Regeneron Pharmaceuticals Stock Price, News & Analysis

Regeneron Pharmaceuticals (NASDAQ: REGN) has won the bankruptcy auction to acquire 23andMe's core assets for $256 million. The acquisition includes 23andMe's Personal Genome Service, Total Health and Research Services business lines, and its Biobank. The deal, expected to close in Q3 2025, excludes 23andMe's Lemonaid Health business. 23andMe will operate as a wholly owned subsidiary of Regeneron, maintaining its consumer genetics services uninterrupted. Regeneron, which has experience managing genetic data from nearly 3 million participants, commits to protecting customer privacy and data security through oversight by a court-appointed Customer Privacy Ombudsman. The acquisition aims to strengthen Regeneron's genetics-guided research and drug development capabilities while preserving 23andMe's mission in personal genomics services.

At the 75th Regeneron International Science and Engineering Fair (ISEF), nearly 1,700 young scientists from 48 U.S. states and 60+ countries competed for over $9 million in awards. The top prize, the $100,000 George D. Yancopoulos Innovator Award, went to Adam Kovalčík from Slovakia for developing a more efficient and cost-effective method to produce the antiviral drug galidesivir, reducing production costs from $75/gram to $12.50/gram.

Other major winners included Benjamin Davis ($75,000) for a desktop plastic recycling system, Siyaa Poddar ($75,000) for toxic dust detection technology, and a team of three students ($50,000) for developing a brain-controlled bionic prosthetic leg. The competition, sponsored by Regeneron Pharmaceuticals (NASDAQ: REGN), celebrated its milestone 75th year of fostering STEM innovation and has provided STEM experiences to over 3.2 million students since 2020.

A federal court jury has ruled in favor of Regeneron Pharmaceuticals (NASDAQ: REGN) in an antitrust lawsuit against Amgen, finding that Amgen violated multiple antitrust and tort laws through anticompetitive bundling practices. The jury awarded Regeneron $135.6 million in compensatory damages and $271.2 million in punitive damages. The case centered on Amgen's use of cross-therapeutic bundled rebates, leveraging its drugs Enbrel and Otezla to force pharmacy benefit managers (PBMs) to exclusively select Repatha over Regeneron's Praluent in the PCSK9 category. This practice effectively blocked Praluent from competing fairly in the market, despite both drugs treating different conditions than Enbrel and Otezla. The verdict represents a significant victory for fair competition in the biotech industry and patient access to innovative therapies.

Regeneron Pharmaceuticals (REGN) will present significant updates from its oncology portfolio at the 2025 ASCO Annual Meeting, featuring 18 presentations across five cancer types. Key highlights include:

- New data from the Phase 3 C-POST trial evaluating Libtayo in post-surgical high-risk cutaneous squamous cell carcinoma (CSCC)

- Initial results from LINKER-MM2 trial exploring combinations of linvoseltamab (BCMAxCD3 bispecific antibody) with carfilzomib or bortezomib in relapsed/refractory multiple myeloma

The presentations will cover multiple cancer types including non-melanoma and melanoma skin cancer, lung cancer, lymphoma, and multiple myeloma. Notable updates include results from a Phase 2 trial of vidutolimod combined with anti-PD-1 therapy in melanoma. The FDA is currently reviewing Biologics License Applications for linvoseltamab and odronextamab, with target action dates of July 10 and July 30, 2025, respectively.

Regeneron Pharmaceuticals (NASDAQ: REGN) will present 24 abstracts on Dupixent® (dupilumab) at the American Thoracic Society International Conference 2025. The presentations include significant findings from Phase 3 BOREAS and NOTUS trials in COPD patients, showing Dupixent reduced exacerbations and improved lung function regardless of emphysema presence. In asthma studies, the VESTIGE imaging trial demonstrated Dupixent's effectiveness in reducing mucus burden, while the VOYAGE trial showed positive results in children aged 6-11 years. Notable is the first presentation of the Phase 2 AIRED trial results, evaluating Dupixent's impact on allergic bronchopulmonary aspergillosis (ABPA) in asthma patients. Safety results were consistent with Dupixent's known profile across indications, with common adverse events including viral infections, headache, and injection site reactions.

Regeneron reported Q1 2025 financial results with total revenues of $3.0 billion, showing mixed performance across its product portfolio. Dupixent global sales grew 19% to $3.67 billion, while EYLEA HD U.S. sales increased 54% to $307 million.

Key highlights include:

• FDA approval of Dupixent for chronic spontaneous urticaria
• Japanese approval for Dupixent in COPD treatment
• EU approval of Lynozyfic for multiple myeloma
• Priority review status for EYLEA HD in retinal vein occlusion

The company announced over $7 billion in planned investments for New York and North Carolina infrastructure. Financial metrics showed GAAP diluted EPS of $7.27 and non-GAAP EPS of $8.22. While total EYLEA franchise sales declined 26% to $1.04 billion, the company maintains a robust pipeline with approximately 45 product candidates in clinical development.

Regeneron Pharmaceuticals (NASDAQ: REGN) has received conditional marketing approval from the European Commission for Lynozyfic™ (linvoseltamab), a novel bispecific antibody for treating relapsed/refractory multiple myeloma. The approval targets adult patients who have undergone at least three prior therapies and shown disease progression.

The LINKER-MM1 trial (n=117) demonstrated strong efficacy with a 71% objective response rate and 50% of patients achieving complete response or better. The median duration of response was 29 months. Lynozyfic features a unique response-adapted dosing schedule allowing administration every four weeks if specific response criteria are met after 24 weeks of therapy.

The most common adverse reactions included musculoskeletal pain (52%), cytokine release syndrome (46%), and neutropenia (43%). A U.S. FDA decision is expected by July 10, 2025.

Regeneron Pharmaceuticals (REGN) announced 27 upcoming presentations at ARVO 2025, including eight oral presentations focusing on EYLEA HD® (aflibercept) Injection 8 mg for retinal diseases. The presentations will showcase initial real-world data from nearly 40,000 patients, demonstrating improved vision and longer dosing intervals in clinical practice.

Key highlights include analyses of real-world experiences with EYLEA HD in wet age-related macular degeneration (wAMD) and diabetic macular edema (DME) patients, both treatment-naive and those switching from other therapies. The presentations will also feature network meta-analyses comparing EYLEA HD with faricimab, and economic benefit modeling over three years.

The most common adverse reactions (≥3%) reported include cataract, conjunctival hemorrhage, increased intraocular pressure, ocular discomfort, blurred vision, vitreous floaters, vitreous detachment, corneal epithelium defect, and retinal hemorrhage.

Regeneron Pharmaceuticals (NASDAQ: REGN) has announced a major expansion of its manufacturing capacity through a new agreement with FUJIFILM Diosynth Biotechnologies. The 10-year partnership, valued at over $3 billion, will nearly double Regeneron's U.S. large-scale manufacturing capacity using Fujifilm's Holly Springs, North Carolina facility.

The company is also investing heavily in its New York operations, with a $3.6 billion expansion of its Tarrytown campus that will create 1,000 full-time, high-skill jobs. Additional developments include a new fill/finish manufacturing facility in Rensselaer and acquisition of a 1+ million-square-foot property in Saratoga Springs for production support and potential manufacturing.

Over the past five years, Regeneron has added more than 7,000 jobs, primarily in R&D and manufacturing within the United States. The company's total planned investments in New York and North Carolina infrastructure and manufacturing are expected to exceed $7 billion.