Regeneron Plays It Safe With Eylea, Aims To Undercut Lucentis
This article was originally published in The Pink Sheet Daily
Regeneron has designed the launch strategy of its bimonthly wet AMD injection Eylea to head off any reimbursement issues.
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The biotech took aim at ophthalmic rival Regeneron with a panel of physicians who pointed out the short-term nature of and side-effects associated with anti-VEGFs. It also emphasized that doctors want several treatments with distinct mechanisms of action, rather than the co-formulations that Regeneron plans.
Speaking at the J.P. Morgan meeting in January, Regeneron CEO Leonard Schleifer says the company is exploring many opportunities to build the franchise around its successful wet AMD drug Eylea. In the fourth quarter, the drug racked up $400 million in U.S. sales, beating expectations.
Successful biotech launches like Regeneron’s Eylea, Vertex’s Incivek and others have investors reconsidering the “short the launch” mentality that pervaded the industry a year ago, though no one is throwing caution to the wind.