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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tyler Buren | TD Cowen | 6 | 0% |
| Salveen Richter | Goldman Sachs | 6 | 0% |
| Dave Risinger | Leerink Partners | 5 | 20% |
| Alex Hammond | Wolfe Research | 5 | 0% |
| Akash Tewari | Jefferies | 5 | 0% |
| Evan Seigerman | BMO Capital Markets | 5 | 0% |
| Brian Abrahams | RBC Capital Markets | 4 | 0% |
| Carter Gould | Cantor Fitzgerald | 4 | 50% |
| Terence Flynn | Morgan Stanley | 4 | 0% |
| Cory Kasimov | Evercore ISI | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 0% |
| Wolfe Research | 1 | 5 | 0% |
| BMO Capital Markets |
| 1 |
| 5 |
| 0% |
| Jefferies | 1 | 5 | 0% |
| JPMorgan | 2 | 5 | 0% |
| Leerink Partners | 1 | 5 | 20% |
| Morgan Stanley | 2 | 5 | 0% |
Regeneron delivered Q1 total revenues up 19% year-over-year with diluted EPS of $9.47 growing 15%, as Dupixent global net sales increased 31% at constant currency to $4.9 billion. EYLEA HD physician adoption accelerated, and the Libtayo oncology franchise continued expanding. GAAP gross margin guidance was updated to 77-78% due to a temporary Limerick manufacturing disruption, while a most-favored-nation drug pricing agreement was reached.
Innovation & R&D | Competitive Dynamics | Regulation Policy | Pricing | Product Launch | Capital Allocation | Revenue Growth | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 1 | 2 | 1 | 2 | 3 | 1 |
| 2025Q1 | 1 | 6 | 3 | 1 | 1 | |||
| 2025Q2 | 5 | 3 | 4 | 4 | 2 | 1 | 2 | |
| 2025Q3 | 7 | 3 | 3 | 2 | 3 | 1 | 1 | |
| 2025Q4 | 8 | 5 | 1 | 1 | 1 | 1 | ||
| 2026Q1 | 8 | 7 | 2 | 5 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 4 | 1 | 5 | 7 | 8 | 8 |
| Competitive Dynamics | 4 | 3 | 3 | 5 | 7 | |
| Regulation Policy | 1 | 6 | 4 | 3 | 2 | |
| Pricing | 2 | 3 | 4 | 2 | ||
| Product Launch | 1 | 1 | 3 | 1 | 5 | |
| Capital Allocation | 2 | 2 | 1 | 1 | 1 | |
| Revenue Growth | 3 | 1 | 1 | 1 | ||
| Capex Investment | 1 | 1 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
REGN Regeneron Pharmaceuticals | 7 | +19.0% | |
| ALNY Alnylam Pharmaceuticals | 9 | +96.4% | |
| INCY Incyte | 9 | +20.9% | |
| INSM Insmed Incorporated | 8 | +229.6% | |
| MRNA Moderna | 8 | +263.6% | |
| TECH Bio-Techne | 4 | -1.5% | |
| VRTX Vertex Pharmaceuticals | 6 | +7.8% |