Will Regeneron keep CV reps if drug goes away?

[anonymous]

we have sold $115 mill since launch, year and 1/2 ago. We spent millions on a worthless voucher and millions on sales reps, managers, marketing support, etc. Maybe we get thru June. Then we fight all the way to Supreme Court. That's a lot of lawyer fees & court fees. Sounds like good money chasing bad money. Merck set a court precedent against Gilead that patent protection does matter. This doesn't look good folks. Can the medical community survive with only one PCSK9? PBMs see them as interchangeable and so do doctors. What's the harm in having one? Praluent doesn't have any more to offer than that of Rapatha. Our drug is not needed in the grand scheme of things. Just keeping it real here folks. Keeping it real.

We've sold $127M since launch ($116M in 2016, $11M in 2015). In 2016 Eylea sold $3.3B with 70 field-based employees ($47M per FBE) and Praluent sold $116M with 330 field-based employees ($351K per FBE). I don't even know if that factors in all the Sanofi team... It's not just about efficiency per territory (I sure hope not anyway). But Selling, General, & Admin expenses for 2016 were $1.2B vs. $839M for 2015 ($337M more to get ready for saril & dupi launches). I don't know how to tease out exactly how much Praluent has cost since launch, but I bet it's way more than $127M. Add on legal fees for Clement, additional rebates we might give to stop managed care migration to Repatha, and potential risk w/Dupixent patents.
It's a numbers game, and that worries me. Yeah we will prob win the Praluent court case. But if we don't even break even on Praluent till say, 2021-22, how can they justify keeping all of the SNFI & REGN specialty & PCP reps? Think the total count is still almost 500. I've heard the REGN board is super-impatient to make those changes.
So bottom line, we in the field are still not in a good position. This last week has only delayed the inevitable. Time to look hard for something else.