Michael Burry, the legendary “Big Short” investor and founder of Scion Asset Management has revealed a substantial reshuffle in his Q2 2025 holdings, adding heavyweight names across healthcare, retail, biotech, and e-commerce while trimming his largest position.
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 move...
The healthcare industry has been a remarkable place for investors to build significant portfolio returns through the years. Companies that are providing life-saving medicines, devices, and other products are often at the forefront of innovation in the healthcare space, a durable industry that tends to be broadly resilient even in times of economic unrest.
Regeneron Pharmaceuticals delivered strong Q2 results, driven by Dupixent and Libtayo growth that were enough to offset the decline of the Eylea franchise. The existing product portfolio and upcoming approvals should be more than sufficient to keep Regeneron in growth mode. The obesity pipeline expansion adds a new growth avenue for the company in the 2030s.
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Christopher R. Fenimore - Executive VP of Finance & CFO George D.
Regeneron said on Friday the U.S. Food and Drug Administration has once again declined to approve its blood cancer therapy, this time in relation to observations from the regulator's inspection at a third-party manufacturing site.
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