Regeneron Pharmaceuticals Message Board

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Biotech / Medical : Regeneron Pharmaceuticals

REGN 657.80

+1.7%

Nov 7 9:30 AM EST

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To: Miljenko Zuanic who wrote (344)	12/12/1999 11:53:00 AM
From: RWReeves	Read Replies (1) of 3557

MZ, interesting points on contract manufacturing. But I hesitate to clog the thread with tangential discussion; REGN has "done the deal", has the plant for better or worse and I doubt it changes valuation much after the fact. My opinions were not "Diablo Advoci" but reflect personal investment decisions and professional decisions I have made on manufacturing of GMP biologicals. Devils advocate arguments usually strike me as somewhat irritating, and I don't want to do this. I think you are right to focus on the science and pipeline as the primary basis for valuation and do not want to distract from this focus. Next time I visit friends in SP perhaps we can hoist a beer and discuss contract manufacturing further. RWR

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