| REGN |
Report |
U.S. EYLEA HD sales |
IN-LINE |
pred ~$510M vs. cons $515M |
MEDIUM |
| REGN |
Report |
Combined U.S. EYLEA HD and EYLEA sales |
MISS |
pred ~$887M vs. cons $905M |
HIGH |
| REGN |
Report |
Global Dupixent sales |
BEAT |
pred ~$5.35B vs. cons $5.29B |
MEDIUM |
| REGN |
Guide |
Combined U.S. EYLEA HD and EYLEA sales outlook |
LOWER |
guide ~$1.68B vs. cons $1.78B (2H 2026) |
MEDIUM |
| REGN |
Guide |
EYLEA HD prefilled-syringe decision timing |
LOWER |
guide ~2026Q4 vs. cons 2026Q3 (decision timing) |
MEDIUM |
| REGN |
Guide |
Non-GAAP R&D expense |
UNCHANGED |
guide ~$6.00B vs. cons $6.00B (FY 2026) |
HIGH |
| REGN |
Guide |
Sanofi collaboration revenue |
BETTER |
guide ~$1.78B vs. cons $1.72B (2026Q3) |
MEDIUM |
| REGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.3% |
— |
MEDIUM |
| REGN |
Return |
5-day cumulative residual |
-6.2% (FOLLOW-THROUGH) |
The predicted -6.2% five-day residual versus a 0.0% neutral residual reflects follow-through as weaker 2H retinal-franchise math and a PFS delay drive estimate cuts that outweigh the Q3 Sanofi profit-share step-up. |
MEDIUM |