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Biotech / Medical : Regeneron Pharmaceuticals

REGN 722.98

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2:18 PM EST

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To: Biomaven who wrote (717)	11/25/2002 7:27:41 PM
From: Miljenko Zuanic	Read Replies (1) of 3559

Peter, <<In my view most "analysts" are primarily concerned with getting the quarterly loss forecast accurate. >> This is on surface. To project cash position two years down the road, and calculate worse scenario. Nothing wrong in it, but pipeline/technology value (for the same period) should be projected more accurately. This is where they failed. No in dept DD. Too lazy? Yes, short tend to base recommendation on real data from field, but quality and volume of the data are questionable. I still believe that analyst do contact investigation sites, asking about trivial things like enrollment rate, drop-out, pts satisfaction, MDs enthusiasm,…hint on success-failure… If stock price is any indicator (and if you remember A enrollment curve) it appears that pts are enrolling into one year extension at good rate. Miljenko

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