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Biotech / Medical : Regeneron Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (346)	12/14/1999 1:39:00 PM
From: RWReeves	Read Replies (1) \| Respond to of 3557

I will be forced to buy the beer I think, at least. First, thanks for the explanation of your criteria. I've given less weight to manufacturing as a critical element of value. I've used the old H&Q pipeline NPV model for early stage bt companies. For companies with starter product I usually look at product line+pipeline value to a big pharma. Anyway, BW today had a small article on MRK signing a deal to use REGN as a contract manufacturer of a pediatric vaccine. 5 years 50 million. Now other than the small compense I can claim by saying "YUK! vaccines, hard to use a plant for anything else afterwards", I must admit you were once again right, dead, spot-on and I was wrong, wrong, wrong. I have to learn not to fight the Miljenko steamroller. RWR