Regeneron Pharmaceuticals, Inc. (REGN)

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 ?

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. "

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.

https://seekingalpha.com/news/3650415-regeneron-pharmaceuticals-reports-q4-and-fy20-net-product-sales

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.

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.

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.

Please add if I have missed out anything. GLTA.