| REGN |
Report |
Total Revenue |
IN-LINE |
pred ~$3.85B vs. cons $3.82B |
MEDIUM |
| REGN |
Report |
Non-GAAP EPS |
MISS |
pred ~$9.55 vs. cons $10.13 |
MEDIUM |
| REGN |
Report |
Global Dupixent Net Sales |
BEAT |
pred ~$5.40B vs. cons $5.30B |
MEDIUM |
| REGN |
Guide |
FY2026 GAAP Gross Margin Guidance |
LOWER |
guide ~76.5% vs. cons 77.5% (FY2026) |
MEDIUM |
| REGN |
Guide |
EYLEA HD Sequential Unit Demand Growth Outlook |
UNCHANGED |
guide ~10% vs. cons 10% (Q3 2026) |
MEDIUM |
| REGN |
Guide |
Sanofi Collaboration Revenue Step-Up Timing |
UNCHANGED |
guide ~full profit-share step-up starting Q3'26 vs. cons full step-up Q3'26 (Q3 2026) |
LOW |
| REGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| REGN |
Return |
5-day cumulative residual |
-3.2% (FOLLOW-THROUGH) |
A soft non-GAAP EPS print (margin pressure persisting beyond the pre-flagged $1.00 IPR&D charge, Limerick normalization slower than hoped) forces analysts to trim FY26/FY27 EPS and gross-margin assumptions even if revenue and Dupixent beat, since the out-period math (lower exit-rate margins + unresolved EYLEA HD PFS timeline + Apogee/AbbVie competitive overhang + fianlimab litigation risk) outweighs a single quarter's top-line beat, driving continued negative revisions and price drift over the following days rather than a bounce-back. |
MEDIUM |