Regeneron and Sanofi's Dupixent Receives Positive EMA Opinion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 27 2026
0mins
Should l Buy REGN?
Regeneron Pharmaceuticals (REGN) and Sanofi (SNY) announced that the European Medicines Agency's, EMA, Committee for Medicinal Products for Human Use, CHMP, adopted a positive opinion recommending the approval of Dupixent in the European Union for the treatment of chronic spontaneous urticaria. This recommendation covers children aged 2 to 11 years with moderate-to-severe CSU, an inadequate response to histamine-1 antihistamines and who are naive to anti-immunoglobulin E therapy for CSU. A final decision is expected in the coming months.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy REGN?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 781.600
Low
637.00
Averages
808.50
High
1057
Current: 781.600
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.
- Clinical Trial Results: In a Phase 3 trial conducted in China, 604 adults with obesity or overweight treated with olatorepatide achieved an average weight loss of up to 19% over 48 weeks, indicating significant efficacy that could reshape the obesity treatment market.
- Efficacy Validation: The trial results showed that 97% of participants achieved at least 5% weight loss at 48 weeks, with olatorepatide demonstrating favorable safety profiles, including lower gastrointestinal adverse events compared to other dual incretin therapies, enhancing its market competitiveness.
- Global Registration Plans: Regeneron is set to initiate its global Phase 3 registrational program later this year to further validate the efficacy and safety of olatorepatide, which could open new revenue streams and strengthen its leadership position in obesity treatment.
- Strategic Partnership: Regeneron's collaboration with Hansoh Pharmaceutical grants it exclusive development and commercialization rights for olatorepatide outside Greater China, expected to drive its expansion in global markets and solidify its standing in the biopharmaceutical industry.
See More
- Clinical Trial Results: Regeneron's obesity treatment olatorepatide showed promising Phase 3 trial results in China, with 604 participants achieving an average weight loss of up to 19% over 48 weeks, indicating significant efficacy and market potential.
- Primary Endpoint Achievement: The trial demonstrated that up to 97% of treated patients lost at least 5% of their body weight, successfully meeting the co-primary endpoints, which underscores olatorepatide's effectiveness in obesity treatment.
- Good Tolerability: Olatorepatide exhibited a favorable tolerability profile, with nausea rates below 10% and vomiting rates below 5%, suggesting an improved daily experience for patients on treatment, which may enhance adherence.
- Broad Market Potential: Under the agreement, Hansoh retains development and commercialization rights in Greater China, while Regeneron holds exclusive rights outside mainland China, Hong Kong, and Macau, highlighting the drug's potential in the global market.
See More
- Clinical Trial Success: Hansoh Pharma's Phase 3 trial of olatorepatide in China demonstrated significant efficacy, with 604 participants achieving up to 19% mean weight loss and 97% reaching at least 5% weight loss at 48 weeks, indicating the drug's potential in obesity treatment.
- Good Safety Profile: The drug exhibited favorable gastrointestinal tolerability, with nausea rates below 10% and vomiting rates below 5%, along with fewer treatment discontinuations compared to other dual incretin trials, highlighting its relative safety.
- Significant Market Potential: Regeneron holds development and commercial rights for olatorepatide outside mainland China, Hong Kong, and Macau, and the successful trial results could pave the way for its global market introduction, further driving company growth.
- Stock Price Reaction: Despite the positive clinical results, Regeneron's shares fell 2.3% in premarket trading to $742.13, reflecting market caution regarding the drug's launch prospects.
See More
- Clinical Trial Progress: Regeneron's weight-loss candidate trevogrumab demonstrated strong phase 2 results by averting about 50% of muscle loss, allowing it to be prescribed alongside existing GLP-1 drugs like Wegovy, thereby enhancing its competitive edge in the market.
- Rich R&D Pipeline: Regeneron is also developing the GLP-1 drug olatorepatide, with phase 3 studies expected to start this year; if successful, this could lead to significant clinical advancements and bolster its position in the weight-loss market.
- Roche's Competitiveness: Roche's anti-obesity drug CT-388 showed a placebo-adjusted weight loss of 22.5% in phase 2 trials, and while confirmation in phase 3 is needed, this performance positions Roche as a notable player in the next-generation weight-loss drug race.
- Diversified Business Advantage: Roche's operations span pharmaceuticals and diagnostic solutions, with a robust pipeline of 66 new molecular entities; the success of CT-388 would enhance its market position, and even if it doesn't meet expectations, Roche's diversified portfolio supports long-term growth.
See More
- Regeneron's Weight Loss Candidate: Regeneron reported strong phase 2 results for its weight-loss candidate trevogrumab last year, which minimizes muscle loss by about 50%, and is expected to be prescribed alongside existing GLP-1 drugs like Wegovy, opening new opportunities in the weight loss market for the company.
- Regeneron's Market Outlook: The company plans to initiate phase 3 studies for its GLP-1 drug olatorepatide this year, and if successful, it will further propel Regeneron's clinical progress and enhance its competitiveness in the biotech sector.
- Roche's CT-388 Drug: Roche reported significant results for its anti-obesity candidate CT-388 in a phase 2 trial, showing a placebo-adjusted weight loss of 22.5% at the highest dose, indicating competitiveness with leading weight-loss drugs, and if confirmed in phase 3, it will solidify its market position.
- Roche's Diversified Business: Beyond CT-388, Roche has several growth drivers including Ocrevus and Vabysmo, and boasts a pipeline of 66 new molecular entities, showcasing the company's strong potential in pharmaceuticals, making it a suitable long-term investment.
See More
- Regulatory Uncertainty Intensifies: Vinay Prasad, director of the FDA's Center for Biologics Evaluation and Research, will resign at the end of April amid widespread criticism from the biotech and pharmaceutical industries for denying or hindering at least eight drug approval applications, potentially stifling new drug development.
- Strong Industry Backlash: Prasad's resignation highlights a crisis of trust within the FDA's drug approval process, particularly as companies express confusion and dissatisfaction with the agency's guidance, which may impact future drug research and development.
- Pressure for Internal Reform: Under Health and Human Services Secretary Robert F. Kennedy Jr., the FDA has undergone staff cuts and restructuring, further exacerbating external doubts about its drug and vaccine approval processes, which could jeopardize patient safety.
- Successor Yet to Be Named: FDA Commissioner Marty Makary stated that a successor will be appointed before Prasad's departure, and while Prasad achieved certain accomplishments during his tenure, his resignation may affect the FDA's future decisions and industry confidence.
See More










