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Regeneron(REGN) - 2022 Q4 - Annual Report
2023-02-05 16:00
产品研发和进展 - EYLEA(aflibercept)在眼科领域取得多项进展,包括获得美国食品药品监督管理局(FDA)对ROP的专利延长,欧洲委员会(EC)和日本卫生劳动厅(MHLW)的批准[24] - Dupixent(dupilumab)在免疫和炎症领域有多个临床项目,包括儿童特发性嗜酸细胞食管炎(EoE)和慢性阻塞性肺病(COPD)等,部分项目已获得FDA和EC批准[25] - Libtayo(cemiplimab)在实体器官肿瘤和肿瘤免疫领域有多个临床项目,包括第一线转移性黑色素瘤和晚期实体器官癌症等,部分项目已获得FDA和EC批准[26] - Odronextamab(REGN1979)在血液学领域有多项临床项目,包括B细胞非霍奇金淋巴瘤(B-NHL)和多发性骨髓瘤等,部分项目已完成关键阶段并准备提交BLA[28] - REGN7999是一种抗体,用于TMPRSS6依赖性铁过载[29] - Praluent (alirocumab)是一种抗体,用于PCSK9,将在2023年中提交sBLA[29] - Evkeeza (evinacumab)是一种抗体,用于ANGPTL3,已报告HoFH在儿童的试验结果[29] - Garetosmab是一种抗体,用于Activin A,用于治疗FOP[29] - Aflibercept 8 mg在DME和濕性AMD患者中取得了非劣效性的视力增益[35] - REGEN-COV用于治疗COVID-19,在2022年12月提交的BLA获得FDA完整回复函[36] - 公司开发了VelociMouse技术平台,可以直接从胚胎干细胞生成转基因小鼠,避免了繁琐的生成和繁殖过程[55] - 公司开发了VelociMab平台,用于快速筛选抗体和快速生成表达细胞系,用于Traps和VelocImmune人类抗体[56] - 公司利用VelociSuite技术开发了一类潜在的药物候选物,称为双特异性抗体,用于免疫疗法在肿瘤学领域的应用[57] - 公司开发了VelociT小鼠,将研究和药物发现能力扩展到细胞介导的免疫和肿瘤免疫受体的治疗[58] - 公司推出了VelociHum免疫缺陷小鼠平台,用于准确测试人类治疗药物对人类免疫细胞的影响和研究人类肿瘤模型[59] 合作与授权 - 公司与100多个学术和临床合作伙伴合作,共同进行基因组研究,利用RNA测序、全基因组测序和O-LINK蛋白组学检测等技术[61] - 公司与Sanofi、Bayer、Teva等公司合作开发和商业化多个药物,共同承担开发费用并分享销售利润[68] - 公司与Alnylam签署全球战略合作协议,提供4亿美元的前期付款[80] - 公司与Intellia合作开发CRISPR/Cas9基因编辑技术,Intellia将领导开发和商业化活动,双方将分享开发费用和利润[88] - 公司与BARDA合作开发埃博拉病毒感染治疗,预计在约六年内交付预定数量的Inmazeb治疗剂量[90] - 公司与Kiniksa签署许可协议,Kiniksa负责在美国开发和商业化ARCALYST,公司将继续向Kiniksa提供临床和商业产品[91] - 公司与Ultragenyx签署许可和合作协议,Ultragenyx在美国以外国家开发和商业化Evkeeza,公司将以分阶段购买价格向Ultragenyx提供商业产品[93] - 公司完成对Checkmate Pharmaceuticals的收购,获得了正在开发的肿瘤治疗药物vidutolimod的权利[94] 知识产权和合规 - 公司拥有多个专利,包括Libtayo、Praluent和Kevzara等产品的专利,涵盖了不同的领域和地区[121] - 公司获得了美国专利局颁发的专利延期,延长了EYLEA和Dupixent等产品的专利期限[123][127] - 公司的专利权受到不确定性影响,其他公司可能会独立开发类似产品或设计绕过公司专利的产品[130][131] - 公司在全球范围内寻求商标注册,商标保护根据当地法律规定,商标注册通常为固定但可续订的期限[132] - 公司的知识产权维护和执行成本高昂且耗时,专利可能会受到挑战,公司可能需要支付许可费用或调整产品开发计划以考虑第三方的专利权[133][134] 市场竞争和销售 - 公司的产品在全球市场面临来自制药、生物技术和化学公司的激烈竞争,竞争取决于产品的疗效、安全性、可靠性、价格等因素[103] - 公司在美国主要向批发商和专业分销商销售产品,其中两家客户占2022年总毛利收入的83%[101] - 公司的产品包括Xolair、Nucala、Cinqair等,涉及哮喘、鼻息肉等领域,市场覆盖全球[107] - 公司的产品Praluent和Repatha用于降低心肌梗死、中风和冠状动脉重建的风险,市场覆盖全球[107] - 公司的产品Kevzara用于类风湿关节炎治疗,市场覆盖全球[108] 法规合规和风险 - FDA可能召集咨询委员会就BLA进行审查,但不受其建议约束[146] - 在欧洲经济区,药品必须获得相关营销授权后才能上市[148] - FDA和其他监管机构可能要求进行额外的临床试验或对
Regeneron(REGN) - 2022 Q4 - Earnings Call Transcript
2023-02-03 17:43
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Q4 2022 Earnings Conference Call February 3, 2023 8:30 AM ET Company Participants Ryan Crowe - Vice President, Investor Relations Leonard Schleifer - Co-Founder, President and Chief Executive Officer George Yancopoulos - Co-Founder, President and Chief Scientific Officer Marion McCourt - Executive Vice President and Head, Commercial Bob Landry - Executive Vice President and Chief Financial Officer Conference Call Participants Tyler Van Buren - Cowen Matthew Harr ...
Regeneron(REGN) - 2022 Q4 - Earnings Call Presentation
2023-02-03 17:42
Regeneron Corporate Presentation F e b r u a r y 2 0 2 3 This non-promotional presentation contains investigational data as well as forward-looking statements; actual results may vary materially. 2 Note regarding forward-looking statements and non-GAAP financial measures This presentation includes forward-looking statements that involve risks and uncertainties relating to future events and the future performance of Regeneron Pharmaceuticals, Inc. ("Regeneron" or the "Company"), and actual events or results ...
Regeneron Pharmaceuticals, Inc. (REGN) 41st Annual J.P. Morgan Healthcare Conference (Transcript)
2023-01-10 04:39
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) 41st Annual J.P. Morgan Healthcare Conference January 9, 2023 12:00 PM ET Company Participants Leonard Schleifer - President and CEO George Yancopoulos - President and Chief Scientific Officer Marion McCourt - EVP and Head of Commercial Conference Call Participants Chris Schott - JPMorgan Chris Schott Good morning, everybody. I'm Chris Schott, diversified biopharma analyst at JPMorgan, and it's my pleasure to be introducing Regeneron this morning. Representing t ...
Regeneron Pharmaceuticals, Inc. (REGN) Piper Sandler 34th Annual Healthcare Conference (Transcript)
2022-11-30 18:53
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Piper Sandler 34th Annual Healthcare Conference Call November 30, 2022 8:00 AM ET Company Participants Ryan Crowe - Vice President of Investor Relations Robert Landry - Executive Vice President & Chief Financial Officer Conference Call Participants Chris Raymond - Piper Sandler Chris Raymond Okay. Let's go ahead and get started. Thanks everybody for attending Day 2 of the 34th Annual Piper Sandler Healthcare Conference. My name is Chris Raymond. I'm one of the b ...
Regeneron Pharmaceuticals, Inc. (REGN) 5th Annual Evercore ISI HealthCONx Conference (Transcript)
2022-11-29 19:50
会议纪要要点 公司及行业概述 1. **公司名称及会议主题**:Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) 5th Annual Evercore ISI HealthCONx Conference,2022年11月29日11:45 AM ET。[doc id='1'] 2. **参会人员**:Regeneron公司研发执行副总裁Neil Stahl、免疫肿瘤和双特异性项目负责人John Lin、投资者关系部Ryan Crowe等。[doc id='2'] 3. **讨论重点**:双特异性抗体和ADC药物组合、高剂量EYLEA和IRA,以及行业动态。[doc id='2'] 双特异性抗体 1. **CD28双特异性抗体**:针对PSMA和前列腺癌的研究正在进行中,旨在提高治疗效果。[doc id='3'] 2. **安全性问题**:目前正在进行不同剂量水平的研究,以减轻潜在的免疫相关副作用。[doc id='7'] 3. **疗效数据**:初步数据显示,PSMAxCD28单药治疗在初始治疗期间肿瘤标志物水平升高,但与Libtayo联合使用后,PSA水平迅速下降。[doc id='12'] 4. **未来计划**:预计在2023年上半年公布更多关于初始患者和后续患者的数据。[doc id='14'] 5. **MET双特异性抗体**:在MET基因扩增或过表达的肺癌患者中显示出疗效,且毒性较低。[doc id='16'] 6. **METxMET ADC**:正在研究将ADC药物与METxMET双特异性抗体结合,以提高疗效。[doc id='18'] 高剂量EYLEA 1. **PHOTON和PULSAR研究**:在PULSAR研究中,8 mg剂量组的疗效优于2 mg剂量组。[doc id='20'] 2. **IRA**:IRA的推出可能会影响高剂量EYLEA的市场策略,但具体影响尚不明确。[doc id='22] 3. **J-code**:如果IRA获得批准,将获得新的J-code,从而影响定价策略。[doc id='26] 其他 1. **Dupixent**:在多个适应症中取得显著进展,包括特应性皮炎、哮喘、鼻息肉和嗜酸性食管炎。[doc id='28] 2. **COPD**:COPD市场潜力巨大,但需要更多数据来评估Dupixent的疗效。[doc id='31] 3. **Alzheimer's disease**:与Alnylam合作开发siRNA疗法,针对APP蛋白,有望治疗阿尔茨海默病。[doc id='37]
Regeneron Pharmaceuticals, Inc. (REGN) Jefferies London Healthcare Conference - (Transcript)
2022-11-16 17:24
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Jefferies London Healthcare Conference November 16, 2022 10:15 AM ET Company Participants Ryan Crowe - VP, IR Robert Landry - EVP, Finance & CFO Conference Call Participants Akash Tewari - Jefferies Akash Tewari All right. Well, good afternoon. Day two of the London Healthcare Conference. My name is Akash Tewari. I'm one of the therapeutic analysts here. I hope you guys are all enjoying yourself. I'll tell you, it's wonderful to see everyone back, it really is. ...
Regeneron(REGN) - 2022 Q3 - Earnings Call Transcript
2022-11-03 16:07
Regeneron Pharmaceuticals, Inc. (AAPL) Q3 2022 Earnings Conference Call November 3, 2022 8:30 AM ET Company Participants Ryan Crowe - Vice President, Investor Relations Leonard Schleifer - President, Chief Executive Officer George Yancopoulos - President, Chief Scientific Officer Marion McCourt - Executive Vice President, Head of Commercial Robert Landry - Executive Vice President, Chief Financial Officer Conference Call Participants Evan Seigerman - BMO Tyler Van Buren - Cowen Salveen Richter - Goldman Sac ...
Regeneron(REGN) - 2022 Q3 - Quarterly Report
2022-11-02 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 0-19034 REGENERON PHARMACEUTICALS, INC. (Exact name of registrant as specified in its charter) New York 1 ...