Regeneron Highlights Dupixent Growth, Cemdisiran Catalysts and EYLEA HD Momentum

Regeneron Pharmaceuticals NASDAQ: REGN outlined growth opportunities for Dupixent, pipeline catalysts for cemdisiran and continued commercial momentum for EYLEA HD during the Morgan Stanley Global Healthcare Conference. Marion McCourt, Regeneron’s EVP and head of commercial, said Dupixent’s growth opportunity is supported by patient demand across nine approved U.S. indications. While Sanofi independently raised its 2030 Dupixent sales guidance to EUR 25 billion from EUR 22 billion, McCourt said Regeneron shares the ambition to expand access to the therapy globally.

Dupixent Growth Across Indications Atopic dermatitis remains Dupixent’s largest indication, accounting for about half of total Dupixent net sales, according to McCourt. However, she said the U.S. market has reached only “high teens, maybe 20%” penetration, leaving substantial unmet need. McCourt said patient adherence has remained high because patients can experience returning symptoms, including itch and lesions, when treatment is interrupted. She also pointed to Dupixent’s potential benefits for patients with multiple type 2 inflammatory diseases, such as atopic dermatitis alongside asthma or chronic rhinosinusitis with nasal polyps.

Beyond atopic dermatitis, McCourt identified COPD as Dupixent’s most successful respiratory launch and said chronic spontaneous urticaria, or CSU, has shown what she described as the company’s second-best trajectory among dermatologists. She also cited eosinophilic esophagitis, bullous pemphigoid and prurigo nodularis as important indications serving patients with previously limited treatment options.

Ryan Crowe, SVP of investor relations and portfolio strategy and intelligence, said Regeneron aims to sustain leadership in immunology and inflammation through a pipeline that includes a long-acting IL-13 antibody, a longer-acting antibody targeting the same receptor as Dupixent, an IL-4 ligand program and an IL-4/IL-13 bispecific candidate. The company also has an undisclosed-target antibody in early development for genetically linked diseases that may include primary biliary cholangitis, systemic lupus, ulcerative colitis and Sjögren’s disease.

Chris Fenimore, Regeneron’s EVP of finance and CFO, said the company continues discussions with Sanofi regarding the future structure of their collaboration. He said both companies are seeking to leverage the value created by Dupixent, though he did not provide timing for a potential update.

Fenimore said Regeneron remains active in business development.