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

To: Spartex who wrote (808)	5/19/2003 9:03:28 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3559

<<Bingo, riding the coattails of Genentech news this morning.>> Bingo! What BINGO? Bingo is going to DNA. They deserved all of it. REGN, well, after 18 months in PI they are still pushing dose higher. How high one needs to go? I thought Trap was 100X more potent, so ....well I will stop here! It is my judgement that REGN had positive signal in PI, at October/November last year, for at least two indications, still they are moving forward with turtle steps. Not to mention AMD. <<Congrats on all longs accumulating in the $6's when it appeared the darkest to some!>> Congrats to you for your luck with REGN. But, for the record, this email was send to friend last Tuesday: "Like all other I was expecting AC panel, with +99% chance for approval. Wish I have more MLNM than REGN. I was revisiting (again, for how many times?) VEGF-Trap. In Sep. 2002 they went with PI-extension, new protocol. For those who are stable or show improvement at, I think, 12-16 weeks of the therapy in PI phase. Up to 12 months additional (weekly) therapy with VEGF Trap. This indicate that there was some good responds in PI. Also, DNA introduced several new rhVEGF-antibody trials, few different indications. Suggest that anti-VEGF is not dead, not yet. I bought few REGN June 7.5 calls, ASCO play. Miljenko ----- Original Message ----- From: To: mzuanic@cox.net Sent: Tuesday, May 13, 2003 5:40 PM Subject: Re: Velcade approved! Good call here, Miljenko. Should up the partner deal by a nice amount! Bet you didn't think it would come so soon. Good news for me...have much more MLNM than REGN (but still hard to make up such a big hit). Best regards,"