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Biotech / Medical : Regeneron Pharmaceuticals

REGN 752.93

+1.5%

2:58 PM EST

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To: Biotech Jim who wrote (980)	6/25/2005 2:54:22 PM
From: Miljenko Zuanic	of 3560

Jim, <<This stock is underfollowed IMO in part due to the uncertainty of trust in management.>> What they have done to gain trust? Doubled the salaries and tripled bonuses? AMD collaboration may be just hope. Alergan and J&J may be interested, but any interested company will looks hard on all Trap data available before making move. As I said early, my concern is size and long stability of the Trap for intravitreal injection. IL-1 Trap? I never saw good explanation why 100 mg dose did not demonstrate efficacy, due to trap potency and half life??? What they will gain with higher doses, 150 and 200 mg? PK/PD = ?????? They are continuously talking about high quality R&D, but where are new candidates? Traps are +15 years old, and that is all they have?????? Bottom line, it is all about VEGF Trap. At 1-5 mg/Kg it may be comparable to Avastin, but my current view is that to gain market share IT MUST show some advantage over Avastin. When Sanofi start to invest millions $ in new plant, THAN WE WILL KNOW are they serious about? Miljenko Desperate large shareholder

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