Regeneron Pharmaceuticals REGN
Regeneron Pharmaceuticals scores good on business quality (6.7 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Regeneron Pharmaceuticals does
Regeneron discovers and manufactures specialized antibody medicines, generating revenue primarily from flagship drugs like Eylea and Dupixent paid by healthcare systems and insurers. The company is advancing its proprietary VelocImmune tech platform to expand its immunology and oncology pipelines.
- What it does best
Regeneron excels at turning proprietary genetic technology into blockbuster therapies, producing a gross margin of 86.0% that outpaces Amgen's 74.3%. This edge stems from its VelociSuite platforms, which make human antibody discovery faster and harder for rivals to replicate.
- The main risk
Slowing top-line expansion exposes the company to intense competition from emerging biotech moats like Vertex. Patent cliffs on mature blockbusters could erode high margin revenue if pipeline candidates fail to scale quickly.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits at 28.0% alongside a free cash flow margin in the top quartile of its sector, showing strong cash conversion as the business scales.
Proprietary drug discovery platforms lock in high regulatory barriers and patent protection, scoring in the 88th percentile for gross margin.
Revenue grew just 0.99% over the latest period, showing a clear growth stall compared to historical expansion rates.
Debt-to-equity of 0.08 and interest coverage of 78x mean debt costs are a rounding error. Free cash flow of $3.6B anchors a balance sheet getting steadily stronger.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on REGN
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Regeneron Pharmaceuticals scores good on the Cluenex quality check (6.7 of 10), measured against its own industry. Profitability is strong, moat strong, growth slow and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 30, 2026.
See REGN today
- Today's verdict on REGN, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Regeneron Pharmaceuticals (REGN)”, https://cluenex.com/stocks/regn/, data as of Oct 10, 2026.