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Biotech / Medical
Regeneron Pharmaceuticals
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
2813 95 0 REGN
Emcee:  Patrick Slevin Type:  Unmoderated
Regeneron (REGN) is a biotech working in recombinant DNA technology. Until '94 it generally traded between 10 and 20 dollars until the FDA beat it up on it's treatment for Lou Gehrig's Disease. While it was trading at the $4 level at the end of '94, the former chairman of Merck(I believe) took the helm and the stock climbed back to about 11, then traded between 11 and 14. In late May, Option volume increased, news about a discovery concerning muscles was announced, and the stock has risen sharply to Friday, May 24 '96 close of 18.875.

Historically, the stock has failed around 22. Yet AMGEN has more than a 17.7% stake with warrants to increase it's stake to 20%, at 16$ per share. Could this be the time it breaks out?
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2813Bros buying 25% of share offering + $25M (so ~$90M total), well that will put thMiljenko Zuanic-Monday
2812KOD selling $287.5M* of stock on unspecified terms: *AssumingDewDiligence_on_SI-Monday
2811RE: KOD Every so often there is supper-Eylea! Sure... Definitely, Broos infusioMiljenko Zuanic1Monday
2810Happy Thanksgiving to all who visit this tread.Miljenko Zuanic1November 27
2809By the 2Q-2010 REGN should be running large Eylea high-dose P3 (AMD), so IF one Miljenko Zuanic-November 24 Good info on alnylam/regn pipeline. About 3hrs in.Biotechwantabe-November 23
2807I think after Q1 or Q2 of 2020 will be key to see how much NVS has penetrated EyFelix B-November 23
2806Yup! PS: Drawings (Fig. 21, P#38)) indicate (rabbit eye experiment) at least 2-fMiljenko Zuanic-November 21
2805Good timing! With GILD life-cycle management, I presume you were referring to TDewDiligence_on_SI-November 21
2804High conc. Eylea patent application: At 100mg/mL and up to 24w: Miljenko Zuanic-November 21
2803CD28-superagonist (TGN1412), Tegenero disaster from 2006! what went wrong and ,Miljenko Zuanic-November 19
2802Suddenly, and somehow, REGN may advance as leader in IO (with CD28 co-stimulatioMiljenko Zuanic-November 19
2801I think you should be interested to listen this Yan presentation on immunology aMiljenko Zuanic-November 18
2800RE:KOD Kodiak S. continue with strong up-trajectory. Per 3Qcc, their plan for 3Miljenko Zuanic-November 15
2799Samsung probably got into biosimilar manufacturing by tracking the communicationCuttingEdge Bio-November 12
2798Typo correction: The sentence in parentheses should have said, “Lucentis is easyDewDiligence_on_SI-November 11
2797<In my experience, biotech executives of companies whose drugs are being copiMiljenko Zuanic-November 11
2796Inasmuch as BIIB is paying Samsung $100M in up-front cash, BIIB must be pretty cDewDiligence_on_SI-November 10
2795I will continue to believe, until prove opposite, that Eylea manufacturing (fromMiljenko Zuanic-November 10
2794Eylea-biosimilar transaction: investorshub.advfn.comDewDiligence_on_SI-November 9
2793Eylea v Beovu Per CMS Part B dashboard spending (2017): BMiljenko Zuanic-November 7
2792My memory is running short (I am older not younger), was that trial modified inMiljenko Zuanic-November 7
2791RE: anti-CTLA4 IO contribution to 1L NSCLC, is there any space left? Early enthuMiljenko Zuanic-November 7
2790It would seem that in all the haste to pare down their clinical program and satiCuttingEdge Bio-November 7
2789When each arm have similar ORR and close mPFS, "duration" of treatmentMiljenko Zuanic-November 7
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