I’m paying closer attention to REGN after their recent excellent (but early) data with the intravitreal formulation of VEGF-Trap for AMD (#msg-10907088). If those data hold up, VEGF-Trap could be a serious competitor to Lucentis. They still have a long way to go, of course.
A possible driver for REGN’s stock price is a re-partnering of ophthalmic VEGF-Trap on lucrative terms, which would make SNY look really dumb for dropping the program.
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