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Regeneron Pharmaceuticals

REGNintermediary

Regeneron is a leading biotechnology company built on its proprietary VelociSuite antibody-discovery platform. Dupixent has become one of the best-selling drugs globally, and the company's deep pipeline of bispecific antibodies and next-gen immunotherapies positions it for continued growth beyond its current blockbusters.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($16.2B)

Données statiques (chargement des finances en temps réel…)

Dupixent (net collaboration) (52%)
Eylea (U.S.) (25%)
Oncology (Libtayo) (10%)
Other Products & Collaboration (13%)

Composition des segments et principaux clients

Détails du produit

Dupixent (dupilumab)52%

IL-4/IL-13 antibody for atopic dermatitis, asthma, COPD, and allergic conditions

Eylea / Eylea HD25%

Anti-VEGF injection for wet AMD and diabetic eye disease

Libtayo (cemiplimab)8%

PD-1 checkpoint inhibitor for skin and lung cancers

Kevzara (sarilumab)3%

IL-6 receptor antibody for rheumatoid arthritis

Antibody Pipeline (bispecifics, LAG-3)12%

Next-generation bispecific antibodies and combination cancer immunotherapies

Relations dans la chaîne d'approvisionnement

Concurrents

Eli Lilly and Company

Immunology, antibody therapies

Impact: Competing in biologics

Moderna, Inc.

Cancer immunotherapy

Impact: Competing in oncology

Novo Nordisk

Metabolic disease overlap

Impact: Limited overlap

Partenaires

Pfizer Inc.

Potential collaboration

Impact: Collaborative pipeline

Contexte macro et de marché

제약 / 바이오Actualités du secteur

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

Prochains catalyseurs

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

Problèmes de chaîne d'approvisionnement

★ 기회Dupixent 적응증 10개 돌파 — 최대 블록버스터 예약
2026-04

COPD 추가 FDA 승인으로 Dupixent 총 적응증 10개. 2030년 $20B 매출 전망으로 글로벌 최대 단일 의약품 등극 예상.

↑ 생산 확대아일랜드 리머릭 바이오 제조시설 확충
2026-03

Dupixent 수요 급증 대비 아일랜드 공장 bioreactor 20만리터 추가. 2027년 완공, 생산 병목 해소.

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
BlackRockaccumulating$253M2024.062024-08-13↑
BlackRockreducing$97M2024.062024-08-13↓
BlackRockreducing$122M2024.062024-08-13↓
BlackRockreducing$7M2024.062024-08-13↓
BlackRockreducing$16M2024.062024-08-13↓
BlackRockaccumulating$173M2024.062024-08-13↑
BlackRockaccumulating$186M2024.062024-08-13↑
BlackRockaccumulating$3.4B2024.062024-08-13↑
BlackRockaccumulating$2.4B2024.062024-08-13↑
BlackRockaccumulating$155M2024.062024-08-13↑
BlackRockaccumulating$260M2024.062024-08-13↑
BlackRockreducing$108M2024.062024-08-13↓
BlackRockaccumulating$263M2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockaccumulating$985M2024.062024-08-13↑
BlackRockreducing$30M2024.062024-08-13↓
BlackRockreducing$35M2024.062024-08-13↓
BlackRockaccumulating$186M2024.062024-08-13↑
BlackRockreducing$24M2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockaccumulating$145M2024.062024-08-13↑
Vanguard Groupaccumulating$42M2025.122026-01-29↑
Vanguard Groupaccumulating$171M2025.122026-01-29↑
Vanguard Groupaccumulating$433M2025.122026-01-29↑
Vanguard Groupaccumulating$130M2025.122026-01-29↑
Vanguard Groupaccumulating$6.2B2025.122026-01-29↑
Vanguard Groupaccumulating$28K2025.122026-01-29↑
State Streetaccumulating$3.6B2025.122026-02-13↑
Wellington Managementaccumulating$501M2025.122026-02-17↑
Wellington Managementreducing$796K2025.122026-02-17↓
Wellington Managementreducing$1M2025.122026-02-17↓
Wellington Managementreducing$575K2025.122026-02-17↓
Wellington Managementreducing$514K2025.122026-02-17↓
Wellington Managementreducing$175K2025.122026-02-17↓
Wellington Managementaccumulating$6M2025.122026-02-17↑
Wellington Managementaccumulating$2M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.4B2025.122026-02-17↑
FMR (Fidelity)reducing$76K2025.122026-02-17↓
FMR (Fidelity)accumulating$161M2025.122026-02-17↑
FMR (Fidelity)accumulating$211M2025.122026-02-17↑
FMR (Fidelity)reducing$8M2025.122026-02-17↓
FMR (Fidelity)reducing$36M2025.122026-02-17↓

Actionnariat institutionnel

Base 13F · Q4 2025
InstitutionVariation% de détentionTrim. préc.ActionsValeurSEC
Baillie GiffordMaintenue1.70%—1.6M actions$1,800M13F
WellingtonAugmentée1.10%—1.0M actions$1,100M13F
Capital GroupAugmentée0.85%—0.8M actions$890M13F
T. Rowe PriceAugmentée0.62%—0.6M actions$650M13F
Détention totale suivie: 4.27%Valeur totale: $4,440MBasé sur SEC EDGAR 13F-HR · délai de 45 jours

Actualités récentes

Chargement des nouvelles...

Analyse IA

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Informations sur l'entreprise

Siège social

Tarrytown, New York, USA

Fondée en

1988

Effectifs

14,000+

Score d'écart médiatique

Score d'écart80
Écart faibleÉcart élevé

Activité institutionnelle

82

Score médiatique

20

Position dans la cascade

Rôle dans la cascade

late mover

Délai typique

2-5 trading days

Regeneron's antibody platform may produce GLP-1 alternatives; the company reacts to obesity-market sizing and competitive dynamics.

Voir la cascade complète

Aperçu du secteur — 제약 / 바이오

Actualités du secteur

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

Thèmes clés

  • •Mounjaro/Wegovy — 비만·당뇨 넘어 심혈관·신장·NASH 적응증 확대
  • •Moderna mRNA-4157 암백신 — 흑색종 49% 재발 감소 (NEJM)
  • •REGN dupilumab 다적응증 확대 → 10조+ 매출 가시성

Prochains catalyseurs

  • ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
  • ◆MRNA 암백신 FDA BLA 제출 예정