Regeneron Pharmaceuticals Inc. (REGN)

All Comments on REGN

  • commenter
    May 27 12:26 PM
    My Website
    ASCO: Whose Presentations Look the Most Promising? [view article]
    So called "analysts" are just spin-artists.

    Kras data are extremely important since Kras-status will identify cancer patients who will greatly benefit from using EGFr drugs specifically Erbitux from ImClone.

    Erbitux is a very expensive drug but it offers to select head & neck, lung and colorectal cancer patients substantial survival benefits, improved quality of life, and for some patients cancer-free survival and even a cure.

    Knowing the Kras-status, physicians will be very much eager offering Erbitux to patients who will DEFINITELY benefit from it. This will establish Erbitux as a standard of care for these patients.

    This will make Erbitux a mega-blockbuster. Note that Erbitux's worldwide sale is already over $1.5B.
    Reply
  • commenter
    Apr 24 06:47 AM
    My Website
    Five Biotech Stocks to Weather a Down Market [view article]
    DNDN has all the risk, but all the reward too. I think the FDA says yes this time. At least for the very latest stage of the prostate menace. Reply
  • commenter
    Apr 15 04:25 PM
    Biotech Stocks: Sector Outlook and Top Picks [view article]
    ZymoGenetics is certainly undervalued right now. The total market cap is less than the value of their approved drug, Recothrom, much less their pipeline. Their team has now developed seven approved drugs. If you think about the total number of new drugs approved in a given year, seven drugs is a pretty impressive number.

    BioMarin is also an excellent company, but as far as I can tell it is not quite as grossly undervalued as ZymoGenetics.
    Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on REGN
    Is this a buy or a sell? Reply
  • commenter
    Mar 06 03:32 PM
    Cancer Stocks Hammered Once Again [view article]
    Alan,

    What are your thoughts on Chemokine Therapeutics Corp (CHKT)?

    And Meridian Co LTD (MRDAF)?
    Reply
  • commenter
    Mar 06 11:48 AM
    Cancer Stocks Hammered Once Again [view article]
    please ignore the comment above. it was posted in the wrong thread.
    Reply
  • commenter
    Mar 06 11:47 AM
    Cancer Stocks Hammered Once Again [view article]
    Maybe BofA should by this one too.

    Which bank took the highly rated debt at a discount from TMA?
    Reply
  • commenter
    Mar 05 07:06 PM
    My Website
    Cancer Stocks Hammered Once Again [view article]
    I don't know the company, but it sure looks interesting. Technically, it would be nice to hold 1.75. The company is seemingly deficient in cash - it would appear that there will be either an equity or debt offering this year. If they become profitable as forecast this year, the stock could get some attention - diagnostics have been hot. Reply
  • commenter
    Mar 05 12:23 PM
    Cancer Stocks Hammered Once Again [view article]
    Hi Alan,
    What is your current opinion on Clarient (CLRT)?
    Thanks very much,
    Don
    Reply
  • commenter
    Feb 22 12:12 PM
    Jim Cramer's Mad Money In-Depth Stock Picks, March 16 [view article]
    02/22/08 Fruition has a funny way of rearing its Head.
    It's almost one year ago that Cramer said NSTK will be the next REGN.
    Except today at 12 noon, the stock is $2.04 ?
    What was he thinking?
    How could he be so wrong?
    How can the Research firms be so wrong?
    Lesson: They have their millions already and Investors must not listen to individuals or firms because I don't believe the Best Interest of the shareholders are of the utmost importance to either of them.
    Reply
  • commenter
    Jan 21 01:19 PM
    2007 Biotech Performance Review [view article]
    If you are looking at AMAG, look at RMTI too. Like AMAG, they have a new iron therapy drug to treat anemia. Initially targeting end-stage renal disease w/ addressable market of 2M patients by 2010. They are doing another Phase II & if successful should start III in 2009. Only pure play iron play left that still cheap. Reply
  • commenter
    Jan 21 10:20 AM
    2007 Biotech Performance Review [view article]
    looks great Reply
  • commenter
    Jun 26 03:03 PM
    My Website
    Cancer Stocks Hammered Once Again [view article]
    Thanks for the comment and the compliment. Thanks also for the information. Contact me by phone or email if you would like to discuss your ideas. Reply
  • commenter
    Jun 26 12:45 PM
    Cancer Stocks Hammered Once Again [view article]
    Great post! It would be quite useful if your excel file could be downloaded, then someone could sort on other attributes, or even add some, e.g. #drugs in phase 3, total #drugs in pipeline, #big pharma collaborations, PADUFA dates, if any, etc. I'm offering a few comments vis-à-vis individual companies: I think EXEL, which probably has the deepest pipeline on your list, is gaining because investors believe Glaxo will take XL647. I believe it's, "show's over", for TELK (Telcyta is finito). Onyx is declining because it faces stiff competition from Pfizer's Sutent & now Wyeth's Torisol in renal cell carcinoma. Any sales increases for Onyx's Nexavar will come from off-label use in liver cancer, but that is not, in my opinion, a reason to invest. CEGE's recent decline is a gift - when European Revlimid sales appear on their balance sheet, along with clinical milestone press releases, it'll get back into the 60's. GNTA has been on a slippery slope for some time now - their CEO, Ray Warrell, is very smart, very committed, and held in high regard by his oncology peers at his alma mater, MSKCC. He is making use of FDA's dispute process for Genasense in CLL, so some investors are betting FDA will offer up a conditional approval in subsets of patients. The key here is that CLL is a very heterogeneous disease - therapy needs to be more individualized. Finally, in my opinion, ISRG is absolutely the future of surgery. Any decline into the low 130's is a bargain. Thanks again for your article! Reply
  • commenter
    Jun 18 12:54 PM
    My Website
    Cancer Stocks Slide Again [view article]
    I wanted to point out an error in the article - GNVC is developing a pancreatic cancer treatment (not vaccine). Reply

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