- Regeneron just posted another impressive quarter for earnings (+16% YoY) and revenues (+17% YoY).
- Growth is set to slow after a one-time boost from its COVID antibody cocktail last year and an upcoming patent expiry for Eylea.
- A high-dose Phase 3 trial for Eylea and extensive roadmap for Dupixent hold the key to fending off competitors.
- In-house combinations of Libtayo and deep bispecifics pipeline might provide the next catalyst for future growth.
- Sell-side forecasts are too pessimistic, and at current valuations the risk/reward feels very attractive for Regeneron.
For further details see:
Regeneron's Growth Set To Slow, But Could Outperform Downbeat Consensus Forecasts