"I never say I told you so, But".........

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Well that didn't take long! How's it going numb nuts? And as usual a brilliant, well constructed, pithy and well informed response. Your parents must be so proud that they worked so hard and sacrificed so much to put you through college so you could end up as a whiny sniveling "keyboard coward" on cafepharma. Now that we're reconnected and I am enjoying full retirement, I'll check in more often to make sure you're still miserable (when I'm not in Europe or Florida for the winter that is). Have fun with your job search and feel free to use me as a reference!!
 



anonymous said:
Hate to be a d**** b** but someone was slamming me pretty bad last year when I saw this playing out this way. Regeneron stock is now toast. PCSK-9 is a wonderful break through technology but it is NOT going to be a $20B market (in spite of blow hard Jim Cramer) at least not in the short term. Too much competition and way too hard of a paradigm shift from statins to PCSK-9. The lofty projections above were at best wishful thinking and at worst, pure hype. REGN is now entering their post honeymoon period for explosive revenue growth and stock run up. It will be harder and harder to justify at 60+ PE. This stock could go below 300 before it settles. Don't believe me? Do some homework. When I was with AMGN (15 years there) our stock ran like a 5 year old's nose. Through the roof. Made REGN runup look like a hiccup (48 for one split from start to finish). In 1992 when Clinton took office and Hillary started all her Healthcare Reform talk, we tanked. All Bio and Pharma did. We were growing revenue 25% QUARTER OVER PREVIOUS QUARTER. We were on fire! Stock had split 2 for one and 3 for 1 the year before and was trading at 90 (450 if you take out the splits). We went to 30 before it was all over. That's about to happen here. The big run up has ALWAYS been followed by a big drop. Check out the history of all the Biotech darlings that ran up: Genentech, Biogen, MedImmune, etc. The biggest concern for me is that they just lowered the price to get coverage in the UK. BIG MISTAKE. If you have any vested options that are in the money get out now. If not,you better be in it for the very long haul as it will take that long to get above water. Good luck. Given this is cafe pharma, I expect a lot on nasty, often baseless uninformed emotional retorts. Fair enough. "The buffet is open and it's all you can eat". Bring it!
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anonymous said:
Well that didn't take long! How's it going numb nuts? And as usual a brilliant, well constructed, pithy and well informed response. Your parents must be so proud that they worked so hard and sacrificed so much to put you through college so you could end up as a whiny sniveling "keyboard coward" on cafepharma. Now that we're reconnected and I am enjoying full retirement, I'll check in more often to make sure you're still miserable (when I'm not in Europe or Florida for the winter that is). Have fun with your job search and feel free to use me as a reference!!
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Ebb & flow, ebb & flow.
 



anonymous said:
Hate to be a d**** b** but someone was slamming me pretty bad last year when I saw this playing out this way. Regeneron stock is now toast. PCSK-9 is a wonderful break through technology but it is NOT going to be a $20B market (in spite of blow hard Jim Cramer) at least not in the short term. Too much competition and way too hard of a paradigm shift from statins to PCSK-9. The lofty projections above were at best wishful thinking and at worst, pure hype. REGN is now entering their post honeymoon period for explosive revenue growth and stock run up. It will be harder and harder to justify at 60+ PE. This stock could go below 300 before it settles. Don't believe me? Do some homework. When I was with AMGN (15 years there) our stock ran like a 5 year old's nose. Through the roof. Made REGN runup look like a hiccup (48 for one split from start to finish). In 1992 when Clinton took office and Hillary started all her Healthcare Reform talk, we tanked. All Bio and Pharma did. We were growing revenue 25% QUARTER OVER PREVIOUS QUARTER. We were on fire! Stock had split 2 for one and 3 for 1 the year before and was trading at 90 (450 if you take out the splits). We went to 30 before it was all over. That's about to happen here. The big run up has ALWAYS been followed by a big drop. Check out the history of all the Biotech darlings that ran up: Genentech, Biogen, MedImmune, etc. The biggest concern for me is that they just lowered the price to get coverage in the UK. BIG MISTAKE. If you have any vested options that are in the money get out now. If not,you better be in it for the very long haul as it will take that long to get above water. Good luck. Given this is cafe pharma, I expect a lot on nasty, often baseless uninformed emotional retorts. Fair enough. "The buffet is open and it's all you can eat". Bring it!
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Yes! Glad you are not the type of person to say I told you so. Also glad you re not a D Bag! Good thing you didn't pontificate endlessly about stuff you know nothing about, you light weight Wall Street Wanna be! That would be obnoxious.
 



Right again, numb nuts! I know virtually nothig about investing! I was only able to eak out minor gains on AMGN, MEDI, ALXN, BIIB, and even REGN duing the run up. Tell you what, you stay there with your 125K salary and your 315 RSU's and be happy. Hell, based on your lack of any sign of intelligence, you are already way over your head. And remember, your drug is Praluent, the competitor is Repatha. Make sure you have that straight because it's important when and if you ever leave the house and call on a customer. (well it's important for now anyway; once Amgen tightens the noose on you, you'll be calling them Repatha A and Repatha RS as there will be no more Praluent). TTFN numb nuts.
 









anonymous said:
Right again, numb nuts! I know virtually nothig about investing! I was only able to eak out minor gains on AMGN, MEDI, ALXN, BIIB, and even REGN duing the run up. Tell you what, you stay there with your 125K salary and your 315 RSU's and be happy. Hell, based on your lack of any sign of intelligence, you are already way over your head. And remember, your drug is Praluent, the competitor is Repatha. Make sure you have that straight because it's important when and if you ever leave the house and call on a customer. (well it's important for now anyway; once Amgen tightens the noose on you, you'll be calling them Repatha A and Repatha RS as there will be no more Praluent). TTFN numb nuts.
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you sound like a whole big ball if insecurity. Relax my friend.
 



The only thing you're less qualified to do than selling medicine is being a psychologist. Yes I'm very insecure you are SO insightful. However my insecurities are limited to my mental illnesses, not my finances. Going to make a few more million on ultra shorts when this current market has its crash this summer.
 



anonymous said:
The only thing you're less qualified to do than selling medicine is being a psychologist. Yes I'm very insecure you are SO insightful. However my insecurities are limited to my mental illnesses, not my finances. Going to make a few more million on ultra shorts when this current market has its crash this summer.
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Ok. You win.
 



no he didn't win. he's just a sour grouse who's upset that his silly boyfriend, Michael, forgot to use some lube when he packed it in his ass a few nights ago. go suck on it big boy. real tough guy mantra
 









anonymous said:
I just had my first cup of coffee and now I am proceeding to have my morning bowel movement. I will shit the toilet bowl just like Sanofi shit the
bed with the Praluent launch and subsequent patent infringement. Somebody lite a match!
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Hey dipshit Sanofi has nothing to do with the patent debacle. Their was Regenerons baby
 



Very true. Regeneron owned it's own path until it chose to partner with Sanofi. I love how Regeneron still blames all their issues on Sanofi when we all clearly know REGN deliberately chose the partnership for $$. Shame on Regeneron! Patent stealing, product delaying, weed smoking, horse betting, money wasting, pussy grabbing, ass clowning, hooker hiring, good for nothin...Leadership!
 



Sanofi was the last company Regeneron wanted to partner with. Merck and Pfizer turned them down, due to history of Patent Infrigement. Look at their past history and the suits they have lost.
 



Sanofi didn't do their homework . Sanofi didn't realize what a 3rd rate Company is. DR and Len are fuckups. Both should be sitting in front of congress getting chewed out by senate subcommittee like Mylan got last summer. Only difference was this was for being a thief.
 






anonymous said:
Sanofi didn't do their homework . Sanofi didn't realize what a 3rd rate Company is. DR and Len are fuckups. Both should be sitting in front of congress getting chewed out by senate subcommittee like Mylan got last summer. Only difference was this was for being a thief.
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Do you think Regeneron will get bought or acquire any other companies? Dupixent is doing well who knows…
 




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