Regeneron Pharmaceuticals, Inc. (REGN) Earnings Call Transcripts
Regeneron Pharmaceuticals, Inc.'s Latest Earnings Call - September 14, 2026
In the third quarter of fiscal year 2026, Regeneron Pharmaceuticals reported strong performance driven by its flagship product, Dupixent. The company generated revenues of approximately $22 billion, aligning with expectations, while management highlighted significant growth potential in various indications. Guidance for Dupixent was reaffirmed, with Sanofi raising its 2030 sales forecast to EUR 25 billion, reflecting optimism in the product's trajectory. Regeneron also discussed upcoming launches and pipeline developments, particularly in neurology and hematology, which could further enhance growth prospects.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $22B (inline) |
| Dupixent Sales Guidance | EUR 25B by 2030 (positive) |
| EYLEA HD Share of Sales | 60% (positive) |
| Dividend per Share | $0.94 (positive) |
| Share Buybacks | $2B (positive) |
| Pipeline Asset Approval Date | November 2026 (positive) |
Guidance from management
Regeneron maintained its guidance for Dupixent, aligning with Sanofi's updated forecast of EUR 25 billion in sales by 2030. The company is also preparing for upcoming product launches in neurology and hematology, indicating a strong pipeline ahead.
What management said
Happy to Terence. I'll share, we share a great ambition for DUPIXENT. The $25 billion was obviously independent guidance given by Sanofi. But to the opportunity to bring DUPIXENT to so many more patients worldwide, that growth opportunity is driven by the amazing results the patients are seeing across now indications in the U.S. marketplace. . So certainly, all the indications are growing. Our very first launch with...
Yes. We haven't had a lot of success with Dupixent in ulcerative colitis. There is an ongoing Phase II program for select patients, I believe, with certain biomarkers. But I wouldn't say there's any particular like goal to enter the IBD space. We are a company that really follows the science and should one of our mechanisms take us to an IBD condition, we pursue it aggressively. It just hasn't happened yet.
What analysts pressed on
Analysts expressed concerns regarding the competitive landscape for EYLEA, particularly with the potential introduction of biosimilars. There were also questions about how Regeneron plans to navigate the complexities of pricing for its combination therapies in the pipeline.
Main topics on the call
- Dupixent Growth Drivers — Management emphasized the strong trajectory of Dupixent, stating, "the trajectory of performance going forward is very strong." They noted the product's expansion into new indications and high patient adherence, which su...
- Collaboration with Sanofi — Management indicated ongoing discussions with Sanofi regarding their collaboration, stating, "both teams are working extremely hard" to find common ground on future agreements. This collaboration is crucial for maximizin...
- Pipeline Developments — Regeneron is advancing several pipeline assets, including a long-acting IL-13 antibody and a combination therapy for PNH. Management expressed confidence in these developments, stating, "I&I leadership is certainly front...
- EYLEA Market Dynamics — Management noted strong performance from EYLEA HD, which accounted for 60% of overall EYLEA sales, but cautioned about potential pricing pressure from upcoming biosimilars. They stated, "we would be expecting to see pote...
Read the full Regeneron Pharmaceuticals, Inc. transcript (September 14, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Regeneron Pharmaceuticals, Inc.
Regeneron Pharmaceuticals, Inc. (REGN) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 136 calls on record spanning January 13, 2020 to September 14, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 136 Regeneron Pharmaceuticals, Inc. earnings call transcripts on record, spanning January 13, 2020 to September 14, 2026. Based on this history, Regeneron Pharmaceuticals, Inc. reports quarterly. The most recent call on file is dated September 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- REGN
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 136
- First call
- January 13, 2020
- Most recent
- September 14, 2026
- Reporting cadence
- quarterly