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Jun 30, 2023

Regeneron Q2 2023 Earnings Report

Regeneron's financial performance was strong in Q2 2023, driven by diversified revenue streams and pipeline advancements.

Key Takeaways

Regeneron reported an 11% increase in revenue to $3.16 billion for the second quarter of 2023. GAAP diluted EPS was $8.50, and non-GAAP diluted EPS was $10.24. The company progressed its pipeline, including aflibercept 8 mg, and saw a 33% increase in Dupixent global net sales.

Total revenues increased by 11% to $3.16 billion compared to Q2 2022.

Dupixent global net sales (recorded by Sanofi) increased by 33% to $2.79 billion compared to Q2 2022.

EYLEA U.S. net sales were $1.50 billion.

GAAP diluted EPS was $8.50, and non-GAAP diluted EPS was $10.24.

Total Revenue
$3.16B
Previous year: $2.86B
+10.5%
EPS
$10.2
Previous year: $9.77
+4.8%
Gross Profit
$2.75B
Previous year: $2.56B
+7.5%
Cash and Equivalents
$1.94B
Previous year: $3.4B
-42.9%
Total Assets
$30.7B
Previous year: $27.2B
+12.7%

Regeneron

Regeneron

Regeneron Revenue by Segment

Forward Guidance

Regeneron updated its full year 2023 financial guidance.

Positive Outlook

  • GAAP R&D guidance updated to $4.315–$4.455 billion.
  • Non-GAAP R&D guidance updated to $3.825–$3.925 billion.
  • GAAP SG&A guidance updated to $2.540–$2.680 billion.
  • Non-GAAP SG&A guidance updated to $2.180–$2.280 billion.
  • GAAP effective tax rate updated to 8%-9%.

Challenges Ahead

  • No specific negative aspects were provided, the guidance update mainly involved adjustments to projected figures without highlighting explicit concerns or risks.