Regeneron Reports Q4 Earnings Beat with Strategic Investments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy REGN?
Source: Benzinga
- Earnings Highlights: Regeneron reported Q4 adjusted earnings of $11.44 per share, down 5% year-over-year but exceeding the consensus estimate of $10.71, demonstrating resilience in profitability amidst market challenges.
- Sales Growth: The company reported sales of $3.88 billion, a 3% year-over-year increase, surpassing the consensus of $3.79 billion, indicating sustained demand for its products in the market.
- Eylea Sales Decline: U.S. net sales for Eylea HD and Eylea decreased by 28% year-over-year to $1.08 billion, with Eylea HD contributing $506 million and Eylea $577 million, reflecting intensified market competition and challenges in the product lifecycle.
- Future Investment Plans: Regeneron plans to invest approximately $2 billion to develop a bulk manufacturing facility in Saratoga Springs, New York, expected to create 1,000 high-paying jobs and significantly expand manufacturing capacity to support future growth strategies.
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Analyst Views on REGN
Wall Street analysts forecast REGN stock price to rise
22 Analyst Rating
16 Buy
6 Hold
0 Sell
Moderate Buy
Current: 783.650
Low
637.00
Averages
808.50
High
1057
Current: 783.650
Low
637.00
Averages
808.50
High
1057
About REGN
Regeneron Pharmaceuticals, Inc. is a fully integrated biotechnology company. The Company invents, develops, manufactures, and commercializes medicines for people with serious diseases. Its products and product candidates in development 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. The Company is accelerating drug development using its proprietary technologies, such as VelociSuite, which produces optimized fully human antibodies and new classes of bispecific antibodies. VelociSuite consists of VelocImmune, VelociGene, VelociMouse, VelociMab, Veloci-Bi, VelociT, VelociHum, and other related technologies. Its marketed products include EYLEA (aflibercept); Dupixent (dupilumab); Libtayo (cemiplimab); Ordspono (odronextamab); Kevzara (sarilumab); Itepekimab; Linvoseltamab, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Long-term Efficacy Analysis: Long-term efficacy analyses of Dupixent show that early sustained treatment significantly reduces IgE levels in children, and in adult asthma patients, early use of Dupixent may decrease exacerbations and corticosteroid use, further solidifying its position in treatment regimens.
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- Expansion of Dupixent Patient Base: Over 1 million patients are currently on Dupixent treatment globally, with significant future growth potential anticipated from new indications like COPD, further solidifying its market leadership.
- EYLEA HD Market Performance: EYLEA HD reported net sales of $305 million in Q4, and despite competitive pressures, upcoming launches of a prefilled syringe and label expansions are expected to position it as the new standard in the anti-VEGF category.
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- Dupixent Sales Milestone: Dupixent achieved global sales of $3.8 billion, a 24% increase, with over 1 million patients currently on treatment, and is expected to continue driving revenue growth, particularly with new indications like COPD.
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- Positive Financial Performance: The company’s recent adjustments indicate strong financial performance and confidence in future growth.
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