Regeneron: EYLEA's Decline Is Masking A Deep Value Opportunity

Regeneron's Q2 showed strong earnings and cash flow, driven by DUPIXENT's growth and operational discipline, despite EYLEA's ongoing revenue decline. EYLEA faces intense competition and margin pressure, but DUPIXENT's expanding indications and LIBTAYO's solid performance offset these headwinds. Regeneron's oncology pipeline is advancing, highlighted by LYNOZYFIC's approval, while strategic moves in obesity drugs aim for future growth.