Added to YB: 2025-08-12
Pitch date: 2025-08-08
REGN [bullish]
Regeneron Pharmaceuticals, Inc.
+15.06%
current return
Author Info
No bio for this author
Company Info
Regeneron Pharmaceuticals, Inc. discovers, invents, develops, manufactures, and commercializes medicines to treat various diseases worldwide.
Market Cap
$71.0B
Pitch Price
$558.46
Price Target
N/A
Dividend
0.54%
EV/EBITDA
12.49
P/E
17.01
EV/Sales
3.70
Sector
Biotechnology
Category
growth
Natan's Notes #9: Q2 Updates on $REGN
REGN (earnings update - increased position): Solid Q2 with Dupixent sales +21% YoY, hitting $4B quarterly. Pipeline expanding with new approvals for COPD, CSU, BP. Eylea franchise down 25% YoY in US due to LOE, but Eylea HD gaining traction globally. Manufacturing issues at Catalent delaying approvals. R&D at 40% of revenue signals long-term innovation focus. 3% share reduction via buybacks.
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