Regeneron (REGN) Rises 20.2% Since Previous Earnings Report: Will the Momentum Last?
Earnings Performance: Regeneron reported Q3 2025 adjusted EPS of $11.83, exceeding estimates, but down 5% year-over-year. Total revenues grew 1% to $3.7 billion, driven by Eylea HD and Dupixent sales, despite a significant drop in Eylea sales due to competition.
Collaboration Revenues: Total collaboration revenues increased by 18.6% year-over-year to $2 billion, with Sanofi's collaboration revenues rising 28% to $1.6 billion, primarily from Dupixent sales, while Bayer's revenues decreased by 12%.
Regulatory Updates: The FDA issued a complete response letter for Eylea HD's pre-filled syringe application, while positive opinions were adopted for Dupixent and Libtayo in the EU. Regeneron plans to submit a new application for Eylea HD by January 2026.
Market Outlook: Despite a subpar Growth Score of D, Regeneron has seen upward revisions in estimates, with a Zacks Rank of #3 (Hold), indicating an expected in-line return in the coming months.
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- Market Insights: In the latest Motley Fool video, experts analyze market dynamics for Regeneron Pharmaceuticals, providing deep insights into future investment opportunities that help investors grasp industry trends.
- Investment Opportunity Assessment: The market trends discussed in the video may present new investment opportunities for investors, particularly in the biopharmaceutical sector, where Regeneron stands out as a leading player worth monitoring.
- Stock Price Reference: The stock price data used in the video is from February 11, 2026, reflecting market sentiment towards Regeneron at that time, allowing investors to evaluate its future potential.
- Expert Opinion Sharing: Through in-depth analysis by experts, viewers can better understand Regeneron's position in the biopharmaceutical industry and its future prospects, enhancing confidence in investment decisions.
- Market Trend Analysis: In the latest Motley Fool video, analysts discuss market trends surrounding Regeneron Pharmaceuticals, noting that while the company did not make the list of the top 10 recommended stocks, it still garners investor interest.
- Return Comparison: The average return of Stock Advisor stands at 884%, significantly outperforming the S&P 500's 179%, indicating that investors should be cautious in stock selection, with Regeneron's performance needing further observation.
- AI and Investment Opportunities: The video highlights the potential for AI to create the world's first trillionaire, emphasizing the importance of technology in future investments, with Regeneron, as a biotech firm, potentially benefiting from this trend.
- Investor Community: Motley Fool encourages investors to join their community to share investment experiences and strategies, suggesting that although Regeneron is not on the recommended list, its market potential remains noteworthy.
- Accelerated Biosimilar Development: On March 9, 2026, the FDA recommended streamlining unnecessary clinical pharmacokinetic studies when scientifically justified, aiming to expedite biosimilar drug development and improve medicine affordability, thereby enhancing market competitiveness.
- Alternative to Animal Testing: The FDA released draft guidance on March 18, 2026, to assist drug developers in validating new approach methodologies as alternatives to animal testing, reflecting its commitment to scientific rigor and humane practices, which could reshape drug development standards.
- New Therapy Approval: On March 10, 2026, the FDA approved Wellcovorin as the first treatment for cerebral folate deficiency, a rare neurological condition, marking a significant advancement in neuroscience and potentially offering new hope for patients.
- Gene Therapy Innovation: The FDA approved Rocket Pharma's Kresladi on March 26, 2026, as the first gene therapy for Severe Leukocyte Adhesion Deficiency Type I, showcasing the potential of gene therapy in treating rare diseases and possibly driving stock price increases for related biotech companies.
- Successful Trials: AstraZeneca's experimental drug tozorakimab met its targets in two late-stage clinical trials, significantly reducing flare-ups in chronic obstructive pulmonary disease (COPD) patients, leading to a nearly 5% increase in the company's stock price.
- Massive Market Potential: With approximately 400 million people diagnosed with COPD globally, AstraZeneca forecasts peak annual sales for tozorakimab between $3 billion and $5 billion, far exceeding the pre-trial market estimate of $1 billion, highlighting its substantial commercial potential.
- Scientific Breakthrough: The trial results represent the first successful confirmatory Phase III trials for an IL-33 biologic, with AstraZeneca's executive vice president noting the significant scientific implications for COPD treatment strategies.
- Future Development Plans: AstraZeneca aims to launch over 20 new drugs in the next five years and has set a target of achieving $80 billion in annual sales by 2030, demonstrating its ambitious vision in the biopharmaceutical sector.
- Patent Expiration Impact: Regeneron's Eylea drug losing patent exclusivity has led to revenue pressures, yet the company's long-term returns remain solid, indicating market confidence in its future prospects.
- Sales Growth of Key Products: Dupixent, Regeneron's flagship product, is expected to continue growing through the early 2030s, particularly in treating conditions like wet age-related macular degeneration, which will help boost company revenues.
- Advancements in Drug Development: Regeneron is working on a gene therapy for genetic hearing loss, which could launch in the coming years if clinical trial data is favorable, further enriching its product portfolio and driving sales growth.
- Weight Loss Market Strategy: The company is developing two new products in the weight loss sector, with one candidate showing promising results in a phase 3 study in China, potentially positioning Regeneron as a notable player in the rapidly expanding weight loss market.
- Patent Expiration Impact: Regeneron's Eylea lost patent exclusivity, and while the stock has risen 35% recently, its long-term performance remains constrained, highlighting the company's challenges in navigating patent cliffs.
- Dupixent Sales Growth: As Regeneron's most important product, Dupixent is expected to continue growing through 2030, particularly in treating conditions like wet age-related macular degeneration, thereby enhancing the company's market position.
- New Drug Development Progress: Regeneron is working on a gene therapy for genetic hearing loss, which could launch in the coming years if clinical trial data is favorable, further enriching its product portfolio and driving sales growth.
- Weight Loss Drug Market Potential: The company is making strides in the weight loss drug market with two new products, particularly a GLP-1 medicine that performed well in a phase 3 study in China, potentially positioning Regeneron as a notable player in this rapidly growing sector.











