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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美東時間11月1日，多家華爾街大行更新了$再生元製藥公司 (REGN.US)$的評級，目標價介於800美元至1,300美元。
摩根士丹利分析師Terence Flynn維持買入評級，並將目標價從1,235美元下調至1,184美元。
美銀證券分析師Alec Stranahan維持賣出評級，並將目標價從805美元下調至800美元。
巴克萊銀行分析師Carter Gould維持買入評級，並將目標價從1,080美元下調至1,065美元。
富國集團分析師Mohit Bansal維持買入評級，維持目標價1,050美元。
Evercore分析師Cory Kasimov維持買入評級，並將目標價從1,175美元下調至1,170美元。
此外，綜合報道，$再生元製藥公司 (REGN.US)$近期主要分析師觀點如下：
再生達第三季度表現略高於預期的營業收入，而在每股盈利方面則更爲顯著。然而，關注點轉向艾利雅產品線的表現。一家競爭對手即將推出艾利雅的生物類似藥版本，引發了對產品線未來表現的擔憂。這不僅涵蓋了標準劑量市場份額預期的下降，可能比市場預期的要快，還包括對高劑量變體產生潛在間接影響。
最近再生達股票下跌被視爲對各種因素的過度反應。其中包括對帕勃露的資訊反應，對第四季度艾利雅HD的不太樂觀預測，以及對艾利雅未來增長前景的不明確溝通。
再生達股價在Q3營收後出現的最近下跌有些出乎意料。主流觀點認爲對眼科產品線的近期和長期共識預期過於樂觀。儘管如此，再生達的內在公允價值被評估爲遠高於當前股價。
再生達第三季度營業收入符合樂觀預期，並超過了盈利增長的預期。然而，由於對艾利雅產品線和潛在生物類似競爭的擔憂，公司股票面臨挑戰。雖然新的生物類似產品的影響尚不確定，但有人認爲市場反應可能誇大，尤其是考慮到過去類似產品的溫和推出。市場對艾利雅HD的採納率反應也導致了最近股價下行的壓力。
以下爲今日12位分析師對$再生元製藥公司 (REGN.US)$的最新投資評級及目標價：
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