Replies to post #48295 on Biotech Values

[bladerunner1717]

Dew,

Garren argues that the VEGF-Trap is every bit as good as Avastin with a better side-effect profile. He says the market is large enough to accommodate two blockbusters here. Your comments?


Bladerunner

[drbio45]

regn is cheap if vegf trap is super avastin

I don't know if it is but doctors at memorial sloan think it might be

[spartex]

REGN- thanks Dew. This is what makes a market. I believe in the value of VEGF as the clinical data continues to unfolds. I don't only look at the data, but also the quality of REGN's management and their partnerships.

Since Nov 06 I'm up 500% on my principle through strategic use of margin, and I hope my trend continues. fyi, I'm out of IDIX for now, with most of my portfolio focused on RPRX, REGN, and a lesser amount on DNDN.

Good luck,
Spartex