From 24/7 Wall St. · Rich Duprey · · 1m
Regeneron's Billion-Dollar Catalyst Under Wall Street's Radar
Regeneron's earnings reveal a hidden profit boost from Dupixent as Sanofi partnership shifts.
In brief
Regeneron's earnings reveal a hidden profit boost from Dupixent as Sanofi partnership shifts. Regeneron's third-quarter earnings show a $930 million profit increase from Sanofi partnership changes after Dupixent's sales surge. Originally reported by 24/7 Wall St..
Regeneron Reports Q3 Earnings
Regeneron releases third-quarter results on Oct 30 with a key accounting change from Sanofi partnership.
Dupixent Profit Drag Removed
Regeneron fully returns Sanofi development balance, cutting reported collaboration revenue by $930 million in 2025.
Sanofi Partnership Shifts
Regeneron and Sanofi expand alliance worth up to $8 billion to settle prior litigation and add four long-acting antibodies.
Analysts Expect EPS Jump
Analysts forecast Regeneron's Q3 2026 normalized EPS at $16.198, up 36.9% from prior-year actual.
Eylea HD Sales Surge
U.S. Eylea HD sales hit $596 million last quarter, up 52%, passing legacy Eylea for the first time.
Dupixent's True Earnings Power
This quarter reveals Dupixent's full earnings impact after Sanofi repayment removes profit drag.
What to remember
Regeneron's third-quarter earnings show a $930 million profit increase from Sanofi partnership changes after Dupixent's sales surge.
