-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下： Regeneron公布了强劲的2026财年第一季度业绩，总营收达36亿美元（同比增长19%），非GAAP每股收益为9.47美元（同比增长15%），超出市场预期。EYLEA产品线正持续从传统EYLEA向EYLEA HD转型，HD销售额达到4.68亿美元（同比增长52%），而受生物类似药竞争的影响，传统EYLEA销售额下降至4.73亿美元（同比下降36%）。我们认为其产品组合的整体实力令人鼓舞，Dupixent保持了强劲的增长势头，全球销售额达49亿美元（同比增长33%），尽管库存已恢复正常，但医生对EYLEA HD的需求仍环比增长10%。管理层预计利默里克工厂的生产中断情况将在第二季度末恢复正常，并将全年GAAP毛利率预期下调至77%-78%。我们相信，公司多元化的收入基础和近50个临床项目的强大研发管线（包括近期获批的Otarmeni以及正在进行的XI因子抗体3期临床试验）将使REGN在短期生产面临不利因素的情况下仍能保持持续增长。
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