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

To: Biotech Jim who wrote (1674)	10/29/2014 2:24:51 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3559

Yesterday announcement of the increase in pts enrolment number in outcome trials suggest (regardless what any company claim as true reason) that event rate are slower and need more power to detect difference, if any. Improve-it trial definitely does not look good, as positive outcome for Zetia is "distant future", IMO. AMGN atheroma trial is very interesting, and after yesterday presentation wish that AMGN is regn-partnet, not Sanofi. Anyway, will se how DESPERATE is Sanofi to BURST grow in next 1-2 years (or even longer near term interval). REGN Eyela would fit nicely, but CULTURE is so DIFERENT! Quote: "Asked for the umpteenth time earlier this year why he just doesn't buy Regeneron, Viehbacher bluntly said that "We'd probably screw it up." That's not a big endorsement for in-house R&D. ...Agree 1000%!

To: Biotech Jim who wrote (1674)	11/10/2014 11:50:32 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3559

This morning we have good news, AMGN-NDA accepted for review by FDA, for the short term “surrogate” indication, without(?) or with “minimal" medical claim. Now, I believe that FDA staff has in advance results from IMPROVE-IT, and that results are: “good trend toward medical benefit”! This leave REGN with chance to file NDA with “partial medical claim”, because by 2015-mid-year they will have advance “post-hock” outcome results from 18(24) months-safety study. finance.yahoo.com