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More on Regeneron Q4: Net profit -79%; sees Eylea growth

  • Regeneron (REGN +2%) net profit -79% to $97M, due to a non-cash tax benefit of $336M in Q4 2012, an income tax provision in 2013, and higher operating costs last year.
  • Eylea net U.S. sales $402M vs $276M a year earlier; international $184M vs $19M.
  • Cash position: $1.08B at end of 2013 vs $588M.
  • Forecasts 2014 Eylea net product sales of $1.7-1.8B in U.S. vs. $1.41B in 2013.
  • Expects Eylea to continue growing "through demographic and geographic expansion," as well as via potential approvals in new indications. (PR)
  • Previous
Comments (6)
  • toosmarttofail
    , contributor
    Comments (468) | Send Message
    Eylea is a dinosaur. ACTC has a stemcell treatment that took an AMD patient from 20/400 to 20/40 in three weeks. When their results are published in the NEJM the world will see what ACTC longs already know.


    Either the analysts are stupid or willfully blind if they don't see this.
    11 Feb, 08:10 AM Reply Like
  • patriot_invstr
    , contributor
    Comments (38) | Send Message
    @too - Way to pump a penny stock. One patient with one outcome is not anywhere close to the standard needed for FDA approval.
    Disclosure - I have no positions in $REGN nor $ACTC but $REGN came on to my radar when looking at companies with T1D solutions.
    11 Feb, 12:39 PM Reply Like
  • toosmarttofail
    , contributor
    Comments (468) | Send Message
    If you don't like penny stocks, this will work out for you, since you can dump your REGN when it hits $0.99, when ACTC is well over a dollar!


    The New England Journal of Medicine wouldn't accept an article on ACTC's work as they have if the results weren't there. It's more than "one patient.l" It's long-overdue TLD for a drug that cures what Eylea merely treats.


    Any hype for Eyleas that ignores what ACTC is doing for the same condition is misinformed at best.


    BTW please cut the libel. I'm not a stock pumper.
    11 Feb, 04:36 PM Reply Like
  • patriot_invstr
    , contributor
    Comments (38) | Send Message
    @too - let me help you with that - libel: the act of publishing a false statement that causes people to have a bad opinion of someone.


    I have seen your statements on numerous SA articles praising (pumping) $ACTC. I have NOT seen you disclose whether you have a position in $ACTC. If you do not have a position, you should disclose that (as I did regarding $REGN and $ACTC previously).
    11 Feb, 05:06 PM Reply Like
  • Jason Wei
    , contributor
    Comments (9) | Send Message
    Elyea's annual peak sales will be less than $4billion. Comparing with Lucentis, the unit price will be lower and longer injection interval, plus almost the same indications. That' s the reason why.
    11 Feb, 11:53 AM Reply Like
  • toosmarttofail
    , contributor
    Comments (468) | Send Message
    ACTC has a *cure* for AMD and other blindness conditions. They've restored vision, not just haled the disease.


    Pretending this doesn't exist is like touting horse-and-buggy vehicles while pretending the authomobile hasn't been invented. Eylea is a dinosaur.
    11 Feb, 04:38 PM Reply Like
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