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Re: spartex post# 28827

Wednesday, 05/17/2006 4:49:41 PM

Wednesday, May 17, 2006 4:49:41 PM

Post# of 257295
>Just grabbed some REGN at 12.28.<

I’m paying closer attention to REGN after their recent excellent (but early) data with the intravitreal formulation of VEGF-Trap for AMD (#msg-10907088). If those data hold up, VEGF-Trap could be a serious competitor to Lucentis. They still have a long way to go, of course.

A possible driver for REGN’s stock price is a re-partnering of ophthalmic VEGF-Trap on lucrative terms, which would make SNY look really dumb for dropping the program.

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