Regeneron - Eylea 3.0

Speculative musings on a possible next-gen version of Eylea

Friends of NFTBC.

I know that many of you are interested in REGN, and will have read my deep dive. In the deep dive, I went to great lengths to elaborate on why there is so much more to REGN than Eylea - despite the stock market’s fixation with this molecule. But that’s not to say we shouldn’t talk about it at all. So in the spirit of my recent post on “Dupixent 2.0”, I thought it might be fun to do something similar with Eylea.

You may also recall in the deep dive, I posited that even in the complete absence of Eylea and Dupixent revenue in 10 years from now, REGN still has plenty of growth drivers that can carry the business forward. But what if Eylea and Dupixent do not go away?

‘Eylea 2.0’ (aflibercept 8mg), of course, remains in the early stages of its lifecycle. As we learnt this week it won’t even get its full start in the US until later this year, when the pre-filled syringe version is due to be approved after numerous delays. Be that as it may, from the outside it does seem as though REGN might be pressing ahead with the next version.

Read on to find out more…