Morgan Stanley Shifts Outlook on Vertex and Regeneron
Morgan Stanley upgrades Vertex Pharmaceuticals on promising kidney pipeline progress and downgrades Regeneron due to balanced risk/reward and valuation concerns.
Morgan Stanley upgrades Vertex Pharmaceuticals on promising kidney pipeline progress and downgrades Regeneron due to balanced risk/reward and valuation concerns.
Regeneron's Eylea HD receives FDA approval for treating macular edema from retinal vein occlusion with flexible dosing options, potentially reducing injection frequency.
Regeneron Pharmaceuticals exceeds Q3 2025 expectations with $3.75B revenue, driven by blockbuster eczema drug Dupixent and cancer treatment Libtayo, despite Eylea competition challenges.
FDA flags Catalent facility producing Regeneron's EYLEA HD syringe. Canaccord maintains $850 target, highlighting Alzheimer's pipeline potential and GLP-1 combos.
Garetosmab is a new drug for FOP, a rare disease where muscles turn to bone. In trials, it dramatically cut new abnormal bone growth by over 90%. This could be a major breakthrough, and Regeneron aims for U.S. approval by late 2025.