Libtayo expansion





















We will know expansion plans in Nov. FDA will answer if fast tracked in lung or not. Regeneron wants to create a lung sleeve and an overlapping skin sleeve. More reps in same market with tiny Libtayo. The next Merck or BMS structure that will push all the good reps away.
Sell those options and cash in.
 




The lung market does not need another PD1 checkpoint inhibitor unless it brings superior efficacy relative to currently available options.

ESMO data does not appear to demonstrate that degree of efficacy. It is after all metoovamab.
 




We will know expansion plans in Nov. FDA will answer if fast tracked in lung or not. Regeneron wants to create a lung sleeve and an overlapping skin sleeve. More reps in same market with tiny Libtayo. The next Merck or BMS structure that will push all the good reps away.
Sell those options and cash in.


Why do you say sell those options?
 
































real answers
Why do Sanofi and Libtayo management dislike each other? How do you expect the sales teams to produce results with our leaders acting like spoiled children in the sandbox fighting for the spotlight and credit?

They don't dislike each other they are just working from monumentally different incentive structures. Also Len exerts outsize influence on commercial.