Current stock research snapshot · 7/31/26 26 days old

REGNRegeneron

WATCH
Investment conviction●●○○○2 of 5 · current snapshot
Research target$878.34Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/31/26
Market cap$72.91BSnapshot value · 7/31/26

What changed

See all REGN changes ↗

Target
$878.66 $878.34

Healthspan taxonomy seed — see taxonomy_path

Regeneron Q2 2026 earnings; Eylea HD (aflibercept) market share; Dupixent revenue growth; antibody platform pipeline; Odronextamab approval timeline

Thesis breaks if Dupixent/EYLEA HD two-franchise concentration (80.6% of revenue) faces competitive setback or accelerated biosimilar, EYLEA 2mg managed decline (-45%) accelerates, Bayer ex-US -33% worsens, or 38% R&D intensity fails to yield pipeline wins. (vault 2026-08)

Neutral — No substantive investor/analyst discussion found (only futures listings). [X search Aug 2026]

Snapshot · 7/31/26

🟡 Mixed · ins-$1.2M · 13F 13+/12-×0.5 · short↑0.31

Snapshot · 7/31/26