- Regeneron Pharmaceuticals, Inc. (REGN) Presents at Bank of America Global Healthcare Conference 2026 Transcript
May 12, 2026 · seekingalpha.com
Regeneron Pharmaceuticals, Inc. (REGN) Presents at Bank of America Global Healthcare Conference 2026 Transcript
- NTLA Q1 Earnings Beat Estimates, Revenues Miss Mark, Pipeline in Focus
May 12, 2026
Intellia Therapeutics NTLA incurred first-quarter 2026 loss of 81 cents per share, narrower than the Zacks Consensus Estimate of a loss of 92 cents. In the year-ago quarter, the company had incurred a loss of $1.10 per share.
Intellia’s total revenues currently comprise only collaboration revenues. The company reported revenues of $15 million for the first quarter of 2026, which missed the Zacks Consensus Estimate of $16 million. Total revenues declined 9.5% year over year.
Year to date, shares of NTLA have surged 60.4% against the industry’s 2.7% decline.Zacks Investment Research
Image Source: Zacks Investment Research
NTLA’s Q1 Results in Detail
Research and development expenses totaled $80.7 million, down 25.5% from the year-ago quarter’s figure. The decrease was due to lower employee-related expenses, stock-based compensation and reduced spending on research materials and contracted services.
General and administrative expenses in the first quarter were $34.8 million, up 20.1% year over year, primarily due to continued investments in building the company’s commercial infrastructure and higher legal expenses, partially offset by lower stock-based compensation.
As of March 31, 2026, Intellia had cash, cash equivalents and marketable securities worth $517.2 million compared with $605.1 million as of Dec. 31, 2025.
Following an underwritten public offering of common stock, the company expects its cash runway to support operations into 2028.
NTLA's Recent Pipeline Updates
Intellia has collaborated with Regeneron Pharmaceuticals REGN to develop its investigational in vivo genome-editing candidate, nexiguran ziclumeran (nex-z), which is being studied for two indications — ATTR amyloidosis with polyneuropathy (ATTRv-PN) and ATTR amyloidosis with cardiomyopathy (ATTR-CM).
In March, the FDA lifted the clinical hold on the investigational new drug application (IND) for the phase III MAGNITUDE study evaluating nex-z in patients with ATTR-CM.
Earlier this year, the FDA lifted the clinical hold on the IND application for the phase III study, MAGNITUDE-2, evaluating nex-z in patients with ATTRv-PN. Enrollment in this study is expected to be completed in the second half of 2026.
With the removal of the clinical hold, Intellia is now focusing on completing patient enrollment in both late-stage studies as promptly as possible.
In April, Intellia announced top-line data from the global phase III HAELO study evaluating lonvo-z, an in vivo CRISPR gene editing therapy, for the treatment of hereditary angioedema (HAE). The study met its primary endpoint and all key secondary endpoints.
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The study demonstrated that a one-time infusion of lonvo-z reduced HAE attacks by 87% compared with placebo over the six-month evaluation period. Patients treated with lonvo-z had a much lower average monthly attack rate (0.26) versus 2.10 in the placebo group. Per data, the company initiated a rolling submission of a biologics license application (BLA) to the FDA seeking approval for lonvo-z for the treatment of HAE.
The company expects to complete the BLA submission in the second half of 2026. Intellia plans to commercially launch lonvo-z in the first half of 2027, as the world’s first in vivo CRISPR-based gene editing therapy, if approved.
Intellia Therapeutics, Inc. Price, Consensus and EPS SurpriseIntellia Therapeutics, Inc. Price, Consensus and EPS Surprise
Intellia Therapeutics, Inc. price-consensus-eps-surprise-chart | Intellia Therapeutics, Inc. Quote
NTLA’s Zacks Rank & Stocks to Consider
Intellia currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Amarin Corporation AMRN and Indivior Pharmaceuticals INDV, both currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Amarin’s 2026 loss per share have narrowed from $7.01 to $6.36. Over the same period, loss per share estimates for 2027 have also narrowed from $5.50 to $4.64. AMRN shares have risen 7.6% year to date.
Amarin’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 50.02%.
Over the past 60 days, estimates for Indivior Pharmaceuticals’ 2026 earnings per share have increased from $3.03 to $3.35. Over the same period, EPS estimates for 2027 have risen to $3.69 from $3.46. INDV shares have risen 8.2% year to date.
Indivior Pharmaceuticals’ earnings beat estimates in each of the trailing four quarters, with the average surprise being 65.44%.
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- Bayer Q1 Earnings Beat Estimates, Crop Science Unit Boosts Sales
May 12, 2026
Bayer AG BAYRY reported first-quarter 2026 core earnings of 79 cents per American Depositary Receipt (ADR), beating the Zacks Consensus Estimate of 64 cents. The company reported earnings of 63 cents per ADR in the year-ago quarter.
Core earnings per share of €2.71 rose 12.9% year over year, mainly due to the increase in earnings at the Crop Science Division.
Total sales in the reported quarter were $15.69 billion, which declined 2.4% on a reported basis but beat the Zacks Consensus Estimate of $15.49 billion.
On a currency and portfolio-adjusted basis, sales were up 4.1% year over year.
All growth rates mentioned below are on a year-over-year basis after adjusting for currency and portfolio changes.
BAYRY’s Q4 Results in Detail
Bayer reports under three segments, namely Crop Science, Pharmaceuticals and Consumer Health.
Crop Science sales increased 6.8% to €7.56 billion. Within this segment, Corn Seed & Traits sales surged 7.1%, driven by the resolution of a licensing agreement in North America and strong business performance in Europe/Middle East/Africa and Latin America. In the Herbicides business, sales were down 10.2% due to declines in non-glyphosate-based products in Europe/Middle East/Africa and Asia/Pacific. Additionally, sales of glyphosate-based products also decreased substantially in North America and Europe/Middle East/Africa due to customers delaying purchases.
Fungicide sales were down 10.7% year over year as the business was mainly affected by challenging market conditions in Latin America, as well as lower sales in Europe/Middle East/Africa. Soybean Seed & Traits sales more than doubled, driven by the resolution of the licensing agreement in North America and price recovery following the return of the dicamba label, along with strong volume-driven growth in Latin America. The Insecticides business decreased 8.3% as business was mainly down in Latin America amid increased competitive pressure from generics. The Vegetable Seeds business was down 12.4%, with business headwinds primarily related to shifts in demand into subsequent quarters and acreage reductions.
Shares of Bayer have gained 0.6% year to date against the industry’s 4.6% decline.Zacks Investment Research
Image Source: Zacks Investment Research
The Pharmaceutical segment sales declined 0.5% to €4.25 billion as gains in Nubeqa and Kerendia were offset by significant declines for Xarelto due to patent expiration and lower Eylea sales.
Sales of the ophthalmology drug Eylea decreased 20.5% to €623 million, impacted by competitive and pricing pressure from generics.
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Nonetheless, the launch of Eylea 8 mg, which allows for extended treatment intervals, helped partially offset the decline and supported overall sales. Eylea 8 mg accounted for around 46% of overall Eylea sales.
Bayer’s HealthCare unit co-develops Eylea with Regeneron REGN, which records net product sales of Eylea and Eylea 8 mg in the United States. BAYRY records net product sales of Eylea outside the country. REGN records its share of profits and losses from the sale of Eylea outside the United States.
Nubeqa (for cancer) sales surged 57.1% to €749 million, recording gains in all regions.
Sales of oral anticoagulant Xarelto, co-developed with Johnson & Johnson JNJ, plunged 40.4% to €364 million due to competitive pressure from generics, especially in Europe.
In the U.S. market, Xarelto is marketed by J&J. Bayer earns license revenues from JNJ for Xarelto sales in the United States.
Sales of the Mirena product family (long-term contraceptive) decreased 2.7%.
Kerendia sales (for the treatment of chronic kidney disease associated with type 2 diabetes and heart failure) skyrocketed 84.2%, fueled by a substantial rise in volumes in the United States and China.
Sales of Aspirin Cardio and Stivarga declined 28.5% and 17.4%, respectively, with business primarily down in China.
Consumer Health sales were up 5.3% to €1.49 billion in the first quarter, with business mainly up in the Nutritionals (+12.5%) and Dermatology (+9.6%) categories. On a regional level, sales advanced in Europe/Middle East/Africa, Latin America and Asia/Pacific. Sales in the Allergy & Cold category remained mostly flat as higher allergy product sales, driven by growth of Claritin in the United States and Asia/Pacific, were offset by weaker cough and cold sales amid a soft cold season in the United States and Europe/Middle East/Africa. Pain & Cardio product sales increased 5.4%, mainly fueled by higher Actron volumes and prices in Latin America. However, the Digestive Health business sales declined 4.2%, with the business mainly impacted by customers in China adapting their ordering behavior as a result of market consolidation.
Bayer Aktiengesellschaft Price, Consensus and EPS SurpriseBayer Aktiengesellschaft Price, Consensus and EPS Surprise
Bayer Aktiengesellschaft price-consensus-eps-surprise-chart | Bayer Aktiengesellschaft Quote
BAYRY Reiterates Currency-Adjusted 2026 Guidance
On a currency-adjusted basis, Bayer expects to generate sales in the range of €45-€47 billion in 2026. For the Crop Science Division, it expects currency and portfolio-adjusted sales growth to be flat to +3%. For the Pharmaceuticals Division, Bayer expects currency and portfolio-adjusted sales growth to be flat to +3%. Consumer Health sales growth is projected to be flat to +4%.
Core EPS is projected to be in the band of €4.30-€4.80.
Bayer’s Zacks Rank & Stock to Consider
BAYRY currently carries a Zacks Rank #3 (Hold).
A better-ranked stock in the biotech sector is Amarin Corporation AMRN, currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Amarin’s 2026 loss per share have narrowed from $7.01 to $6.36. Over the same period, loss per share estimates for 2027 have also narrowed from $5.50 to $4.64. AMRN shares have risen 7.6% year to date.
Amarin’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 50.02%.
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- Is Regeneron Pharmaceuticals (REGN) Among the Best Biotech Stocks to Invest In According to Billionaire Steve Cohen?
May 12, 2026
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is among the Best Biotech Stocks.
On April 23, Reuters reported that the U.S. Food and Drug Administration approved Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)’s gene treatment for a rare genetic form of deafness. It is the first gene therapy for genetic hearing loss. The firm stated that the therapy, Otarmeni, will be given away for free to American patients through the FDA’s priority voucher program.
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) produced the therapy to treat Otoferlin-related hearing loss caused by OTOF gene variations. This affects 20 to 50 babies each year. The pharmaceutical firm explained that the treatment delivers the missing protein by delivering a working copy of the OTOF gene through a modified virus infused into the cochlea.Is Regeneron Pharmaceuticals, Inc. (REGN) Among the Best Biotech Stocks to Invest In According to Billionaire Steve Cohen?
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)’s auditory global program head, Jonathon Whitton, told Reuters that the approval marks “a new era” in hearing loss treatment. Reuters stated that competitors such as Eli Lilly are researching comparable treatments that have shown early success.
Sierra, the mother of a study participant, told Reuters that the therapy helped her child respond to his name. She called the development “the craziest thing.”
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is a biotechnology firm. It works in the discovery, invention, development, manufacturing, and marketing of pharmaceuticals. Its brand lineup includes Dupixent, Evkeeza, Eylea, Inmazeb, and Kevzara.
While we acknowledge the potential of REGN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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- Regeneron’s Otarmeni Win Links Gene Therapy Ambition With ESG Commitments
May 9, 2026
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Regeneron Pharmaceuticals (NasdaqGS:REGN) received FDA approval for Otarmeni, the first gene therapy for genetic hearing loss. The company plans to provide Otarmeni at no cost to eligible patients in the U.S. Regeneron introduced new science led responsibility goals through 2030 and reported fresh ESG accolades.
Regeneron enters this news cycle with a current share price of $709.1 and a mixed return profile, including 30.2% over the past year and 38.0% over five years, alongside a 4.2% decline over three years. For investors watching large cap biopharma, this blend of long term gains and shorter term pullback offers context for how the market has been treating the stock around major scientific and policy milestones.
Looking ahead, the first in class status of Otarmeni and the decision to offer it free in the U.S. sit alongside Regeneron's 2030 responsibility targets and ESG recognition as key themes to monitor. Investors may want to track how these moves influence patient uptake, payer discussions and broader stakeholder sentiment toward Regeneron Pharmaceuticals over time.
Stay updated on the most important news stories for Regeneron Pharmaceuticals by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Regeneron Pharmaceuticals.NasdaqGS:REGN Earnings & Revenue Growth as at May 2026
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For investors, Otarmeni’s approval and free-access model highlight two important angles. First, it strengthens Regeneron’s position in genetic medicines, alongside established biologics such as Dupixent and Eylea, which could matter when you think about long-term pipeline depth versus peers like Roche, Novartis and Eli Lilly. Second, offering an ultra-rare gene therapy at no cost in the U.S. suggests limited direct revenue but potentially meaningful reputational and relationship benefits with regulators, payers and patient groups. Coupled with 2030 science-led responsibility goals and repeated inclusion in Dow Jones responsibility indices, the company is tying product launches to a clear ESG and patient-access message, which some institutional investors now track closely.
How This Fits Into The Regeneron Pharmaceuticals Narrative
Otarmeni and the broader gene-therapy work align with the existing view that Regeneron’s expanding pipeline in genetic medicines can add to future earnings power beyond Dupixent and Eylea. By choosing a free-access model for Otarmeni in an ultra-rare setting, the company may temper near-term monetization from this asset, which could challenge straightforward pipeline-as-revenue-growth assumptions in some narratives. The 2030 responsibility goals and ESG accolades are only lightly reflected in many financial narratives, so any impact on capital access, partner interest or long-term brand value may not be fully captured.
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Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Regeneron Pharmaceuticals to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Otarmeni is targeted at an ultra-rare condition, so the free-access commitment may limit direct revenue and places more weight on whether future, more common hearing-loss programs progress successfully. ⚠️ Investors already watch Eylea competition and Dupixent concentration risk closely, so an expanding gene-therapy portfolio adds execution and regulatory complexity that the company needs to manage across multiple therapeutic areas. 🎁 The first-ever FDA approval for gene therapy in genetic hearing loss reinforces Regeneron’s scientific credentials, which may support its ability to compete for partnerships, talent and capital against larger peers. 🎁 Consistent Dow Jones responsibility index inclusion, new 2030 goals and a high-profile free-access policy could appeal to ESG-focused funds that weigh non-financial factors alongside earnings when allocating capital.
What To Watch Going Forward
From here, watch how regulators and clinicians adopt Otarmeni in real-world practice, how many eligible U.S. patients are actually treated, and whether the therapy helps build confidence for future, higher-volume gene therapies in hearing loss. It is also worth tracking how often management connects ESG and patient-access commitments to capital allocation choices such as buybacks and R&D spend, and whether large competitors respond with similar gene-therapy or access programs.
To stay informed on how the latest news impacts the investment narrative for Regeneron Pharmaceuticals, head to the community page for Regeneron Pharmaceuticals to keep up with the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include REGN.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- The Nasdaq's top winners are now running hotter than in 2000: Chart of the Day
May 9, 2026
The top dot-com stocks were making history in 1999 and 2000. Today's Nasdaq winners are crushing even those gains.
The top 10 performers in the Nasdaq 100 (NDX) over the past year are up an average of 784%, according to BTIG’s Jonathan Krinsky, topping the 622% average gain for the index’s biggest winners in the year leading into its March 2000 peak.
There are many differences between the two eras. But this does show that the most explosive corner of the market has already moved into dot-com-scale territory — and the cast list makes the comparison feel a little eerie.
In the year before the Nasdaq’s March 2000 peak, the index’s top performers included Strategy (MSTR), Qualcomm (QCOM), Sandisk (SNDK), Analog Devices (ADI), Lam Research (LRCX), Regeneron (REGN), Nvidia (NVDA), Cognizant (CTSH), Apple (AAPL), and Adobe (ADBE).Nasdaq 100 hottest stocks: 2000 vs. 2026·BTIG, Bloomberg, Yahoo Finance
Today’s leaderboard is different, but not exactly new.
Sandisk (SNDK) is now at the top, followed by Western Digital (WDC), Seagate (STX), Micron (MU), Intel (INTC), Lam Research, AMD (AMD), Warner Bros. Discovery (WBD), Marvell Technology (MRVL), and Applied Materials (AMAT).
Some of the echoes are direct. Sandisk and Lam Research appear on both lists, linking the dot-com runup to today’s AI-infrastructure boom.
Others are more like historical rhymes. Nvidia, Apple, and Adobe were dot-com-era winners and remain major tech players today, even though they are not in the current top 10. Applied Materials also appeared separately among the Nasdaq 100’s top performers in 1999 and just missed the 2000-window table shown here.
Strategy may be the strangest rhyme of all. It topped the 2000-window list as MicroStrategy, then one of the Nasdaq’s hottest software stocks. Today, the Michael Saylor-led company is a very different kind of market vehicle, driven mostly by its massive bitcoin exposure.
The sore thumb in the modern list is Warner Bros. Discovery. The rest of the group mostly fits the AI-infrastructure trade. WBD is a media M&A story, with its rally fueled by a takeover fight between Netflix (NFLX) and Paramount Skydance (PSKY), which ultimately struck a deal for the company.
The old boom was built around the web, networking, chips, storage, and the promise of a new digital economy. The current boom is built around AI infrastructure, memory, data centers, storage, bitcoin, and the physical limits of compute.
That makes the rhyme more interesting than a simple bubble call. The speculative energy is familiar, but the bottlenecks have changed. Investors are chasing the pieces of the market that look scarce in the next build-out.
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The aggregate numbers add one important wrinkle. Today’s top 10 have a higher average return than the 2000 comparison, but a lower median return: 354% today versus 455% then.Nasdaq 100 hottest stocks: 2000 vs. 2026·BTIG, Bloomberg, Yahoo Finance
In other words, the current Nasdaq list is hotter at the top, but more top-heavy underneath. Sandisk’s nearly 4,000% surge is doing a lot of work.
And that’s one of the takeaways for investors: The AI build-out can be real, and the biggest winners can still be priced for a lot of perfection.
Jared Blikre is the global markets and data editor for Yahoo Finance. Follow him on X at @SPYJared or email him at jaredblikre@yahooinc.com.
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- Giants of Cancer Care® announces the 14th annual class of inductees
May 8, 2026
OncLive®
CRANBURY, N.J., May 08, 2026 (GLOBE NEWSWIRE) -- OncLive®, the nation’s leading multimedia resource for oncology professionals and Pfizer (platinum supporter), Daiichi-Sankyo (platinum supporter) and Regeneron (silver supporter), proudly announces the inductees of the 14th Annual Giants of Cancer Care recognition program.
For more than a decade, Giants of Cancer Care has celebrated the visionaries whose groundbreaking discoveries, fearless innovation, and relentless dedication have transformed the landscape of oncology. These are the pioneers who have challenged convention, redefined standards of care, and pushed the field closer to a future once thought impossible for a future where curing cancer is no longer aspirational, but achievable.
Selected by a prestigious committee of more than 115 leading oncologists and previous Giants honorees, this year’s inductees represent the very best of oncology research, clinical advancement, mentorship, and patient-centered care. Their work has not only extended lives but fundamentally changed the trajectory of cancer treatment for generations to come.
The 2026 Giants of Cancer Care awards ceremony will take place Thursday, May 28, at 7 p.m. CDT at the Adler Planetarium in Chicago, IL, an iconic venue befitting a group of individuals whose contributions have helped illuminate the future of medicine. For more information on registration, click here.
“These extraordinary leaders are not simply advancing oncology they are redefining what is possible,” said Mike Hennessy Jr., chairman and CEO of MJH Life Sciences®, parent company of OncLive. “The Giants of Cancer Care honorees represent decades of courage, discovery, collaboration, and unwavering commitment to patients. Their work has fundamentally altered the course of cancer care worldwide and continues to inspire hope for millions of families. It is because of pioneers like these that conversations about curing cancer feel increasingly within reach. We are profoundly honored to celebrate their legacy, leadership, and enduring impact on the future of oncology.”
This year’s inductees by award category are:
Breast Cancer: Javier Cortés, M.D., Ph.D. - International Breast Cancer Center/Vall d’Hebron Institute of Oncology Community Outreach/Education: Patrick I. Borgen, M.D. - Maimonides Medical Center Gastrointestinal Cancer: Scott Kopetz, M.D., Ph.D. - The University of Texas MD Anderson Cancer Center Genitourinary Cancer: Daniel George, M.D. - Duke Cancer Institute and Duke University School of Medicine Gynecologic Malignancies: Tate Thigpen, M.D. - (Retired) University of Mississippi School of Medicine Head & Neck Cancers: Robert Haddad, M.D. - Dana-Farber Cancer Institute/Harvard Medical School Leukemia: William G. Wierda, M.D., Ph.D. - The University of Texas MD Anderson Cancer Center Lymphoma: Wyndham H. Wilson, M.D., Ph.D. - National Cancer Institute Myeloma: Irene Ghobrial, M.D. - Harvard Medical School/Dana-Farber Cancer Institute Prevention/Genetics: Lajos Pusztai, M.D., DPhil - Yale University Radiation Oncology: Sue S. Yom, M.D., Ph.D., MAS - University of California, San Francisco, School of Medicine Supportive, Palliative, and/or Geriatric Care: Kathleen M. Foley, M.D. - Weill Medical College of Cornell University Surgical Oncology: Raphael E. Pollock, M.D., Ph.D., FACS - The Ohio State University Wexner Medical Center Thoracic Malignancies: Heather Wakelee, M.D., FASCO - Stanford University
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About OncLive
The leading digital platform and multichannel resource for practicing oncologists, OncLive offers oncology professionals peer-to-peer insights, news and practical information they can use to offer the best patient care. OncLive is a brand of MJH Life Sciences, the largest privately held, independent, full-service health engagement network in North America dedicated to delivering trusted health care news across multiple channels.
About Giants of Cancer Care
Giants of Cancer Care celebrates the achievements of leading researchers and educators whose discoveries have helped propel the field of oncology and established the building blocks for future advances. Every year, a selection committee of more than 115 eminent oncologists, researchers and clinicians chooses honorees from several types of tumor and specialty categories.
Media Contact:
Helen Varvatsoulis
MJH Life Sciences
hvarvatsoulis@mjhlifesciences.com
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- Will Eli Lilly Be the First $2 Trillion Healthcare Stock? 3 Catalysts That Could Get It There.
May 8, 2026
Key Points
Eli Lilly's deep weight-management pipeline should allow it to remain the top player. The company could also make significant clinical progress elsewhere. Eli Lilly could appeal to both growth and income-oriented investors. 10 stocks we like better than Eli Lilly ›
Last year, Eli Lilly(NYSE: LLY) made history when it became the first healthcare company to reach a market cap of $1 trillion. However, the stock hasn’t performed that well since then. The drugmaker’s value has dropped to $920 billion as of writing. Could Eli Lilly bounce back, cross the $1 trillion mark once again, and beat its healthcare peers to a $2 trillion valuation? The company may be able to do so, provided several things go its way.
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1. The most important growth driver
Getting to a $2 trillion market cap from Eli Lilly’s current levels would require a compound annual growth rate of about 11.7% over the next seven years. That’s no easy feat, but if Eli Lilly can pull it off, it will likely be due in large part to its work in the weight loss market. Eli Lilly is now the leader in this field, but it faces competition that will intensify over the next few years.
Even so, the company has a deep pipeline of candidates in weight loss. And if it can make significant clinical progress, particularly outside its most famous or popular candidates -- like the triple agonist retatrutide -- Eli Lilly would show that, despite mounting competition, it can maintain its lead in this fast-growing area, and that could jolt the company’s share price.
Consider two of Eli Lilly’s investigational anti-obesity therapies. First, there is eloralintide, a candidate that mimics the action of the amylin hormone, which helps regulate satiety and blood sugar. Eloralintide, unlike Eli Lilly’s currently approved drugs, doesn't target the GLP-1 hormone. Eli Lilly is exploring this new angle because eloralintide has shown the potential to improve tolerability. That means fewer or less severe side effects.
This is one of the selling points of some medicines in development that aim to eat Eli Lilly’s lunch in weight management, including Pfizer’s MET-097i. But if Eli Lilly can develop a highly effective weight loss drug with a better safety and tolerability profile than its current candidates, it will fend off that challenge just fine.
Eli Lilly is also working on a therapy called bimagrumab that could help patients preserve muscle mass while losing weight. Again, other drugmakers, like Regeneron, are exploring similar options. However, if Eli Lilly's bimagrumab proves successful, the company could strengthen its portfolio and solidify its market share.
2. Progress elsewhere could make an impact
Eli Lilly has significantly expanded its pipeline, including through acquisitions, in recent years. The company is seeking to diversify its portfolio of approved medicines and, perhaps, decrease its exposure to its core therapeutic area. Significant breakthroughs in other fields could drive the share price higher, just as Eli Lilly’s clinical wins in Alzheimer’s disease (AD) -- culminating in the approval of Kisunla -- jolted the stock, even amid much more important developments in the company’s weight loss portfolio. Eli Lilly could make more progress in the AD market.
The company is developing such products as remternetug, which, like Kisunla, helps clear amyloid plaque (which some experts believe is linked to AD). Some data from clinical trials suggest that remternetug may clear plaque better than the already approved Kisunla. Remternetug is currently in phase 3 studies. Positive results could be a catalyst for the stock. Outside of that, Eli Lilly has exciting candidates in oncology, immunology, pain management, and more. The company can demonstrate it isn’t a one-trick pony through breakthroughs in these areas, which could help the company's performance over the medium term.
3. Will Eli Lilly’s AI bet pay off?
Eli Lilly built the most powerful artificial intelligence (AI) supercomputer in the pharmaceutical industry in partnership with Nvidia. Using AI to develop drugs could help the company speed up the process, potentially enabling products to reach the market faster, while cutting costs. Investors shouldn’t expect AI to completely transform Eli Lilly’s business overnight, but even relatively small productivity gains over the next few years could have a meaningful impact on the company’s business. Investors should carefully monitor Eli Lilly’s AI progress. And if the company can show that it is having the intended effect on its operations, that too could drive the stock price higher.
Is the stock a buy?
Even if Eli Lilly doesn’t check every single one of those boxes, it is well-positioned to be the first company to reach $2 trillion in market value. For one, it is closer to that goal. It remains the largest healthcare stock. Also, many of its similarly-sized competitors lack its growth potential. And even looking beyond the next seven years, when Eli Lilly may (or may not) get to a $2 trillion valuation, the stock looks attractive. Eli Lilly’s dominance in the weight-loss market and its vast pipeline elsewhere should enable it to deliver strong financial results for a long time. And that’s before we consider other things, including Eli Lilly's strong dividend program -- the company has more than doubled its payouts over the past five years. For all those reasons, the stock could deliver strong returns over the long run.
Should you buy stock in Eli Lilly right now?
Before you buy stock in Eli Lilly, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Eli Lilly wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
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Prosper Junior Bakiny has positions in Eli Lilly and Nvidia. The Motley Fool has positions in and recommends Nvidia, Pfizer, and Regeneron Pharmaceuticals. The Motley Fool has a disclosure policy.
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- Will Eli Lilly Be the First $2 Trillion Healthcare Stock? 3 Catalysts That Could Get It There.
May 8, 2026
Last year, Eli Lilly(NYSE: LLY) made history when it became the first healthcare company to reach a market cap of $1 trillion. However, the stock hasn’t performed that well since then. The drugmaker’s value has dropped to $920 billion as of writing. Could Eli Lilly bounce back, cross the $1 trillion mark once again, and beat its healthcare peers to a $2 trillion valuation? The company may be able to do so, provided several things go its way.Image source: The Motley Fool.
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1. The most important growth driver
Getting to a $2 trillion market cap from Eli Lilly’s current levels would require a compound annual growth rate of about 11.7% over the next seven years. That’s no easy feat, but if Eli Lilly can pull it off, it will likely be due in large part to its work in the weight loss market. Eli Lilly is now the leader in this field, but it faces competition that will intensify over the next few years.
Even so, the company has a deep pipeline of candidates in weight loss. And if it can make significant clinical progress, particularly outside its most famous or popular candidates -- like the triple agonist retatrutide -- Eli Lilly would show that, despite mounting competition, it can maintain its lead in this fast-growing area, and that could jolt the company’s share price.
Consider two of Eli Lilly’s investigational anti-obesity therapies. First, there is eloralintide, a candidate that mimics the action of the amylin hormone, which helps regulate satiety and blood sugar. Eloralintide, unlike Eli Lilly’s currently approved drugs, doesn't target the GLP-1 hormone. Eli Lilly is exploring this new angle because eloralintide has shown the potential to improve tolerability. That means fewer or less severe side effects.
This is one of the selling points of some medicines in development that aim to eat Eli Lilly’s lunch in weight management, including Pfizer’s MET-097i. But if Eli Lilly can develop a highly effective weight loss drug with a better safety and tolerability profile than its current candidates, it will fend off that challenge just fine.
Eli Lilly is also working on a therapy called bimagrumab that could help patients preserve muscle mass while losing weight. Again, other drugmakers, like Regeneron, are exploring similar options. However, if Eli Lilly's bimagrumab proves successful, the company could strengthen its portfolio and solidify its market share.
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2. Progress elsewhere could make an impact
Eli Lilly has significantly expanded its pipeline, including through acquisitions, in recent years. The company is seeking to diversify its portfolio of approved medicines and, perhaps, decrease its exposure to its core therapeutic area. Significant breakthroughs in other fields could drive the share price higher, just as Eli Lilly’s clinical wins in Alzheimer’s disease (AD) -- culminating in the approval of Kisunla -- jolted the stock, even amid much more important developments in the company’s weight loss portfolio. Eli Lilly could make more progress in the AD market.
The company is developing such products as remternetug, which, like Kisunla, helps clear amyloid plaque (which some experts believe is linked to AD). Some data from clinical trials suggest that remternetug may clear plaque better than the already approved Kisunla. Remternetug is currently in phase 3 studies. Positive results could be a catalyst for the stock. Outside of that, Eli Lilly has exciting candidates in oncology, immunology, pain management, and more. The company can demonstrate it isn’t a one-trick pony through breakthroughs in these areas, which could help the company's performance over the medium term.
3. Will Eli Lilly’s AI bet pay off?
Eli Lilly built the most powerful artificial intelligence (AI) supercomputer in the pharmaceutical industry in partnership with Nvidia. Using AI to develop drugs could help the company speed up the process, potentially enabling products to reach the market faster, while cutting costs. Investors shouldn’t expect AI to completely transform Eli Lilly’s business overnight, but even relatively small productivity gains over the next few years could have a meaningful impact on the company’s business. Investors should carefully monitor Eli Lilly’s AI progress. And if the company can show that it is having the intended effect on its operations, that too could drive the stock price higher.
Is the stock a buy?
Even if Eli Lilly doesn’t check every single one of those boxes, it is well-positioned to be the first company to reach $2 trillion in market value. For one, it is closer to that goal. It remains the largest healthcare stock. Also, many of its similarly-sized competitors lack its growth potential. And even looking beyond the next seven years, when Eli Lilly may (or may not) get to a $2 trillion valuation, the stock looks attractive. Eli Lilly’s dominance in the weight-loss market and its vast pipeline elsewhere should enable it to deliver strong financial results for a long time. And that’s before we consider other things, including Eli Lilly's strong dividend program -- the company has more than doubled its payouts over the past five years. For all those reasons, the stock could deliver strong returns over the long run.
Should you buy stock in Eli Lilly right now?
Before you buy stock in Eli Lilly, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Eli Lilly wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $475,926!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,296,608!*
Now, it’s worth noting Stock Advisor’s total average return is 981% — a market-crushing outperformance compared to 205% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 8, 2026.
Prosper Junior Bakiny has positions in Eli Lilly and Nvidia. The Motley Fool has positions in and recommends Nvidia, Pfizer, and Regeneron Pharmaceuticals. The Motley Fool has a disclosure policy.
Will Eli Lilly Be the First $2 Trillion Healthcare Stock? 3 Catalysts That Could Get It There. was originally published by The Motley Fool
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- Regeneron Named to Dow Jones Best-in-Class World Index for Global Responsibility Leadership for Seven Consecutive Years
May 8, 2026
Regeneron Pharmaceuticals, Inc.
Regeneron also earns spot on Dow Jones Best-in-Class North America Index for six consecutive years
Recognition complements the company’s recent announcement that it will provide its new gene therapy for a form of genetic hearing loss for free in the United States, reinforcing its commitment to patient access
New science-led 2030 responsibility goals reflect Regeneron’s commitment to corporate responsibility, from how it innovates to how it operates, for the good of its business and humanity
TARRYTOWN, N.Y., May 08, 2026 (GLOBE NEWSWIRE) -- Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) today announced it has been named to the Dow Jones Best-in-Class World Index, one of the world’s most recognized benchmarks for corporate sustainability performance. Regeneron is one of only eight biotechnology companies globally included in the index. The company was also named to Dow Jones Best-in-Class North America Index, where it is one of only four U.S.-based biotechnology firms recognized. These distinctions reflect Regeneron’s long-term commitment to embed responsibility into every dimension of its business, from how it discovers groundbreaking medicines to how it operates as a company.
"At Regeneron, responsibility is at the heart of our science and everything we do," said Leonard S. Schleifer, M.D., Ph.D., Board co-Chair, President and Chief Executive Officer of Regeneron. "Being recognized by the Dow Jones Best-in-Class Indices is gratifying as it reflects our corporate philosophy of Doing Well by Doing Good in action. Our new 2030 responsibility goals build on that foundation and set the course to drive responsible innovation for years to come."
Regeneron’s commitment to corporate responsibility and improving patient access was recently exemplified through the decision to offer its novel gene therapy for a specific form of congenital hearing loss for free in the United States.
Regeneron introduced new 2030 science-led responsibility goals as part of its annual responsibility reporting. The goals, and Regeneron’s broader responsibility approach, are detailed in the company’s 2025 Responsibility Report, which highlights progress against its 2025 goals (meeting or surpassing nearly all of them) and underscores Regeneron’s commitment to sustainable growth as it pushes the boundaries of science to deliver new medicines to patients in need.
Additional Corporate Responsibility Highlights
Regeneron’s most significant philanthropic endeavor is its dedication to cultivate the next generation of scientific leaders, a commitment the company calls STEM-Fueled™. Since 2020, Regeneron has brought more than four million STEM experiences to students through the programs it supports. One longstanding example is the company’s title sponsorships of the two premier high school science competitions — the Regeneron Science Talent Search, which we proudly renewed for a second decade, and the Regeneron International Science and Engineering Fair. Regeneron has committed $300 million from 2017 to 2036 to support these programs, which have helped launch some of the most successful and prominent scientists, technologists, and entrepreneurs of the past century. Regeneron also invests in broader STEM ecosystems required to develop future scientific talent in Westchester, New York, Nashville, Tennessee, and nationwide through high-quality engagement programs for students and science teachers, helping to strengthen research pathways and educator capacity.
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In addition, Together for CHANGE™ is an initiative founded by Regeneron Genetics Center®, Meharry Medical College in Nashville, Tennessee, and other biopharmaceutical partners to help address inequities in STEM careers and research. The initiative aims to transform genomics research by genetically sequencing up to a half-million volunteers of African ancestry to improve the development of new diagnostic and therapeutic approaches for a community historically underserved by the healthcare system. It also includes educational opportunities for disadvantaged institutions to expand access to genomics for STEM students, such as establishing a DNA Learning Center at Meharry Medical College and launching fellowships in STEM fields.
The recognition by the Dow Jones Best-in-Class Indices is part of a broader pattern of third-party validation by leading environmental, social and governance (ESG) ratings. Regeneron ranks in the top 10% of its industry across S&P Global, Sustainalytics and ISS ESG. It has also earned a place on Newsweek's list of America's Most Responsible Companies for the seventh consecutive year and TIME's list of the World's Most Sustainable Companies for the second consecutive year.
About Regeneron
Regeneron (NASDAQ: REGN) is a leading biotechnology company that invents, develops and commercializes life-transforming medicines for people with serious diseases. Founded and led by physician-scientists, our unique ability to repeatedly and consistently translate science into medicine has led to numerous approved treatments and product candidates in development, most of which were homegrown in our laboratories. Our medicines and pipeline are designed to help patients with eye diseases, allergic and inflammatory diseases, cancer, cardiovascular and metabolic diseases, neurological diseases, hematologic conditions, infectious diseases, and rare diseases.
Regeneron pushes the boundaries of scientific discovery and accelerates drug development using our proprietary technologies, such as VelociSuite®, which produces optimized fully human antibodies and new classes of bispecific antibodies. We are shaping the next frontier of medicine with data-powered insights from the Regeneron Genetics Center® and pioneering genetic medicine platforms, enabling us to identify innovative targets and complementary approaches to potentially treat or cure diseases.
For more information, please visit www.Regeneron.com or follow Regeneron on LinkedIn, Instagram, Facebook, YouTube or X.
Media:
Tina Parisi Tuttle
Email: tinaparisituttle@regeneron.com
Investors:
Vesna Tosic
Email: vesna.tosic@regeneron.com
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