Recs

2
Player Avatar zzlangerhans (99.78) Submitted: 8/5/2011 1:02:37 AM : Outperform Start Price: $48.50 REGN Score: +157.32

I took a chance and dumped out of Regeneron yesterday to preserve my positive score, and I was rewarded by escaping the 8% drop today as the tide went out. Unlike many of the other biotechs getting the pinata treatment this week, Regeneron has an important catalyst this month, the PDUFA for VEGF-trap for wet AMD on August 20. An FDA Advisory Panel has already voted unaminously that the product is safe and effective, and I would estimate the likelihood of approval at 80%. Could Regeneron sell off on approval? Maybe at 60, but at 48 not so much. VEGF-trap did take an uppercut on news that Avastin seems to be just as effective as Lucentis (and likely VEGF-trap) in wet AMD, but I think they'll still get a pop on approval. Regeneron has an NDA submission for rilonacept in gout waiting in the wings for later this year, and a deep pipeline in eye disease and cancer behind that. September 48 calls were at 4/5.5 at the close, and if the declines continue into next week I may look to pick up ten contracts at about 3.

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Member Avatar SnowBawl (< 20) Submitted: 10/17/2011 9:19:34 AM
Recs: 0

OBV is still trending higher for this company, per Scottrade.

Member Avatar zzlangerhans (99.78) Submitted: 4/26/2012 10:37:27 AM
Recs: 1

I see a lot of negativity about the market cap for Regeneron but frankly it mystifies me. Even if Eylea growth isn't sustainable for AMD, the company has new Eylea indications in CRVO and DME coming down the line as well as PDUFA's coming up for rilonacept for gout and Zaltrap for colon cancer. Meanwhile, there's a deep pipeline of therapeutic antibodies from a company that has proven they can get valuable therapeutics approved. I was skeptical myself before any of this was actually accomplished, but once the pieces started falling into place I changed my mindset and turned the pick around.

Member Avatar portefeuille (99.66) Submitted: 4/26/2012 11:11:46 AM
Recs: 0

deep pipeline
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For "revenue estimates" see slide 4 of this presentation
http://files.shareholder.com/downloads/REGN/1805319957x0x553001/88132c9c-a24d-445a-91fc-27735cbbff11/REGN_BARCLAYS_FINAL.pdf.

There are currently 30 REGN shares in my fund with break-even of around -$401.09, thus the REGN position is in the green by around 30 * ($140.35 - (-$401.09)) = $16243.20.

http://caps.fool.com/Blogs/fund-trades/727816.

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