Regeneron Pharmaceuticals Message Board

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Biotech / Medical : Regeneron Pharmaceuticals

REGN 724.03

-0.2%

10:03 AM EST

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To: Biotech Jim who wrote (2302)	2/13/2018 12:55:15 PM
From: Miljenko Zuanic	of 3559

They are continuously late to any new or re-discovered target (IL-4R was re-discovered), and they are claiming "GREAT science"? Even with IL33, ANAB is ahead of them, and seams with better Abs? How will they compete in ANY today/tomorrow market escape me. I am closely following Eylea/Dupi Q-terly sale (also w-kly), to predict fair value. I am not in a mood to sell at this level, sold bit @380 (at JPM). But, it is very frustrating what is going on! Bi-specific....Roche cross-design Lucentis fragment and anti-Ang2 fragment into stable Abs. REGN wasted time on "to be No. 1 in science magazine survey"! I guess, everyone has its own priority.

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