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Biotech / Medical : Regeneron Pharmaceuticals
REGN 643.22+2.4%1:38 PM EST
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To: Pseudo Biologist who wrote (337)12/11/1999 10:27:00 PM
From: Miljenko Zuanic  Read Replies (1) of 3557
 
PB,

Miljenko, thank you thank you for sharing this analysis.

...There is more at SI from you that I should be thankful. So, thank you for all your work presented here at SI.

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.

...What you mean by most recent data? REGN probably presented some additional data at BBRS conf. in NY. I requested this data, so until I have them in front of me (or someone can summarize here at SI) I will wait for further judgment. Still, it seams that Ax is active at very low dose (microgr/kg) and that it penetrate CNS area very well.

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?

....No. Until we have some definitive data from ongoing PII trials it is hard to discuss candidate. Regardless that I think NT3 isn't crap-shot.

PB


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