| REGN |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$10.98 vs. cons $10.80 |
MEDIUM |
| REGN |
Report |
Total revenue |
BEAT |
pred ~$3.88B vs. cons $3.83B |
MEDIUM |
| REGN |
Report |
U.S. EYLEA HD plus EYLEA net sales |
BEAT |
pred ~$0.96B vs. cons $0.94B |
MEDIUM |
| REGN |
Guide |
GAAP gross margin on net product sales |
UNCHANGED |
guide ~77.5% vs. cons 77.5% (FY2026) |
HIGH |
| REGN |
Guide |
Non-GAAP R&D expense |
UNCHANGED |
guide ~$6.00B vs. cons $6.00B (FY2026) |
MEDIUM |
| REGN |
Guide |
Sanofi collaboration-profit recognition |
BETTER |
guide ~$1.75B vs. cons $1.70B (3Q2026) |
MEDIUM |
| REGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| REGN |
Return |
5-day cumulative residual |
+4.8% (FOLLOW-THROUGH) |
A ~3.2% day-1 residual move versus a 0.0% beta-adjusted baseline should extend toward ~4.8% over five days versus a 0.0% baseline: modest operational beats, intact FY2026 expense guidance, manufacturing normalization, and full Sanofi profit-share recognition beginning in 3Q26 support upward 2H26 and 2027 EPS revisions rather than a one-day headline-only reaction. |
MEDIUM |