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Regeneron Pharmaceuticals, Inc.: PharmaVitae Report
ABOUT THIS REPORT
PharmaVitae Explorer database
Chapter structure
Sales and product analysis
Financial analysis
Data sourcing
Analyst consensus
EXECUTIVE SUMMARY
Company introduction
Recent developments
Corporate relationships
Bayer
Astellas
Novartis
Roche/Genentech
Strategic overview
SWOT analysis
Strengths
Weaknesses
Opportunities
Threats
SALES AND PRODUCT ANALYSIS
Sales overview
Product analysis
Product sales
Eylea (intraocular aflibercept; VEGF Trap-Eye)
Disease background
CATT trial
Retinal vein occlusion
Diabetic macular edema
Wet AMD clinical trials
Opinions of Eylea
Use in retinal vein occlusion and diabetic macular edema
BRVO trial
DME trial
Current use of anti-VEGF agents in RVO and DME
Key forecasting assumptions
CRVO
BRVO
DME
Zaltrap (intravenous aflibercept; VEGF-Trap)
Colorectal cancer clinical trials
Several factors may impact Zaltrap’s uptake in the second-line setting
Sanofi’s presence in the colorectal cancer market will aid commercialization of Zaltrap
Key forecasting assumptions
Arcalyst (rilonacept)
Arcalyst CAPS sales to remain flat through forecast period
Gout background
Gout clinical trials
Approval of Arcalyst for the prevention of gout flares appears unlikely following negative FDA panel vote
Sarilumab (REGN88; IL-6R antibody)
REGN727 (SAR236553; PCSK9 antibody)
Regeneron and Sanofi have not disclosed plans for REGN727 Phase III development
Earlier-stage products
REGN475 (SAR164877; NGF antibody)
REGN668 (SAR231893; IL-4R antibody)
REGN421 (SAR153192; Dll4 antibody)
REGN910 (SAR307746; Ang2 antibody)
REGN846
REGN728
REGN1033
REGN1154
FINANCIAL ANALYSIS
Financial performance overview
Operating costs and profit analysis, 2005–11
Operating costs and profit analysis, 2011–17
APPENDIX
References
Datamonitor reports
Exchange rates
TABLES
Table: Regeneron R&D pipeline
Table: Regeneron catalyst timeline
Table: Regeneron product portfolio overview ($m), 2011–17
Table: Regeneron/Bayer-sponsored Eylea clinical trials, ongoing
Table: Overview of pivotal Phase III data for Eylea in wet AMD
Table: Overview of pivotal Phase III data for Eylea and Lucentis in macular edema secondary to CRVO
Table: Eylea US wet AMD forecast model, 2012–17
Table: Eylea US RVO forecast model, 2012–17
Table: Eylea US DME forecast model, 2012–17
Table: Worldwide Eylea sales, 2012–17
Table: Zaltrap colorectal cancer clinical trials
Table: Summary of results from the Phase III VELOUR trial
Table: Zaltrap sales forecast, seven major markets ($m), 2012–17
Table: Arcalyst gout Phase III trials
Table: Summary of results from the Phase III PRE-SURGE trials
Table: Sarilumab trials
Table: Summary of results from the Phase IIb portion of the MOBILITY trial
Table: REGN727 trials
Table: Regeneron operating revenue/cost analysis ($m), 2005–11
Table: Regeneron operating revenue/cost analysis ($m), 2011–17
Table: Exchange rates, 2011
FIGURES
Figure: PharmaVitae Explorer
Figure: Regeneron prescription pharmaceutical performance, sales ($m) and growth rate (%), 2011–17
Figure: Regeneron sales ($m), 2011–17
Figure: In October 2011 (immediately prior to the approval of Eylea), what percentage of your treated wet AMD patients were receiving the following treatments?
Figure: Following the 2-year results of the CATT trial, how do you view Avastin versus Lucentis in terms of efficacy/safety?
Figure: Based on your knowledge of the three anti-VEGF agents, please rate them on a scale from 1 to 5 on the following attributes, where 1=poor and 5=excellent.
Figure: Of the patients to whom you have administered Eylea, what percentage falls into each of the following categories? (Weighted average)
Figure: So far this year, what percentage of your newly diagnosed patients received the following agents as their first-line therapy? Three years from now, what percentage of your newly diagnosed patients do you expect will receive the following agents as their first-line therapy?
Figure: Of your patients failing their first-line therapy, what percentage do you expect will receive Avastin, Lucentis, or Eylea as a second-line therapy?
Figure: Of your CRVO/BRVO/DME patients, what percentages are currently treated with the following?
Figure: Regeneron operating/cost performance ($m), 2005–17
Report
Published by
Datamonitor
Published on
31 May 2012
Product code
HC00212-014
Pages
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