On Nov 01, major Wall Street analysts update their ratings for $Regeneron Pharmaceuticals (REGN.US)$, with price targets ranging from $800 to $1,300.
Morgan Stanley analyst Terence Flynn maintains with a buy rating, and adjusts the target price from $1,235 to $1,184.
BofA Securities analyst Alec Stranahan maintains with a sell rating, and adjusts the target price from $805 to $800.
Barclays analyst Carter Gould maintains with a buy rating, and adjusts the target price from $1,080 to $1,065.
Wells Fargo analyst Mohit Bansal maintains with a buy rating, and maintains the target price at $1,050.
Evercore analyst Cory Kasimov maintains with a buy rating, and adjusts the target price from $1,175 to $1,170.
Furthermore, according to the comprehensive report, the opinions of $Regeneron Pharmaceuticals (REGN.US)$'s main analysts recently are as follows:
Regeneron's third-quarter performance surpassed expectations slightly in terms of revenue and more significantly in earnings per share. However, the attention was steered towards the performance of the Eylea franchise. The impending introduction of a biosimilar version of Eylea by a competitor raises concerns about the future performance of the franchise. This encompasses not only the anticipated erosion of the standard dose market share, which may be more rapid than the market anticipates, but also potential indirect impacts on the higher dose variant.
The recent downturn in Regeneron shares is viewed as an excessive response to various factors. These include reactions to the Pavblu news, a less than favorable forecast for Q4 Eylea HD, and unclear communication regarding future growth prospects for Eylea.
The recent decline in Regeneron's stock price post-Q3 earnings was somewhat unexpected. The prevailing sentiment was that the near- and long-term consensus estimates for the optho franchise were overly optimistic. Despite this, it's assessed that Regeneron's intrinsic fair value is significantly higher than the current share price.
Regeneron's Q3 revenue aligned with optimistic projections, complemented by surpassing earnings growth expectations. Nevertheless, the company's stock is encountering challenges due to concerns over its Eylea franchise and potential biosimilar competition. While the impact of new biosimilar entrants is uncertain, there's a belief that market reactions may be exaggerated, especially given the tepid introduction of similar products in the past. The market's reaction to the adoption rate of Eylea HD has also contributed to recent downward pressure on the stock.
Here are the latest investment ratings and price targets for $Regeneron Pharmaceuticals (REGN.US)$ from 12 analysts:
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美东时间11月1日，多家华尔街大行更新了$再生元制药公司 (REGN.US)$的评级，目标价介于800美元至1,300美元。
摩根士丹利分析师Terence Flynn维持买入评级，并将目标价从1,235美元下调至1,184美元。
美银证券分析师Alec Stranahan维持卖出评级，并将目标价从805美元下调至800美元。
巴克莱银行分析师Carter Gould维持买入评级，并将目标价从1,080美元下调至1,065美元。
富国集团分析师Mohit Bansal维持买入评级，维持目标价1,050美元。
Evercore分析师Cory Kasimov维持买入评级，并将目标价从1,175美元下调至1,170美元。
此外，综合报道，$再生元制药公司 (REGN.US)$近期主要分析师观点如下：
再生达第三季度的营业收入略高于预期，盈利每股表现明显超过预期。然而，关注点集中在艾利雅专利药的表现上。竞争对手即将推出艾利雅的生物类似药版本，引发对专利药未来表现的担忧。这不仅涉及标准剂量市场份额预期的侵蚀，可能比市场预期更快，还可能对高剂量变体产生潜在间接影响。
再生达股票最近的下跌被视为对多种因素过度反应。这些因素包括对Pavblu资讯的反应，Q4 Eylea HD的不利预测，以及对艾利雅未来增长前景的不明确沟通。
再生达股票在第三季度业绩发布后的最近下跌略显意外。市场情绪认为视网膜专利药近期和长期的共识预期过于乐观。尽管如此，再生达的内在公允价值被评估为明显高于当前股价。
再生达第三季度营业收入与乐观预期一致，盈利增长超过预期。然而，公司的股票面临挑战，原因是对艾利雅专利药和潜在生物类似药竞争的担忧。虽然新生物类似药的影响尚不确定，但有一种看法认为市场反应可能夸大，尤其是考虑到过去类似产品的冷淡介绍。市场对艾利雅 HD 采用率的反应也导致股票最近承受了下行压力。
以下为今日12位分析师对$再生元制药公司 (REGN.US)$的最新投资评级及目标价：
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