Regeneron Earnings Preview: Dupixent Is Booming, But It's Still Overvalued
Seeking Alpha’s earnings preview says Dupixent is growing strongly, but rates Regeneron Sell at $808 and estimates fair value at about $675. It cites Dupixent’s 2031 patent expiration, biosimilar risks, and legacy product declines that offset EYLEA HD gains.
Why it matters — The article’s view of Regeneron’s valuation and the durability of product growth hinges on whether franchise erosion slows enough to support future cash flow.