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Regeneron beats quarterly estimates on strong demand for Dupixent
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Regeneron beats quarterly estimates on strong demand for Dupixent
Oct 28, 2025 4:43 AM

Oct 28 (Reuters) - Regeneron Pharmaceuticals ( REGN )

beat Wall Street estimates for third-quarter results on Tuesday,

helped by strong demand for its eczema treatment, Dupixent, and

cancer treatment Libtayo, sending its shares up 5.6% premarket.

Analysts said Dupixent, made by the U.S. drugmaker in

partnership with Sanofi, continues to impress, after

the drug

topped

quarterly sales expectations when the French company

reported its results last week.

Meanwhile, Regeneron's eye disease drug, Eylea, has been

facing stiff competition from cheaper versions and rivals such

as Roche's Vabysmo.

The company is trying to move its customer base to a newer

formulation of Eylea with a higher dosage, which allows longer

intervals between injections for patients.

Roche said last week the third-quarter sales of Vabysmo,

which treats a common form of blindness in the elderly, came in

at 996 million Swiss francs ($1.26 billion), missing

expectations for the second consecutive quarter.

Analysts see the Eylea franchise as stable, but do not

expect it to grow significantly until Regeneron attains key

label and format extensions, which may be delayed into 2026.

Regeneron's total revenue came in at $3.75 billion for the

third quarter, beating analysts' average estimate of $3.59

billion, according to data compiled by LSEG.

U.S. sales of the 8-milligram high-dose version of Eylea,

jointly developed with Bayer AG, rose 10% to $431

million from a year ago.

Regeneron's skin cancer treatment, Libtayo, brought in sales

of $365 million, above estimates of $343.75 million.

The company earned a quarterly profit of $11.83 per share on

an adjusted basis, compared with expectations of $9.59.

($1 = 0.7931 Swiss francs)

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