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Regeneron and Sanofi expand antibody deal with $1B upfront, targeting new inflammation therapies.

Market News
01 Oct 2026
Seeking Alpha
View Source
Bullish
Regeneron and Sanofi expand antibody deal with $1B upfront, targeting new inflammation therapies.

Regeneron and Sanofi have expanded their antibody collaboration to include new candidates targeting IL-4 and IL-13 pathways for next-generation inflammation and immunology treatments. The deal provides Regeneron with $1 billion upfront and up to $7 billion in milestone payments, with profits split evenly for new products. This partnership aims to address challenges from Dupixent's patent expiry and emerging competitors, with potential new therapies launching from 2030 onward. The milestone payments are expected to balance Regeneron's increased R&D costs, leveraging existing commercial infrastructure to maximize future market impact.

As of Oct 02, 2026 00:41 WIB, Regeneron (REGN) trades at USD 740.98, down 2.28% for the day and closer to its 52-week high of USD 852.03 than its low of USD 557.73. In contrast, Sanofi (SNY) is priced at USD 40.90, just above its 52-week low of USD 40.74 and well below its 52-week high of USD 52.34, with a smaller 1-day decline of 0.80%. Both stocks show strong buy interest on Pluang, despite their differing dividend yields and market caps.

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