Current monoclonal antibody treatment may not be as effective against Omicron, according to Regeneron. This, if accurate, makes Paxlovid, really, the only game in town in hospital settings as a first line treatment. Regeneron was tracking for roughly $10 billion in annualized revenues for 2022.
They are BOTH great investments. Both have an awesome array of patented drugs and pipelines. REGN has a bulletproof balance sheet, remarkably small share count (which keeps getting smaller) and a lovely, low P/E. It also still has very high demand for its monoclonals which treat and prevent the ongoing dominant Delta strain. Plus, Regeneron been preparing for variants over the past year and will undoubtedly have a new set of effective antibodies if needed. It will always be part of the "game in town."$Pfizer(PFE)$ $Regeneron Pharmaceuticals(REGN)$
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