REGN

Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its “Partners Fund”. A copy of the letter can be downloaded here. The letter states that the portfolio holdings are attractive now based on both P/V and P/FCF metrics. However, the Fund returned 3.87% in the quarter, significantly lagging the S&P 500’s 15.20% return and the Russell 1000 Value Index’s 13.87% gain. An underweight in Information Technology (IT) primarily contributed to the underperformance. The market’s preference for overvalued stocks in Industrials and other sectors led to inflated multiples, overshadowing real earnings power. The Firm’s investment approach focuses on median, unweighted multiples, prioritizing growth in free cash flow per share, the potential for multiple expansion, and strategic initiatives. In addition, please check the Fund’s top five holdings to know its best picks in 2026. In its Q2 2026 investor letter, Longleaf Partners Fund highlighted Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN). Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is a biotechnology company that develops and commercializes medicines to treat various diseases. On July 10, 2026, Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) closed at $664.52 per share, reflecting a market capitalization of $69.66 billion. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) posted a one-month return of 8.06%, while its shares gained 16.46% over the past 52 weeks. Longleaf Partners Fund stated the following regarding Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) in its Q2 2026 investor update: Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 72 hedge fund portfolios held Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) at the end of the first quarter, compared to 75 in the previous quarter. While we acknowledge the potential of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) and shared the list...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Regeneron (REGN). This company, which is in the Zacks Medical - Biomedical and Genetics industry, shows potential for another earnings beat. This biopharmaceutical company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 9.74%. For the last reported quarter, Regeneron came out with earnings of $9.47 per share versus the Zacks Consensus Estimate of $8.52 per share, representing a surprise of 11.15%. For the previous quarter, the company was expected to post earnings of $10.56 per share and it actually produced earnings of $11.44 per share, delivering a surprise of 8.33%. With this earnings history in mind, recent estimates have been moving higher for Regeneron. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Regeneron currently has an Earnings ESP of +0.13%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on July 30, 2026. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a neg...

TARRYTOWN, N.Y., June 25, 2026 (GLOBE NEWSWIRE) -- Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) today announced that it will report its second quarter 2026 financial and operating results on Thursday, July 30, 2026, before the U.S. financial markets open. The Company will host a conference call and simultaneous webcast at 8:30 AM Eastern Time that day. Conference Call Information Participants may access the conference call live via webcast on the ’Investors and Media’ page of Regeneron’s website at https://investor.regeneron.com. To participate via telephone, please register in advance at this link. Upon registration, all telephone participants will receive a confirmation email detailing how to join the conference call, including the dial-in number along with a unique passcode and registrant ID that can be used to access the call. A replay and transcript of the conference call and webcast will be archived on the Company’s website for at least 30 days. About Regeneron Regeneron (NASDAQ: REGN) is a leading biotechnology company that invents, develops and commercializes life-transforming medicines for people with serious diseases. Founded and led by physician-scientists, our unique ability to repeatedly and consistently translate science into medicine has led to numerous approved treatments and product candidates in development, most of which were homegrown in our laboratories. Our medicines and pipeline are designed to help patients with eye diseases, allergic and inflammatory diseases, cancer, cardiovascular and metabolic diseases, neurological diseases, hematologic conditions, infectious diseases, and rare diseases. Regeneron pushes the boundaries of scientific discovery and accelerates drug development using our proprietary technologies, such as VelociSuite®, which produces optimized fully human antibodies and new classes of bispecific antibodies. We are shaping the next frontier of medicine with data-powered insights from the Regeneron Genetics Center® and pioneering genetic medicine platforms, enabling us to identify innovative targets and complementary approaches to potentially treat or cure diseases. For more information, please visit www.Regeneron.com or follow Regeneron on LinkedIn, Instagram, Facebook or X.

Regeneron Pharmaceuticals recently reported that both the U.S. FDA and EMA have accepted regulatory applications for cemdisiran to treat adult anti-AChR antibody-positive generalized myasthenia gravis, with the FDA granting Priority Review and a target action date in November 2026. If approved, cemdisiran would be the first siRNA therapy for gMG and the only option given subcutaneously just four times a year, potentially reshaping treatment convenience in this rare autoimmune disease. We’ll now examine how this potential first-in-class siRNA and its quarterly dosing schedule influence Regeneron’s broader investment narrative. This technology could replace computers: discover 30 stocks that are working to make quantum computing a reality. To own Regeneron today, you really have to believe in its ability to keep turning a broad immunology and oncology toolkit into durable, high-margin products, even as growth has cooled and flagship drugs face competition. The cemdisiran filing for generalized myasthenia gravis fits neatly into that story: it extends Regeneron’s complement and RNAi ambitions and adds another potential rare-disease asset to a portfolio already supported by Dupixent, EYLEA HD and emerging oncology programs. In the short term, the key catalysts still sit elsewhere, in ongoing Dupixent indication expansions, execution around EYLEA HD, and oncology launches like linvoseltamab. Cemdisiran’s Priority Review and quarterly dosing profile may nudge sentiment by reinforcing the depth of the pipeline, but the market reaction so far suggests investors still care more about near-term growth, competition and the risk that earnings trajectory remains relatively modest. However, there is one pipeline-related risk here that shareholders should not ignore. Regeneron Pharmaceuticals' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be. Eight Simply Wall St Community valuations span roughly US$641 to over US$2.15 billion per share equivalent, showing just how far apart individual views can be. Against that backdrop, Regeneron’s mix of modest forecast growth and concentrated product exposure gives you a useful lens for weighing where your own expectations sit within this unusually wide range of opinions. Explore 8 other fair value estimates on Regeneron Pharmaceuticals - why the stock might be worth over 3...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Regeneron Pharmaceuticals (REGN) has been back in focus after expanding its cancer therapy partnership with CytomX Therapeutics, a deal with up to $4b in potential milestones, alongside highly favorable Lynozyfic trial results in light chain amyloidosis. See our latest analysis for Regeneron Pharmaceuticals. Despite the Oncology headlines, the stock’s recent momentum has cooled, with the 30 day share price return down 10.47% and the 90 day share price return down 17.26%, even as the 1 year total shareholder return is 30.87%. If Regeneron’s pipeline has caught your attention, this is also a useful moment to scan other healthcare names using a focused screener for 40 healthcare AI stocks So with the stock giving up ground in recent months, even as Regeneron posts revenue and net income growth and trades at a reported 72% intrinsic discount, is this a genuine opportunity, or is the market already pricing in future growth? Regeneron’s most followed narrative points to a fair value of $875.31 versus the last close of $628.73, framing the recent pullback against a still bullish long term story. Read the complete narrative. Curious what has to happen for that higher fair value to make sense? The narrative focuses on a combination of faster revenue, wider margins, and a richer future earnings multiple. The exact mix of those levers may surprise you. On the numbers, the narrative leans on analyst expectations that Regeneron can lift both its top line and profitability over time, while also supporting a higher P/E multiple than the wider US biotechs sector and a discount rate of 7.21% in the cash flow model. For you, the key question is whether revenue, earnings and margins can track those assumptions closely enough to justify the gap between the current $628.73 share price and the $875.31 fair value embedded in this story. Result: Fair Value of $875.31 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on EYLEA holding up against tougher competition and pricing pressure, as well as on heavier R&D and manufacturing spending actually translating into commercially successful drugs. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other compan...

A month has gone by since the last earnings report for Regeneron REGN. Shares have lost about 12.1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Regeneron due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts. Regeneron Q1 Earnings Top, Sales Up on Dupixent & Eylea HD Strength Regeneron reported first-quarter 2026 adjusted earnings per share (EPS) of $9.47, which beat the Zacks Consensus Estimate of $8.52 and increased from $8.22 recorded in the year-ago quarter. The strong bottom-line performance was driven by higher revenues and a reduced share count. Total revenues grew 19% year over year to $3.6 billion, driven by higher sales of Eylea HD and increased Dupixent profits. Revenues also beat the Zacks Consensus Estimate of $3.4 billion. Eylea HD and Dupiexent Power REGN’s Q1 Results The lead drug, Eylea, is approved for various ophthalmology indications (neovascular age-related macular degeneration, diabetic macular edema and macular edema, among others). Eylea’s sales in the United States plunged 36% year over year to $473 million, primarily due to increased competition from other drugs like Roche’s Vabysmo and continued transition of patients to higher doses of the drug (Eylea HD). Eylea sales in the United States beat the Zacks Consensus Estimate of $436 million. Please note that Regeneron co-developed Eylea with the HealthCare unit of Bayer AG. Regeneron records net product sales of Eylea and Eylea HD in the United States, while Bayer does the same outside the country. The company recorded its share of profits in connection with Eylea and Eylea HD sales outside the United States within collaboration revenues. In August 2023, the FDA approved Eylea HD (a higher dose of Eylea) for the treatment of patients with wet age-related macular degeneration, diabetic macular edema and diabetic retinopathy. Eylea HD generated revenues of $468 million in the United States, up 52% year over year, backed by higher sales volumes and increased demand. However, sales were negatively impacted by lower wholesaler inventory levels at the end of the first quarter of 2026 compared to fourth-quarter 2025 levels. Eylea HD sales beat the Zack...

Regeneron Pharmaceuticals, Inc. REGN reported first-quarter 2026 adjusted earnings per share (EPS) of $9.47, which comfortably beat the Zacks Consensus Estimate of $8.52 and was up from $8.22 recorded in the year-ago quarter. The strong bottom-line performance was driven by higher revenues and a reduced share count. Total revenues grew 19% year over year to $3.6 billion, driven by higher sales of Eylea HD and increased Dupixent profits. Revenues also beat the Zacks Consensus Estimate of $3.4 billion. However, shares are trading lower despite the outperformance due to a year-over-year decline in GAAP earnings. Regeneron’s shares have lost 5.2% so far this year compared with the industry’s decline of 1.5%. Image Source: Zacks Investment Research The lead drug, Eylea, is approved for various ophthalmology indications (neovascular age-related macular degeneration, diabetic macular edema and macular edema, among others). Eylea’s sales in the United States plunged 36% year over year to $473 million, primarily due to increased competition from other drugs like Roche’s RHHBY Vabysmo and continued transition of patients to higher doses of the drug (Eylea HD). Eylea sales in the United States beat the Zacks Consensus Estimate of $436 million. Please note that Regeneron co-developed Eylea with the HealthCare unit of Bayer AG BAYRY. Regeneron records net product sales of Eylea and Eylea HD in the United States and Bayer does the same outside the country. The company records its share of profits in connection with Eylea and Eylea HD sales outside the United States within collaboration revenues. In August 2023, the FDA approved Eylea HD (a higher dose of Eylea) for the treatment of patients with wet age-related macular degeneration, diabetic macular edema and diabetic retinopathy. Eylea HD generated revenues of $468 million in the United States, up 52% year over year, backed by higher sales volumes driven by increased demand. However, sales were negatively impacted by lower wholesaler inventory levels at the end of the first quarter of 2026 compared to the end of the fourth quarter of 2025. Eylea HD sales beat the Zacks Consensus Estimate by 0.12%. Total revenues include collaboration revenues of $1.9 billion from Sanofi SNY and Bayer. The figure increased 24% from that recorded in the year-ago quarter. Total collaboration revenues beat the Zacks Consensus Estimate of $1....

Apogee Therapeutics revealed mixed results for its experimental eczema treatment Wednesday, and the stock dropped.

On 16 May, during the 2026 American Thoracic Society (ATS) International Conference, Sanofi and Regeneron presented new safety and efficacy data from their AERIFY-1 (NCT04701983) and AERIFY-2 (NCT04751487) Phase III clinical trials, evaluating itepekimab, a fully human interleukin-33 (IL-33) monoclonal antibody (mAb), in former smokers with moderate to severe chronic obstructive pulmonary disease (COPD). The data presented at ATS supplemented findings released in 2024 from both trials, where only AERIFY-1 demonstrated statistically significant reductions in exacerbations—a discrepancy that remained unresolved and was not meaningfully clarified by the new data. AERIFY-1 and AERIFY-2 enrolled patients with a history of smoking 10 or more cigarette packs per year, with AERIFY-2 including a small subpopulation of patients who actively smoked 1 or more cigarettes per day on average. Both trials studied moderate and severe COPD patients with documented history of high exacerbation risks across two dosing arms, 300mg itepekimab every two weeks (q2w), and 300mg itepekimab every four weeks (q4w). Findings presented at the ATS 2026 conference focused on patients with previous history of smoking (excluding current smokers) alone and were consistent with those reported in 2024. In AERIFY-1, annualised rates of moderate or severe exacerbations were significantly reduced compared with placebo, by 27.1% in the q2w dosing group and by 20.5% in the q4w dosing group. In contrast, AERIFY-2 failed to replicate these results in the same population, with markedly attenuated reductions of just 12.4% in the q4w group and 1.6% in the q2w group, neither of which reached statistical significance compared to placebo. Across both trials, itepekimab was generally well tolerated, with severe treatment-emergent adverse events averaging between 17–18% between AERIFY-1 and -2 across the two dosing regimens. The inconsistent results between AERIFY-1 and AERIFY-2 are likely to create a significant obstacle to US Food and Drug Administration (FDA) approval for itepekimab in COPD, as positive findings from a single trial are unlikely to be sufficient given how markedly AERIFY-2 failed to replicate them. By contrast, AstraZeneca has recently reported positive topline results for its own anti-IL-33 mAb tozorakimab, where the drug met its primary endpoints in moderate to severe COPD in both OBERON...

Intellia Therapeutics NTLA incurred first-quarter 2026 loss of 81 cents per share, narrower than the Zacks Consensus Estimate of a loss of 92 cents. In the year-ago quarter, the company had incurred a loss of $1.10 per share. Intellia’s total revenues currently comprise only collaboration revenues. The company reported revenues of $15 million for the first quarter of 2026, which missed the Zacks Consensus Estimate of $16 million. Total revenues declined 9.5% year over year. Year to date, shares of NTLA have surged 60.4% against the industry’s 2.7% decline. Image Source: Zacks Investment Research Research and development expenses totaled $80.7 million, down 25.5% from the year-ago quarter’s figure. The decrease was due to lower employee-related expenses, stock-based compensation and reduced spending on research materials and contracted services. General and administrative expenses in the first quarter were $34.8 million, up 20.1% year over year, primarily due to continued investments in building the company’s commercial infrastructure and higher legal expenses, partially offset by lower stock-based compensation. As of March 31, 2026, Intellia had cash, cash equivalents and marketable securities worth $517.2 million compared with $605.1 million as of Dec. 31, 2025. Following an underwritten public offering of common stock, the company expects its cash runway to support operations into 2028. Intellia has collaborated with Regeneron Pharmaceuticals REGN to develop its investigational in vivo genome-editing candidate, nexiguran ziclumeran (nex-z), which is being studied for two indications — ATTR amyloidosis with polyneuropathy (ATTRv-PN) and ATTR amyloidosis with cardiomyopathy (ATTR-CM). In March, the FDA lifted the clinical hold on the investigational new drug application (IND) for the phase III MAGNITUDE study evaluating nex-z in patients with ATTR-CM. Earlier this year, the FDA lifted the clinical hold on the IND application for the phase III study, MAGNITUDE-2, evaluating nex-z in patients with ATTRv-PN. Enrollment in this study is expected to be completed in the second half of 2026. With the removal of the clinical hold, Intellia is now focusing on completing patient enrollment in both late-stage studies as promptly as possible. In April, Intellia announced top-line data from the global phase III HAELO study evaluating lonvo-z, an in vivo CRISPR gene editi...

New clinical data reinforce Dupixent’s role in treating eosinophilic esophagitis and may support its long-term positioning in the indication. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) reported Dupixent Phase 4 trial results showing significant improvements in esophageal function and structural disease markers in eosinophilic esophagitis (EoE). The data, presented at Digestive Disease Week 2026, may strengthen confidence in Dupixent’s clinical profile and durability as a leading treatment in this chronic condition. Regeneron (NASDAQ:REGN) and partner Sanofi reported positive Phase 4 data, reinforcing Dupixent’s efficacy in EoE. The trial showed statistically significant improvements in esophageal function and disease structure versus placebo. High histological remission rates (59% vs. 4%) could support continued adoption in clinical practice. Dupixent remains the only approved biologic for EoE, strengthening its competitive positioning. Longer-term data and real-world adoption may influence the commercial trajectory in this indication. The REMODEL Phase 4 trial evaluated Dupixent in 69 adults with eosinophilic esophagitis, comparing weekly 300 mg dosing (n=46) to placebo (n=23) over 24 weeks. Key findings included: A 1.28 mm improvement in esophageal distensibility versus a slight decline in the placebo group, meeting the primary endpoint (p<0.05). A 4.89-point reduction in abnormal endoscopic findings compared to a minimal increase in placebo (p<0.0001). Improvements in histological disease severity and extent, with statistically significant reductions versus placebo (p<0.0001). 59% of patients achieved histological remission compared to 4% with placebo. The company stated that safety results were consistent with Dupixent’s known profile, with no serious adverse events reported. The ongoing study includes a longer-term extension phase, with additional data expected through week 128. The Phase 4 results add incremental evidence supporting Dupixent’s clinical benefit in EoE, particularly in improving esophageal function and structural disease changes. This may reinforce the drug’s role as a standard-of-care treatment in this indication. As Dupixent is already approved for EoE and multiple other conditions, continued positive data could help sustain physician confidence and support broader adoption. The high remission rates and improvements in disease marke...

Regeneron will face competition from new market entrants later this year, but upbeat data could change everything.