$REGN

REGENERON PHARMACEUTICALS, INC.

21
5
0
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$3.2M
MURPHY ANDREW J
100%
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Forget Eylea: Regeneron's Real Value May Be Hiding in Its Dupixent Profit Share

Regeneron Pharmaceuticals (REGN) reported Q2 revenue growth of 17% YoY to $4.3B, driven by Dupixent's sales of $6B (+38% YoY). Despite Eylea's U.S. sales decline, Regeneron's non-GAAP EPS rose 11% to $14.29. Sanofi (SNY) expects Dupixent to reach $27.8B in peak revenue by 2030. Regeneron is developing new formulations and pipeline candidates to sustain growth.

Tricks, treats, and trial results in biotech

A report found 15 biotech companies, including ThermoFisher and MilliporeSigma, manipulated antibody assay images. Regeneron's free gene therapy for hearing loss sparked debate. Novartis faced setbacks with failed trials. FDA introduced fast-track programs for ultra-rare diseases and a PreCheck initiative for drug manufacturing.

Libtayo, Osteosarcoma and More: 5 Other ESMO 2026 Abstracts to Watch

Regeneron will present long-term survival data for Libtayo in high-risk skin cancer at ESMO 2026. Other studies include Risvutatug Rezetecan for osteosarcoma, Izalontamab Brengitecan for breast cancer, and Arcotatug Tavetecan for stomach cancer. Pfizer's Sigvotatug Vedotin showed mixed results in lung cancer. These trials could impact treatment options and drug development.

REGN sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 26 news stories mentioning REGN (REGENERON PHARMACEUTICALS, INC.). Coverage has skewed bullish: 21 bullish, 5 neutral, and 0 bearish.

Recent REGN coverage spans financial news, earnings and regulation.

In the last 30 days, REGN insiders filed 27 SEC Form 4 transactions — no purchases and 27 sales ($3.2M). The most active reporter was MURPHY ANDREW J, Co-Chief Scientific Officer, with 27 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving REGN

AlphAI scores every news story that mentions REGN with an AI model for sentiment and relevance, and aggregates insider trades from REGENERON PHARMACEUTICALS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $REGN

Score

Tricks, treats, and trial results in biotech

A report found 15 biotech companies, including ThermoFisher and MilliporeSigma, manipulated antibody assay images. Regeneron's free gene therapy for hearing loss sparked debate. Novartis faced setbacks with failed trials. FDA introduced fast-track programs for ultra-rare diseases and a PreCheck initiative for drug manufacturing.

$REGNLow

Libtayo, Osteosarcoma and More: 5 Other ESMO 2026 Abstracts to Watch

Regeneron will present long-term survival data for Libtayo in high-risk skin cancer at ESMO 2026. Other studies include Risvutatug Rezetecan for osteosarcoma, Izalontamab Brengitecan for breast cancer, and Arcotatug Tavetecan for stomach cancer. Pfizer's Sigvotatug Vedotin showed mixed results in lung cancer. These trials could impact treatment options and drug development.

$LLYHigh

Lilly, Pfizer, J&J among winners of EU drug recommendations this month

The EU drug regulator's expert panel endorsed six new medicines and five label expansions in October 2026, benefiting Eli Lilly, Pfizer, and Johnson & Johnson. Lilly's weight loss pill Foundayo and Pfizer's breast cancer therapy Tukysa received positive opinions. Johnson & Johnson's cancer therapy Talvey was recommended for an indication extension. Other companies like Ionis, Regeneron, and Revolution Medicines also received positive opinions for their respective drugs.

EU advisers recommend a 15-minute option for some cancer infusions after a tolerated first dose

Regeneron's Libtayo (cemiplimab) received a positive opinion from the EMA's CHMP for an alternative dosing schedule. The new regimen includes a 700 mg dose every six weeks after an initial 12-week regimen of 350 mg every three weeks, with a potential 15- to 30-minute infusion time for the 350 mg dose. The European Commission is expected to make a final decision in the coming months.

$BACLow

Here Are Thursday’s Top Wall Street Analyst Research Calls: AngloGold Ashanti, Bank of America, Cirrus Logic, Crocs, Diamondback Energy, Devon Energy, Netflix, PayPal, Spotify Technolgy, and More

Wall Street analysts issued upgrades, downgrades, and initiations for various companies. Bank of America (BAC) was upgraded to Outperform, while PayPal (PYPL) was downgraded to Underperform. Other notable actions include upgrades for Crocs (CROX) and Walmart (WMT), and downgrades for Align Technology (ALGN) and Spotify (SPOT). The market saw declines, with the Nasdaq down 1.88% due to inflation concerns and energy price impacts.

What Could Send Regeneron Stock Higher?

Regeneron (REGN) has completed its repayment to Sanofi, allowing it to record full profits from their collaboration. Sanofi collaboration revenue hit $2.2B in Q2 2026, with Dupixent sales reaching $6B. The repayment reduced 2025 revenue by $930M. Regeneron expects a step-up in collaboration revenue, potentially adding 6.5% to 2025 revenue. The stock is down 11.6% from its 52-week high, trading at 17.9x earnings.

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