ARKG REGENERON PHARMACEUTICALS is on the sixth largest position REGN 758,766 shares or 392,987,674.38$ 3.75%
ARKK REGENERON PHARMACEUTICALS is on position 47 REGN 228,832 shares or 118,518,957.76$ 0.53%
my 2 cents is that ARKK will keep buying as they did on Friday
what do they know/see that we don't know/see ?
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Regeneron Announces U.S. Government Agreement to Purchase Additional COVID-19 Antibody Cocktail Doses
"Under the agreement, the government will acquire doses at the lowest authorized dose. The government is obligated to purchase all finished doses supplied by June 30, up to 1.25 million doses total (an agreement value of up to $2.625 billion), and may accept doses after this date at its discretion. A number of factors may impact available finished supply by June 30, including manufacturing considerations and authorized dose levels. Regeneron expects to supply approximately 750,000 finished doses by the end of June based on the 2,400 mg dose level, with the vast majority supplied in the second quarter. Regeneron expects to fulfill the entire 1.25 million targeted doses if the 1,200 mg dose is authorized. "
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Today ARK again bought 84K and 23K shares for ARKK and ARKG funds, respectively -- worth 55 millions, looking great to me.
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Earnings are soon: The government is obligated to purchase all finished doses supplied by Jun 30, which is up to 1.25 million doses in total, and might accept doses after this date at its discretion. The company expects to supply about 750,000 finished doses by the end of June, based on the 2,400 mg dose level, with the vast majority supplied in the second quarter. Regeneron expects to fulfill the entire 1.25 million targeted doses, if the 1,200 mg dose is authorized.
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How good is the following update?
Regeneron Pharmaceuticals (NASDAQ:REGN) -0.6% preliminary FY20 U.S. net product sales of EYLEA (aflibercept) injection of ~$4.95B and Q4 net product sales of EYLEA of ~$1.34B. Overall distributor inventory levels for EYLEA in the United States remained within the Company’s one-to-two-week targeted range. FY20 U.S. net product sales of casirivimab and imdevimab of ~$184M and Q4 U.S. net product sales of casirivimab and imdevimab of ~$144M. The Company expects that the full 300K doses under the previously announced contract with the U.S. government will be fulfilled by the end of February 2021.
The enrollment of hospitalized patients on REGN-COV2 for the RECOVERY trial in UK increases substantially for the last 2 weeks -- from 1703 to 2610, a 53% increase. The trial appears to be going on nicely.
Data Monitoring Committee correspondence
www.recoverytrial.net
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Oh yeah - been waiting for this!
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I don't understand the movement of the SP. Goes up and comes down. Is it shorts or profit taking? Earnings and guidance both will be good and I don't see much rise in SP. Any idea?
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I said over and over again, as soon as the as the spot light shifted away from anything Covid and back to their core business, the stock would rally. Unfortunately some times it's all about the headlines instead of the fundamentals
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Stock is soaring in ah on additional 2.6B deal to supply government with additional doses.
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Another down day in spite of encouraging news. Yesterday after the close REGN announced encouraging "initial data" from ongoing phase 1/2/3 trial in hospitalized patients on low flow oxygen. Starting one week after treatment the risk of death or of receiving mechanical ventilation was reduced by half for patients whose immune systems had not yet mounted their own immune response (seronegative). In the placebo group seronegative patients were three times more likely to die compared to seropositive ones. A much larger trial will be required to rigorously characterize the drug's effect. REGN expects the ongoing UK based RECOVERY trial to provide the data. Sounds like very good news to me. For the record my wife and I are 71 and I'm much more concerned about having an effective treatment than whether my stock goes up or down tomorrow.
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$REGN | US To Buy Added Regeneron Covid-19 Antibody Cocktail Doses -Pact Covers 1.25M Added Doses Of Antibody Cocktail -Total Potential US Supply Now Over 1.5M Doses
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TheFly: Fresenius to administer Lilly, Regeneron COVID antibody drugs, Reuters says
Fresenius Medical Care (FMS), which is the largest kidney dialysis provider in the United States, said it plans to begin administering Eli Lilly (LLY) and Regeneron (REGN) COVID-19 antibody treatments nationwide this week at its facilities, reported Reuters' Deena Beasly. Dialysis centers represent "a new path" for delivery of the drugs, which have been approved for emergency use but are "facing skepticism and logistical problems in some hospitals," the report said.
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ARKG bought another 148.222 shares,
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Per today's presentation, Q3 sales are approx 2.71B vs Street expectation of 2.46B. That would be a nice beat.
Details are: Eylea-1.34, Dupixent-1.07, Antibodies-0.2, and Libtayo-0.1B.
REGENERON PHARMACEUTICALS is on the sixth largest position
REGN 758,766 shares or 392,987,674.38$ 3.75%
ARKK
REGENERON PHARMACEUTICALS is on position 47
REGN 228,832 shares or 118,518,957.76$ 0.53%
my 2 cents is that ARKK will keep buying as they did on Friday
what do they know/see that we don't know/see ?
"Under the agreement, the government will acquire doses at the lowest authorized dose. The government is obligated to purchase all finished doses supplied by June 30, up to 1.25 million doses total (an agreement value of up to $2.625 billion), and may accept doses after this date at its discretion. A number of factors may impact available finished supply by June 30, including manufacturing considerations and authorized dose levels. Regeneron expects to supply approximately 750,000 finished doses by the end of June based on the 2,400 mg dose level, with the vast majority supplied in the second quarter. Regeneron expects to fulfill the entire 1.25 million targeted doses if the 1,200 mg dose is authorized. "
Regeneron Pharmaceuticals (NASDAQ:REGN) -0.6% preliminary FY20 U.S. net product sales of EYLEA (aflibercept) injection of ~$4.95B and Q4 net product sales of EYLEA of ~$1.34B.
Overall distributor inventory levels for EYLEA in the United States remained within the Company’s one-to-two-week targeted range.
FY20 U.S. net product sales of casirivimab and imdevimab of ~$184M and Q4 U.S. net product sales of casirivimab and imdevimab of ~$144M.
The Company expects that the full 300K doses under the previously announced contract with the U.S. government will be fulfilled by the end of February 2021.
https://seekingalpha.com/news/3650415-regeneron-pharmaceuticals-reports-q4-and-fy20-net-product-sales
The enrollment of hospitalized patients on REGN-COV2 for the RECOVERY trial in UK increases substantially for the last 2 weeks -- from 1703 to 2610, a 53% increase. The trial appears to be going on nicely.
Earnings and guidance both will be good and I don't see much rise in SP. Any idea?
-Pact Covers 1.25M Added Doses Of Antibody Cocktail
-Total Potential US Supply Now Over 1.5M Doses
Fresenius Medical Care (FMS), which is the largest kidney dialysis provider in the United States,
said it plans to begin administering Eli Lilly (LLY) and Regeneron (REGN) COVID-19 antibody
treatments nationwide this week at its facilities, reported Reuters' Deena Beasly. Dialysis
centers represent "a new path" for delivery of the drugs, which have been approved for emergency
use but are "facing skepticism and logistical problems in some hospitals," the report said.
Details are: Eylea-1.34, Dupixent-1.07, Antibodies-0.2, and Libtayo-0.1B.
Please add if I have missed out anything. GLTA.