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Regeneron: Rapidly Decreasing Importance Of Eylea
Seeking Alpha· 2025-08-02 04:05
I publish my best ideas and top coverage on the Growth Stock Forum . If you're interested in finding great growth stocks, with a focus on biotech, consider signing up. We focus on attractive risk/reward situations and track each of our portfolio and watchlist stocks closely. To receive e-mail notifications for my public articles and blogs, please click the follow button . And to go deeper, sign up to Growth Stock Forum.Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN ) reported strong second quarter results, b ...
Regeneron Stock Rises on Q2 Earnings and Sales Beat, Eylea HD Sales Up
ZACKS· 2025-08-02 00:11
Key Takeaways REGN posted Q2 EPS of $12.89, up 12% year over year and beating the $8.03 consensus estimate.Q2 revenues rose 4% to $3.7B, driven by Eylea HD demand and higher Dupixent collaboration profits.Both Libtayo and Eylea HD sales topped estimates; Dupixent sales rose 22% to $4.3B globally.Regeneron Pharmaceuticals, Inc. ((REGN) reported second-quarter 2025 adjusted earnings per share (EPS) of $12.89, which comfortably beat the Zacks Consensus Estimate of $8.03. The bottom line increased 12% from $11. ...
Regeneron(REGN) - 2025 Q2 - Earnings Call Transcript
2025-08-01 21:32
Regeneron Pharmaceuticals (REGN) Q2 2025 Earnings Call August 01, 2025 08:30 AM ET Company ParticipantsRyan Crowe - SVP - IR & Strategic AnalysisLeonard Schleifer - Board co-Chair, President & CEOGeorge Yancopoulos - Board co-Chair, President & Chief Scientific OfficerMarion McCourt - Executive Vice President of CommercialChris Fenimore - EVP, Finance and CFOChris Schott - Managing DirectorGeoff Meacham - Managing DirectorCory Kasimov - Senior Managing DirectorAkash Tewari - Global Head - Biopharmaceutical ...
Regeneron(REGN) - 2025 Q2 - Earnings Call Transcript
2025-08-01 21:30
Regeneron Pharmaceuticals (REGN) Q2 2025 Earnings Call August 01, 2025 08:30 AM ET Speaker0Welcome to the Regeneron Pharmaceuticals Second Quarter twenty twenty five Earnings Conference Call. My name is Shannon, and I will be your operator for today's call. At this time, all participants are in a listen only mode. Later, we will conduct a question and answer session. Please note that this conference call is being recorded.I will now turn the call over to Ryan Crow, Senior Vice President, Investor Relations. ...
Regeneron (REGN) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-08-01 20:46
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. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +60.52%. A quarter ago, it was expected that this biopharmaceutical company would post earnings of $8.43 per share when it actually produced earnings of $8.22, delivering a surprise of -2.49%.Over the last four quarter ...
Regeneron(REGN) - 2025 Q2 - Earnings Call Presentation
2025-08-01 20:30
Regeneron Corporate Presentation A U G U S T 2 0 2 5 This non-promotional presentation contains investigational data as well as forward-looking statements; actual results may vary materially. Note regarding forward-looking statements and non-GAAP financial measures This presentation includes forward-looking statements that involve risks and uncertainties relating to future events and the future performance of Regeneron Pharmaceuticals, Inc. ("Regeneron" or the "Company"), and actual events or results may di ...
Regeneron(REGN) - 2025 Q2 - Quarterly Report
2025-08-01 18:56
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number: 000-19034 REGENERON PHARMACEUTICALS, INC. (Exact name of registrant as specified in its charter) (State or oth ...
Regeneron(REGN) - 2025 Q2 - Quarterly Results
2025-08-01 18:49
Exhibit 99.1 Press Release Regeneron Reports Second Quarter 2025 Financial and Operating Results Tarrytown, New York (August 1, 2025) -- Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) today announced financial results for the second quarter of 2025 and provided a business update. "Regeneron had a strong quarter, marked by significant growth in U.S. sales of EYLEA HD and global sales of Dupixent and Libtayo along with multiple regulatory approvals," said Leonard S. Schleifer, M.D., Ph.D., Board co-Chair, Pre ...
Regeneron Reports Second Quarter 2025 Financial and Operating Results
Globenewswire· 2025-08-01 18:30
财务表现 - 2025年第二季度总收入达36.76亿美元,同比增长4% [3][12] - GAAP净利润13.92亿美元,同比下降3%,非GAAP净利润14.24亿美元,同比增长5% [3] - GAAP稀释每股收益12.81美元,增长3%,非GAAP稀释每股收益12.89美元,增长12% [3] - 研发费用14.22亿美元,同比增长19%,销售管理费用6.34亿美元,同比下降16% [19] 产品表现 - Dupixent全球净销售额达43.4亿美元,同比增长22% [5][15] - EYLEA HD美国净销售额3.93亿美元,同比增长29%,但EYLEA系列美国总销售额下降25%至11.47亿美元 [5][12] - Libtayo全球销售额3.77亿美元,同比增长27% [12] - 公司拥有约45个临床开发阶段的产品候选物 [4] 研发进展 - FDA批准Lynozyfic用于复发或难治性多发性骨髓瘤 [5][10] - FDA批准Dupixent新增大疱性类天疱疮和慢性自发性荨麻疹两个适应症 [5][6] - 肥胖症治疗药物COURAGE试验显示35%的体重减轻来自瘦体重减少 [10] - 获得GLP-1/GIP双受体激动剂的后期开发权利 [11] 监管与商业发展 - 欧洲委员会批准EYLEA 8mg用于wAMD和DME,给药间隔延长至6个月 [10] - 与翰森制药达成许可协议,获得HS-20094在中国大陆以外地区的开发和商业化权利 [9] - 预计EYLEA HD的FDA审批将延迟,涉及Catalent Indiana LLC生产基地检查问题 [10] - 投入超过70亿美元用于美国制造投资、资本支出和业务发展 [3] 资本运作 - 第二季度通过股票回购和股息向股东返还23亿美元资本 [3] - 截至2025年6月30日,仍有28.14亿美元可用于股票回购 [23] - 宣布每股0.88美元的现金股息,将于2025年9月支付 [24] - 现金及有价证券余额为175.28亿美元 [38]
特朗普向药企“开刀” 要求60天内降低美国药价
智通财经网· 2025-08-01 06:18
特朗普政府要求制药公司降价 - 美国总统特朗普致信17家大型制药公司 要求在未来60天内采取具体行动降低美国药品价格 否则将动用一切可用手段保护美国家庭[1] - 收到信件的公司包括辉瑞 诺和诺德 强生 艾伯维 安进 阿斯利康 勃林格殷格翰 施贵宝 礼来 EMD Serono Ginkgo Bioworks 吉利德科学 葛兰素史克 默沙东 诺华制药 再生元以及赛诺菲安万特[1] - 特朗普要求这些公司在9月29日前就多个目标做出承诺 包括对所有Medicaid患者提供最惠国价格 新药上市时及此后向Medicare Medicaid和商业保险方提供最惠国价格 与其他国家加强价格谈判 并将海外收入用于降低美国国内药价[2] 美国药品价格现状 - 美国处方药平均价格是其他发达国家的2至3倍 部分药品甚至高达10倍[2] - 特朗普表示不会再接受那些要求政策支持以换取数十亿美元行业补贴的提案 只接受能为美国家庭带来药价立竿见影缓解的承诺[2] - 此次发函是在特朗普于5月签署行政命令重新启动最惠国政策之后的又一重大举措 该政策主张将美国部分药品价格与海外价格挂钩以压低国内药价[2] 制药公司股价反应 - 消息发布后 赛诺菲股价暴跌超过8% 施贵宝和诺和诺德下跌近5% 葛兰素史克和默克跌幅超过3%[2] 制药行业回应 - 美国药品研究与制造商协会批评引入外国价格控制将削弱美国在创新领域的领导地位 损害患者和工人利益 认为解决药价问题应着眼于压制中间商并让其他国家为创新药品支付应有费用[3] - 辉瑞 诺和诺德及诺华表示正在努力寻找让美国患者能够获得和负担药物的方法 辉瑞称与特朗普政府和国会的讨论富有成效 诺华正在审阅信件内容[3] - 阿斯利康宣布正考虑降低部分药品在美售价 并向特朗普政府提交了方案 可能采纳直接向患者销售药品的模式以缓解患者购药压力[3]