Regeneron Pharmaceuticals and Sanofi have received approval for Dupixent in the EU as the first innovative treatment for chronic spontaneous urticaria (CSU). This approval fills a significant gap in treatment options that has persisted for over a decade, promising to enhance the quality of life for approximately 270,000 patients in the region.
The approval is based on the successful LIBERTY-CUPID Phase 3 clinical trials, which demonstrated significant reductions in urticaria activity over 24 weeks. This positions Dupixent as a first-line treatment option for patients who have not adequately responded to standard antihistamine therapies.
With the introduction of Dupixent, Regeneron and Sanofi are poised to capture a substantial share of the market, addressing the needs of patients who have been underserved by existing treatments. The safety profile of Dupixent aligns with known characteristics, ensuring its acceptability in clinical use.
This development not only represents a breakthrough for patients but also signals potential revenue growth for Regeneron as they expand their market presence in chronic inflammatory diseases.
Wall Street analysts forecast REGN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for REGN is 808.50 USD with a low forecast of 637.00 USD and a high forecast of 1057 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
22 Analyst Rating
Wall Street analysts forecast REGN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for REGN is 808.50 USD with a low forecast of 637.00 USD and a high forecast of 1057 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
6 Hold
0 Sell
Moderate Buy
Current: 771.250
Low
637.00
Averages
808.50
High
1057
Current: 771.250
Low
637.00
Averages
808.50
High
1057
Bernstein
Outperform
maintain
$911 -> $916
2026-01-27
New
Reason
Bernstein
Price Target
$911 -> $916
AI Analysis
2026-01-27
New
maintain
Outperform
Reason
Bernstein raised the firm's price target on Regeneron (REGN) to $916 from $911 and keeps an Outperform rating on the shares ahead of quarterly results. For Eylea, Q4 results were already pre-announced, so the firm will be looking more toward management commentary on potential for further acceleration in HD launch, where it is bullish. For Dupixent, Bernstein is in-line on 4Q product sales and model a 2% beat on Sanofi (SNY) collaboration revenues.
Evercore ISI
Outperform
maintain
$750 -> $875
2026-01-22
Reason
Evercore ISI
Price Target
$750 -> $875
2026-01-22
maintain
Outperform
Reason
Evercore ISI raised the firm's price target on Regeneron to $875 from $750 and keeps an Outperform rating on the shares. Regeneron is "looking strong with a refreshed outlook" and recent price hikes, argues the analyst. The company's growth prospects are "particularly buoyed" by Dupixent and Eylea HD, which are positioned well to compete in the market, the analyst tells investors.
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Goldman Sachs
Buy
maintain
$807 -> $914
2026-01-08
Reason
Goldman Sachs
Price Target
$807 -> $914
2026-01-08
maintain
Buy
Reason
Goldman Sachs raised the firm's price target on Regeneron to $914 from $807 and keeps a Buy rating on the shares. After strong sector performance in 2025 driven by market dynamics, easing policy risks, and improving fundamentals, momentum is expected to continue in 2026 as these factors and their secondary effects, such as M&A, persist, the analyst tells investors in a research note.
BofA
Underperform
to
Buy
upgrade
$627 -> $860
2026-01-07
Reason
BofA
Price Target
$627 -> $860
2026-01-07
upgrade
Underperform
to
Buy
Reason
BofA upgraded Regeneron to Buy from Underperform with a price target of $860, up from $627.
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.
