| REGN |
Report |
Operating EPS |
BEAT |
pred ~$10.35 vs. cons $10.10 |
MEDIUM |
| REGN |
Report |
Global DUPIXENT sales |
IN-LINE |
pred ~$5.40B vs. cons $5.367B |
MEDIUM |
| REGN |
Report |
Global EYLEA sales |
IN-LINE |
pred ~$1.65B vs. cons $1.664B |
MEDIUM |
| REGN |
Guide |
GAAP gross margin (FY26) |
UNCHANGED |
guide ~77%-78% vs. company baseline 77%-78%; FY consensus UNVERIFIED |
LOW |
| REGN |
Guide |
Sanofi profit-share step-up (Q3'26) |
BETTER |
confirm end-Q2 repayment / full Q3 profit share; numeric consensus UNVERIFIED |
LOW |
| REGN |
Guide |
EYLEA HD / legacy EYLEA demand (Q3'26) |
UNCHANGED |
HD growth maintained, legacy erosion/pricing pressure persists; numeric consensus UNVERIFIED |
LOW |
| REGN |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| REGN |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — C archetype and no new forward revenue catalyst |
LOW |