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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产品与营收

产品营收占比

营收构成 ($16.2B)

静态数据（加载实时财务…）

Dupixent (net collaboration) (52%)

Eylea (U.S.) (25%)

Oncology (Libtayo) (10%)

Other Products & Collaboration (13%)

业务板块构成与主要客户

产品详情

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

供应链关系

竞争对手

Eli Lilly and Company

Immunology, antibody therapies

影响: Competing in biologics

Moderna, Inc.

Cancer immunotherapy

影响: Competing in oncology

Novo Nordisk

Metabolic disease overlap

影响: Limited overlap

合作伙伴

Pfizer Inc.

Potential collaboration

影响: Collaborative pipeline

宏观与市场背景

제약 / 바이오行业新闻

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%

近期催化剂

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

供应链问题

★ 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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企业信息

总部

Tarrytown, New York, USA

成立时间

1988

员工人数

14,000+

官网

regeneron.com

连锁位置

连锁中的角色

late mover

典型延迟

2-5 trading days

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

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行业概况 — 제약 / 바이오

行业新闻