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Regeneron, Sanofi presents results from DISCOVER Phase 4 trial of Dupixent
Regeneron, Sanofi presents results from DISCOVER Phase 4 trial of Dupixent

Business Insider

time2 days ago

  • Business
  • Business Insider

Regeneron, Sanofi presents results from DISCOVER Phase 4 trial of Dupixent

Regeneron Pharmaceuticals (REGN) and Sanofi (SNY) presented results from the DISCOVER Phase 4, single-arm, open-label trial assessing Dupixent in adults and adolescents with moderate-to-severe atopic dermatitis with skin of color. These are the first clinical trial results for Dupixent in a large population of patients with darker skin tones. The results, along with the Dupixent Phase 3 trials, demonstrated patients taking Dupixent experienced improvements in signs and symptoms of atopic dermatitis from baseline across many skin tones. The data were shared in an oral presentation at the 2025 Revolutionizing Atopic Dermatitis, RAD, Conference. In the trial, 120 patients with atopic dermatitis and skin of color were treated with Dupixent every two weeks using a weight-based dosing regimen. At 24 weeks: 76% achieved a greater than or equal to75% improvement in overall disease severity, the primary endpoint. Improvements were seen by some patients as early as two weeks. 53% achieved clinically meaningful improvement in itch. Improvements were seen by some patients as early as two weeks. Patients experienced a 53% reduction from baseline in post-inflammatory hyperpigmentation, dropping from 5.1 points to 2.4 points. 18% were very or extremely bothered by dry skin vs. 78% at baseline, based on patient reporting. Confident Investing Starts Here:

Regeneron Pharmaceuticals, Inc. (REGN): A Bull Case Theory
Regeneron Pharmaceuticals, Inc. (REGN): A Bull Case Theory

Yahoo

time4 days ago

  • Business
  • Yahoo

Regeneron Pharmaceuticals, Inc. (REGN): A Bull Case Theory

We came across a bullish thesis on Regeneron Pharmaceuticals, Inc. (REGN) on Notes From The Beauty Contest's Substack. In this article, we will summarize the bulls' thesis on REGN. Regeneron Pharmaceuticals, Inc. (REGN)'s share was trading at $605.39 as of 29th May. REGN's trailing and forward P/E were 15.39 and 17.39 respectively according to Yahoo Finance. A scientist in a lab conducting research on cell-based therapeutics and biotechnology. Regeneron's latest earnings report was notably weak, with a 3.7% revenue decline and a 14% EPS drop, surprising given the company's history of exceeding market expectations. The primary driver was a steep 26% year-over-year decline in the U.S. Eylea franchise, particularly a 39% drop in 2mg Eylea sales. This was partly due to a co-pay assistance funding gap, which forced many Medicare patients to switch to cheaper alternatives like compounded Avastin, impacting both Regeneron and rival Roche's Vabysmo. Regeneron, having contributed over $400 million last year to charitable foundations supporting co-pay assistance, is now seeking to share this burden, proposing a matching donation program to encourage broader industry support. Another setback was the FDA's Complete Response Letter delaying approval of the Eylea-HD pre-filled syringe, a key product needed to compete with Vabysmo. The delay stemmed from third-party component issues rather than drug efficacy, and management believes resolution could be near. Margins also contracted, with gross margin falling from 89% to 85% due to unspecified inventory write-offs, possibly related to older Eylea 2mg or even leftover REGEN-COV stock. However, the margin pressure appears more tied to one-offs and increased R&D spending than structural issues. On a more positive note, Regeneron's pipeline is broadening meaningfully. Itepekimab, an IL-33 antibody, shows promise as a major respiratory asset with pivotal COPD data upcoming and expanded trials underway. The growing RNAi pipeline, now at nine siRNAs through its Alnylam collaboration, signals Regeneron's potential evolution beyond antibodies into a broader genetic medicine powerhouse. Regeneron Pharmaceuticals, Inc. (REGN) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 66 hedge fund portfolios held REGN at the end of the first quarter which was 68 in the previous quarter. While we acknowledge the potential of LYFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio

REGN Strengthens Obesity Pipeline: Will the Move Revive the Stock?
REGN Strengthens Obesity Pipeline: Will the Move Revive the Stock?

Yahoo

time5 days ago

  • Business
  • Yahoo

REGN Strengthens Obesity Pipeline: Will the Move Revive the Stock?

Regeneron Pharmaceuticals, Inc. REGN is looking to make inroads in the lucrative obesity market. The company recently entered into an in-licensing agreement for an obesity drug with Hansoh Pharmaceuticals Group Company Limited, in a bid to expand its clinical-stage obesity portfolio. The licensing agreement with Hansoh Pharma provides Regeneron with HS-20094, a GLP-1/GIP receptor agonist. Regeneron will acquire exclusive clinical development and commercial rights for HS-20094, a dual GLP-1/GIP receptor agonist, outside the Chinese Mainland, Hong Kong and Macau. Per the terms of the agreement, Regeneron will make an upfront payment of $80 million to Hansoh, with potential additional payments of up to $1.93 billion for achievement of development, regulatory and sales milestones. Any royalties on global net sales in the future (outside the designated territories) would be in the low double digits. HS-20094 has been evaluated in over 1,000 patients and administered as a weekly subcutaneous injection. The candidate has demonstrated promising efficacy and safety clinical data, suggesting a potentially similar profile to the only FDA-approved GLP-1/GIP receptor agonist. The candidate is currently being evaluated in a phase III study in obesity in China, and a phase IIb study in diabetes is ongoing. The in-licensing agreement for an obesity candidate will expand REGN's obesity pipeline, which includes trevogrumab. Regeneron recently announced positive interim results from the ongoing phase II COURAGE study investigating novel combinations of semaglutide (GLP-1 receptor agonist) and trevogrumab (anti-GDF8/anti-myostatin) with or without garetosmab (anti-activin A) for the treatment of obesity. COURAGE was designed to investigate the quality of weight loss in patients with obesity. Results showed that approximately 35% of semaglutide-induced weight loss was due to loss of lean mass, and further demonstrated that combining semaglutide with trevogrumab with or without garetosmab helped preserve lean mass while increasing loss of fat mass. Garetosmab is being evaluated for the treatment of fibrodysplasia ossificans progressive. The successful development of any obesity treatment will be a great boost for the company. We note that REGN has had a rough time so far this year. The stock got hammered last week after REGN and partner Sanofi SNY reported results from two late-stage studies, AERIFY-1 and AERIFY-2, on itepekimab for the treatment of chronic obstructive pulmonary disease (COPD). While the AERIFY-1 study met the primary endpoint, AERIFY-2 did not meet the same. REGN and SNY are currently reviewing the data and plan to discuss the next steps with regulatory authorities. Year to date, REGN's shares have lost 31.7% compared with the industry's 3.2% decline. Image Source: Zacks Investment Research Regeneron's performance in the first quarter was dismal. The plunge in Eylea sales adversely impacted the top line. Eylea sales have been under pressure for some time now due to competition from Roche's Vabysmo. Regeneron Pharmaceuticals, Inc. price-consensus-eps-surprise-chart | Regeneron Pharmaceuticals, Inc. Quote Regeneron has a tough road ahead, as it will take a long time for Eylea HD to contribute significantly to the top line. Apart from Eylea, profits from the sales of asthma drug Dupixent are a primary growth driver for REGN. Regeneron has a collaboration agreement with Sanofi for Dupixent. While the obesity market is lucrative, REGN is a pretty late entrant here. The market is dominated by bigwigs like Novo Nordisk NVO and Eli Lilly LLY. The stupendous success of Novo Nordisk's obesity drug, Wegovy (semaglutide) and Eli Lilly's Zepbound has prompted many companies to join the bandwagon. Buoyed by this success, both Lilly and NVO have taken significant strides in developing their obesity portfolios further. Given the significant market potential of obesity, other players are also striving to grab a chunk of this pie. Regeneron currently has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Regeneron Pharmaceuticals, Inc. (REGN) : Free Stock Analysis Report Sanofi (SNY) : Free Stock Analysis Report Novo Nordisk A/S (NVO) : Free Stock Analysis Report Eli Lilly and Company (LLY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research

Regeneron price target lowered to $600 from $800 at BMO Capital
Regeneron price target lowered to $600 from $800 at BMO Capital

Yahoo

time03-06-2025

  • Business
  • Yahoo

Regeneron price target lowered to $600 from $800 at BMO Capital

BMO Capital lowered the firm's price target on Regeneron (REGN) to $600 from $800 and keeps an Outperform rating on the shares. The firm is updating its model following 'disappointing' results for itepekimab in COPD, noting that with only one of the two phase 3 studies reaching statistical significance and the path forward for approval more difficult, it is lowering its probability of success for itepekimab to 0%, the analyst tells investors in a research note. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on REGN: Disclaimer & DisclosureReport an Issue Sanofi price target lowered to EUR 108 from EUR 121 at Guggenheim Regeneron enters strategic licensing with Hansoh Pharmaceuticals Regeneron price target lowered to $755 from $958 at Morgan Stanley Regeneron's announces results of Phase 2 trial of semaglutide+trevogrumab Optimistic Outlook on Regeneron Despite Mixed AERIFY Trial Results

RBC Reaffirms Outperform on Regeneron (REGN) Ahead of Key COPD Drug Results
RBC Reaffirms Outperform on Regeneron (REGN) Ahead of Key COPD Drug Results

Yahoo

time30-05-2025

  • Business
  • Yahoo

RBC Reaffirms Outperform on Regeneron (REGN) Ahead of Key COPD Drug Results

Analyst Brian Abrahams reiterated an Outperform rating and a price target of $943 for Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) on May 29. The rating comes as Regeneron awaits the findings of a phase III study on the medication candidate itepekimab, which is intended to treat chronic obstructive pulmonary disease (COPD). Based on a thorough analysis of preclinical and clinical data for COPD biologics, Abrahams expressed hope over itepekimab's potential to reduce episodes of COPD drastically. He estimates an unadjusted global peak revenue of $6 billion and believes that favorable study results could open up a sizable market opportunity. According to the analyst, there is a 65% possibility that Regeneron's stock would rise by 5–15% as a result of the upcoming itepekimab data. Additionally, he asserts that positive results from the itepekimab trials and other pipeline outcomes would divert investors' attention from worries about the depletion of Regeneron's other medicine, Eylea. While we acknowledge the potential of REGN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than REGN and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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