Biotech / Medical
Regeneron Pharmaceuticals
An SI Board Since May 1996
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2422 94 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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2422Similar in ORR.Miljenko Zuanic-last Thursday
2421How does that compare to MRK and BMS?Felix B-last Wednesday
2420Cemiplimab abstract (PR) at ASCO: ~30% response (6/21) rMiljenko Zuanic-last Wednesday
2419Adolescents AD cleared: Zuanic-last Wednesday
2418RSI(14) stands at 51.17, MACD is trying to cross back up. On watch for clear aboAlejandroo Green-last Tuesday
2417Message 31611570Julius Wong-May 11
2416Azar is really enjoying this circus!Miljenko Zuanic-May 11
2415US Government and Rx cost control = "CIRCUS"!Miljenko Zuanic1May 11
2414Latest from IR: new on 2810 (slide 21), 2L NSCLC, mono anMiljenko Zuanic-May 11
2413Interesting presentation from P1 CSCC trial: MB>60/MbMiljenko Zuanic-May 9
2412RE:2810 at ASCO Some optimism can be expected from 2L BCC trial (options for &qMiljenko Zuanic-May 8
2411KEYNOTE-598 KEYNOTE-006 Not the same, notMiljenko Zuanic1May 6 not understand what they want to achieve by combining 2810 with Ipi, when DewDiligence_on_SI-May 6
2409Also unsure if their approach with Ipi...Felix B-May 6
2408Now we know it is for >50% PDL1 expression, where Keyt become SOC. clinicaltMiljenko Zuanic1May 3
2407Fasinumab for pain in OS (safety p3): In May-2017 they addeMiljenko Zuanic-May 3
2406FUCxx idiots (from regn) on CC. Why they do not PR (or IR-letter) "open remMiljenko Zuanic-May 3
24051Q result: newsroom.regeneron.comMiljenko Zuanic-May 3
2404 Sanofi general meeting,: If cemiplimab is highly effective in CutanMiljenko Zuanic-May 2
2403I hope some other PBMs join in...Felix B-May 1
2402Thanks for sharing!Felix B-May 1
2401Science from AACR 2018 Lag-3: CTLA-4: files.shareholder.cMiljenko Zuanic-May 1 This may be long (and insecure) shot for Kavzara and similar compounds.Miljenko Zuanic-May 1
2399RE:AD This is bit old, but has very illustrative data sets: dermatologyupdate.cMiljenko Zuanic-May 1 Definitely, peak sale numbers for Praluent (and Repatha) will be adjusMiljenko Zuanic-May 1
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