Silicon Investor - Regeneron Pharmaceuticals

[Felix B] EyleaHD, IL33 and now LAG3, has REGN lost it's spark?

Felix B — 5/26/2026 11:58:29 PM

[BioBait] Otarmeni™ (lunsotogene parvec-cwha) Approved by FDA as First and Only Gene Thera...

BioBait — 4/23/2026 2:55:11 PM

Otarmeni™ (lunsotogene parvec-cwha) Approved by FDA as First and Only Gene Therapy for Genetic Hearing Loss; Regeneron to Provide Otarmeni for Free in the U.S.

So nice to provide it for free. Awesome!

[DewDiligence_on_SI] Dupi is a monster. That's one reason I'm long ENTA, which has an oral drug in pr...

DewDiligence_on_SI — 2/7/2026 7:23:16 PM

Dupi is a monster. That's one reason I'm long ENTA, which has an oral drug in preclinical development that is Dupixent-like in the way it addresses type-2 inflammatory diseases.

[BioBait] Sanofi reported Dupi revenue growth of 32.2%

BioBait — 1/29/2026 10:00:15 PM

[Felix B] I was surpried their C5 combo did not perform as well as the mono C5

Felix B — 11/15/2025 10:27:27 AM

[BioBait] Another two brain target trials: Parkinson Alzheimer

BioBait — 11/15/2025 8:19:37 AM

[BioBait] George presentation Love the pipeline but it looks like it will be a rough yea...

BioBait — 4/29/2025 10:27:27 PM

George presentation

Love the pipeline but it looks like it will be a rough year for sales growth. Eylea competitors and no new blockbusters. Lots of buy backs!

[A.J. Mullen] Update. Total Eylea is down again First quarter 2025 revenues of $3.0 billion;...

A.J. Mullen — 4/29/2025 12:46:45 PM

Update. Total Eylea is down again

First quarter 2025 revenues of $3.0 billion; GAAP diluted EPS of $7.27 and non-GAAP diluted EPS(a) of $8.22
First quarter 2025 Dupixent® global net sales (recorded by Sanofi) increased 19% to $3.67 billion versus first quarter 2024
First quarter 2025 EYLEA HD® U.S. net sales increased 54% to $307 million versus first quarter 2024; total EYLEA HD and EYLEA® U.S. net sales decreased 26% to $1.04 billion
https://finance.yahoo.com/news/regeneron-reports-first-quarter-2025-103000791.html

From those numbers, I calculate the original Eylea sales are down $370m while the high dose is up $108m. It would be good to have an estimate of the numbers of patients being treated, but it's clear Regeneron is still losing patients to competition.

[BioBait] Guessing that the lower selling price higher volume of 2mg impacted the conversa...

BioBait — 11/1/2024 12:02:14 PM

Guessing that the lower selling price higher volume of 2mg impacted the conversation to 8mg.

Total EYLEA HD and EYLEA net product sales in the U.S. increased 3% in the third quarter of 2024 compared to the third quarter of 2023. EYLEA HD was approved by the FDA in August 2023 and net product sales in the third quarter of 2024 were driven by the transition of patients from other anti-VEGF products, including EYLEA, as well as new patients naïve to anti-VEGF therapy. Net product sales of EYLEA in the third quarter of 2024 were adversely impacted by a lower net selling price compared to the third quarter of 2023. In addition, third quarter 2024 total EYLEA HD and EYLEA net product sales were favorably impacted by approximately $40 million as a result of higher wholesaler inventory levels for EYLEA HD at the end of the third quarter of 2024 compared to the end of the second quarter of 2024, partially offset by lower wholesaler inventory levels for EYLEA.

[Felix B] Thoughts on poor Eylea HD sales?

Felix B — 10/31/2024 6:04:26 PM

[A.J. Mullen] Regeneron Dives As Amgen Tees Up Its Rival To Moneymaking Machine Eylea inve...

A.J. Mullen — 9/25/2024 11:20:05 AM

Regeneron Dives As Amgen Tees Up Its Rival To Moneymaking Machine Eylea
investors.com

The market's reaction is greater than I expected. REGN has approval for a higher dose. Presumably it's viable for competitors to seek approval for a higher dose. Is that so? How long would that take?

[BioBait] Nice, Regeneron paid out the first cash bonus for Decibel milestone of treating ...

BioBait — 8/19/2024 9:54:52 AM

Nice, Regeneron paid out the first cash bonus for Decibel milestone of treating 5 patients. I bought more Regn at 1182$. Crazy! I’m thinking COPD will be a blockbuster indication.

[Felix B] Hmmm interesting, they must be confidence in the C5 program and others to back i...

Felix B — 8/15/2024 10:18:22 PM

Hmmm interesting, they must be confidence in the C5 program and others to back it up with cash

[BioBait] Alnylam partnership Updated collaboration agreements with Regeneron.Amended lic...

BioBait — 8/1/2024 8:17:02 AM

Alnylam partnership

Updated collaboration agreements with Regeneron.

Amended license agreement under which Regeneron gains exclusive rights to cemdisiranas a monotherapy in exchange for a $10 million upfront payment, certain regulatory milestones, and low double-digit royalties on sales of cemdisiran as a monotherapy.
Alnylam now has full global development and commercialization rights to mivelsiran in all indications, as Regeneron opted out of further co-development and co-commercialization of mivelsiran, in development for CAA and Alzheimer's disease. Regeneron will be eligible to receive low double-digit royalties on sales of mivelsiran, if approved.

[BioBait] Dupi 3.3b page 6

BioBait — 7/31/2024 11:38:09 AM

[Biotechwantabe] Aln-ang3 Another trial that regeneron is running

Biotechwantabe — 6/12/2024 1:32:39 PM

[Biotechwantabe] Dupi 20B in 2026? Seem a bit optimistic to do 20% penetration by 2026.

Biotechwantabe — 6/12/2024 12:19:55 PM

[Miljenko Zuanic] From math stand points, 25% now is > than 30% 12 months early. However, from 4Q ...

Miljenko Zuanic — 4/29/2024 11:32:50 AM

From math stand points, 25% now is > than 30% 12 months early.
However, from 4Q 23 growth did slow bit. COPD will change that, as you mentioned.

[Biotechwantabe] Q1 presentation Check out slides6-8. Slowing growth from 30 to 25%. Not ...

Biotechwantabe — 4/26/2024 6:58:26 PM

Q1 presentation

Check out slides6-8. Slowing growth from 30 to 25%.

Not sure if jaks are impacting growth or just general slower growth due to larger numbers.

Anyway. Once copd is approved, I expect a boast.

[Felix B] Dupi okay? reuters.com

Felix B — 4/25/2024 6:41:39 PM

[Biotechwantabe] When you got $B in the bank, taking a few shots on goal is not bad. Alnylam i...

Biotechwantabe — 4/25/2024 6:10:15 AM

When you got $B in the bank, taking a few shots on goal is not bad. Alnylam isn’t in a profitable position yet.

[Miljenko Zuanic] I think that ALNY opted out for those two candidates, and probably for few more!...

Miljenko Zuanic — 4/24/2024 11:32:03 PM

I think that ALNY opted out for those two candidates, and probably for few more!!!???
So, is REGN STUPID to waste $$$ on those programs/candidates???

They (REGN SCIENTIFIC team with Yan as leader), in past, MADE INCREDIBLY STUPID DECISION when abandoned the ANG-2/VEGF combo targets (inability to generate DUAL Abs???) for further development for nAMD/DME! So, their CREDENTIALS went down to ZERO. Will their credentials now go negative???
Cheers, (lasted from 1996)

[Biotechwantabe] I would not read too much into their omission. Same omission in classic.clinica...

Biotechwantabe — 4/24/2024 4:48:57 PM

I would not read too much into their omission. Same omission in
classic.clinicaltrials.gov
ALN-PNP trial.

[Miljenko Zuanic] And ALNY was not at all mentioned in trial protocol??? ....hmmmm... It is not pa...

Miljenko Zuanic — 4/24/2024 2:36:24 PM

And ALNY was not at all mentioned in trial protocol??? ....hmmmm...
It is not partnered then!

[Biotechwantabe] A Trial to Learn if REGV131-LNP1265 is Safe and Works to Help the Body Make Clot...

Biotechwantabe — 4/23/2024 2:57:32 PM

A Trial to Learn if REGV131-LNP1265 is Safe and Works to Help the Body Make Clotting Factor in Pediatric, Adolescent and Adult Patients With Hemophilia B (BEYOND-9)

Regeneron to Highlight Advances in Genetic Medicine Research at American Society of Gene and Cell Therapy (ASGCT)

[Biotechwantabe] Another Alnylam partnered program First in Human (FIH) Study of ALN-SOD in Adul...

Biotechwantabe — 4/8/2024 5:54:39 PM

Another Alnylam partnered program First in Human (FIH) Study of ALN-SOD in Adult Participants With Amyotrophic Lateral Sclerosis Associated With Mutation in the SOD1

[Biotechwantabe] Another obesity patent. Treatment of obesity in subjects having variant nucleic...

Biotechwantabe — 3/26/2024 10:49:14 PM

Another obesity patent.

Treatment of obesity in subjects having variant nucleic acid molecules encoding Calcitonin Receptor (CALCR)

[Biotechwantabe] CRL Regeneron's blood cancer therapy faces setback as FDA raises trial concerns ...

Biotechwantabe — 3/25/2024 3:31:24 PM

CRL Regeneron's blood cancer therapy faces setback as FDA raises trial concerns

Thought we would get a sell off/ buying opportunity. Too bad no one cares. Except the patients.

[Felix B] There is is another company testing a similar approach which should have full st...

Felix B — 3/22/2024 6:11:42 PM

There is is another company testing a similar approach which should have full study readout soon:

pharmaceutical-technology.com

[Biotechwantabe] Some patent links: freepatentsonline.com freepatentsonline.com

Biotechwantabe — 3/12/2024 3:41:12 PM

[A.J. Mullen] Interesting. I've seen data showing rats lose a lot of muscle, along with fat, o...

A.J. Mullen — 3/12/2024 2:29:04 PM

Interesting. I've seen data showing rats lose a lot of muscle, along with fat, on semaglutides. There must be data on humans by now, but I haven't seen them.

[Biotechwantabe] 2025 looks good with lag3 and Il-33 potential. Starting 1 Muscle maintenance...

Biotechwantabe — 3/12/2024 11:13:28 AM

2025 looks good with lag3 and Il-33 potential.

Starting 1 Muscle maintenance trial. Soon

[A.J. Mullen] Thanks for that summary. 3 shots for new approvals and easier reimbursement comi...

A.J. Mullen — 3/8/2024 4:34:58 PM

Thanks for that summary. 3 shots for new approvals and easier reimbursement coming for a big earner this year. I'm thinking of increasing my position.

[Biotechwantabe] Upcoming dates: Odronextamab March 31. FDA Decision Eylea April 1. Jcode Du...

Biotechwantabe — 3/8/2024 1:06:46 PM

Upcoming dates:
Odronextamab March 31. FDA Decision
Eylea April 1. Jcode
Dupi COPD June 27. FDA Decision
LINVOSELTAMAB August 1. FDA Decision

[Biotechwantabe] 2024 guesstimate Dupi 11.588b +30% +3.5b. (COPD +?) Eylea 9.38b -5% -.5b. (...

Biotechwantabe — 2/5/2024 12:10:13 PM

2024 guesstimate

Dupi 11.588b +30% +3.5b. (COPD +?)
Eylea 9.38b -5% -.5b. (HD JCODE +)
Libtayo .868 +50% + .5b
Cov2 .618b -100% -.618b
Other 1.2b +20% .5b (cd20&bcma bi-spec+)

On 2023 23.654b -.618b(cov2) = 23b + 4b = 27b 17% product revenue growth.

____———————————

2023 guesstimate

Dupi 8.68b +35% +3b
Eylea 9.65b (hard to project +/-) 0
Libtayo .578 +100% +.5b. (Assuming chemo combo does well)
Cov2 1.77b (0)
Other 1b +20% +.2b.

On 2022 21.6b -1.77b COV2 = 20b + 3.7b. = 23.7b. 18.5% product revenue increase

__——_————_———

2022 guesstimate

Dupi 6.2 +33% +2b
Eylea 9.4 +15% +1.4b
Cov2 US +0
Other 1.4 +20% +.3b (Maybe libtayo does better?)

On 2021 24.5 -7.5b COV2 + 3.7 = 20.7 ~22% product revenue increase

___———_——————-
2021 guesstimate

Dupi 4b +50% +2b
Eylea 8b +10% .8b
Cov2 US +3b ROW +3b (possibly more but being conservative)
Other 1b +20% +.2b. (Maybe libtayo does better?)

On 2020 13b +9b = 22b ~70% product revenue increase

[Biotechwantabe] Sanofi q4 feb1/24

Biotechwantabe — 2/1/2024 4:10:19 PM

[A.J. Mullen] Conference call is tomorrow. Have they already announced Q4 earnings?

A.J. Mullen — 2/1/2024 3:41:25 PM

[Biotechwantabe] Dupi q4 €2.99B 31.3% growth.

Biotechwantabe — 2/1/2024 2:25:42 PM

[Biotechwantabe] No reason for Len or George to retire, George has the best drugs available Alzh...

Biotechwantabe — 1/11/2024 5:43:00 PM

No reason for Len or George to retire, George has the best drugs available Alzheimer, longevity cancer…. Plus who would be crazy enough to give up that salary and stock bonus.

[Miljenko Zuanic] Sanofi report dupi, not REGN. So, 1.46 B (flat) sale is in line with expected, s...

Miljenko Zuanic — 1/11/2024 4:04:14 PM

Sanofi report dupi, not REGN.
So, 1.46 B (flat) sale is in line with expected, stop bleeding and maybe continue with grow, Higher HD price will help,... they can give bigger discount and "promote" MD uptake (their %-pay is higher).
There is no main issue to be concerns about, IMO.
Who has shares, hold steady, (till Schlefer decided to retire).

[Biotechwantabe] Eylea 1.46b q4 2023 -2.6% vs 1.5b for q4 2022 -3% Still bleeding slowly....

Biotechwantabe — 1/8/2024 9:53:46 AM

Eylea 1.46b q4 2023 -2.6%
vs 1.5b for q4 2022 -3%

Still bleeding slowly.

Kind of odd that Regeneron only reports negative. What about the dupy numbers?

Buy the dip?

[Biotechwantabe] If they can spot the bleeding of eylea with the HD. Then COPD for dupy should b...

Biotechwantabe — 1/6/2024 8:23:56 PM

If they can spot the bleeding of eylea with the HD. Then COPD for dupy should be all we need to get to $1k. Looking forward to q4 numbers.

[Felix B] Thoughts on the recent climb? The initial uptick from the Eylea biosimilar liti...

Felix B — 1/4/2024 9:28:37 AM

Thoughts on the recent climb? The initial uptick from the Eylea biosimilar litigation makes sense but I am surprised it's still climbing and holding

[Biotechwantabe] Looks like aln-app EOAD is moving forward investor.regeneron.com And next TAU...

Biotechwantabe — 10/5/2023 6:16:32 PM

Looks like aln-app EOAD is moving forward

investor.regeneron.com

And next TAU product

freepatentsonline.com

[Biotechwantabe] ATH - All time high of the stock price. Your right it doesn’t mean much. Eve...

Biotechwantabe — 8/23/2023 8:39:32 AM

ATH - All time high of the stock price. Your right it doesn’t mean much. Everyone that bought before today is making a profit. Lowers traders desire to sell.

[Biotechwantabe] Covid clinical deal with BARDA

Biotechwantabe — 8/22/2023 2:44:17 PM

[A.J. Mullen] I have to admit, ATH doesn't mean anything to me. I did find this information r...

A.J. Mullen — 8/22/2023 2:42:38 PM

I have to admit, ATH doesn't mean anything to me. I did find this information regarding pricing and availability, HD= high dose, 8mg:

Regeneron will charge $2,625 per dose of HD Eylea. This compares to a $2,190 price for a vial of Vabysmo, which is a 6 mg dose. Regeneron will launch high-dose Eylea immediately, with customers able to order it "early this week," a company spokesperson wrote in an email

[Biotechwantabe] Eylea 8mg pricing. Nice to see ATH again.

Biotechwantabe — 8/22/2023 1:13:49 PM

[A.J. Mullen] I had missed this, a higher dose for Eylea, finance.yahoo.com. This was more im...

A.J. Mullen — 8/21/2023 3:31:54 PM

I had missed this, a higher dose for Eylea, finance.yahoo.com. This was more important for future revenues, and perhaps expected.

[A.J. Mullen] The FDA approved Regeneron Pharmaceuticals Inc's (NASDAQ: REGN) Veopoz (pozel...

A.J. Mullen — 8/21/2023 3:15:38 PM

The FDA approved Regeneron Pharmaceuticals Inc's (NASDAQ: REGN) Veopoz (pozelimab-bbfg) for adult and pediatric patients one year of age and older with CHAPLE disease, known as CD55-deficient protein-losing enteropathy.

Veopoz is the first and only treatment indicated specifically for CHAPLE.

CHAPLE is an ultra-rare and life-threatening hereditary immune disease driven by an overactivation of the complement system. In healthy individuals, the complement system is a mechanism for destroying microbes.

However, those living with CHAPLE cannot regulate complement activity due to mutations in their CD55 gene. Without proper CD55 regulation, the complement system may attack normal cells, causing damage to blood and lymph vessels along the upper digestive tract and leading to the loss of circulating proteins. There are fewer than ten patients with CHAPLE disease identified in the U.S.

Veopoz, a fully human monoclonal antibody, is designed to target complement factor C5, a protein involved in complement system activation.

Veopoz was reviewed under Priority Review, and the company received a Rare Pediatric Disease Priority Review voucher upon approval.

Veopoz was previously granted Rare Pediatric Disease designation, Orphan Disease designation, and Fast Track designation.

Veopoz will be sold in the U.S. at a list price of $34,615.38 per single-use vial, the company told Reuters in an emailed response.

Price Action: REGN shares are up 1.45% (EDIT (AJM) 3.05%) at $824.20 on the last check Monday.