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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
1
The NFTBC Digest (14 June 2026)
Portfolio Changes, News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, PTC, REGN)
Jun 14
•
Crashkolnikov
1
Regeneron's Partnerships: "We Like Platforms"
And musings on zero terminal value
Jun 7
•
Crashkolnikov
9
2
The NFTBC Digest (24 May 2026)
News, Updates & Links (BMW, CBRS, OBCK, PTC, REGN, PBLS, WPP)
May 24
•
Crashkolnikov
The NFTBC Digest (17 May 2026)
News, Earnings & Links (BMW, CBRS, OBCK, PRCT, REGN)
May 17
•
Crashkolnikov
7
Regeneron: "Past performance SHOULD be the strongest indicator of future performance"
Reflections following Q1 '26 and the recent investor Rountable
Apr 30
•
Crashkolnikov
7
The Regeneron Deep Dive: One Year On
And some thoughts on the recent quarter (Q4 2025): 'Supi-Dupi', revisiting failed blockbusters, capex, outlook, valuation and more.
Feb 3
•
Crashkolnikov
4
Notes From JPM
NFTBC favourites BRKR and REGN both presented at the JPM Morgan Healthcare Conference
Jan 13
•
Crashkolnikov
6
The NFTBC Digest (14 December 2025)
News and links (BMW, BRKR, PTC, REGN)
Dec 14, 2025
•
Crashkolnikov
1
The NFTBC Digest (7 December 2025)
News and links (BMW, BRKR, PTC, REGN)
Dec 7, 2025
•
Crashkolnikov
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