REGN Regeneron (REGN) Q1 FY25 earnings call
Regeneron reported a mixed Q1 FY25, with strong growth from Dupixent and Libtayo, and significant pipeline advancements, largely offset by substantial declines in EYLEA U.S. net sales. The company faced regulatory setbacks with a CRL for the EYLEA HD pre-filled syringe and continued competitive pressures in the anti-VEGF market, exacerbated by patient affordability issues. Despite these challenges, Regeneron continues to invest heavily in R&D and expects multiple regulatory approvals and data readouts later in 2025, while also returning capital to shareholders.
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REGN operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Patients DUPIXENT | 1.4M+DUPIXENT is currently the most widely used innovative branded antibody medicine with more than 1.4 million patients on therapy globally.Source: earnings call transcript | 1.4M+Turning to DUPIXENT, which continues to transform the lives of more than 1.4 million patients worldwide with type 2 inflammatory diseases that are currently on treatment.Source: earnings call transcript | 1.5M+Turning to Dupixen, which continues to deliver significant patient benefit to patients globally with more than 1.5 million patients actively treated worldwide, Dupixen has had a tremendous impact across these 9 approved indications, and it is the #1 biologic medicine prescribed by dermatologists and pulmonologist, allergists and ENTs, Second quarter net sales were $6 billion, reflects 38% growth on a constant currency basis and the US, sales grew 42% year-over-year to $4.6 billion, primarily driven by continued growth across our blockbuster indications and uptake in recent launches.Source: earnings call transcript | — |
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Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.