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

To: Biotech Jim who wrote (980)	6/25/2005 2:54:22 PM
From: Miljenko Zuanic	Respond to of 3559

Jim, <<This stock is underfollowed IMO in part due to the uncertainty of trust in management.>> What they have done to gain trust? Doubled the salaries and tripled bonuses? AMD collaboration may be just hope. Alergan and J&J may be interested, but any interested company will looks hard on all Trap data available before making move. As I said early, my concern is size and long stability of the Trap for intravitreal injection. IL-1 Trap? I never saw good explanation why 100 mg dose did not demonstrate efficacy, due to trap potency and half life??? What they will gain with higher doses, 150 and 200 mg? PK/PD = ?????? They are continuously talking about high quality R&D, but where are new candidates? Traps are +15 years old, and that is all they have?????? Bottom line, it is all about VEGF Trap. At 1-5 mg/Kg it may be comparable to Avastin, but my current view is that to gain market share IT MUST show some advantage over Avastin. When Sanofi start to invest millions $ in new plant, THAN WE WILL KNOW are they serious about? Miljenko Desperate large shareholder

To: Biotech Jim who wrote (980)	6/27/2005 7:04:50 PM
From: Miljenko Zuanic	Respond to of 3559

Jim, Great that you went to SH meeting. Did you learn anything, non public info? <<The manufacturing capabilities of REGN are not really appreciated IMO.>> What quantity of VEGF Trap are they now manufacturing? Did you or anyone else asked question about combination trial designee? Dose, schedule, pts per dose/arm, where is trial ongoing? I guess, in EU! In first Q, manufacturing operation expense went down, so they were not busy!!!! If it take few months (maybe longer, 6-9) to produce clinical trial drug quantity (2 KG to 5 KG reactors), than they have quantity from before for ongoing combination trial, started in May. However, for additional trial they, most likely, will need fresh drug quantity. So, all that shit about multiple trials this year is unrealistic at this point. They are again "blowing" status of the program. Why? What purpose does it serve? To gain investor confidence? Yes, from those who can not put together two and two! Miljenko