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


To: Miljenko Zuanic who wrote (2940)5/14/2020 12:33:23 AM
From: Felix B  Read Replies (1) | Respond to of 3557
 
Fairly certain most executive suite have pre determined dates when they are selling stock that is defined far in advanced from earning dates. I think the timing here is coincidental but what do I know



To: Miljenko Zuanic who wrote (2940)5/14/2020 8:26:30 AM
From: Biotechwantabe  Read Replies (1) | Respond to of 3557
 
Nice pay day for Len. Approximately >150m. Still owns >250m. Probably has a ton more option coming.

George’s sell at 420 look silly now. But I guess they need to diversify.

If nAbs fail then recovery will take longer or worse. Hedge is smart. Cost to the economy will be T$.

I also bought VIR just in case REGN fails.

Looking forward
Animal data. Why is it not ready to publish?
Phase 1 start



To: Miljenko Zuanic who wrote (2940)5/14/2020 9:02:02 AM
From: Biotechwantabe  Read Replies (1) | Respond to of 3557
 
I hope they are spending lots to create manufacturing capacity for nAbs. And lining up partners if they can’t build enough on own.

Down side is they have to much capacity for a few years and $ spent. But that would be minor in comparison to benefit if successful.



To: Miljenko Zuanic who wrote (2940)5/14/2020 4:57:38 PM
From: CuttingEdge Bio  Read Replies (1) | Respond to of 3557
 
It is hard to understand committing entire manufacturing complex to production of this one treatment without really having very high confidence it will work (or without reason to have very high confidence). It is sort of baffling. The MERS marmoset study puts a lot of questions on this program.