REGN received BIDS......





































If our CEO won't negotiate with Amgen, why would you think that he would consider selling? Full of shit.

That's Len pouting when rest of pharma asked him to leave the big boy table. Acquisition or not, expect further challenges on all Regeneron's patents which directly impacts future product launches / life cycle management.

Nobody said Amgen until you chimed in. Keep in mind how Amgen acquired Immunex in the 90s for Enbrel (auto-immune) and Onyx in 2013 to expand the oncology franchise. If Amgen proceeds down the acquisition path of Regeneron, expect an offer around market value. We need Dupi to work or that market value will drop, quickly.
 












Try the other way. Amgen would not negotiate with Regeneron.
That is why we are in this mess.

Amgen never negotiates. They kept Roche biosimilar off market for an addition 5 years. It's in their blood that not negotiate. Regeneron management guessed wrong.

We are in the mess because management played copy cat and lost. They gambled and it backfired. It's not confidence but pure arrogance.
 






Amgen never negotiates. They kept Roche biosimilar off market for an addition 5 years. It's in their blood that not negotiate. Regeneron management guessed wrong.

We are in the mess because management played copy cat and lost. They gambled and it backfired. It's not confidence but pure arrogance.

The best Regeneron/Sanofi can hope for at this point is a stay and an appeal.
Get those two things and at best Praluent is a lame duck until appeal is decided.
 






Amgen never negotiates. They kept Roche biosimilar off market for an addition 5 years. It's in their blood that not negotiate. Regeneron management guessed wrong.

We are in the mess because management played copy cat and lost. They gambled and it backfired. It's not confidence but pure arrogance.

I say we originally got into this mess more from ignorance than anything else.
Unfortunately, Regeneron is dealing with the best in the business in Amgen with their experience
In patent law. They are the Sharks eating us for lunch.
You never know, we might get lucky but I wouldn't bet on it.
 






I say we originally got into this mess more from ignorance than anything else.
Unfortunately, Regeneron is dealing with the best in the business in Amgen with their experience
In patent law. They are the Sharks eating us for lunch.
You never know, we might get lucky but I wouldn't bet on it.

Regeneron met this fate due to hubris, incompetence, greed and negligence. Seasoned leaders deliver through experience, perseverance, foresight, ... If we do come out unscathed, let this be a lesson .. yes, people can learn, just not while expected to deliver the exact tasks while learning. We put too many people in positions way beyond their performance level and experience based on nepotism and tenure. Unfortunately, the real pharma world expects delivery of product, not just better roles for your cronies..
 






I say we originally got into this mess more from ignorance than anything else.
Unfortunately, Regeneron is dealing with the best in the business in Amgen with their experience
In patent law. They are the Sharks eating us for lunch.
You never know, we might get lucky but I wouldn't bet on it.

I'm not sure if you're ignorant or are Regeneron leaders too ignorant to Google. Maybe they need to uber to the local public library to use a computer and find out who Amgen is....
 












That's Len pouting when rest of pharma asked him to leave the big boy table. Acquisition or not, expect further challenges on all Regeneron's patents which directly impacts future product launches / life cycle management.

Nobody said Amgen until you chimed in. Keep in mind how Amgen acquired Immunex in the 90s for Enbrel (auto-immune) and Onyx in 2013 to expand the oncology franchise. If Amgen proceeds down the acquisition path of Regeneron, expect an offer around market value. We need Dupi to work or that market value will drop, quickly.

Good luck with that. It will be all on Regeneron's shoulders since sanofi hired a bunch of zit cream salesmen from galderma who think 'pull through' means dropping off copay cards.