Regeneron

The Regeneron Deep Dive: One Year On

And some thoughts on the recent quarter (Q4 2025): 'Supi-Dupi', revisiting failed blockbusters, capex, outlook, valuation and more.

Feb 3 • Crashkolnikov

NFTBC favourites BRKR and REGN both presented at the JPM Morgan Healthcare Conference

Jan 13 • Crashkolnikov

The NFTBC Digest (14 December 2025)

News and links (BMW, BRKR, PTC, REGN)

Dec 14, 2025 • Crashkolnikov

The NFTBC Digest (7 December 2025)

News and links (BMW, BRKR, PTC, REGN)

Dec 7, 2025 • Crashkolnikov

The NFTBC Digest (16 November 2025)

Regeneron's FXI Round Table and a few other things

Nov 16, 2025 • Crashkolnikov

Regeneron - reflections following Q3 2025

Roundtables; boldly going; eyeing up new opportunities; early thoughts about 2026 and more...

Oct 29, 2025 • Crashkolnikov

Regeneron - DB-OTO

Musings on a possible new franchise in hearing loss and what it means for investors.

Oct 15, 2025 • Crashkolnikov

Regeneron - Eylea 3.0

Speculative musings on a possible next-gen version of Eylea

Aug 22, 2025 • Crashkolnikov

Regeneron - Reflections on Q2 2025

"Dear Len" / Going full steam ahead

Aug 2, 2025 • Crashkolnikov

Regeneron - Life After Dupi

Speculative musings on 'Dupixent 2.0'

Jul 15, 2025 • Crashkolnikov

Regeneron - Trials & Tribulations

A little perspective after a rough week.

Jun 7, 2025 • Crashkolnikov

Speculative musings on what Regeneron might be up to with 23andMe

May 20, 2025 • Crashkolnikov

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