Regeneron Reports Strong Performance from EYLEA HD, Dupixent Growth, and Upcoming Pipeline Catalysts
Regeneron Pharmaceuticals reported strong momentum for its product EYLEA HD in the second quarter of 2026. The therapy accounted for approximately 60% of total EYLEA franchise sales due to label enhancements that allowed more flexible dosing options, contributing to market share gains despite biosimilar competition. Dupixent continued robust growth and is now annualizing at around $24 billion in sales globally, with over half of new prescriptions coming from indications beyond atopic dermatitis. Libtayo also saw a significant increase in U.S. lung cancer treatment adoption, posting more than 30% year-over-year revenue growth. Regeneron highlighted several upcoming pipeline catalysts, including an FDA decision on cemdisiran for generalized myasthenia gravis expected by November and data readouts from trials related to PNH, MASH, Factor XI, and melanoma in the fourth quarter. The company also repurchased $2 billion worth of stock during the first half of 2026.
Topics: Dupixent EYLEA HD Libtayo pipeline catalysts stock repurchase