The publisher explores Regeneron’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (6 November 2020)
Model updates (5 August 2020)
Model updates (5 May 2020)
Model updates (6 February 2020)
Snapshot
- Overview - Regeneron’s prescription pharmaceutical business has solid near-term growth but will see a long-term decline due to Eylea biosimilars.
- Key themes - [1] Eylea sales will peak in 2022 as biosimilar competition begins in the US in 2023 [2] Collaboration revenue will continue to grow, driven by Dupixent and international Eylea sales.
Model updates (6 November 2020)
- Eylea forecast adjusted higher due to strong rebound in sales
- REGN-COV2 added to forecast.
Model updates (5 August 2020)
- Eylea forecast adjusted lower due to COVID-19 impact
- Libtayo forecast adjusted lower due to sales trends.
Model updates (5 May 2020)
- Praluent forecast added due to restructuring of Sanofi agreement
- Libtayo forecast adjusted higher due to recent trial data from non-small cell lung cancer and basal cell carcinoma.
Model updates (6 February 2020)
- Eylea forecast adjusted higher due to continued share gains.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
