Replies to post #11000 on Biotech Values

[spartex]

Hi Dew,

I recently established a new position in DNDN at 6.03, and added more REGN at 6.6 (first position at 5.6). Do you believe these are fair values for buying these two biotechs?

I realize they have both run up from their lows in the $4's, however, I hadn't been monitoring either of them closely the past month.

Seems like DNDN may have the best chance of a significant positive move in the nearterm, assuming they have good results from their 9902A data, as well as Dr. Small's presentation on 9901 tomorrow.

Any addtional insights on REGN other than what is being presented by the company's PRs?

Many thanks, Spartex