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Biotech / Medical : Regeneron Pharmaceuticals
REGN 693.35-0.2%Nov 14 9:30 AM EST
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To: Miljenko Zuanic who wrote (490)12/27/2000 8:26:14 AM
From: Scott H. Davis  Read Replies (1) of 3559
 
NBIX & RGEN - comparitive question for Rich, Miljenko, RCMac, Nigel & Tom (and anyone else who follows both I missed) I've been reading up on both companies and noticed ya'll follow both. Both have had several good news items (new trials, coverage, partnering or clinical results + papers.) Both have several items in the pipeline in areas with significant market potential & both have material competition.

I have enough cash in the brokerage acct & real small positions I'm closing to pick up on one of these currently (to buy both I'd have to send in a check.) I'd really appreciate your input in three regards:

1. Based on where they are today (development, partnering, price) which has the better risk\reward picture

2. Anything negative, especially management. I've come to really take management seriously, in terms of both allocating resources well, getting funding without serious dilution, and especially not doing major spin doctoring - why I like VICL & won't touch ISIP again or LGND)

3. Any ideas on when they may reach break even.

Thanks 4 any input you have time to offer.

Scott

(Please forgive posting on both threads - I don't know which you do or don't have bookmarked)
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