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Stock Watch: Regeneron Battles On Two Fronts

Competition Appears From All Sides In Two Big Indications

 
• By Andy Smith

As it navigates product transition in ophthalmology against biosimilar and branded rivals, Regeneron seems to have a simpler challenge in another major therapeutic area.

Stock Watch Image, Andy Smith
ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

When Regeneron Pharmaceuticals, Inc.* released its second-quarter results, I was anticipating more insight and specifics about the transition of its leading brand Eylea (aflibercept 2mg) – for eye conditions like age-related macular degeneration (AMD) – to the higher dose (HD) version (aflibercept 8mg). Additionally, I was keen to understand how the brand is competing with biosimilars and Roche Holding AG’s Vabysmo (faricimab).

The situation is complicated and the sales of Eylea do not tell yet the whole story of how the combatants are progressing. Second-quarter sales of Eylea in the US and...

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