Biotech / Medical | Regeneron Pharmaceuticals


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To: Biotech Jim who wrote (1531)4/25/2012 9:37:09 PM
From: Miljenko Zuanic   of 1595
 
Any number around 80M (+/- 5%) is a good one. It will be an interesting CC, to hear full year projection (I hate to wake up at 5:30 am).

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From: Biotech Jim4/26/2012 7:39:55 AM
   of 1595
 
Wow, here is the PR and the numbers. I was a bit low on my EYLEA estimates:

investor.regeneron.com 

- First full quarter of EYLEA® (aflibercept) Injection sales of $124 million drive non-GAAP profit of $0.37 per diluted share

- Full year 2012 EYLEA U.S. sales forecast increased from $250 - $300 million to $500 - $550 million

I had a GTC order for $131 and change for 1/8th of my remaining shares, guess I have to up the ask price <ggg>.

Jim

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To: Biotech Jim who wrote (1533)4/26/2012 8:33:39 AM
From: Miljenko Zuanic   of 1595
 
WOW!

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To: Biotech Jim who wrote (1533)4/26/2012 9:18:57 AM
From: Miljenko Zuanic   of 1595
 
Very good CC, I like the optimism on Arcalyst and 475. I continue to believe that 475 is nice opportunity, and that Sanofi made mistake as they did with EYLEA! :)

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To: Miljenko Zuanic who wrote (1535)4/26/2012 9:32:30 AM
From: Biotech Jim   of 1595
 
I like the oncologic pain indication for 475. Dramatic unmet medical need there. Then, with this experience at hand, explore further utility. All looks very good, and Lenny and colleagues did a very good job with the CC, agreed.

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To: Miljenko Zuanic who wrote (1492)4/26/2012 9:42:25 AM
From: scaram(o)uche   of 1595
 
>> "Zudija laku minjo ali cud ne"! <<

"Stick around, peon, and I'll let you wash my car"!

??????

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To: scaram(o)uche who wrote (1537)4/26/2012 3:44:47 PM
From: Miljenko Zuanic   of 1595
 



Hi Rick, how is life treating you these days?

Proverb (originated in Croatian dialect, Komiza, place where I was born) has several meanings:

a) deals with honesty/dishonesty and when greed overtake person’s character, “when greed is in front of your character, you will never change”,

b) deal with respect/disrespect, “respect your opponents as you respect your friends”, so to show that you can deal with your own ego,

c) …



It is hard to translate it directly to English (not that my English is good, anyway)!

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To: Miljenko Zuanic who wrote (1538)4/26/2012 4:05:25 PM
From: scaram(o)uche   of 1595
 
Doing great, thanks. Hope the same can be said for you! Price increase, at one point today, was about 3X what you used to pay per share.

:-)

Congrats to BJ too, and to other longs. As already established, I am a jealous sideline-sitter.

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To: Biotech Jim who wrote (1536)4/26/2012 9:28:17 PM
From: Felix B   of 1595
 
Am curious what the FDA will end up deciding after the panel met and how things will shake up from there, any idea when date is?

Tempted to sell some today as well but waiting for late summer/early fall after the three decision dates, maybe another nice little bump there.

FDA panel for gout in another week or so!

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To: Miljenko Zuanic who wrote (1528)4/30/2012 8:45:28 PM
From: Miljenko Zuanic   of 1595
 
Results are out,
uphs.upenn.edu 

Will need to read publication, to speculate impact on Eylea sale.
Initial street respond is: do not care much!

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