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Regeneron (REGN) Q3 FY25 earnings call

Earnings call· Sep 2025 (Q3 FY25)· Health Care· Oct 28, 2025

Source: earnings call transcript

Regeneron delivered a solid third quarter, marked by robust growth in Dupixent and Libtayo, and record sales for EYLEA HD, despite ongoing affordability challenges and a regulatory setback for EYLEA HD's prefilled syringe. The company continues to advance a broad pipeline with multiple positive clinical readouts and aggressive plans for early-line oncology and new therapeutic areas, while engaging in constructive discussions with the U.S. government on drug costs and domestic manufacturing.

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REGN operating KPIs by quarter

REGN operating KPIs stated on its earnings calls, by fiscal quarter
KPI Dec 2025 Q4 FY25 Mar 2026 Q1 FY26 Jun 2026 Q2 FY26Change 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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Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.