Regeneron Pharmaceuticals Message Board

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Biotech / Medical : Regeneron Pharmaceuticals

REGN 741.29

-0.7%

Dec 12 9:30 AM EST

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To: Biomaven who wrote (1661)	10/17/2014 6:36:43 PM
From: Biotech Jim	Read Replies (1) of 3559

Fully agree. These NIH results will only bolster sales in the future. There are many disbelievers on some message boards regarding REGN, and I refrain from commenting on their misunderstandings. You cannot convince a disbeliever, as they often are arguing their own book. REGN is still a very good buy in my mind, the best buy of a large cap biotech in my view. I would buy some more, but I have a position that is much larger (percentage wise) than perhaps I should (over 15% of overall portfolio) as it has climbed so much since my buys under $10/share. I plan to continue to hold until the fundamentals change or the price rise substantially more. One thing that does bother me about REGN is the limited disclosure as Miljenko mentioned in his most recent post. I do think it wise that they not disclose many of their early stage clinical projects, as these are not material (yet). Though I have not carefully looked at the AMGN patents regarding the PCSK9 and their litigation against REGN, I cannot believe that using antibodies to block proteins will pass the obviousness test, even in this case. Do you have a view on the patent infringement lawsuit?

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