| REGN |
Report |
DUPIXENT Global Sales (Q2 2026) |
BEAT |
pred ~$5,450M vs. cons $5,367M |
MEDIUM |
| REGN |
Report |
Non-GAAP EPS Diluted (Q2 2026) |
BEAT |
pred ~$10.35 vs. cons $10.10 |
MEDIUM |
| REGN |
Report |
EYLEA HD US Net Sales (Q2 2026) |
BEAT |
pred ~$535M vs. cons $527M |
MEDIUM |
| REGN |
Guide |
FY 2026 GAAP Gross Margin (FY 2026) |
UNCHANGED |
guide 77-78% vs. cons ~77-78% |
HIGH |
| REGN |
Guide |
Sanofi Profit Share Step-Up (Q3 2026 qualitative) |
BETTER |
guide above consensus H2 EPS modeling |
MEDIUM |
| REGN |
Guide |
DUPIXENT Q3 Trajectory (qualitative) |
UNCHANGED |
guide continued growth, moderating comps vs. cons ~$5.5B Q3 |
MEDIUM |
| REGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| REGN |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — H2 EPS estimate revisions driven by Sanofi profit share step-up confirmation |
MEDIUM |