Regeneron Tops Q3 2026 Estimates on Dupixent Surge
As seen on the 24/7 Wall St. homepage on October 30, 2026.
Collaboration revenue jumped 68% to $2.72 billion on record Dupixent sales, with both lines beating expectations. Full-year non-GAAP gross margin guidance moved to roughly 86%.
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Regeneron posted adjusted EPS of $20.07 for the third quarter of 2026, beating expectations for the fifth straight quarter and by the widest margin in at least two years.
Sanofi collaboration revenue jumped 68% to $2.72 billion as Dupixent global net sales hit a record. Full repayment of the Sanofi Development Balance removes a structural drag on that line every quarter going forward.
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EYLEA HD and Libtayo growth more than offset a 41% decline in legacy EYLEA U.S. sales as patients migrate to the newer formulation. Operating income nearly doubled year over year.
Management raised full-year non-GAAP gross margin guidance to approximately 86%, and a $1.0 billion up-front payment from an expanded Sanofi immunology collaboration lands in Q4 2026. Pipeline catalysts include an FDA decision on cemdisiran in generalized myasthenia gravis next month and a February 2027 target action date for Ordspono.
Mentioned: REGN