Oppenheimer analyst Matthew Biegler maintains $Regeneron Pharmaceuticals (REGN.US)$ with a buy rating, and adjusts the target price from $1,200 to $1,150.
According to TipRanks data, the analyst has a success rate of 33.3% and a total average return of -2.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Regeneron Pharmaceuticals (REGN.US)$'s main analysts recently are as follows:
The recent downward movement in Regeneron's stock price following Q3 earnings and stock weakness since the earlier biosimilar launch was unexpected. The narrative had shifted beyond near- and long-term consensus estimates for the optho franchise, which were seen as overly optimistic. The focus is now on the company's pipeline and expansion opportunities for Dupixent, which are expected to compensate for the projected decline in Eylea's performance. Despite the challenges of a core profit driver decreasing and potentially stagnant or declining near-term EPS until new growth drivers emerge, the underlying value of the company is perceived to be substantially higher than the current stock price. Should the recent earnings recalibrate expectations for Eylea, several forthcoming catalysts are anticipated to positively influence the stock's valuation.
Regeneron's third-quarter revenue aligned with optimistic estimates, alongside an earnings beat, yet the company is navigating through persistent challenges related to its Eylea product line and potential biosimilar competition. Despite difficulty in estimating the precise effect of Amgen's biosimilar, the perspective shared suggests that the market's response might be exaggerated, particularly given the unimpressive debut of similar lucentis biosimilars. Additionally, the market's unfavorable reaction to the rate at which patients are switching to Eylea HD is contributing to the stock's current downward movement.
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奧本海默控股分析師Matthew Biegler維持$再生元製藥公司 (REGN.US)$買入評級，並將目標價從1,200美元下調至1,150美元。
根據TipRanks數據顯示，該分析師近一年總勝率為33.3%，總平均回報率為-2.7%。
此外，綜合報道，$再生元製藥公司 (REGN.US)$近期主要分析師觀點如下：
Regeneron股價在Q3盈利和自較早生物類似藥推出以來的走低是出人意料的。故事情節轉變至對眼科業務的近期和長期共識估計，這被視爲過分樂觀。現在焦點轉移到公司的產品線和Dupixent的擴張機會，預計能夠彌補Eylea業績下滑。儘管核心利潤驅動力下降，可能導致近期EPS停滯或下降，直至新的增長驅動因素出現，但市場認爲該公司的潛在價值遠高於目前股價。如果最近的盈利重新校準對Eylea的預期，預期會有幾個即將到來的催化劑將積極影響股價估值。
Regeneron第三季度營收與樂觀估計保持一致，加上盈利超出預期，但公司正在應對與其Eylea產品線和潛在類似生物藥競爭相關的持續挑戰。儘管難以估計Amgen類似生物藥的確切影響，但共享的觀點表明，市場的反應可能誇大，尤其是考慮到類似lucentis生物類似藥的不引人注目的推出表現。此外，患者轉向Eylea HD速度所受到的市場不利反應正在導致股價目前下行。
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