
Transaction log
Feb 18, 2020 - Bought 10 @ $397.65 (3.98% wtg, coffee can)
Jun 10, 2020 - Sold 2 @ $611.80 (8 shares, 4.19% wtg)
Feb 8, 2021 - Bought 2 @ $497.62 (10 shares, 3.40% wtg)
Sep 7, 2023 - Sold 2 @ $820.09 (8 shares, 4.18% wtg)
Jul 1, 2024 - Sold 1 @ $1,067.86 (7 shares, 4.17% wtg)
Regeneron Pharmaceuticals
Location: Tarrytown, New York
Profile
Industry: Biotechnology
Sector: Health care
Theme: Genomic revolution
5-Year shareholder growth: +12.3%/year
Estimated fair value: $1,054
Valuation assumption: 20 x annual R&D
We’re also initiating a position in Academy Sports + Outdoors. To make room, we’re trimming Regeneron Pharmaceuticals and Duluth Holdings. [trades]
Right now, gold stocks are on sale and stock prices high (putting it mildly). Adding to Regeneron. [trades]
"Never confuse brains with a bull market." That's exactly what Millennial traders are doing these days. [trades]
My coffee can pick here is Regeneron Pharmaceuticals (REGN), founded in 1988 by neurologist Len Schleifer…