Notes From The Beauty Contest

Notes From The Beauty Contest

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Regeneron

The NFTBC Digest (18 October 2026)
Portfolio, News, Updates & Links (BMW, CBRS, PBLS, REGN)
Oct 18 • Crashkolnikov
The NFTBC Digest (11 October 2026)
Portfolio, News, Updates & Links (BMW, BRKR, CBRS, OBCK, PTC, REGN)
Oct 11 • Crashkolnikov
The NFTBC Digest (4 October 2026)
News, Updates and Links (BMW, CBRS, REGN)
Oct 4 • Crashkolnikov
The NFTBC Digest (27 September 2026)
New, Updates & Links (BMW, BRKR, CBRS, PRCT, REGN)
Sep 27 • Crashkolnikov
The NFTBC Digest (20 September 2026)
News, Updates & Links (BMW, BRKR, CBRS, PRCT, PTC, REGN, WPP)
Sep 20 • Crashkolnikov
Regeneron: will they, won’t they?
Speculative musings on perhaps the most plausible M&A target
Sep 18 • Crashkolnikov
The NFTBC Digest (13 September 2026)
News, Updates & Links (BMW, BRKR, CBRS, OBCK, ORCL, PBLS, PTC, REGN)
Sep 13 • Crashkolnikov
Regeneron's Hidden Moat
What FNIP1 tells us about scale and the future of the Regeneron Genetics Center
Aug 9 • Crashkolnikov
Regeneron: The Revenge of Eylea
And other Q2 musings
Aug 1 • Crashkolnikov
The NFTBC Digest (19 July 2026)
Portfolio, News, Updates & Links (BMW, BRKR, CBRS, GSK, OBCK, ORCL, PRCT, PTC, REGN)
Jul 19 • Crashkolnikov
The NFTBC Digest (5 July 2026)
News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, PTC, REGN, WPP)
Jul 5 • Crashkolnikov
The NFTBC Digest (28 June 2026)
Portfolio Changes, News, Updates & Links (AMBU, BMW, BRKR, CBRS, GSK, OBCK, REGN)
Jun 28 • Crashkolnikov
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