$REGN Dupixent sales hit 5.15 billion euros in Q2.
$REGN Dupixent sales hit 5.15 billion euros in Q2. That 23.6% sequential jump is now big enough to mathematically cover the loss from Eylea biosimilars.
US sales for Eylea are still falling as new rivals enter the market. But the raw dollar growth from immunology is currently wiping out that drag. This is why Regeneron shares rallied through August.
Investors see that Dupixent expansion cancels out pressure from the eye care segment. The key question is whether this balance holds or if immunology growth speeds up even more against biosimilar adoption rates.
We need the next earnings report to confirm if this offset trend sticks. Watching the revenue gap between these two franchises is the main way to track future upside. Do you expect this math to hold up when the next quarterly numbers arrive?
Source:
Seeking Alpha: https://seekingalpha.com/article/4939931-regeneron-why-i-still-see-upside-after-the-rally
Not financial advice. For informational and educational purposes only.
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