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H2R

03/18/22 12:24 PM

#462 RE: thermo #461

Hi Thermo,

A friend of mine was at the New Orleans SECO (I think that's the one) conference and talked to the exhibitors, including the folks at Eylea.

She asked about a number of things including their pricing and the reps said they did not see any price changes for Eylea in the near future.

(They also said they had 80% of the market, so what should we believe).

Anyways, one data point on the pricing.

And Vabysmo is going to be highly priced too:
https://www.fiercepharma.com/pharma/nod-hand-can-genentech-roche-challenge-regeneron-s-eyela-vabysmo

(Another nice PPS action today :)

Best of luck with your investments!
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thermo

03/19/22 5:57 PM

#463 RE: thermo #461

A follow-up to my prior comment.

I'm not a cheerleader for my investments. I will be honest with people about both the promise and the peril. So, if anyone took my last comment as unduly negative, I want to be clear. OTLK is one of my favorite longs.

The pricing risk in wAMD is nothing new. I considered it when I first established my position at $1 and I don't think the pricing risk is evolving differently than I first expected.

My target is still $10. If I believed what management is telling me about their hopes/expectations my target would be higher.
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evanstony

06/14/22 10:56 AM

#509 RE: thermo #461

does this have a fast track status of any kind?... orphan or other???