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Regeneron Pharmaceuticals, Inc. (REGN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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615.24-0.87 (-0.14%)
At close: 04:00PM EST
613.42 -1.82 (-0.30%)
After hours: 06:53PM EST
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  • c
    cas
    Can someone explain why this stock is not trading much higher. It has PE of 10, lucrative rare disease market, increasing sales. I understand that in the last 2 years COVID-related sales helped and that may not continue forever. But even before COVID sales were going up nicely with a healthy profit margin. What am I missing?
  • P
    Prem
    If I understand correctly, Q4 revenues from REGN-COV are around $0.5 billion ahead of analyst expectations, and I am guessing there is a similar (but perhaps smaller) bump from Roche’s sales of REGN-COV

    That should translate into around $400 million of extra operating profit, which is roughly $2.5 per share, conservatively speaking

    They were ahead of expectations in Eylea sales also (by around $50-60 million), which is less meaningful to EPS but more of a reassurance that sales are not about to taper off (which is a big concern)

    So I would say $3 per share ahead on those two counts

    Sanofi came out with a warning on its vaccine franchise but didn’t extend that warning to the bottom line; as such it is reasonable to assume that dupi, etc are outperforming, so there is upside to REGN’s Q4 EPS from that

    The analyst revisions to Q4 eps are not capturing the full magnitude of the EPS upside

    That said, it is all in the rear view mirror and perhaps not replicable into future quarters, so the share price is not really benefiting from it
  • H
    Humble Warrior
    Really waiting for NTLA-2001 CRISPR results to be announced in this quarter. Remember those landlark results from last year, where first time ever it was shown that CRSPR is safe? I really think it can be a huge boost in the share price.
  • g
    generator77
    I got my hands on a big insurance report. They have market perform rating on REGN and forward P/E=14.8. Analysts again increased estimates for 2022. Now the consensus is $47.99. 47.99 x 14.8=$710 and this is conservative.
  • H
    Humble Warrior
    Regeneron Pharmaceuticals Inc. (NASDAQ: REGN): Bernstein upgraded the shares from Market Perform to Outperform with a $660 target price. The consensus target is higher at $715.68. The final trade on Friday was reported at $631.52.

    Even Cramer today was surprised that this stock is trading at such a low price.
  • R
    Rich
    Support at $595. Stochastics close to positive divergence. BofA/Merrill downgrade was on old information. 2022 average estimate already based on little or no revenue from REGN-COV. PFE Dupixent competitor a concern, but probably room for both, plus expanding indications. Low p/e, 20%+ growth from core portfolio, strong pipeline, fortress balance sheet, and share repurchase reducing float by 5%. February earnings report will be interesting.
  • R
    Rex
    You are clueless if you think this company's success is based on anything Covid. Their current revenues, profits per share and new product pipeline are unrivaled. Do your homework before posting.
  • M
    Matt
    Ah yes, hawkish fed should stress high flying non cash flow producing stretched valuation stocks like REGN with massive buybacks in place an a PE of 9.. lol
  • g
    generator77
    a lot of people I know got Covid lately, but not one of them knows what variant they have. Labs do not test for variants. So how the government knows what % of Omicron is there?
  • S
    Sams
    Matt, A PE of 9 is a stretched valuation? Please explain that one.
  • P
    Prem
    Another day, another downgrade; this time from BofA

    Time to get back in, I think
  • J
    John
    Q4 EARNINGS are gonna be looking pretty good. This stock is a good long-term hold for sure.
  • J
    Juan
    Who shorts a stock with a 3 billion buyback and has already announced they have new monoclonal antibodies that work against omicron and are working on potential next generation variants. Pick half the stocks in Cathie Wood's port to short. But one with a 9.5 p/e, fast moving pipeline, clean balance sheet, proven leadership, highly regarded by others in the industry with many partnerships... It's not logical at all. This isn't a speculative stock. It's a conservative play in the biotech sector
  • S
    Sams
    Which REGN personality are we going to see this week?
  • R
    Rich
    For people who keep dumping on this stock:

    The company has current assets of 3.7x current liabilities. It has twice as much cash as long-term debt. (It’s building a new $1.8 billion research and production facility for all cash.) Its core earnings annual growth rate is well over 20%. And its stock is trading at 14x 2022 estimated earnings.

    $900 in 12 months.
  • W
    WUTRU
    Stock split and dividends would be nice
  • B
    Boomer Stocks
    Ending the year strong! got to love it!
  • M
    Milt
    The challenge I see with this stock is that due to the perceived high price, they run it up to the mid to high $600's before they begin to sell it off hard. Appears to have occurred on more than one occasion. What am I missing on this assessment ? Thanks
  • M
    Milt
    Considering a position at this level but it appears the consensus on this board is wait until it fall below $600. Anyone feel otherwise?
  • S
    Sams
    Kevin = ?