good example of a drug that I think is squarely in the crosshairs and REGN is not going to make up that shortfall easily, and it is one of their 2 main revenue drivers so some companies are going to be materially affected while others a lot less so. I personally woudl want to steer clear of a company with high exposure to a US medicare population for now