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Biotech / Medical : Regeneron Pharmaceuticals
REGN 700.03-0.4%3:30 PM EST
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To: DewDiligence_on_SI who wrote (1663)10/17/2014 8:04:02 PM
From: Biotech Jim1 Recommendation

Recommended By
nigel bates

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I will mention two this point.

A poster on your board (with a significant group of followers) mentioned over a year ago (I do not keep a record of posts so my dates may be amiss) that REGN had a poor pipeline, yet I knew from interacting with/consulting for a few larger biopharma companies that they were envious of such an antibody pipeline, and at least one was an antibody focused company. I called that person on it a while later, and he said that he was a bit harsh on his criticism.

On another board I read where a poster, also seemingly respected, that the Velocimmune technology was simply a nice name for something that every other company had something comparable. Just untrue.

I do not want to see REGN pumpers but want to hear a convincing dialogue as to what are the company's shortcomings as well as their strengths. I know of a few shortcomings, but it takes some work to delve into all of their technology and mechanisms under investigation. I am sure many of us know of the REGN missteps in the earlier days. Many biotech investors that I have seen online "are never in doubt, but not always right". I do not mind that, as it makes me sharper on my own personal view.

Chat rooms are good for investment ideas, but as you know one must perform their own due diligence. It also helps to be both a scientist, a business person and knowledgeable about finance to make good investment decisions. It helps to have some luck as well.

Do you have a view on the AMGN litigation?
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