In the REGN deep dive I imagined an illustrative scenario in which the company still manages to grow nicely through a theoretical disappearance of Dupixent revenues by the mid-2030s. But what if Dupixent doesn’t disappear? What if there’s a ‘Dupixent 2.0’? And what if, next time, REGN ends up capturing the lion’s share of the economics rather than sharing evenly with Sanofi?
Read on, if you’re curious to learn more.
Keep reading with a 7-day free trial
Subscribe to Notes From The Beauty Contest to keep reading this post and get 7 days of free access to the full post archives.