Replies to post #220401 on Biotech Values

[DewDiligence]

REGN's Eylea is probably the most exposed of any big-selling drug to the proposed Medicare Part B changes, but REGN says only 3% of 2019 Eylea revenue is "at-risk":

For those who haven't seen it, $REGN statement on Part B changes. Company sees ~3% of Eylea revenue at risk in 2019. pic.twitter.com/ZE8WiRc09W

— Matthew Herper (@matthewherper) August 8, 2018

The denominator in the 3% figure may include Eylea royalties from Bayer on ex-US sales.

[caravon]

Without reducing fraud, there is no way to control medical cost. It is ~30%+ of the entire med expenses in the USA.

[DewDiligence]

Trump proposes drug-price-lowering changes to Medicare Part B:

https://www.politico.com/story/2018/10/25/trump-medicare-drug-prices-plan-888607

More details to come.