Regeneron Unveils 36 Allergy Treatment Abstracts at AAAAI 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
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Should l Buy REGN?
Source: Newsfilter
- New Drug Development Progress: Regeneron will present Phase 3 clinical trial data for two first-in-class antibodies targeting cat and birch allergies at the 2026 AAAAI Annual Meeting, marking a significant innovation potential in allergy treatment that could change existing therapeutic paradigms.
- Dupixent® New Data Release: Newly released data on Dupixent (dupilumab) highlights its clinical and real-world impact across dermatological, respiratory, and gastrointestinal diseases, particularly in analyzing food allergy sensitization in children with atopic dermatitis, showcasing its broad indications and market potential.
- Registration Trial Plans: Based on Phase 3 trial results, Regeneron plans to initiate additional registration trials this year to further validate the efficacy of treatments for cat and birch allergies, which not only strengthens the company's R&D pipeline but also paves the way for future market launches.
- 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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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: 793.530
Low
637.00
Averages
808.50
High
1057
Current: 793.530
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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- New Drug Development Progress: Regeneron will present Phase 3 clinical trial data for two first-in-class antibodies targeting cat and birch allergies at the 2026 AAAAI Annual Meeting, marking a significant innovation potential in allergy treatment that could change existing therapeutic paradigms.
- Dupixent® New Data Release: Newly released data on Dupixent (dupilumab) highlights its clinical and real-world impact across dermatological, respiratory, and gastrointestinal diseases, particularly in analyzing food allergy sensitization in children with atopic dermatitis, showcasing its broad indications and market potential.
- Registration Trial Plans: Based on Phase 3 trial results, Regeneron plans to initiate additional registration trials this year to further validate the efficacy of treatments for cat and birch allergies, which not only strengthens the company's R&D pipeline but also paves the way for future market launches.
- 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.
See More
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- 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
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- 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
Atopic Dermatitis Market Growth Insights
- Market Size Growth: The atopic dermatitis treatment market is expected to continue growing positively by 2034, with the United States holding the largest market share, reflecting strong demand for new therapies that drive overall market expansion.
- Introduction of New Therapies: The launch of new therapies such as Rocatinlimab and Amlitelimab is anticipated to transform the market landscape by providing more effective treatment options to meet the increasing patient demand.
- Rising Patient Numbers: In 2024, approximately 53 million diagnosed cases of atopic dermatitis are expected in the 7MM, with the increase in patient numbers directly fueling the demand for advanced treatment options and promoting market growth.
- Changing Competitive Landscape: As new drugs undergo clinical trials and enter the market, competition will intensify, particularly with companies like Eli Lilly leveraging their product portfolios to capture significant market share in the EU4 and Japan, showcasing strong market potential.
See More
Casgevy Therapy Revenue Shows Significant Growth
- Revenue Growth: Casgevy gene-editing therapy generated $54 million in Q4 2025 and $116 million for the full year, indicating strong market demand and significant business growth potential.
- Increased Patient Treatments: A total of 147 patients initiated treatment in 2025, nearly tripling from 2024, with 30 infusions occurring in Q4, reflecting heightened acceptance and confidence in the therapy.
- Pipeline Advancement: The company continues to advance its in vivo liver editing programs, with CTX310 in Phase 1b trials for lipid disorders and CTX321 progressing through enabling studies, with updates expected in the second half of 2026.
- Financial Position: CRISPR Therapeutics ended 2025 with $1.98 billion in cash and marketable securities, despite R&D expenses rising to $83.5 million in Q4 and net loss widening to $130.6 million, market confidence in its future growth remains strong.
See More
Sanofi Faces Leadership Change Amid Drug Pipeline Challenges
- Leadership Transition: Sanofi announced that CEO Paul Hudson will depart on February 17, with Belén Garijo succeeding him, reflecting ongoing challenges in the company's drug pipeline and market performance, which may impact investor confidence.
- Sales Performance Fluctuations: While Sanofi's top drug Dupixent saw a 32.2% sales increase in Q4 2025, totaling €4.2 billion, vaccine sales declined by 2.5% to €2 billion, highlighting vulnerabilities in its product portfolio.
- Weak Stock Performance: Sanofi shares fell 0.68% in premarket trading to $46.71, trading 1.1% below the 20-day and 4% below the 100-day simple moving averages, indicating a bearish sentiment in the short term.
- Analyst Rating Changes: Despite an average price target of $61.50 and a “Buy” rating, recent downgrades from multiple firms suggest growing concerns about the company's future growth potential.
See More
Regeneron Unveils 36 Allergy Treatment Abstracts at AAAAI 2026
- New Drug Development Progress: Regeneron will present Phase 3 clinical trial data for two first-in-class antibodies targeting cat and birch allergies at the 2026 AAAAI Annual Meeting, marking a significant innovation potential in allergy treatment that could change existing therapeutic paradigms.
- Dupixent® New Data Release: Newly released data on Dupixent (dupilumab) highlights its clinical and real-world impact across dermatological, respiratory, and gastrointestinal diseases, particularly in analyzing food allergy sensitization in children with atopic dermatitis, showcasing its broad indications and market potential.
- Registration Trial Plans: Based on Phase 3 trial results, Regeneron plans to initiate additional registration trials this year to further validate the efficacy of treatments for cat and birch allergies, which not only strengthens the company's R&D pipeline but also paves the way for future market launches.
- 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.
See More
