Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Biotech Jim who wrote (1856)	1/13/2016 1:18:32 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3559

My take-away from JPM: 1. Schleifer was very emotional, he has a "agenda", to become a CEO of "best-ever" bio on its own (like GNE)! Is this possible??? Maybe, time will tell! 2. Praluent (as well as Repatha) are going nowhere without GOOD CVOT data. I think that AMGN is prematurely forcing results with their trial (patients treatment period should be more than few months on drug to shoe MACE benefit), Praluent 75%-interim efficacy have small chance to be overwhelming positive (early I was hoping this to be expected option). 3. Dupilumab have a good chance to gain from FDA Breakthrough designation for severe asthma, as I early predicted and hoped. 4. At same point REGN will based on validated/discovered genomic target form alliance outside Sanofi. When we get out of this "bear" period, REGN will be a good investment option, IMO.