Investment Thesis
Regeneron’s monoclonal antibody platform underpins Eylea, Dupixent (with Sanofi), and a deep immunology/oncology pipeline. Increasing Dupixent penetration and next-gen eye therapies sustain growth.
- Dupixent Momentum: Expanding into COPD and pediatric indications drives multi-billion growth.
- Ophthalmology Leadership: High-dose aflibercept and gene therapies defend retina franchise.
- Pipeline Breadth: Bispecific antibodies, LNP delivery, and genetic medicines diversify revenue.