Regeneron Pharmaceuticals

REGNintermediary

Regeneron is a leading biotechnology company built on its proprietary VelociSuite antibody-discovery platform. Dupixent has become one of the best-selling drugs globally, and the company's deep pipeline of bispecific antibodies and next-gen immunotherapies positions it for continued growth beyond its current blockbusters.

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製品と売上

製品別売上シェア

売上内訳 ($16.2B)

静的データ（リアルタイム財務ロード中…）

Dupixent (net collaboration) (52%)

Eylea (U.S.) (25%)

Oncology (Libtayo) (10%)

Other Products & Collaboration (13%)

セグメント構成と主要顧客

製品詳細

Dupixent (dupilumab)52%

IL-4/IL-13 antibody for atopic dermatitis, asthma, COPD, and allergic conditions

Eylea / Eylea HD25%

Anti-VEGF injection for wet AMD and diabetic eye disease

Libtayo (cemiplimab)8%

PD-1 checkpoint inhibitor for skin and lung cancers

Kevzara (sarilumab)3%

IL-6 receptor antibody for rheumatoid arthritis

Antibody Pipeline (bispecifics, LAG-3)12%

Next-generation bispecific antibodies and combination cancer immunotherapies

サプライチェーン関係

競合他社

Eli Lilly and Company

Immunology, antibody therapies

影響: Competing in biologics

Moderna, Inc.

Cancer immunotherapy

影響: Competing in oncology

Novo Nordisk

Metabolic disease overlap

影響: Limited overlap

パートナー

Pfizer Inc.

Potential collaboration

影響: Collaborative pipeline

マクロ・市場概況

제약 / 바이오セクターニュース

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

次の主要イベント

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

サプライチェーン問題

★ 기회Dupixent 적응증 10개 돌파 — 최대 블록버스터 예약

2026-04

COPD 추가 FDA 승인으로 Dupixent 총 적응증 10개. 2030년 $20B 매출 전망으로 글로벌 최대 단일 의약품 등극 예상.

↑ 생산 확대아일랜드 리머릭 바이오 제조시설 확충

2026-03

Dupixent 수요 급증 대비 아일랜드 공장 bioreactor 20만리터 추가. 2027년 완공, 생산 병목 해소.

AI分析

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企業情報

本社所在地

Tarrytown, New York, USA

設立

1988

従業員数

14,000+

ウェブサイト

regeneron.com

カスケードポジション

カスケード内の役割

late mover

典型的な遅延

2-5 trading days

Regeneron's antibody platform may produce GLP-1 alternatives; the company reacts to obesity-market sizing and competitive dynamics.

完全なカスケードを見る

セクター概況 — 제약 / 바이오

セクターニュース