Stock Watch: Regeneron Battles On Two Fronts

Competition Appears From All Sides In Two Big Indications

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).

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