REGN Regeneron Pharmaceuticals, Inc.

FDA Decision Watch: Regeneron And Roche’s Autoimmune Drugs, Capricor’s DMD Therapy In Spotlight $REGN $RHHBY $ALNY $XBI $CAPR https://stocktwits.com/news/equity/markets/fda-decision-watch-regeneron-and-roche-s-autoimmune-drugs-capricor-s-dmd-therapy-in-spotlight/cNG9MpdR92x

$REGN revealed first-in-human CIDEB siRNA results showing up to 80% liver-fat reduction and improved injury markers in MASLD patients.

$REGN Juicing as expected. I see $1200 before long. I would still add heavily here - lots of readouts next year and cash flow generation accelerating with RD payments for Dupixent over.

Regeneron’s Rare Disease Drug Shows Zero New Abnormal Bone Growth In Extended Trial – REGN Stock Heads For Best Day In Over A Month $REGN $XBI https://stocktwits.com/news/equity/markets/regeneron-rare-disease-drug-shows-zero-new-abnormal-bone-growth-in-extended-trial/cZxIKyORB8j

$REGN Q3 '26 revenue +36% YoY, non-GAAP EPS +70%. Dupixent global sales hit $6.5B (+35% cc), Eylea HD US ~$700M (+62%), and Libtayo $550M (+51% cc). Eylea HD physician demand rose 20% sequentially. No financial guidance or margin outlook was provided. Catalysts in play - Cemdisiran FDA decision for gMG due November '26. - CIDEB Phase 1: ~70% liver fat reduction at 12 weeks. - Libtayo US sales +81% to ~$400M; adjuvant CSCC label. - Eylea HD prefilled syringe FDA decision by year-end. - Expanded Sanofi deal: 4 long-acting antibodies, 50/50 profit share. - Dupixent growth supports rising collaboration profits. Risks to watch - Legacy Eylea sales -41% YoY amid biosimilar competition. - 2027 R&D spending expected up mid-teens %, pressuring margins. - Effective tax rate may rise 100–200 bps in 2027. - Obesity combination strategy commercially unproven. - 50+ pipeline programs create execution complexity. - Drug pricing and reimbursement pressures could affect profitability.

Alnylam just restated it this morning, so I am circling it again $REGN has a November PDUFA for cemdisiran in generalized myasthenia gravis, Priority Review in hand first siRNA for the disease, one shot every 12 weeks Phase 3 NIMBLE hit its daily living endpoint, and that is the whole setup imo $REGN near 816 today, up about 8% in a month, and earnings land tomorrow morning a big name with a real date on the calendar, not just another story stock

$REGN unveiled longer-term Libtayo data showing a growing overall survival benefit in high-risk CSCC at ESMO 2026.

Friday's moves after earnings announcements. $REGN went into earnings with bullish sentiment (68) and posted a 13% gain. $COIN went into earning as the most bearish (37) of the group and fell 10.6% Other double-digit losers include $INTC and $RBLX from the bullish zone and $TWLO and SNDK from the neutral zone.

Imagine knowing on 10/16 that $REGN's daily trend had turned green. It was $790.74 then and closed Friday at $927.89, up 17.3%.

$REGN Gross margin on product sales was 82% in Q3, same as a year ago. The nine month number still shows 79% vs 82% though, and the 10-Q says that's mostly unabsorbed costs from the Limerick plant interruption in Q1. Production there was back to normal by June 30 and it never hit product availability.

the gainer this morning is $REGN, ~7.5% higher premarket, 818.77 to ~879.89. Q3 revenue was 5.12 billion dollars, up 36%, and non GAAP EPS came in at 20.07 vs 15.75 expected per the earnings calendar. it also expanded its Sanofi alliance with 1.0 billion dollars up front and up to 7.0 billion more in milestones. premarket quote, the open can look different.

$REGN Expected move today 7.5% target hit the expected technical/ fundamentals put it short term +17% in that 968. gapdown on 10/21/24 2 yrs ago then 1092 gap 9/23/2024 same time frame

$REGN so cheap compared to the underlying assets. You get so much optionally for free here. Dupixent is not slowing down and eylea HD is working

$REGN reports tomorrow morning, and the Sanofi math changes before Dupixent sells one extra unit. For four straight quarters the development balance took 253 million to 285 million dollars out of Regeneron's share of Dupixent and Kevzara profits. It was 929.7 million dollars across 2025, up from 459.8 million in 2023. The balance hit zero at the end of June, so Q3 is the first quarter where that cut just isn't there anymore. The year-ago quarter still had 268.1 million dollars taken out.

$REGN reports Friday before the open. Zacks consensus is 16.08 dollars a share, up 35.9%, on 4.55 billion dollars of revenue, up 21.2%. Estimates have been revised 36.31% higher in the last 30 days though, so the bar is a lot higher than it was a month ago.

November is the month for $REGN and nobody's talking about it cemdisiran in myasthenia gravis. first ever siRNA for the disease, dosed 4 times a year. phase 3 hit, priority review granted an 800 dollar stock with a real binary on the calendar. i like that combo

$REGN time to unload this bad boy I’ve been patient since upper 400s thank you Regeneron!!!!

$REGN: $7.6M of stock sold by Director Poon Christine A on Nov 2. • 7,830 shares at $969.09. • Sold near the 52-week high. • Stake down 60%.

$REGN held for 3 years, sold and broke even , only to leave money on the table. What a 🤡 move

Q3 did the talking for $REGN today, up about 4% to near $972 imo revenue $5.12 billion, up 36% from a year ago. Dupixent global sales $6.5 billion, up 35%. EYLEA HD in the US $699 million, up 62%, and Libtayo global $550 million, up 51%. Sanofi alliance got bigger too, $1 billion upfront and up to $7 billion in milestones on top