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

To: DewDiligence_on_SI who wrote (1993)	12/22/2016 4:34:16 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3559

My view is: A LOT! I can not put specific numbers, for instance as part of their current MC I would guess ~10% as allocation (~4B$), but down the road it boils up to "DRUG-ABLE TARGET IDENTIFICATION", that need to be incorporated into their business model. I think than Len is trying to do/build that, how successful REGN will be...time can only tell! For instance, when they have 2-300K individuals with gene mapping and medical records, I am sure they will be able to pinpoint disease-causing factors (gain or lost function mutations) for underlined disability, for broad population. Normally, for disease where is clear connection between gene(s) mutation and pathology.

To: DewDiligence_on_SI who wrote (1993)	3/22/2017 8:31:11 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 3559

How much value do you ascribe to RGC? I.e. what would it be worth as a standalone business, IYO? Well, ...<The RGC has previously sequenced DNA samples from more than 150,000 individuals and is now sequencing at a rate exceeding 150,000 individuals per year.>...If they can extract value from those sequences (in a way that validate "KNOWN" targets)...sooner or later results will mount. http://finance.yahoo.com/news/u-k-biobank-regeneron-gsk-000000746.html