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Dec 31, 2021

Regeneron Q4 2021 Earnings Report

Regeneron's Q4 2021 financial results were released, showing a significant increase in revenue and earnings per share.

Key Takeaways

Regeneron reported a strong fourth quarter with a 104% increase in revenue to $4.95 billion, driven by REGEN-COV sales and growth in EYLEA and Dupixent. GAAP diluted EPS was $19.69, and non-GAAP diluted EPS was $23.72.

Total revenues increased by 104% to $4.95 billion compared to Q4 2020.

GAAP diluted EPS reached $19.69, while non-GAAP diluted EPS was $23.72.

EYLEA U.S. net sales increased by 15% to $1.55 billion.

Dupixent global net sales, recorded by Sanofi, increased by 51% to $1.77 billion.

Total Revenue
$4.95B
Previous year: $2.42B
+104.4%
EPS
$23.7
Previous year: $9.53
+148.9%
Gross Profit
$3.97B
Previous year: $2.07B
+91.8%
Cash and Equivalents
$2.89B
Previous year: $2.19B
+31.5%
Total Assets
$25.4B
Previous year: $17.2B
+48.2%

Regeneron

Regeneron

Regeneron Revenue by Segment

Forward Guidance

Regeneron provided its full year 2022 financial guidance.

Positive Outlook

  • GAAP R&D: $3.170 billion–$3.400 billion
  • Non-GAAP R&D: $2.800 billion–$3.000 billion
  • GAAP SG&A: $1.890 billion–$2.030 billion
  • Non-GAAP SG&A: $1.650 billion–$1.770 billion
  • Gross margin on net product sales: 89%–91%

Challenges Ahead

  • COCM: $750 million–$830 million
  • Other operating (income) expense, net: ($60) million–($80) million
  • Capital expenditures: $650 million–$730 million
  • Effective tax rate (ETR): 12%–14%
  • Non-GAAP effective tax rate: 13%–15%