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Biotech / Medical : Repligen Corp (RGEN)
RGEN 162.09+0.3%3:59 PM EST

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To: Douglas who wrote (60)2/5/1998 10:11:00 AM
From: scaram(o)uche  Read Replies (2) of 395
 
Douglas:

Perfect use of this thread. I don't want to set this thread up to replicate the RGEN thread or any other thread at SI. I therefore didn't post a link to earnings released yesterday. Burn was reduced to $100K last quarter, but there still wasn't much of a pop in product sales.

Yeah, they're setting themselves up for another potential win-win. My bet is that the little guy will also win this time. Why? A diversified effort, an existing reagents business which may expand as the use of therapeutic MAbs expands, and a focus on pharmaceutical chemistry. I've personally met with two of the three senior managers (one both as an investor and as a potential collaborator back in the old pre-reorganization Repligen days), and I like them. IMO, they are working their butts off to straighten things out and to maintain control of the company.

I mentioned RGEN in an article for Microsoft Investor....
investor.msn.com

Please note my reservations about the eventual promise of the angio approach. I have my doubts about the potential for further reduction of non-specific blocking of molecules that are unrelated to angio, and thus of toxicity.

If anyone wants to further discuss the science or collaborations, please use the RGEN thread. If anyone wants to look further at shareholders or "equity structure", fire away.

Thanks, Rick
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