-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下： Regeneron公佈了強勁的2026財年第一季業績，總營收達36億美元（年成長19%），非GAAP每股收益為9.47美元（年成長15%），超出市場預期。 EYLEA產品線正持續從傳統EYLEA轉型為EYLEA HD轉型，HD銷售額達到4.68億美元（年增52%），而受生物相似藥競爭的影響，傳統EYLEA銷售額下降至4.73億美元（年減36%）。我們認為其產品組合的整體實力令人鼓舞，Dupixent保持了強勁的成長勢頭，全球銷售額達49億美元（年成長33%），儘管庫存已恢復正常，但醫生對EYLEA HD的需求仍比去年同期成長10%。管理層預計利默里克工廠的生產中斷情況將在第二季末恢復正常，並將全年GAAP毛利率預期下調至77%-78%。我們相信，公司多元化的收入基礎和近50個臨床項目的強大研發管線（包括近期核准的Otarmeni以及正在進行的XI因子抗體3期臨床試驗）將使REGN在短期生產面臨不利因素的情況下仍能保持持續成長。
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