Regeneron Pharmaceuticals continues to be a Buy due to strong revenue growth driven by Dupixent's expanding uses and Libtayo's progress in oncology. Although shares have fallen from their peak around $1200 to about $660, the company’s solid pipeline, strong balance sheet, and prudent capital management support future growth. Profitability is expected to improve from Q3 2026 as margin pressures ease, mainly from reversing Sanofi repayments and deferred tax assets. Despite challenges like biosimilar competition for Eylea, Regeneron is positioned for a new growth phase with operating margins and returns likely bottoming in 2026.
Regeneron (REGN) is rated a Buy ahead of its Q2 2026 earnings report expected around July 30, with analysts forecasting revenues of about $3.82 billion and EPS of $8.79. The company’s growth is driven by Dupixent's strong sales, the transition of Eyl...
Telix Pharmaceuticals reported Q2 2026 revenue of $247 million, up 7% from the previous quarter and 21% year-over-year, driven by strong growth in its Precision Medicine segment. The company is progressing key clinical trials, including a Phase 3 stu...
