Regeneron Pharmaceuticals Inc. (NASDAQ:REGN) 42nd Annual JPMorgan Healthcare Conference Call January 8, 2024 5:15 PM ET Company Participants Chris Schott - JPMorgan Leonard Schleifer - Board Co-Chair, President and Chief Executive Officer George Yancopoulos - Board Co-Chair, Co-Founder, President and Chief Scientific Officer Marion McCourt - Executive Vice President, Commercial Chris Schott Good afternoon, everybody. I'm Chris Schott from JPMorgan, and it's my pleasure to be introducing Regeneron today. Fro ...

SolStock/E+ via Getty Images Investment Overview Shares in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), the Tarrytown, New York State-based Pharma company, have been rising sharply in recent months, from $725 in mid-August 2023, to >$910 at the time of writing - up >25%. Regeneron's share float is only just over 100m, and its market cap valuation currently hovers around the $100bn mark. Arguably, that is a generous valuation for a company that has generated top line revenues of $6.6bn, $8.5bn, $16.1bn, an ...

Proactive Investors团队 - Stephen Gunnion是Proactive Investors的高级财经记者和广播员[2] - Proactive的新闻团队遍布全球主要的金融和投资中心[4] Proactive的报道范围 - Proactive专注于中小市值市场，同时也让社区了解蓝筹公司、大宗商品和更广泛的投资故事[5] Proactive的新闻内容 - Proactive团队提供市场上跨领域的新闻和独特见解，包括生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动车技术[6]

Libtayo (cemiplimab) is a leading PD-1 inhibitor that has shown efficacy in the treatment of certain patients with cutaneous squamous cell carcinoma, advanced basal cell carcinoma, advanced non-small cell lung cancer and advanced cervical cancer, and is approved by regulatory authorities in more than two dozen countries for various indications Medison and Regeneron will work together to continue patient access to this important therapy in select markets ZUG, Switzerland, Jan. 8, 2024 /PRNewswire/ -- Medis ...

TARRYTOWN, N.Y., Jan. 05, 2024 (GLOBE NEWSWIRE) -- Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) today announced that it will report its fourth quarter and full year 2023 financial and operating results on Friday, February 2, 2024, before the U.S. financial markets open. The Company will host a conference call and simultaneous webcast at 8:30 AM Eastern Time that day. Conference Call Information Participants may access the conference call live via webcast on the  ‘Investors and Media' page of Regeneron's ...

Regeneron盈利预期 - Regeneron因公司盈利预期的显著修订而成为投资组合中的稳定选择[1] - 分析师对该生物制药公司盈利前景的乐观态度反映在盈利预期的上升趋势中[2] - Regeneron的盈利预期得到多位分析师的一致看好，推动了下一季度和全年的共识预期大幅上升[4]

Regeneron (REGN) shares rallied 3% in the last trading session to close at $905. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 6.7% gain over the past four weeks.The going has been good for Regeneron post the FDA approval of higher dose of its lead opthalmology drug Eylea. Regeneron recently won a lawsuit against Viatris for a proposed biosimilar of Eylea, which in turn wards off any biosimilar competition ...

公司业绩 - Regeneron在2023年第三季度实现了34亿美元的营收，同比增长15%，但产品销售额下降了1%[8] - 公司股价在过去五年中上涨了近130%，表现远超标普500指数，吸引了成长型投资者[2] - 公司即将推出odronextamab，可能在2024年获得批准并上市，预计在2029年达到4.68亿美元的销售额[3] 公司战略 - Regeneron最近收购了Decibel Therapeutics，可能会继续寻求更多收购机会，以扩大业务范围[4] - 公司推出了Eylea的高剂量版本，有望提升销售额和利润率，为未来增长奠定基础[9] - Regeneron拥有近100亿美元的现金和可市场化证券，有能力进行更多收购并扩大规模[5] 股票表现 - Regeneron的股票目前以不到20倍的市盈率交易，具有长期投资价值，有望成为市场表现优异的股票[10]

业绩总结 - Regeneron Pharmaceuticals在ASH 2023投资者电话会议上介绍了公司在血液学领域的进展[1] - Regeneron的血液学项目在公司的研发管线中占据越来越重要的位置，目前有10个项目处于临床开发阶段[2] 产品研发 - Levonseltamab在治疗复发难治性多发性骨髓瘤患者中表现出深度和持久的疗效，具有潜在的竞争优势[7] - Ibun Seltemar有望成为多发性骨髓瘤的竞争性药物，正在快速推进临床开发计划[8] - Otonextamab在患有滤泡性淋巴瘤和弥漫大B细胞淋巴瘤的患者中表现出深度和持久的疗效[8] 未来展望 - 我们计划在2024年上半年开始两项关键的三期试验，以探索潜在的系统性方法来治疗地理性萎缩[13] - 我们计划在2024年下半年进行非输血依赖性β地中海贫血的概念验证研究[15] - 我们计划在今年年底提交IND和CTA，为血友病B患者进行干预性研究[16] 创新技术 - 利用两种因子XI抗体提供了改进抗凝治疗标准的机会，初步数据显示下一年将进行第二阶段研究，并计划快速进入关键研究[18] - 公司在创新方面取得了很多世界首创，反映在所有报告中[18] - 公司在临床中首次使用CD3双特异性抗体和共刺激双特异性抗体[18]

业绩总结 - Regeneron Pharmaceuticals在第三季度实现了15%的净收入增长和4%的每股收益增长[6] - EYLEA高剂量在8月第三周推出，前6周内实现了4300万美元的销售额[7] - 公司目前拥有130亿美元的净现金，每季度现金流入超过10亿美元[14] 产品和技术研发 - Dupixent在COPD方面取得了积极的中期分析结果，预计将在年底前提交sBLA[7] - EYLEA高剂量的初步表现良好，患者反馈积极，对公司未来业绩有望产生积极影响[22] - 公司认为EYLEA高剂量已满足视网膜疾病治疗领域的主要未满足需求[25] 财务状况 - Regeneron计划在2026年前偿还25亿美元的研发债务，届时将对利润和毛利率产生显著影响[10] - 公司认为在特应性皮炎领域还有很大增长空间，目前市场渗透率不到13%，预计可达25%[34] 市场扩张和并购 - 公司计划在明年初启动一个第三阶段或第二/三阶段试验[26] - 公司计划在年底前提交申请，并希望在明年中旬获得批准[30] - 公司计划在明年初启动一项针对肥胖症的临床研究，以验证非人灵长类动物的研究结果[37]