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Biotech / Medical : Regeneron Pharmaceuticals
REGN 645.64+2.8%3:53 PM EST

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To: Miljenko Zuanic who wrote (336)12/11/1999 7:48:00 PM
From: Pseudo Biologist  Read Replies (1) of 3557
 
Miljenko, thank you thank you for sharing this analysis.

You make a good case for the limited downside, which I gather comes from (a)potential revenues from manufacturing capacity, and (b) high probability of BDNF's at least modest success in ALS.

Without knowing nearly enough facts, I have to say that the most recent data from Axokine do not give me a whole lot of confidence.

I share your admiration for the scientific approach of Yancopoulos and team. Amazing depth and range. Not clear when one will see more indication of the accumulated knowledge translating into a winning clinical strategy, however. Then again, one can say that this is MLNM/HGSI/etc with less tech and more brain, and therefore worth quite a bit more than what the market is saying.

Did I miss your thoughts on NT3?

PB
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