Healthcare: Pfizer Takes Aim At Regeneron, And UnitedHealth's Earnings Update
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 16 October 2019
⏱️ 26 minutes
🧾️ Download transcript
Summary
Pfizer's latest phase 3 trial results put its promising eczema drug on a path to challenge Regeneron and Sanofi's $2 billion-per-year drug, Dupixent. Also, how Regenxbio and Adverum Biotechnologies hope to change how a we treat a common cause of vision loss in seniors, and why United Healthcare's latest quarterly results sent shares soaring.
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| 0:19.9 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every single day. |
| 0:26.0 | Today is Wednesday, October the 16th, and we're talking health care. |
| 0:30.0 | I'm joined by health care guru Todd Campbell. I'm Shannon Jones Todd how's it going? |
| 0:36.1 | I'm doing well and as always looking forward to a packed show today with all sorts of great health care updates. |
| 0:44.5 | Oh yeah, we're going from small biotechs to big health insurance and big pharma as well. |
| 0:51.4 | So we've got a lot of ground to cover. |
| 0:53.0 | But let's kick things off with a company we actually talked about last week |
| 0:58.0 | in our beaten down biotechs episode. Certainly check it out if you haven't. |
| 1:02.0 | But that company was RegenX bio, that is ticker symbol |
| 1:06.2 | R.G. and X. And last week we mentioned that RegenX bio was going to be presenting updated data for its drug candidate |
| 1:15.1 | RGS 314 at a medical conference in San Francisco. Well we got that data |
| 1:21.9 | last Friday. Todd, we got that data last Friday. |
| 1:23.0 | Todd, before we get into the specifics and what we saw, let's just do a quick recap for any |
| 1:29.1 | new listeners out there. What exactly is R.G. X. 314 and what is it |
| 1:34.3 | is RGX 314 and what is it attempting to solve for? |
| 1:36.5 | All right, so this is a gene therapy and the goal here |
... |
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