Regeneron Pharmaceuticals, Inc. is rated a Buy, supported by strong Dupixent and oncology growth offsetting Eylea/Eylea HD declines. REGN's robust pipeline, best-in-class products, and upcoming patent expirations position the company well for future revenue and margin expansion. Financials remain solid with significant cash reserves, low debt, and shares trading at an undemanding valuation relative to peers and its own historical measures.
Regeneron Pharmaceuticals remains a top conviction idea, driven by strong Dupixent growth, a robust pipeline, and a healthy balance sheet. REGN's Q2 earnings showed solid revenue and EPS growth, with Dupixent, EYLEA HD, Libtayo, and Lynozyfic all contributing to performance. Despite regulatory delays and competition, the company's pipeline and new indications for key drugs support long-term growth potential.
Regeneron Pharmaceuticals, Inc. shares have lost >50% of their value over the past 12 months. Regeneron remains a powerhouse pharma however, despite threats to its key drug Eylea from generics and longer acting therapies. Regeneron also co-markets and sells Dupixent, whose revenues exceeded >$4bn last quarter, with Regeneron earning >$1.4bn.
The FDA extends action dates for Regeneron's Eylea HD filings following inspection findings at Catalent Indiana. Nonetheless, Eylea HD remains available through vial administration.
REGN banks on Dupixent and Eylea HD gains to offset Eylea's decline while oncology wins strengthen its diversified pipeline.
Regeneron's Q2 showed strong earnings and cash flow, driven by DUPIXENT's growth and operational discipline, despite EYLEA's ongoing revenue decline. EYLEA faces intense competition and margin pressure, but DUPIXENT's expanding indications and LIBTAYO's solid performance offset these headwinds. Regeneron's oncology pipeline is advancing, highlighted by LYNOZYFIC's approval, while strategic moves in obesity drugs aim for future growth.
The healthcare industry has been a remarkable place for investors to build significant portfolio returns through the years. Companies that are providing life-saving medicines, devices, and other products are often at the forefront of innovation in the healthcare space, a durable industry that tends to be broadly resilient even in times of economic unrest.
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Christopher R. Fenimore - Executive VP of Finance & CFO George D.
REGN stock up as Q2 EPS jumps 12% on strong Eylea HD and Dupixent profits, beating revenue and earnings estimates.
Although the revenue and EPS for Regeneron (REGN) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Regeneron (REGN) came out with quarterly earnings of $12.89 per share, beating the Zacks Consensus Estimate of $8.03 per share. This compares to earnings of $11.56 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for Regeneron (REGN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.