Regeneron: A Long-Term Investment in Biotech
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy REGN?
Source: Fool
- Significant Revenue Growth: Regeneron has consistently increased its revenue over the past 35 years, with annual net income reaching billions, particularly driven by its partnership with Sanofi on Dupixent, which is used by over one million patients worldwide.
- Strong Eylea HD Sales: In the most recent quarter, Eylea HD saw U.S. revenue soar 66% to over $500 million, demonstrating that this product remains a crucial growth driver for Regeneron in a competitive market, further solidifying the company's market position.
- Large R&D Pipeline: Regeneron boasts over a dozen candidates in phase 3 trials across various therapeutic areas, ensuring that even if only a portion of these candidates reach commercialization, the company can sustain growth in the coming years.
- Attractive Valuation: Currently trading at 17 times forward earnings, down from over 25 times in the second half of 2024, Regeneron's strong growth track record and robust pipeline make it a no-brainer buy at these price levels.
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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: 782.380
Low
637.00
Averages
808.50
High
1057
Current: 782.380
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.
Regeneron's Garetosmab Receives FDA Priority Review for FOP Treatment
- FDA Priority Review: The U.S. FDA has accepted Regeneron's Biologics License Application for garetosmab under Priority Review, which, if approved, would be the first effective treatment for FOP, potentially boosting future revenues significantly.
- Clinical Trial Results: In the OPTIMA Phase 3 trial, garetosmab demonstrated a remarkable 94% reduction in new heterotopic bone lesions at 56 weeks for the 3 mg/kg dose group (1 lesion vs. 19 lesions), indicating its strong efficacy and potential to improve the quality of life for FOP patients.
- Safety Assessment: Among the 63 FOP patients in the OPTIMA trial, serious adverse events were infrequent, suggesting good safety for garetosmab, which could enhance market acceptance and future sales potential.
- Global Regulatory Plans: Garetosmab has received Fast Track and Orphan Drug Designations from the FDA, with additional regulatory submissions planned worldwide, reflecting Regeneron's commitment to the FOP market and its global expansion strategy.
See More
Regeneron: A Long-Term Investment in Biotech
- Significant Revenue Growth: Regeneron has consistently increased its revenue over the past 35 years, with annual net income reaching billions, particularly driven by its partnership with Sanofi on Dupixent, which is used by over one million patients worldwide.
- Strong Eylea HD Sales: In the most recent quarter, Eylea HD saw U.S. revenue soar 66% to over $500 million, demonstrating that this product remains a crucial growth driver for Regeneron in a competitive market, further solidifying the company's market position.
- Large R&D Pipeline: Regeneron boasts over a dozen candidates in phase 3 trials across various therapeutic areas, ensuring that even if only a portion of these candidates reach commercialization, the company can sustain growth in the coming years.
- Attractive Valuation: Currently trading at 17 times forward earnings, down from over 25 times in the second half of 2024, Regeneron's strong growth track record and robust pipeline make it a no-brainer buy at these price levels.
See More
Regeneron: A Long-Term Investment Choice in Biotech
- Significant Revenue Growth: Regeneron has consistently increased its revenue over the past 35 years, with annual net income reaching billions of dollars, demonstrating its strong commercialization capabilities and market competitiveness in the biotech sector.
- Blockbuster Product Performance: Dupixent, Regeneron's flagship product, is used by over one million patients worldwide and addresses eight inflammation-related conditions, making it a crucial revenue pillar for the company.
- Surge in Eylea HD Sales: Eylea HD saw a 66% increase in U.S. revenue in the recent quarter, exceeding $500 million, indicating that this product remains a robust growth driver despite intense competition.
- Rich R&D Pipeline: Regeneron boasts over a dozen candidates in phase 3 clinical trials across various therapeutic areas, including immunology and oncology, ensuring sustained growth and new product launches in the future.
See More
Regeneron Receives FDA Priority Review for Garetosmab
- FDA Priority Review: Regeneron announced that its marketing application for garetosmab, targeting an ultra-rare bone growth disorder, has received priority review from the FDA, with a decision expected in August 2026, which will provide significant opportunities for market expansion in rare diseases.
- Clinical Trial Support: The application is backed by data from Regeneron's Phase 3 OPTIMA trial, which indicated that garetosmab can reduce FOP lesions by up to 94% over 56 weeks, not only demonstrating its efficacy but also potentially improving patients' quality of life significantly.
- Market Potential: With approximately 900 diagnosed FOP patients globally, many of whom become wheelchair-bound by age 30, the successful launch of garetosmab could open new revenue streams for Regeneron and enhance its competitive position in the rare disease market.
- Future Outlook: Regeneron expects four FDA approvals in 2026 while advancing 18 new Phase III studies, indicating the company's ongoing commitment to innovative drug development and confidence in future growth.
See More
Analysis of Growth in Juvenile Idiopathic Arthritis Market
- Market Size Growth: According to DelveInsight's analysis, the juvenile idiopathic arthritis market is projected to reach USD 2.3 billion by 2025, indicating stable growth potential over the next decade, reflecting increasing demand for new therapies.
- Increased Disease Awareness: As awareness of juvenile idiopathic arthritis rises, the total cases in the 7MM are expected to increase from 141,800 in 2025 to 173,000 by 2036, with a CAGR of 1.8%, driving demand for new treatment options.
- Emerging Therapies Launch: Emerging therapies such as SOTYKTU from Bristol-Myers Squibb and BIMZELX from UCB Biopharma are in clinical trials and are expected to transform the market landscape by providing more effective treatment options, thereby enhancing patient quality of life.
- Intensifying Market Competition: With multiple pharmaceutical companies like Novartis and AbbVie entering the juvenile idiopathic arthritis treatment space, competition will intensify, driving innovation and R&D investment, further accelerating rapid market development.
See More
Ocular Therapeutix Shares Drop Following Axpaxli Trial Data Disappointment
- Clinical Trial Results: Ocular Therapeutix reported that 74.1% of patients maintained vision at Week 36 in the SOL-1 Phase 3 trial for Axpaxli, compared to 65.9% in the Eylea group, with a risk difference of 17.5% (p=0.0006); however, the durability advantage fell short of expectations, potentially impacting its commercial outlook.
- Next Steps: The company intends to submit a New Drug Application (NDA) based on the SOL-1 data, and if approved, Axpaxli could become the first tyrosine kinase inhibitor (TKI) commercialized for wet AMD, potentially being the only therapy with a superiority label, which holds significant strategic implications.
- Market Reaction: Ocular Therapeutix shares fell 26.46% in premarket trading, currently priced at $6.62, reflecting market disappointment over the Axpaxli data, despite a 23.33% increase over the past 12 months, indicating a generally positive long-term trend.
- Analyst Ratings: The stock maintains a Buy rating with an average price target of $21.00, with Chardan Capital and Needham keeping their targets unchanged, while HC Wainwright raised its target to $21.00, reflecting analysts' optimistic outlook for the future.
See More
Regeneron's Garetosmab Receives FDA Priority Review for FOP Treatment
- FDA Priority Review: The U.S. FDA has accepted Regeneron's Biologics License Application for garetosmab under Priority Review, which, if approved, would be the first effective treatment for FOP, potentially boosting future revenues significantly.
- Clinical Trial Results: In the OPTIMA Phase 3 trial, garetosmab demonstrated a remarkable 94% reduction in new heterotopic bone lesions at 56 weeks for the 3 mg/kg dose group (1 lesion vs. 19 lesions), indicating its strong efficacy and potential to improve the quality of life for FOP patients.
- Safety Assessment: Among the 63 FOP patients in the OPTIMA trial, serious adverse events were infrequent, suggesting good safety for garetosmab, which could enhance market acceptance and future sales potential.
- Global Regulatory Plans: Garetosmab has received Fast Track and Orphan Drug Designations from the FDA, with additional regulatory submissions planned worldwide, reflecting Regeneron's commitment to the FOP market and its global expansion strategy.
See More
Regeneron: A Long-Term Investment in Biotech
- Significant Revenue Growth: Regeneron has consistently increased its revenue over the past 35 years, with annual net income reaching billions, particularly driven by its partnership with Sanofi on Dupixent, which is used by over one million patients worldwide.
- Strong Eylea HD Sales: In the most recent quarter, Eylea HD saw U.S. revenue soar 66% to over $500 million, demonstrating that this product remains a crucial growth driver for Regeneron in a competitive market, further solidifying the company's market position.
- Large R&D Pipeline: Regeneron boasts over a dozen candidates in phase 3 trials across various therapeutic areas, ensuring that even if only a portion of these candidates reach commercialization, the company can sustain growth in the coming years.
- Attractive Valuation: Currently trading at 17 times forward earnings, down from over 25 times in the second half of 2024, Regeneron's strong growth track record and robust pipeline make it a no-brainer buy at these price levels.
See More
Regeneron: A Long-Term Investment Choice in Biotech
- Significant Revenue Growth: Regeneron has consistently increased its revenue over the past 35 years, with annual net income reaching billions of dollars, demonstrating its strong commercialization capabilities and market competitiveness in the biotech sector.
- Blockbuster Product Performance: Dupixent, Regeneron's flagship product, is used by over one million patients worldwide and addresses eight inflammation-related conditions, making it a crucial revenue pillar for the company.
- Surge in Eylea HD Sales: Eylea HD saw a 66% increase in U.S. revenue in the recent quarter, exceeding $500 million, indicating that this product remains a robust growth driver despite intense competition.
- Rich R&D Pipeline: Regeneron boasts over a dozen candidates in phase 3 clinical trials across various therapeutic areas, including immunology and oncology, ensuring sustained growth and new product launches in the future.
See More
Regeneron Receives FDA Priority Review for Garetosmab
- FDA Priority Review: Regeneron announced that its marketing application for garetosmab, targeting an ultra-rare bone growth disorder, has received priority review from the FDA, with a decision expected in August 2026, which will provide significant opportunities for market expansion in rare diseases.
- Clinical Trial Support: The application is backed by data from Regeneron's Phase 3 OPTIMA trial, which indicated that garetosmab can reduce FOP lesions by up to 94% over 56 weeks, not only demonstrating its efficacy but also potentially improving patients' quality of life significantly.
- Market Potential: With approximately 900 diagnosed FOP patients globally, many of whom become wheelchair-bound by age 30, the successful launch of garetosmab could open new revenue streams for Regeneron and enhance its competitive position in the rare disease market.
- Future Outlook: Regeneron expects four FDA approvals in 2026 while advancing 18 new Phase III studies, indicating the company's ongoing commitment to innovative drug development and confidence in future growth.
See More
Analysis of Growth in Juvenile Idiopathic Arthritis Market
- Market Size Growth: According to DelveInsight's analysis, the juvenile idiopathic arthritis market is projected to reach USD 2.3 billion by 2025, indicating stable growth potential over the next decade, reflecting increasing demand for new therapies.
- Increased Disease Awareness: As awareness of juvenile idiopathic arthritis rises, the total cases in the 7MM are expected to increase from 141,800 in 2025 to 173,000 by 2036, with a CAGR of 1.8%, driving demand for new treatment options.
- Emerging Therapies Launch: Emerging therapies such as SOTYKTU from Bristol-Myers Squibb and BIMZELX from UCB Biopharma are in clinical trials and are expected to transform the market landscape by providing more effective treatment options, thereby enhancing patient quality of life.
- Intensifying Market Competition: With multiple pharmaceutical companies like Novartis and AbbVie entering the juvenile idiopathic arthritis treatment space, competition will intensify, driving innovation and R&D investment, further accelerating rapid market development.
See More
Ocular Therapeutix Shares Drop Following Axpaxli Trial Data Disappointment
- Clinical Trial Results: Ocular Therapeutix reported that 74.1% of patients maintained vision at Week 36 in the SOL-1 Phase 3 trial for Axpaxli, compared to 65.9% in the Eylea group, with a risk difference of 17.5% (p=0.0006); however, the durability advantage fell short of expectations, potentially impacting its commercial outlook.
- Next Steps: The company intends to submit a New Drug Application (NDA) based on the SOL-1 data, and if approved, Axpaxli could become the first tyrosine kinase inhibitor (TKI) commercialized for wet AMD, potentially being the only therapy with a superiority label, which holds significant strategic implications.
- Market Reaction: Ocular Therapeutix shares fell 26.46% in premarket trading, currently priced at $6.62, reflecting market disappointment over the Axpaxli data, despite a 23.33% increase over the past 12 months, indicating a generally positive long-term trend.
- Analyst Ratings: The stock maintains a Buy rating with an average price target of $21.00, with Chardan Capital and Needham keeping their targets unchanged, while HC Wainwright raised its target to $21.00, reflecting analysts' optimistic outlook for the future.
See More
