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Strong beat delivered. Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) reported Q3 2026 non-GAAP diluted earnings of $20.07 per share, sailing past the $16.48 consensus by 21.8% in a quarter marked by robust revenue expansion across its flagship franchise. Revenue totaled $5.12B for the quarter, up 36.0% from $3.75B in Q3 2025, demonstrating accelerating momentum in the company’s core immunology portfolio. The company earned $1.95B in net income, reflecting operational leverage as the top line surged. The stock traded largely unchanged following the report, suggesting investors may have anticipated the strength or are awaiting further catalysts.
Dupixent dominates performance. The quarter’s standout was Dupixent, which led with $6.54B in revenue, up 35.0% year-over-year, underscoring the therapy’s continued penetration across its expanding label of inflammatory diseases. The medication’s growth trajectory appears intact as physicians increasingly adopt it across atopic dermatitis, asthma, and chronic rhinosinusitis with nasal polyposis indications, with recent label expansions likely contributing to the acceleration.
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