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Regeneron upgraded to Buy at Canaccord after high dose EYLEA approved

Canaccord analyst John Newman upgraded Regeneron (REGN) to Buy from Hold with a price target of $992, up from $720, after the FDA approved high dose EYLEA earlier than expected. The approval should allow Regeneron to regain share from Roche’s (RHHBY) Vabysmo and “re-ignite EYLEA growth,” says the analyst, who notes that high dose EYLEA is priced at $2,625 per vial WAC, or about a 20% premium to Roche’s Vabysmo and 42% premium to low dose EYLEA. The firm, which had previously expected a Class 2 response and early 2024 approval, believes the Street has expected approval later in Q2 and was “very impressed” with the rapid high dose EYLEA approval coming only 1.9 months after a Complete Response Letter.

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