Regeneron Pharma share: billions of income from COVID-19 funds

Die wieder ansteigenden Neuinfektionen mit Covid-19 in den USA rücken die Aktie von Regeneron Pharma wieder in den Fokus der Anleger.The stock market value of the US biotech company has increased by a good 40 percent in the past three months.The run is inspired by the sales figures for the antibody medication Regen-COV, which significantly reduces the number of serious disease courses in COVID-19 patients.

Regeron currently delivers more than 100,000 cans per week as free therapy.The antibody cocktail for the first time in October 2020, when ex-US-President Donald Trump was treated with Covid-19, was treated for the first time in October 2020.Afterwards, the US government made itself strong for the emergency approval of Regen-Cov.The government in Washington has ordered around 1.5 million doses at a price of $ 2100 each.In the meantime, the virus killer is also approved for monthly prevention for high -risk groups such as nursing staff in clinics and nursing homes.

Lucrative sales participation

The recent quarterly figures show how the sale of Regen-Cov inspires Regeneron's business.The net profit rose by more than three times to $ 3.1 billion.The corporate revenues rose from 1.95 billion in the previous year to $ 5.14 billion.Regen-Cov contributed almost $ 3.1 billion.

But even without the medication, Regeneron achieved an increase in sales of 22 percent because the other two billion products Eylea and Dupixent sell very well.Regeneron receives sales participations for both.The eye remedy Eylea added 33 percent to $ 2.3 billion in sales.Regeneron posted the US sales of $ 1.42 billion. Vom um 59 Prozent auf 1,5 Milliarden Dollar gestiegenen Umsatz mit Dupixent - ein Mittel gegen atopische Dermatitis - erhielt Regeneron von Partner Sanofi 437,7 Millionen Dollar.

Underestimated biotech heavyweight

Regeneron knows excellently to consistently enlarge the market potential of its blockbusters."Eylea and Dupixent are absolute top sellers in their indications," says Lukas Leu, Healthcare Analyst at Bellevue Asset Management.Eylea has expanded the most common eye disease, sales and market shares in the industrialized countries since the first approval in 2012 for age -related macular degeneration (AMD).For the biotech expert Leu, Eylea cuts better in some points than the competitors: "With the same high effect, other products lead to more side effects and inflammation in the eye.The dose interval can be extended at Eylea."

Dupixent promises even more potential for the future for the treatment of atopic dermatitis.Due to the differentiated mechanism of action, Regeneron and Sanofi are expecting good opportunities to extend annual sales potential to well over $ ten billion in other autoimmune diseases.A key stage is for the 21.October decided decision for the approval of the treatment of asthma in children.

In cancer medicine, Regeneron puts large pieces on Libtayo."This active ingredient forms the basis for your own combination approaches for immunoncology and is therefore important to diversify the pipeline clearly in the direction of oncology," explains Biotech expert Leu.

At the beginning of August, Liubtayo received EU approval for first-line treatment in combination with chemotherapy with advanced non-small cell cancer.With Evkeeza, approved since 2021, Regeneron has its own product against a rare metabolic disease. In der Gentherapie hat die Firma Kooperationen unter anderem mit Intellia einen Fuß in der Tür, um an marktreifen Produkten mitzuverdienen.

The analysts' consensus expect a increase in sales from 54 percent to $ 13.1 billion thanks to the Corona effect.The bottom line is that the group profit is expected to snap up 70 percent to $ 6 billion.However, the experts expect a decline in profits by 20 percent in 2022, from which Regeneron should grow again.In any case, the moderate 2022-course-profit ratio leaves plenty of scope for positive surprises when winning.

Regeneron Pharma has a diversified pipeline, the sales potential of which will only develop in the next few years.With the cash reserves of $ 6.7 billion, the company can easily manage the investments planned by 2027 in research and development.The share price is supported by the largely implementing share buyback program of $ 1.5 billion.Recommendation: Buy