Oncology Position













Well it looks like the cemiplimab BLA did not get completed in Q1 as was the plan reported to investors.

The longer it takes, the heavier the Merck hammer is gonna strike.

Bet hey, there’s still Eyelea, so REGN does not really need to be a player in oncology. Of course they sold a story to investors so if cemiplimab is a turd, some REGN market cap will get flushed.
 






common theme with blockbuster drug followed by arrogance and complacency then attempt to enter oncology space with a me too drug only to flounder wasting millions in the process
 


















Well it looks like the cemiplimab BLA did not get completed in Q1 as was the plan reported to investors.

The longer it takes, the heavier the Merck hammer is gonna strike.

Bet hey, there’s still Eyelea, so REGN does not really need to be a player in oncology. Of course they sold a story to investors so if cemiplimab is a turd, some REGN market cap will get flushed.

How long does approval take from BLA filing
 






if the BLA is accepted and priority review is granted, then its 6 months max. Without priority review likely 10 months. Rolling BLA could shorten either scenario by 2 months.