Regeneron, Sanofi Expand Alliance in Deal Worth Up to $8 Billion

Regeneron Pharmaceuticals (REGN) reported Phase 1/2 trial data for ubamatamab, an ovarian cancer therapy. While all 19 patients experienced adverse events, 73% of heavily pretreated patients showed partial responses. Regeneron plans a Phase 3 trial and FDA data submission.

Regeneron Pharmaceuticals reported initial Phase 1/2 trial data for its ovarian cancer therapy, ubamatamab. The company's stock initially rose but later declined. Regeneron is collaborating with Sanofi on the development.

Regeneron Pharmaceuticals (REGN) reported positive Phase 2 trial results for trevogrumab, showing it preserves muscle mass during weight loss. The stock is trading at $729.20, 19.6% below its GF Value™ of $907.43, indicating modest undervaluation. The company has a GF Score™ of 88, reflecting strong fundamentals, but insiders have been net sellers.

Regeneron (REGN) reported Phase 2 COURAGE trial results showing trevogrumab prevented 70% of muscle loss during semaglutide-induced weight loss. The trial, presented at EASD, found trevogrumab preserved lean mass at 26 and 52 weeks. Regeneron plans a Phase 2 trial in older adults with obesity and muscle loss. Trevogrumab was generally well-tolerated, with common AEs including nausea and constipation.

Sanofi and Regeneron expanded their immunology alliance, with Sanofi paying $1 billion upfront and $7 billion in potential milestones. They will share development costs and profits equally. Regeneron will lead R&D, while Sanofi handles global commercialization. The collaboration focuses on new therapies, including REGN20423, a Phase I IL-13 monoclonal antibody for atopic dermatitis. Dupixent, a key existing product, generated $18 billion in sales last year.

Regeneron Pharmaceuticals reported a 73% response rate in a Phase 1/2 trial of ubamatamab for low-grade serous ovarian cancer, with 11-month median progression-free survival. The trial involved 19 patients, with common side effects including cytokine release syndrome. Regeneron plans to discuss the data with the FDA and initiate a Phase 3 trial.