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Baron Partners Retail Message Board

curiouscustomer 1 post  |  Last Activity: Nov 7, 2013 11:10 AM Member since: Oct 5, 2007
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  • Timestamp/Notes from Conference Call that could be generating negative sentiment:
    10:31 - Sales Growth is expected to be somewhat tempered during Thanksgiving and Holidays when patients postpone visits with their Doctors.
    10:40 - Inventory levels held by distributors remained 1-2 weeks, although at the end of Q3 there was a slight increase in inventory days in relation to Q2.
    16:40 - We were the beneficiary of a slight increase in distribution inventories this quarter
    20:45 - Cost of Goods Sold % UP relative to Q2
    21:50 - SGA Expense guided to UPPER range of $250M
    23:00 - R&D Expense guided HIGHER
    24:00 - Unreimbursed R&D guided HIGHER and will update in Jan, 2014
    32:10 - Question regarding DSO and inventory levels - No real answer, just that it is competitive data, next caller.

    Information is paraphrased from the call. Please listen to the call and arrive at your own conclusion.
    Replay of the Q3 2013 conference call is available on the Regeneron website in the investors/events presentation section.

    Just an opinion.

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