Regeneron's Eylea HD launch is being squeezed by Roche's Vabysmo and incoming aflibercept biosimilars. Patent litigation against Amgen and Samsung Bioepis biosimilars looks increasingly tenuous after recent court rulings. Dupixent remains a crown jewel but the partnership economics favor Sanofi long-term. Pipeline depth is thin relative to large-cap peers.
Signals scoped to US · Company-specific tagging coming soon.