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

To: Madharry who wrote (792)	4/23/2003 11:35:30 AM
From: keokalani'nui	Read Replies (2) \| Respond to of 3559

This board could probably use a little more recovery time before talking about regn valuation. Regn's lead trap, IL-1, is fabulous--so far--and it is a better target--probably--than tnf for RA. I'd be willing to speculate that il-4/13 trap will be similarly promising. If you write off axokine, does that make the investment "compelling"? Interesting, certainly....and clearly there's enough umph to recover losses in the future if you are patient. Regrettably, as Miljenko pointed out at the time, taking on the CV debt was a big mistake. Because of it, I think the stock could easily see the $5's first. Wilder

To: Madharry who wrote (792)	4/23/2003 6:57:22 PM
From: Miljenko Zuanic	Respond to of 3559

<<I am sorry for your loss.>> Thanks. <<I know very little about this company other than its obesity drug which I view as a complete failure.>> That you know very little about REGN tell as that you know even less about Axokine PIII. So, no comments. <<Does the company have anything else going for it that makes it a compelling buy at these level?>> Plenty, but you will need to do your own DD to figure this out. <<Also what do you think of the CVAS/DNDN merger? are there any synergies here?>> Great synergy! One has cash and does not know what to do with it, and other needs cash because he thinks he knows what to do! Miljenko