Cemdisiran’s Phase 3 Success Could Be a Game Changer for Regeneron Pharmaceuticals (REGN)

• Regeneron Pharmaceuticals recently announced that its investigational therapy cemdisiran achieved both primary and key secondary endpoints in the Phase 3 NIMBLE trial for adults with generalized myasthenia gravis, signaling positive efficacy results.
• This clinical milestone advances Regeneron's neuromuscular pipeline and highlights the company's ability to progress promising therapies through late-stage development.
• We'll now explore how strong late-stage trial results for cemdisiran could impact Regeneron's growth outlook and future pipeline value.

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Regeneron Pharmaceuticals Investment Narrative Recap

To own Regeneron Pharmaceuticals, you need to believe its robust pipeline and R&D leadership will offset risks tied to branded product competition and ongoing challenges with biosimilar and price pressure around EYLEA. The recent positive Phase 3 results for cemdisiran provide momentum for future growth, but the near-term catalyst, clarity on EYLEA HD’s regulatory path, remains unchanged, as the cemdisiran news doesn’t materially affect EYLEA’s competitive or regulatory risk in the short term.

The most relevant recent announcement to the cemdisiran update is the FDA’s extension of the regulatory review timeline for EYLEA HD submissions. This delay continues to elevate short-term uncertainty around Regeneron’s highest-profile product and could influence the timing of revenue stabilization, especially as competitors strengthen their foothold in the market.

Yet, the bigger issue investors should watch closely is ongoing downward pressure on EYLEA pricing amid biosimilar erosion and payer pushback...

Read the full narrative on Regeneron Pharmaceuticals (it's free!)

Regeneron Pharmaceuticals is projected to reach $16.5 billion in revenue and $4.6 billion in earnings by 2028. This outlook is based on an annual revenue growth rate of 5.2% and a marginal earnings increase of $0.1 billion from the current earnings of $4.5 billion.

Uncover how Regeneron Pharmaceuticals' forecasts yield a $716.78 fair value, a 22% upside to its current price.

Exploring Other Perspectives

While consensus analysts predicted Regeneron's revenue could rise 6 percent per year, the most optimistic expect US$17.7 billion by 2028. These top-end projections assume robust product wins and growth beyond current expectations, but also warn that any delay in commercial launches or increased reliance on legacy drugs like EYLEA could shift the outlook fast. There is always a wide range of opinion, so it’s smart to weigh both sides before you act.

Explore 10 other fair value estimates on Regeneron Pharmaceuticals - why the stock might be worth over 2x more than the current price!

Build Your Own Regeneron Pharmaceuticals Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Regeneron Pharmaceuticals research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Regeneron Pharmaceuticals research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Regeneron Pharmaceuticals' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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