Regeneron Pharmaceuticals, Inc. (REGN) - Gabelli Research Analyst Jing He (3-1-2018) Invest with Us 1-800-GABELLI (800-422-3554) http://facebook.com/gabellitv GabelliTV Transcript: Hi. My name is Jing He and I’m a biotech analyst at Gabelli. We are recommending a Buy on Regeneron Pharmaceuticals with a 2019 PMV of 442 dollars per share. The company has 115 million shares out, closed at $321, market cap $36.8 billion, net cash $2.9 billion and total enterprise value $33.9 billion. Recently, the shares are trading at near a 52-week low, due to concerns on competition of its key drug, Eylea. We believe Eylea will maintain its dominant position in retinal market. Novartis’ brolucizumab won’t enter the market until late 2019 and will initially compete only in the well-penetrated AMD market. The other competitor, Roche’s bispecific RG7716 needs to prove that its efficacy and safety in Phase 2 will hold in a larger and longer-term Phase 3 trial. Regeneron’s Dupixent had a strong launch in 2017 despite administrative hurdles from payers. We expect it to become a blockbuster drug in 2018, as Regeneron and partner Sanofi improve their commercial execution. Near-term catalysts include readout of Praluent’s outcomes trial in March, and ceMiplimab’s approval in mid-2018.
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A Bug’s Death New Antibiotics for Superbugs - Gabelli Analyst Kevin Kedra (4-5-2018) http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) http://facebook.com/gabellitv GabelliTV Transcript: The emergence of multi-drug resistant bacteria, or so-called superbugs, is becoming a global public health crisis. The CDC estimates that these superbugs infect 2 million Americans each year, leading to 23,000 deaths. New antibiotics are needed to treat these infections, and we expect to see an influx of potentially 6 new approvals over the next 18 months. Most of these upcoming approvals, along with the two approved in 2017, are coming from a handful of small biotech companies. These companies – Achaogen, Melinta Therapeutics, Motif Bio, Nabriva Therapeutics, Paratek Pharmaceuticals, and Tetraphase Pharmaceuticals – could see a wave of consolidation and deal activity that will leverage commercial infrastructures, extract cost synergies, and de-risk product portfolios with multiple antibiotics. Our favorite names in the antibiotic sector are Achaogen and Paratek. We expect both companies to gain FDA approval of their respective antibiotics, plazomicin and eravacycline, later this year, and believe that sales of each antibiotic could surpass $100 million by 2021. Achaogen trades at $13 per share, and we estimate a 2019 PMV of $18 per share. Paratek also trades at $13 per share and we estimate a 2019 PMV of $24 per share.
Gabelli Research analyst Jing He discusses her best idea for 2018, Incyte Corp. http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) http://facebook.com/gabellitv GabelliTV Transcript: Hi. My name is Jing He and I’m a biotech analyst at Gabelli. We are highlighting Incyte as our top biotech pick with a 2018 PMV of 133 dollars per share. The company has 218 million shares out, trading at $94.58, equity market cap $20.6 billion, net cash $1.3 billion and total enterprise value $19.3 billion. Its key drug, Jakafi is on track to reach $2bn of sales in 2021 with potential label expansion in additional indications. We value the legacy franchise, including Jakafi and Iclusig at $17 billion. Incyte shares are trading at near a 52-week low, as if the entire pipeline with IDO, multiple early-stage candidates, plus baricitinib royalties, arguably the best oncology pipe, is worth only $2 billion. We believe its pipeline progress was given little credit, including the advancement of PD-1+ Epacadostat to multiple Phase 3 programs with Merck, Bristol and AstraZeneca, as well as positive Phase 1 data demonstrating 30% response rate in multiple tumor types with superior safety. Near-term catalysts include readout of Epacadostat+PD-1 in melanoma in the first half of 2018, and baricitinib’s approval in mid-2018.
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