Regeneron Eyes 2026 Catalysts as EYLEA HD and DUPIXENT Drive Growth

Regeneron Pharmaceuticals NASDAQ: REGN executives outlined plans for continued growth across its commercial portfolio, upcoming regulatory milestones and pipeline programs during a Wells Fargo investor conference appearance. Ryan Crowe, senior vice president of investor relations and strategic analysis, said the company’s second-quarter financial performance featured double-digit top- and bottom-line growth, supported by commercial execution across EYLEA HD, DUPIXENT and LIBTAYO. He said each of those products reached all-time quarterly sales highs during the period.

Crowe also said Regeneron had completed repayment of its Sanofi development balance at the end of the second quarter. As a result, the company will record its full share of profits from DUPIXENT and KEVZARA within Sanofi collaboration revenue going forward.

Pipeline catalysts expected through 2026 The company highlighted several anticipated milestones for the remainder of 2026, including a November PDUFA date for cemdisiran monotherapy in generalized myasthenia gravis. Crowe described the condition as a large and growing market and said Regeneron believes its product could be differentiated.

The company is also expecting pivotal data in paroxysmal nocturnal hemoglobinuria for pozelimab plus cemdisiran versus eculizumab, marketed as SOLIRIS. Pfizer Adds to Its Big Bet on Weight Loss Drugs In geographic atrophy, Regeneron expects an interim readout evaluating pozelimab plus cemdisiran and cemdisiran monotherapy. Crowe said the data could help determine next steps for the program, including pivotal-trial powering and whether fewer treatment arms may be needed.

Other expected developments include early data from metabolic programs in MASH and postural orthostatic tachycardia syndrome, or POTS, as well as the initiation of pivotal studies for olatorepatide in obesity and type 2 diabetes. Regeneron in-licensed olatorepatide from Hansoh in 2025 and holds global rights outside China. Crowe said the company sees additional opportunity in its C5 franchise, its BCMA bispecific linvoseltamab, Factor XI anticoagulation programs and its genetics database.

He said Regeneron has spent 12 years building a genetics database linked to electronic health records and is adding proteomics data to support target discovery and disease management. EYLEA HD gains momentum as prefilled syringe decision nears Marion McCourt, executive vice president and head of commercial, said EYLEA HD’s performance benefited from label enhancements that included every-four-week dosing, the retinal vein occlusion indication and durability data supporting dosing intervals of up to 20 weeks. McCourt said physician experience with EYLEA HD has been posit...