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Regeneron-JPM 2026 Presentation - FINAL.pdf

上传人: 明**** 编号:1069778 2026-01-17 19页 1.35MB

1、January 12,2026J.P.MorganHealthcare ConferenceThis non-promotional presentation contains investigational data as well as forward-looking statements;actual results may vary materially.2J.P.Morgan Healthcare ConferenceDr.Leonard Schleifer,MD,PhD Board Co-Chair,Co-Founder,President,&Chief Executive Off

2、icerDr.George Yancopoulos,MD,PhD Board Co-Chair,Co-Founder,President,&Chief Scientific Officer3Note regarding forward-looking statements and non-GAAP financial measuresThis presentation includes forward-looking statements that involve risks and uncertainties relating to future events and the future

3、performance of Regeneron Pharmaceuticals,Inc.(Regeneron or the Company),and actual events or results may differ materially from these forward-looking statements.Words such as anticipate,expect,intend,plan,believe,seek,estimate,variations of such words,and similar expressions are intended to identify

4、 such forward-looking statements,although not all forward-looking statements contain these identifying words.These statements concern,and these risks and uncertainties include,among others,competing drugs and product candidates that may be superior to,or more cost effective than,products marketed or

5、 otherwise commercialized by Regeneron and/or its collaborators or licensees(collectively,Regenerons Products)and product candidates being developed by Regeneron and/or its collaborators or licensees(collectively,Regenerons Product Candidates)(including biosimilar versions of Regenerons Products);un

6、certainty of the utilization,market acceptance,and commercial success of Regenerons Products and Regenerons Product Candidates and the impact of studies(whether conducted by Regeneron or others and whether mandated or voluntary)or recommendations and guidelines from governmental authorities and othe

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1. **会议与领导层**:2026年1月12日J.P.摩根医疗大会,由联合创始人兼CEO Leonard Schleifer、首席科学官 George Yancopoulos主持。 2. **财务与研发**:2026年非GAAP研发支出预计70亿美元,GAAP研发支出约65亿美元;2025年向股东返还38亿美元(股票回购34亿+分红0.4亿)。 3. **核心产品管线**: - **EYLEA HD**:2026年Q2预填充注射器(PFS)FDA决定,Q4全球销售额49亿美元。 - **Dupixent**:全球最畅销的2型炎症性疾病生物制剂,2025年Q3全球销售额36.5亿美元(YoY+27%)。 - **Lynozyfic**(BCMAxCD3):多发性骨髓瘤,2026年启动多项III期试验。 4. **关键里程碑**: - 2026年Q1提交gMG(重症肌无力)NDA;Q4/Q1提交PNH(阵发性睡眠性血红蛋白尿)III期数据。 - 肥胖症药物Olatorepatide(GIP/GLP-1)2026年启动III期试验。 5. **市场机会**:聚焦眼科($150B+)、肿瘤($550B+)、代谢疾病($600B+)等六大领域,2030年全球市场机会约2000亿美元。
**新药进展如何?** **研发投入多少?** **市场机会在哪?**
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