Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)

I truly love this stock...in Real Life I was lucky enough to time it right and double up after the market lashed out fiercely on just about anything trading in the sector this past summer. They have a decent pipeline from what I can tell and decent prospects of selling this new drug for "eye diseases..."

At this point, unless EYLEA also creates iPad 3's out of thin air they are going to have a tough time maintaining the mojo in the short-term. For this quarter, the eight ball says 'don't count on it"...

I don't know what I am talking about perhaps but I think I am going to nail this red-thumb timing.

momentum Play

Just popped, irrationally

Ahead of it's competitors in a drug Macular Degeneration which causes blindness in 50+ age group.

just had drug approved

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.

target

Very strong pipeline, with some exciting results due out at the end of this year.

bullish

An Icahn portfolio stock.

The stock was incredibly oversold based on bad data from a phase II trial, especially given the trial's endpoint was ambitious enough that Avastin likely would also have missed it. I think the VEGF trap will still reach the market and the company will be profitable before the end of 2009.

Trading too low now, correction is on the horizon.

Big Pharma now owns 19% at a recent cost of $26.00.
Regeneron shares in the eventual profits while having all the costs covered by payments from this company.
A anti cancer drug promise for tumors is resting on Regeneron and the recent headline says it all:
Regeneron Closes $312 Million Common Stock Sale in Connection with Sanofi-Aventis Collaboration

Regeneron? That's all I need to know. If they had any sack whatsoever the company would be called Regeneronotronix.

treatment for caps

I valuate this one at 383% Intrinsic value.

The stock has strong therapeutic candidates (interleukin-1 trap and VEGF trap) which, I believe, are likely be approved by FDA in the coming years. This will give them the profit margin that they so desperate need in order to expand their R&D for more drug discovery. They also have very strong R&D team where they publish scientific papers in high impact journals such as Science and Nature. This will ultimately lead to more discoveries of candidates.

possible double

Small-cap biotech should perform through mid-year 2007