REGN

Regeneron Pharmaceuticals 주식 (NASDAQ: REGN)

에 대한 최신 뉴스 Regeneron Pharmaceuticals (NASDAQ:REGN) 주식

REGENERON PHARMACEUTICALS

Regeneron Pharmaceuticals

Regeneron Pharmaceuticals discovers, develops, and commercializes products that fight eye disease, cardiovascular disease, cancer, and inflammation. The company has several marketed products, including low-dose Eylea and Eylea HD, approved for wet age-related macular degeneration and other eye diseases; Dupixent in immunology; Praluent for LDL cholesterol lowering; Libtayo in oncology; and Kevzara in rheumatoid arthritis. Regeneron is also developing monoclonal and bispecific antibodies with Sanofi, other collaborators, and independently, and has earlier-stage partnerships that bring new technology to the pipeline, including RNAi (Alnylam) and Crispr-based gene editing (Intellia).

Bulls and Bears 1

Markets

MRVL

MULN

NPCE

NVDA

PATH

PLTR

RCKT

SPRO

ULTA

벤징가는 지난 한 주 동안 많은 투자자가 선호하는 주식의 전망을 조사했다. 주요 기사 중 일부는 다음과 같다. 5월에 미국 주식은 2023년 11월 이후 가장 강력한 월간 랠리를 기록했으며, 이는 무역 긴장 완화와 탄탄한 기술 실적에 의해 주도되었다. S&amp;P 500은 6.2% 상승했고, 나스닥 종합지수는 9.6% 급등하여 두 지수 모두 올해 긍정적인 영역으로 돌아왔다. &#34;매그니피센트 7&#34; 기술 대기업들이 선두에 나섰으며, 엔비디아(NASDAQ:NVDA)의 주가는 전년 대비 70% 매출 증가를 보고한 후 24% 상승했다.

벤징가 불스 앤드 베어스: 엔비디아, 팔란티어, 마벨 테크놀로지 - 그리고 시장은 5월에 랠리

Lawsuit against drug companies

Opinion

Trading Ideas

ABBV

AMGN

SEPN

한 미디어 행사에서 트럼프 대통령은 기자들에게 59%에서 90% 사이의 가격 인하를 목표로 하고 있다고 말하며 제약사들에게 30일의 시간을 주었다. 월가는 이 소식을 받아들였고, 행정명령이 발표된 날 주요 바이오제약 주식의 주가는 하락했지만 대부분의 업계 주식은 반등했다.트럼프의 행정명령으로 인해 반등에 그치지 않고 급등할 것으로 예상되는 제약주 3가지를 소개한다.

트럼프의 약가 인하로 수혜 입을 수 있는 제약주 3가지

Medical,Billing,Document,And,Dollar,Banknote,,Calculator,,Stathoscope.,Medical,Treatment

Health Care

RHHBY

일요일(11일) 도널드 트럼프 대통령은 트루스 소셜을 통해 처방약 가격 인하를 목표로 하는 미국 역사상 &#34;가장 중대한 행정명령&#34;에 서명할 계획이라고 발표했다.무슨 일 있었나: 트럼프 대통령은 월요일(12일) 오전 9시에 서명할 예정인 행정명령은 제약사가 미국 소비자에게 다른 국가에서 동일한 의약품에 대해 제공하는 최저 가격 이상을 청구하지 않도록 요구하는 &#34;최혜국대우&#34; 정책을 시행할 것이라고 했다.

트럼프의 처방약 가격 인하 행정명령으로 제약주 흔들···노보 노디스크, 화이자 및 존슨앤드존슨 프리마켓 하락세

Regeneron Pharmaceuticals, Inc. - Common Stock

Regeneron Pharmaceuticals Inc

Regnum Corp

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
In May, U.S. stocks recorded their strongest monthly rally since November 2023, driven by easing trade tensions and robust tech earnings. The S&amp;P 500 rose 6.2%, and the Nasdaq Composite surged 9.6%, returning both indices to positive territory for the year. The "Magnificent Seven" tech giants led the charge, with Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock climbing 24% after reporting a 70% year-over-year revenue increase.
Despite the tech sector's dominance, investors anticipate a broader market rally, citing improving earnings in sectors like industrials, consumer staples, and financials. Analysts expect the earnings growth gap between the Magnificent Seven and the rest of the S&amp;P 500 to narrow in 2025.
However, uncertainties remain. A U.S. court ruling declared President Donald Trump's recent tariffs illegal, though the decision was promptly appealed. Analysts warn that renewed tariffs, particularly on chips and pharmaceuticals, could threaten the sustainability of recent market gains.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">"Tech analyst expects Palantir stock to rise above $400 as AI revolution kicks into gear"</a>, by Adam Eckert, reports that Wedbush analyst Dan Ives predicts Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) will surpass $400 per share and reach a $1 trillion market cap within a few years, citing its leadership in AI and calling it the "Messi of AI."
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">"Nvidia stock has ‘significant upside' as AI ‘godfather' Jensen Huang delivers another ‘robust quarter'"</a>, by Chris Katje, reports that Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares rose after the company beat Q1 estimates and analysts projected a market cap of up to $5 trillion, citing surging demand for its Blackwell AI chips and growth in AI infrastructure despite China export restrictions.
<a href="https://www.benzinga.com/news/earnings/25/05/45682895/ulta-beauty-stock-climbs-after-better-than-expected-q1-report-raised-fiscal-2025-outlook">"Ulta Beauty stock climbs after better-than-expected Q1 report, raised fiscal 2025 outlook"</a>, by Erica Kollmann, reports that Ulta Beauty Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) shares surged over 11% after the company exceeded Q1 earnings and revenue expectations, posting $6.70 EPS and $2.85 billion in sales, and raised its fiscal 2025 guidance amid strong demand for skincare and fragrance products.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/news/earnings/25/05/45683235/uipath-stock-surges-on-q1-earnings-beat-raised-guidance-this-was-a-milestone-quarter">UiPath Stock Surges On Q1 Earnings Beat, Raised Guidance: ‘This Was A Milestone Quarter'</a>
<a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record">Uranium Stocks Hit 17-Year Highs As May's Rally Marks Best Month On Record</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45648350/why-is-gsk-partner-spero-therapeutics-stock-skyrocketing-on-wednesday">Why Is GSK Partner Spero Therapeutics Stock Skyrocketing On Wednesday?</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">"Marvell Technology stock slips after Q1 results: Details"</a>, by Erica Kollmann, reports that Marvell Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) shares fell over 3% after the company posted Q1 adjusted earnings of 62 cents per share on $1.9 billion in revenue—both slightly above analyst estimates—but investors showed muted enthusiasm despite strong AI-driven data center demand and a raised Q2 revenue forecast of $2 billion.
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45692578/regeneron-sanofi-stock-falls-after-uneven-smokers-lung-drug-data">"Regeneron, Sanofi stock falls after uneven smoker's lung drug data"</a>, by Vandana Singh, reports that Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) and Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) shares declined after their experimental COPD drug, itepekimab, showed a 27% reduction in exacerbations in one Phase 3 trial but failed to meet the primary endpoint in a second trial, raising concerns about its efficacy.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45645056/gold-etf-bleeds-money-at-fastest-pace-in-3-years-is-the-safe-haven-trade-over">"Gold ETF bleeds money at fastest pace in 3 years — is the safe-haven trade over?"</a>, by Piero Cingari, reports that the SPDR Gold Shares ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) experienced $2.1 billion in outflows in May — its worst since July 2022 — as easing U.S.-China tensions and a surging S&amp;P 500 shifted investor appetite toward riskier assets, though Goldman Sachs still forecasts gold reaching $3,700 per ounce by year-end, driven by central bank demand and long-term macro risks.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/stock-split/25/05/45679654/mullen-automotive-stock-is-tumbling-thursday-whats-driving-the-action">Mullen Automotive Stock Is Tumbling Thursday: What's Driving The Action?</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45655674/rocket-pharmas-gene-therapy-future-clouded-by-regulatory-uncertainty">Rocket Pharma's Gene Therapy Future Clouded By Regulatory Uncertainty</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45624650/why-is-neuropace-stock-falling-after-epilepsy-treatment-study-data">Why Is NeuroPace Stock Falling After Epilepsy Treatment Study Data?</a>
Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

Benzinga Bulls And Bears: Nvidia, Palantir, Marvell Technology — And Markets Rallied In May

In the latest quarter, 21 analysts provided ratings for Regeneron Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>), showcasing a mix of bullish and bearish perspectives.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">7</td>
<td align="right">9</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Regeneron Pharmaceuticals, revealing an average target of $808.67, a high estimate of $1081.00, and a low estimate of $547.00. A 9.11% drop is evident in the current average compared to the previous average price target of $889.75. 
<img src="https://www.benzinga.com/files/images/story/2025/1748635298_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The standing of Regeneron Pharmaceuticals among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Mohit Bansal</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$580.00</td>
<td>$700.00</td>
</tr>
<tr>
<td>Brian Abrahams</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$943.00</td>
<td>$943.00</td>
</tr>
<tr>
<td>Geoff Meacham</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$700.00</td>
<td>$600.00</td>
</tr>
<tr>
<td>Yatin Suneja</td>
<td>Guggenheim</td>
<td>Lowers</td>
<td>Buy</td>
<td>$810.00</td>
<td>$940.00</td>
</tr>
<tr>
<td>Srikripa Devarakonda</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$940.00</td>
<td>$975.00</td>
</tr>
<tr>
<td>Salveen Richter</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$804.00</td>
<td>$917.00</td>
</tr>
<tr>
<td>Brian Abrahams</td>
<td>RBC Capital</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$943.00</td>
<td>$1051.00</td>
</tr>
<tr>
<td>Mohit Bansal</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$700.00</td>
<td>$750.00</td>
</tr>
<tr>
<td>Evan David Seigerman</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$800.00</td>
<td>$865.00</td>
</tr>
<tr>
<td>Trung Huynh</td>
<td>UBS</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$633.00</td>
<td>$768.00</td>
</tr>
<tr>
<td>Brian Skorney</td>
<td>Baird</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$587.00</td>
<td>$652.00</td>
</tr>
<tr>
<td>Hartaj Singh</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$900.00</td>
<td>$925.00</td>
</tr>
<tr>
<td>Brian Skorney</td>
<td>Baird</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$652.00</td>
<td>$759.00</td>
</tr>
<tr>
<td>Srikripa Devarakonda</td>
<td>Truist Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$975.00</td>
<td>$1004.00</td>
</tr>
<tr>
<td>John Newman</td>
<td>Canaccord Genuity</td>
<td>Lowers</td>
<td>Buy</td>
<td>$850.00</td>
<td>$1152.00</td>
</tr>
<tr>
<td>Carter Gould</td>
<td>Cantor Fitzgerald</td>
<td>Announces</td>
<td>Overweight</td>
<td>$695.00</td>
<td>-</td>
</tr>
<tr>
<td>Tim Anderson</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Underperform</td>
<td>$547.00</td>
<td>$575.00</td>
</tr>
<tr>
<td>Salveen Richter</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$917.00</td>
<td>$1019.00</td>
</tr>
<tr>
<td>Matthew Harrison</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$1081.00</td>
<td>$1150.00</td>
</tr>
<tr>
<td>Hartaj Singh</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$925.00</td>
<td>$950.00</td>
</tr>
<tr>
<td>Chris Schott</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$1000.00</td>
<td>$1100.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Regeneron Pharmaceuticals. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Regeneron Pharmaceuticals compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Regeneron Pharmaceuticals's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Regeneron Pharmaceuticals's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/REGN/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Regeneron Pharmaceuticals analyst ratings.</a>
<h2>About Regeneron Pharmaceuticals</h2>
Regeneron Pharmaceuticals discovers, develops, and commercializes products that fight eye disease, cardiovascular disease, cancer, and inflammation. The company has several marketed products, including low-dose Eylea and Eylea HD, approved for wet age-related macular degeneration and other eye diseases; Dupixent in immunology; Praluent for LDL cholesterol lowering; Libtayo in oncology; and Kevzara in rheumatoid arthritis. Regeneron is also developing monoclonal and bispecific antibodies with Sanofi, other collaborators, and independently, and has earlier-stage partnerships that bring new technology to the pipeline, including RNAi (Alnylam) and Crispr-based gene editing (Intellia).
<h3>Regeneron Pharmaceuticals: Delving into Financials</h3>
Market Capitalization: Positioned above industry average, the company's market capitalization underscores its superiority in size, indicative of a strong market presence.
Decline in Revenue: Over the 3M period, Regeneron Pharmaceuticals faced challenges, resulting in a decline of approximately -3.7% in revenue growth as of 31 March, 2025. This signifies a reduction in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Health Care sector.
Net Margin: Regeneron Pharmaceuticals's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 26.7%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Regeneron Pharmaceuticals's ROE excels beyond industry benchmarks, reaching 2.75%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Regeneron Pharmaceuticals's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.15%, the company showcases efficient use of assets and strong financial health.
Debt Management: Regeneron Pharmaceuticals's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.09.
<h2>The Significance of Analyst Ratings Explained</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Forecasting The Future: 21 Analyst Projections For Regeneron Pharmaceuticals

Wells Fargo analyst Mohit Bansal downgrades Regeneron Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) from Overweight to Equal-Weight and lowers the price target from $700 to $580.

News

Downgrades

Price Target

Wells Fargo Downgrades Regeneron Pharmaceuticals to Equal-Weight, Lowers Price Target to $580

Financial giants have made a conspicuous bearish move on Regeneron Pharmaceuticals. Our analysis of options history for Regeneron Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) revealed 43 unusual trades.
Delving into the details, we found 16% of traders were bullish, while 53% showed bearish tendencies. Out of all the trades we spotted, 18 were puts, with a value of $1,266,325, and 25 were calls, valued at $1,321,692.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $300.0 to $600.0 for Regeneron Pharmaceuticals over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Regeneron Pharmaceuticals stands at 154.61, with a total volume reaching 1,184.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Regeneron Pharmaceuticals, situated within the strike price corridor from $300.0 to $600.0, throughout the last 30 days.
<h3>Regeneron Pharmaceuticals Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748621626_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>REGN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$43.9</td>
<td>$41.6</td>
<td>$43.9</td>
<td>$540.00</td>
<td>$237.0K</td>
<td align="right">133</td>
<td align="right">58</td>
</tr>
<tr>
<td>REGN</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/06/25</td>
<td>$83.9</td>
<td>$80.0</td>
<td>$80.0</td>
<td>$575.00</td>
<td>$192.0K</td>
<td align="right">46</td>
<td align="right">30</td>
</tr>
<tr>
<td>REGN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$43.8</td>
<td>$41.7</td>
<td>$43.8</td>
<td>$540.00</td>
<td>$170.8K</td>
<td align="right">133</td>
<td align="right">104</td>
</tr>
<tr>
<td>REGN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/18/26</td>
<td>$268.3</td>
<td>$229.4</td>
<td>$249.8</td>
<td>$300.00</td>
<td>$124.9K</td>
<td align="right">2</td>
<td align="right">5</td>
</tr>
<tr>
<td>REGN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$33.8</td>
<td>$30.4</td>
<td>$31.5</td>
<td>$500.00</td>
<td>$110.2K</td>
<td align="right">0</td>
<td align="right">47</td>
</tr>
</tbody>
</table>

<h3>About Regeneron Pharmaceuticals</h3>
Regeneron Pharmaceuticals discovers, develops, and commercializes products that fight eye disease, cardiovascular disease, cancer, and inflammation. The company has several marketed products, including low-dose Eylea and Eylea HD, approved for wet age-related macular degeneration and other eye diseases; Dupixent in immunology; Praluent for LDL cholesterol lowering; Libtayo in oncology; and Kevzara in rheumatoid arthritis. Regeneron is also developing monoclonal and bispecific antibodies with Sanofi, other collaborators, and independently, and has earlier-stage partnerships that bring new technology to the pipeline, including RNAi (Alnylam) and Crispr-based gene editing (Intellia).
In light of the recent options history for Regeneron Pharmaceuticals, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Present Market Standing of Regeneron Pharmaceuticals</h3>
<ul>
<li>With a trading volume of 3,313,559, the price of REGN is down by -18.78%, reaching $491.69.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 62 days from now.</li>
</ul>
<h3>What The Experts Say On Regeneron Pharmaceuticals</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $817.67.
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&#x2A; Reflecting concerns, an analyst from RBC Capital lowers its rating to Outperform with a new price target of $943. 
&#x2A; An analyst from Guggenheim has decided to maintain their Buy rating on Regeneron Pharmaceuticals, which currently sits at a price target of $810. 
&#x2A; In a positive move, an analyst from Citigroup has upgraded their rating to Buy and adjusted the price target to $700. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Regeneron Pharmaceuticals with <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> for real-time alerts.

Options

Regeneron Pharmaceuticals Unusual Options Activity For May 30

Regeneron Pharmaceuticals's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NYSE">REGN</a>) short percent of float has fallen 3.19% since its last report. The company recently reported that it has 2.80 million shares sold short, which is 2.73% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.85 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Regeneron Pharmaceuticals Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748617226_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Regeneron Pharmaceuticals has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Regeneron Pharmaceuticals's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Regeneron Pharmaceuticals's peer group average for short interest as a percentage of float is 6.89%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into Regeneron Pharmaceuticals's Recent Short Interest

U.S. stock futures were lower this morning, with the Dow futures falling around 0.1% on Friday.
Shares of Elastic N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESTC#NYSE">ESTC</a>) fell sharply in today's pre-market trading after the company reported <a href="https://www.benzinga.com/quote/ESTC/earnings">fourth-quarter results.</a>
Elastic posted adjusted earnings of 47 cents per share, beating market estimates of 37 cents per share. The company's sales came in at $388.43 million versus expectations of $380.36 million.
Elastic said it sees first-quarter adjusted EPS of 41 to 43 cents on sales of $396.00 million to $398.00 million.
Elastic shares dipped 9.7% to $83.23 in the pre-market trading session.
Here are some other stocks moving lower in pre-market trading.
<ul class="wp-block-list">
<li>The Gap, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) dipped 13.7% to $24.10 in pre-market trading after the company reported first-quarter financial results and warned tariffs could result in a gross estimated incremental cost of approximately $250 million to $300 million.</li>
<li>The Cooper Companies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COO#NASDAQ">COO</a>) declined 10% to $72.00 in pre-market trading following second-quarter results.</li>
<li>Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) shares fell 8.8% to $552.00 in pre-market trading after the company and Sanofi said the AERIFY-1 study met its primary endpoint but the AERIFY-2 study did not.</li>
<li>Newsmax, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NMAX#NYSE">NMAX</a>) fell 8.2% to $20.49 in pre-market trading. Newsmax filed for resale of up to 121 million shares of Class B common stock by selling stockholder.</li>
<li>IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) declined 7.4% to $40.01 in pre-market trading.</li>
<li>American Eagle Outfitters, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) fell 7.2% to $10.38 in pre-market trading after the company reported worse-than-expected first-quarter financial results.</li>
<li>Venu Holding Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VENU#NASDAQ">VENU</a>) dipped 6.1% to $12.10 in pre-market trading after gaining 8% on Thursday. Venu Holding recently announced it will join the Russell 3000 Index.</li>
<li>NetApp, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) dipped 5.2% to $94.00 in pre-market trading after the company issued soft first-quarter guidance.</li>
</ul>
Now Read This: 
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<li><a href="https://www.benzinga.com/news/25/05/45691209/top-3-materials-stocks-that-could-blast-off-this-month-2">Top 3 Materials Stocks That Could Blast Off This Month</a> </li>
</ul>
Photo via Shutterstock

Pre-Market Outlook

Movers

ESTC

IONQ

NMAX

NTAP

VENU

Elastic, Gap, Regeneron Pharmaceuticals And Other Big Stocks Moving Lower In Friday's Pre-Market Session

Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) and Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) on Friday announced results from two Phase 3 trials of itepekimab in <a href="https://www.benzinga.com/general/health-care">chronic obstructive pulmonary disease (COPD) patients</a>.
Phase 3 AERIFY-1 trial evaluating itepekimab in adults who were former smokers with inadequately controlled COPD met the primary endpoint of significantly reducing moderate or severe acute exacerbations by 27% compared to placebo at week 52, <a href="https://www.benzinga.com/pressreleases/25/05/g45687030/itepekimab-met-primary-endpoint-in-one-of-two-chronic-obstructive-pulmonary-disease-copd-phase-3-t">a clinically meaningful benefit</a>.
A second Phase 3 trial, AERIFY-2, did not meet the same primary endpoint. Despite showing some benefit earlier in the trial (at week 24), itepekimab did not achieve a statistically significant reduction in moderate or severe exacerbations at week 52 in the second trial.
Also Read: <a href="https://www.benzinga.com/general/biotech/25/03/44121869/gsks-once-daily-inhalers-for-smokers-lung-has-potential-benefits-independent-organization-report" target="_blank" rel="noreferrer noopener">GSK&#8217;s Once-Daily Inhalers For Smoker&#8217;s Lung Has Potential Benefits: Independent Organization Report</a>
In the trials, patients were randomized to receive itepekimab every two weeks (AERIFY-1: n=375; AERIFY-2: n=326), every four weeks (AERIFY-1: n=377; AERIFY-2: n=303), or placebo (AERIFY-1: n=375; AERIFY-2: n=324), which was added to inhaled triple or double standard-of-care therapy.
The primary endpoint for AERIFY-1 and AERIFY-2 was the reduction in the annualized rate of acute moderate or severe COPD exacerbations with itepekimab treatment.
The total number of exacerbations was lower than prospectively anticipated, decreasing the power of both trials. Enrollment largely occurred during the global COVID-19 pandemic, which could have contributed to the lower overall exacerbation rates.
The safety profile of itepekimab was consistent across dosing regimens, and adverse events (AEs) were generally comparable between treatment and placebo groups.
Regeneron and Sanofi will review the data and discuss it with regulatory authorities to evaluate the next steps.
Itepekimab is also being evaluated in other respiratory conditions, including chronic rhinosinusitis without nasal polyps, chronic rhinosinusitis with nasal polyps, and non-cystic fibrosis bronchiectasis.
In November 2024, Regeneron and Sanofi&#8217;s Dupixent gained FDA approval for COPD, marking its sixth U.S. indication since its first use for atopic dermatitis&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/24/11/41945225/regeneron-sanofis-dupixent-approval-signals-major-treatment-breakthrough-for-smokers-lung-disease" rel="noreferrer noopener">seven years ago</a>.
This expansion positions Dupixent as the first targeted therapy for COPD, a significant leap in treating this progressive lung condition that impedes breathing due to obstructed airflow.
Last Thursday, the U.S. Food and Drug Administration (FDA) approved GSK Plc&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) Nucala (mepolizumab) as an add-on maintenance treatment for adult patients with inadequately controlled COPD and <a href="https://www.gsk.com/en-gb/media/press-releases/nucala-mepolizumab-approved-by-us-fda/">an</a> eosinophilic phenotype.
Last June, the FDA approved&nbsp;Verona Pharma plc's&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNA#NASDAQ">VRNA</a>) Ohtuvayre (ensifentrine) for the maintenance treatment of chronic obstructive pulmonary disease (COPD)&nbsp;<a target="_blank" href="https://www.benzinga.com/general/biotech/24/06/39526177/first-inhaled-copd-therapy-in-over-2-decades-fda-approves-verona-pharmas-first-commercial-product" rel="noreferrer noopener">in adult patients</a>.
Ohtuvayre is the first inhaled product with a novel mechanism of action available for the maintenance treatment of COPD in more than 20 years.
In May, Sanofi announced it will invest at least $20 billion in the U.S. <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">through 2030</a>. Research and development, plus U.S. manufacturing, will receive the <a href="https://www.benzinga.com/25/05/45419235/sanofi-joins-other-big-pharma-to-navigate-potential-tariff-impact-with-at-least-20-billion-in-investments-through-2030" target="_blank" rel="noreferrer noopener">bulk of the spending</a>.
The company also expects higher job creation within the communities where Sanofi and its partners are located, which will help&nbsp;enhance the U.S. supply chain.
Earlier in May, Regeneron secured the winning bid in the bankruptcy auction for key assets of&nbsp;23andMe Holding Co.&nbsp;in a&nbsp;$256 million deal&nbsp;to boost its genetics-based <a target="_blank" href="https://www.benzinga.com/general/biotech/25/05/45504107/genetic-data-from-23andme-ends-up-with-this-company-in-256-million-deal" rel="noreferrer noopener">drug discovery efforts</a>.
Price Action: REGN stock is down 9.98% at $545, and SNY stock is down 4.57% at $49.96 during the premarket session at last check Friday.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45487788/trumps-drug-price-order-hits-pbms-hardest-cvs-cigna-unh-in-focus-as-experts-highlight-racket-and-pricing-distortion">Trump&#8217;s Drug Price Order Hits PBMs Hardest: CVS, Cigna, UNH In Focus As Experts Highlight &#8216;Racket,&#8217; Pricing Distortion</a></li>
</ul>
Photo by Marianne Campolongo via Shutterstock

Biotech

Large Cap

General

VRNA

Regeneron, Sanofi Stock Falls After Uneven Smoker's Lung Drug Data

Shares of UiPath Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>) rose sharply in today's pre-market trading after the company reported better-than-expected first-quarter financial results and <a href="https://www.benzinga.com/news/earnings/25/05/45683235/uipath-stock-surges-on-q1-earnings-beat-raised-guidance-this-was-a-milestone-quarter">raised its FY26 guidance</a>.
UiPath reported quarterly earnings of 11 cents per share which beat the analyst consensus estimate of 10 cents per share. The company reported quarterly sales of $356.62 million which beat the analyst consensus estimate of $332.87 million.
UiPath shares jumped 13.2% to $14.65 in the pre-market trading session.
Here are some other stocks moving in pre-market trading.
<h3 class="wp-block-heading">Gainers</h3>
<ul class="wp-block-list">
<li>Bolt Projects Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BSLK#NASDAQ">BSLK</a>) rose 93.4% to $3.50 in pre-market trading after dipping 20% on Thursday.</li>
<li>Nuburu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BURU#NASDAQ">BURU</a>) surged 73.9% to $0.3513 in pre-market trading after jumping 34% on Thursday.</li>
<li>BioLineRx Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLRX#NASDAQ">BLRX</a>) jumped 64.7% to $6.39 in pre-market trading after the company said updated results from the pilot phase of its CheMo4METPANC Phase 2 combination trial in pancreatic cancer indicated four of eleven patients remained progression free after more than one year.</li>
<li>ECD Automotive Design, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ECDA#NASDAQ">ECDA</a>) shares jumped 54.4% to $0.4089 in pre-market trading.</li>
<li>Red Robin Gourmet Burgers, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RRGB#NASDAQ">RRGB</a>) surged 29.4% to $4.05 in pre-market trading after the company reported better-than-expected first-quarter financial results.</li>
<li>Tian Ruixiang Holdings Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TIRX#NASDAQ">TIRX</a>) climbed 28.1% to $2.37 in pre-market trading after the company announced plans to acquire Ucare Inc. in a $150 million all-stock deal.</li>
<li>Basel Medical Group Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMGL#NASDAQ">BMGL</a>) gained 17.3% to $1.22 in pre-market trading.</li>
<li>SharpLink Gaming, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBET#NASDAQ">SBET</a>) rose 16.7% to $92.45 in pre-market trading after jumping 172% on Thursday.</li>
<li>Euroholdings Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EHLD#NASDAQ">EHLD</a>) gained 11.9% to $6.85 in pre-market trading.</li>
</ul>
<h3 class="wp-block-heading">Losers</h3>
<ul class="wp-block-list">
<li>Shineco, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SISI#NASDAQ">SISI</a>) shares fell 49.9% to $0.3511 in pre-market trading after dipping 5% on Thursday.</li>
<li>CollPlant Biotechnologies Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLGN#NASDAQ">CLGN</a>) fell 21.8% to $3.55 in pre-market trading. CollPlant Biotechnologies announced a $3.6 million registered direct offering priced at-the-market under Nasdaq rules.</li>
<li>Medicus Pharma Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDCX#NASDAQ">MDCX</a>) fell 21.6% to $2.85 in pre-market trading after dipping 12% on Thursday.</li>
<li>CERo Therapeutics Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CERO#NASDAQ">CERO</a>) shares dipped 18.6% to $0.42 in pre-market trading after gaining 7% on Thursday.</li>
<li>Zeo Energy Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZEO#NASDAQ">ZEO</a>) shares tumbled 18.1% to $2.81 in pre-market trading after the company announced it received a Nasdaq late filing notice.</li>
<li>Entero Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTO#NASDAQ">ENTO</a>) declined 16% to $0.3461 in pre-market trading after gaining 5% on Thursday.</li>
<li>The Gap, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) dipped 13.7% to $24.10 in pre-market trading after the company reported first-quarter financial results and warned tariffs could result in a gross estimated incremental cost of approximately $250 million to $300 million.</li>
<li>Elastic N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESTC#NYSE">ESTC</a>) fell 9.7% to $83.23 in today's pre-market trading after the company reported fourth-quarter results.</li>
<li>Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) shares fell 8.8% to $552.00 in pre-market trading after the company and Sanofi said the AERIFY-1 study met its primary endpoint but the AERIFY-2 study didd not.</li>
<li>Newsmax, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NMAX#NYSE">NMAX</a>) fell 8.2% to $20.49 in pre-market trading. Newsmax filed for resale of up to 121 million shares of Class B common stock by selling stockholder.</li>
</ul>
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</ul>
Photo via Shutterstock

BLRX

BMGL

BSLK

BURU

CERO

CLGN

ECDA

EHLD

ENTO

MDCX

RRGB

SBET

SISI

TIRX

Why UiPath Shares Are Trading Higher By Over 13%; Here Are 20 Stocks Moving Premarket

REGN: -13% &#x7C; <a href="https://www.benzinga.com//node/45690708">Regeneron shares are trading lower after the company and Sanofi said the AERIFY-1 study met its primary endpoint but the AERIFY-2 study did not.</a>
&nbsp;
GAP: -18% &#x7C; <a href="https://www.benzinga.com//node/45690678">Gap shares are trading lower after the company reported Q1 financial results and warned tariffs could result in a gross estimated incremental cost of approximately $250 million to $300 million.</a>
&nbsp;
BLRX: 157% &#x7C; <a href="https://www.benzinga.com//node/45690769">BioLineRx shares are trading higher after the company said updated results from the pilot phase of its CheMo4METPANC Phase 2 combination trial in pancreatic cancer indicated four of eleven patients remained progression free after more than one year.</a>

Market-Moving News for May 30th

WIIM

Regeneron shares are trading lower after the company and Sanofi said the AERIFY-1 study met its primary endpoint but the AERIFY-2 study didd not.

<ul>
<li>AERIFY-1 study met its primary endpoint of a statistically significant reduction in moderate or severe exacerbations in former smokers regardless of eosinophilic phenotype and provided a clinically meaningful benefit</li>
<li>AERIFY-2 study, a second Phase 3 study, did not meet the primary endpoint despite a benefit seen earlier in the study</li>
<li>Itepekimab was generally well tolerated in both AERIFY-1 and AERIFY-2</li>
<li>Sanofi and Regeneron are assessing the data and will discuss with regulatory authorities to evaluate next steps</li>
</ul>

Sanofi And Regeneron To Consult Regulators After Mixed Phase 3 COPD Results For Itepekimab, As AERIFY-1 Meets Primary Endpoint And AERIFY-2 Falls Short

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TEM</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$55.00</td>
<td>$71.1K</td>
<td>2.1K</td>
<td>1.3K</td>
</tr>
<tr>
<td>MRNA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$25.00</td>
<td>$68.0K</td>
<td>2.2K</td>
<td>1.0K</td>
</tr>
<tr>
<td>GILD</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/06/25</td>
<td>$100.00</td>
<td>$44.0K</td>
<td>1.1K</td>
<td>960</td>
</tr>
<tr>
<td>REGN</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/18/25</td>
<td>$630.00</td>
<td>$119.6K</td>
<td>6</td>
<td>705</td>
</tr>
<tr>
<td>VEEV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$210.00</td>
<td>$65.7K</td>
<td>534</td>
<td>589</td>
</tr>
<tr>
<td>NVS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$115.00</td>
<td>$28.0K</td>
<td>1.8K</td>
<td>379</td>
</tr>
<tr>
<td>MDT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$80.00</td>
<td>$42.5K</td>
<td>883</td>
<td>372</td>
</tr>
<tr>
<td>AMGN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$295.00</td>
<td>$40.2K</td>
<td>985</td>
<td>344</td>
</tr>
<tr>
<td>ABBV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$195.00</td>
<td>$25.8K</td>
<td>5.0K</td>
<td>319</td>
</tr>
<tr>
<td>COR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$280.00</td>
<td>$36.4K</td>
<td>762</td>
<td>200</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TEM (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>), we notice a put option sweep that happens to be bearish, expiring in 51 day(s) on July 18, 2025. This event was a transfer of 89 contract(s) at a $55.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $71.1K, with a price of $799.0 per contract. There were 2196 open contracts at this strike prior to today, and today 1320 contract(s) were bought and sold. 
• For MRNA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>), we notice a put option sweep that happens to be bearish, expiring in 9 day(s) on June 6, 2025. This event was a transfer of 1000 contract(s) at a $25.00 strike. This particular put needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $68.0K, with a price of $68.0 per contract. There were 2289 open contracts at this strike prior to today, and today 1083 contract(s) were bought and sold. 
• For GILD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), we notice a put option trade that happens to be bearish, expiring in 9 day(s) on June 6, 2025. This event was a transfer of 958 contract(s) at a $100.00 strike. The total cost received by the writing party (or parties) was $44.0K, with a price of $46.0 per contract. There were 1139 open contracts at this strike prior to today, and today 960 contract(s) were bought and sold. 
• Regarding REGN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>), we observe a call option trade with neutral sentiment. It expires in 51 day(s) on July 18, 2025. Parties traded 46 contract(s) at a $630.00 strike. The total cost received by the writing party (or parties) was $119.6K, with a price of $2600.0 per contract. There were 6 open contracts at this strike prior to today, and today 705 contract(s) were bought and sold. 
• Regarding VEEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VEEV#NYSE">VEEV</a>), we observe a put option sweep with bearish sentiment. It expires in 23 day(s) on June 20, 2025. Parties traded 212 contract(s) at a $210.00 strike. This particular put needed to be split into 45 different trades to become filled. The total cost received by the writing party (or parties) was $65.7K, with a price of $310.0 per contract. There were 534 open contracts at this strike prior to today, and today 589 contract(s) were bought and sold. 
• For NVS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), we notice a call option sweep that happens to be bullish, expiring in 23 day(s) on June 20, 2025. This event was a transfer of 224 contract(s) at a $115.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $28.0K, with a price of $125.0 per contract. There were 1879 open contracts at this strike prior to today, and today 379 contract(s) were bought and sold. 
• For MDT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MDT#NYSE">MDT</a>), we notice a call option trade that happens to be bearish, expiring in 79 day(s) on August 15, 2025. This event was a transfer of 100 contract(s) at a $80.00 strike. The total cost received by the writing party (or parties) was $42.5K, with a price of $425.0 per contract. There were 883 open contracts at this strike prior to today, and today 372 contract(s) were bought and sold. 
• Regarding AMGN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>), we observe a call option trade with bullish sentiment. It expires in 23 day(s) on June 20, 2025. Parties traded 134 contract(s) at a $295.00 strike. The total cost received by the writing party (or parties) was $40.2K, with a price of $300.0 per contract. There were 985 open contracts at this strike prior to today, and today 344 contract(s) were bought and sold. 
• For ABBV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>), we notice a call option trade that happens to be bullish, expiring in 23 day(s) on June 20, 2025. This event was a transfer of 137 contract(s) at a $195.00 strike. The total cost received by the writing party (or parties) was $25.8K, with a price of $189.0 per contract. There were 5038 open contracts at this strike prior to today, and today 319 contract(s) were bought and sold. 
• Regarding COR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COR#NYSE">COR</a>), we observe a put option sweep with neutral sentiment. It expires in 23 day(s) on June 20, 2025. Parties traded 135 contract(s) at a $280.00 strike. This particular put needed to be split into 27 different trades to become filled. The total cost received by the writing party (or parties) was $36.4K, with a price of $270.0 per contract. There were 762 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

GILD

MRNA

VEEV

10 Health Care Stocks Whale Activity In Today's Session

New technology has potential to accelerate timelines for therapeutic research and drug development
Telesis Bio Inc. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TBIO#OTC">TBIO</a>), a leading provider of DNA and mRNA synthesis solutions to accelerate therapeutic discovery with fast and flexible on-site automated foundries, today announced a new license agreement with Regeneron Pharmaceuticals, Inc. to deploy Telesis Bio's revolutionary Gibson SOLA&#x2122; platform at its R&amp;D core facilities. This will help Regeneron adopt automated, high-throughput, on-demand gene synthesis in their own labs.
Using Gibson SOLA at scale is intended to contribute to an agile and efficient approach to biologics discovery. The Gibson SOLA platform has been shown to enable fully-enzymatic, overnight, on-site synthesis of extremely high-fidelity DNA and mRNA, reducing design-to-build timelines from weeks to hours. This empowers researchers to iterate faster, maintain tighter IP control, and streamline complex workflows that were previously reliant on external service providers.

TBIO

Telesis Bio Announces License Agreement With Regeneron Pharma To Deploy Telesis Bio's Revolutionary Gibson SOLA Platform At R&D Core Facilities

RBC Capital analyst Brian Abrahams reiterates Regeneron Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) with a Outperform and maintains $943 price target.

Reiteration

RBC Capital Reiterates Outperform on Regeneron Pharmaceuticals, Maintains $943 Price Target

Regeneron Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) has outperformed the market over the past 15 years by 10.66% on an annualized basis producing an average annual return of 22.46%. Currently, Regeneron Pharmaceuticals has a market capitalization of $64.44 billion. 
Buying $100 In REGN: If an investor had bought $100 of REGN stock 15 years ago, it would be worth $2,139.25 today based on a price of $596.85 for REGN at the time of writing.
<h3>Regeneron Pharmaceuticals's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747950317_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Regeneron Pharmaceuticals Stock In The Last 15 Years

Regeneron Pharmaceuticals Reveals Initial Results From Two Cohorts Of The Phase 1b LINKER-MM2 Trial Evaluating Linvoseltamab In Combination With Two Different Proteasome Inhibitors – Carfilzomib Or Bortezomib – In Patients With Relapsed/Refractory Multiple Myeloma

Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) announced Monday that it has secured the winning bid in the bankruptcy auction for key assets of 23andMe Holding Co. in a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/g45489983/regeneron-enters-into-asset-purchase-agreement-to-acquire-23andme-for-256-million-plans-to-maintai" rel="noreferrer noopener">$256 million deal</a> to boost its genetics-based drug discovery efforts.
The acquisition includes 23andMe&#8217;s Personal Genome Service, Total Health, Research Services divisions, its Biobank, and associated infrastructure. Regeneron plans to keep consumer services running without disruption and expects the transaction to close in the third quarter of 2025.
Regeneron pledged to uphold 23andMe&#8217;s privacy policies to address concerns over data use and comply with all applicable regulations. A court-appointed Customer Privacy Ombudsman will review the intended data use and oversee privacy safeguards throughout the process.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/44479516" rel="noreferrer noopener">23andMe&#8217;s Bankruptcy Sparks Privacy Concerns Over Genetic Database Of 15 Million Customers</a>
George D. Yancopoulos, Regeneron&#8217;s co-founder and chief scientific officer, emphasized the company&#8217;s long-term commitment to leveraging DNA in drug development.
He noted that Regeneron has already partnered globally to match de-identified genetic information from nearly three million participants with electronic health records, accelerating breakthroughs in treatments for cancer, infectious diseases, and immune disorders.
Aris Baras, head of the Regeneron Genetics Center, reaffirmed the company&#8217;s focus on ethical data use and scientific advancement. He said the acquisition supports Regeneron&#8217;s vision of utilizing large-scale genomic research to improve human health.
Following completion, 23andMe will become a wholly owned subsidiary of Regeneron. The transaction does not include the company&#8217;s Lemonaid Health division.
Regeneron held Cash and marketable securities of <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/g45061738/regeneron-reports-first-quarter-2025-financial-and-operating-results" rel="noreferrer noopener">$17.625 billion</a> as of March 31, 2025.
Price Action: REGN shares traded lower by 0.66% to $590.40 at the last check Monday.
Photo by Michael Vi via Shutterstock

ARKG

IDNA

ILMN

Genetic Data From 23andMe Ends Up With This Company In $256 Million Deal

Regeneron Enters Asset Purchase Agreement To Acquire substantially All Assets Of 23andMe For $256M; Transaction Expected To Close In Q3

On May 12, President Donald Trump followed through on a campaign promise by signing an Executive Order (EO) mandating that pharmaceutical companies lower their prescription drug prices in the US to those seen abroad.
At a media event, Trump told reporters he was aiming for price cuts of between 59% and 90% and gave drug companies 30 days to play ball.
Wall Street digested the news, and while major biopharma stocks saw share prices drop the day the EO was announced, most industry stocks rebounded.&nbsp;
Here are three pharma stocks that won&#8217;t just rebound, but are poised to soar because of Trump&#8217;s executive order.
<h1 class="wp-block-heading">Team Trump on Solid Ground?</h1>
Nobody&#8217;s denying that US drug prices are out of whack. A 2024 RAND Corporation study concluded US drug prices were approximately three times higher than those in 33 other developed countries.
Presidents have full power to order such a price cut from a private industry, at least in part.
&#8220;That&#8217;s especially the case in sectors like healthcare where government programs like Medicare are massive buyers,&#8221; said Lou Carter, founder and CEO at the Best Practice Institute in Palm Beach Gardens, Fla. &#8220;Policy isn&#8217;t just about law—it&#8217;s about leverage. This EO uses the weight of public programs to force pricing accountability, and that&#8217;s smart business when you&#8217;re managing taxpayer funds.&#8221;
Congress and the courts can try to stop the EO in its tracks, but success on that front is unlikely.&nbsp;
&#8220;Politically, it&#8217;s tough to argue against lower drug prices,&#8221; Carter said. &#8220;Even if pharma lobbies hard, most lawmakers know it&#8217;s political suicide to oppose something that helps seniors afford insulin. If this goes to court, it&#8217;ll hinge on procedural questions—not on whether the move is popular or right.&#8221;
<h1 class="wp-block-heading">Bigger Drug Makers are Hardest Hit</h1>
Given the size and scope of the EO, it&#8217;s no surprise that the more substantial drug companies may find themselves in financial trouble.&nbsp;
&#8220;Large-cap biotech and specialty pharma companies with heavy Medicare exposure like Amgen (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>) or Regeneron (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) could be hit hardest,&#8221; said Dr. Will Soliman, Founder and CEO of the New York City-based Accreditation Council for Medical Affairs. &#8220;They rely on high-margin (Medicare) Part B drugs.&#8221;
Vertical-oriented drug makers could also feel the heat from the EO.&nbsp;
&#8220;Specialized oncology manufacturers like Bristol Myers Squibb (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) have greater exposure than diversified pharmaceutical companies with broader portfolio ranges,&#8221; said Seann Malloy, founder and managing partner of Malloy Law Offices in Bethesda, Md. &#8220;Small to mid-cap biotechnology companies with early commercial products often fall outside immediate impact zones due to limited Medicare utilization and existing price protection provisions. &#8220;
&#8220;The executive order&#8217;s key element mandates that Medicare&#8217;s prescription drug payments align with the lowest prices in other developed countries, essentially using international reference pricing,&#8221; Malloy said. &#8220;While some demonstration projects will start within 30 days, full implementation across all provisions will take longer, likely 6-12 months, due to necessary regulatory development. &#8220;
Timing could play a big role in determining how much of an impact the EO will have on biotech drug stocks, if any.
Initially, the order focuses on physician-administered drugs under Medicare Part B but may later include retail prescriptions under Part D. &#8220;This staged implementation means the immediate and long-term market effects will differ, a point often missed by investors,&#8221; Malloy noted. &#8220;Despite initial impressions of swift price changes, significant revenue impacts will likely be delayed by extensive regulatory procedures.&#8221;
Additionally, overseas drug providers may face stiff headwinds from the Trump drug price directive.
&#8220;International manufacturers are most vulnerable,&#8221; said Javier Palomarez, founder and CEO of the United States Hispanic Business Council. &#8220;Many of them ship to the United States because of the return on investment &#8211; eroding that return dampens the incentive and ability to ship medicines across the world, which could lead to total loss of US market access for some companies.&#8221;
<h1 class="wp-block-heading">Three Drug Stocks That Bear Watching Over the Next 30 Days</h1>
Biotech investors looking to leverage the Trump EO should understand Trump&#8217;s intention to &#8220;cut out the middleman,&#8221; as he said in his May 12 press event. This translates to good news for actual drug manufacturers and not-so-good news for so-called pharmacy-benefit managers.
PBM&#8217;s act as intermediaries between health insurance companies, big employers, drug manufacturers, insurers, and patients. While they don&#8217;t produce prescription drugs, they handle the more mundane side of the drug business, like claims processing and negotiating prescription drug prices.
The big drug producers have historically blamed the PBMs for sky-high drug prices and would likely back any initiative that expands the direct-to-consumer drug marketplace. In that scenario, no insurers are needed, as drug consumers could deal directly with drug manufacturers to buy the medicines they need, presumably at a more affordable price.
Investors in that marketplace would want large drug makers, and big PBMs would not. These three drug stocks stand out on the plus side.
<h2 class="wp-block-heading">Eli Lilly</h2>
Drug manufacturing giant Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) is priced high at $730 per share, but it&#8217;s a stock that would likely prosper in a direct-to-consumer prescription drug marketplace. The stock is off by 5.0% year-to-date, but 26 Wall Street analysts who track LLY give it a top rating. The company&#8217;s recent earnings per share are off the charts, with an upward spike of 106% in EPS in 2024 and an estimated 68% in 2025. The stock is off 20% compared to recent highs, which could mean a nice discount for a drug industry stalwart.
<h2 class="wp-block-heading">Novo Nordisk</h2>
Novo Nordisk (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) has experienced market woes that preceded the Trump E/O, as competitors continue to chew into market share in the lucrative weight loss drug market. Particularly damaging was a recent study that concluded patients taking Eli Lilly&#8217;s Zepbound were losing weight faster than with Novo&#8217;s Wegovy. That&#8217;s one big reason Novo Nordisk has seen its share price fall by 50% over the past year. Yet the stock is in rebound mode right now, up 13.9% over the past month. A $2.2 billion deal between Novo and Septerna (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEPN#NASDAQ">SEPN</a>) to develop weight loss pills is seen as a big step by analysts and big names like Goldman Sachs and JP Morgan are sticking to their buy calls on the stock. Meanwhile, a larger group of industry analysts is out with a consensus 50% share price upside from current levels.
<h2 class="wp-block-heading">AbbVie</h2>
AbbVie (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) is a genuine cash flow producer that seems immune to any political interference from Washington, D.C. The drug manufacturer has a diverse set of popular prescription drugs, like Botox, Humira, Rinvoq, and Skyrizi. The stock only fell by a paltry 1% on the E news this week, and is up 5% over the past month. It also comes with a healthy 3.6% dividend for income-minded investors, a robust drug pipeline in play, and a brand new regulatory &#8220;green light&#8221; for its lung cancer drug Emrelis, supporting the rationale that ABBV shares should continue to climb in 2025.
<a href="https://benzinga.zoom.us/webinar/register/WN_OJ2FBspHSJSSVNlW8zGapw/?utm_campaign=webinar052025&amp;utm_adType=sponsorad&amp;utm_ad=RD051925/?el=ResearchDaily&amp;he={{email}}&amp;adt_ei={{email}}&amp;utm_medium=newsletter">Smart Options Plays for Traders Watching Junk Bonds</a> Credit markets are breaking down. Volatility is back. Join Ryan Faloona, Anne-Marie Baiynd, and Tim Melvin live on May 20 at 6 PM ET to see how seasoned traders are using junk bond signals and short-term options to hedge, profit, and stay a step ahead. <a href="https://benzinga.zoom.us/webinar/register/WN_OJ2FBspHSJSSVNlW8zGapw/?utm_campaign=webinar052025&amp;utm_adType=sponsorad&amp;utm_ad=RD051925/?el=ResearchDaily&amp;he={{email}}&amp;adt_ei={{email}}&amp;utm_medium=newsletter">Save your seat for this live tactical session.</a>
Image via Shutterstock

3 Stocks That Will Profit From Trump's Drug Price Cut

Federal court jury found Amgen liable for violating antitrust and tort laws by using cross-therapeutic bundled rebates to prevent Praluent&#xAE; (alirocumab) from competing in the market
Jury awarded Regeneron $135.6 million dollars of compensatory damages and $271.2 million dollars in punitive damages
TARRYTOWN, N.Y., May 15, 2025 (GLOBE NEWSWIRE) -- Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) applauds the jury verdict in the U.S. District Court for the District of Delaware that found that Amgen Inc. violated antitrust and tort laws by creating a bundling scheme that illegally leveraged its blockbuster anti-inflammatory drugs Enbrel&#xAE; (etanercept) and Otezla&#xAE; (apremilast) to convince pharmacy benefit managers (PBMs) to select Repatha&#xAE; (evolocumab) as the exclusive PCSK9 category product over Praluent&#xAE; (alirocumab). The jury found that Amgen violated the Clayton Act, the Sherman Act, the New York State Donnelly Act, the California Cartwright Act and Delaware tort law.
Enbrel and Otezla are therapeutically different medicines that do not treat the heart conditions that Praluent or Repatha address. Amgen threatened to withhold rebates unless PBMs preferred Repatha and excluded Praluent. Amgen prevented Regeneron from competing on a level playing field and unfairly denied patients access to Praluent. This anticompetitive practice shut out an innovative therapy from the PCSK9 marketplace, not based on clinical merit or price. Because of Amgen's size and unrelated product portfolio, their anticompetitive actions ultimately hurt competition and patients.
The jury awarded Regeneron $135.6 million dollars of compensatory damages. The jury also awarded Regeneron $271.2 million dollars in punitive damages. Punitive damages may be awarded to punish a party for outrageous conduct and deter a party, and others like it, from engaging in similar conduct in the future.

Regeneron Pharma: Federal Court Jury Found Amgen Liable For Violating Antitrust And Tort Laws By Using Cross-Therapeutic Bundled Rebates To Prevent Praluent From Competing In Market; Jury Awarded Regeneron $135.6M Of Compensatory Damages And $271.2M In Punitive Damages

Legal

Press Releases

Investor Alert: Super Micro Computer, Methode Electronics, Regeneron Pharmaceuticals, and New Fortress Energy: Johnson Fistel, PLLP Investigates Claims on Behalf of Investors

75th Annual Regeneron International Science and Engineering Fair Awards Teen Scientists from Around the World More Than $9 Million in 2025 Competition

Financing

Regeneron, A Leading U.S. Biotechnology Company, to Acquire 23andMe in Court-Supervised Sale

Regeneron Enters into Asset Purchase Agreement to Acquire 23andMe® for $256 Million; Plans to Maintain Consumer Genetics Business and Advance Shared Goals of Improving Human Health and Wellness

Viz.ai Announces Collaboration With Sanofi and Regeneron to Improve Management and Care of Chronic Obstructive Pulmonary Disease (COPD)

Linvoseltamab in Combination with Carfilzomib or Bortezomib Shows Promising Initial Results in Earlier Lines of Treatment for Relapsed/Refractory Multiple Myeloma

Itepekimab Met Primary Endpoint in One of Two Chronic Obstructive Pulmonary Disease (COPD) Phase 3 Trials

Press Release: Itepekimab met the primary endpoint in one of two COPD phase 3 studies

Libtayo® (cemiplimab) Phase 3 Data in the Adjuvant Treatment of Post-Surgical High-Risk Cutaneous Squamous Cell Carcinoma (CSCC) Have Potential to Be Practice-Changing

MEHCQ

PARIS:SAN

SMCI

AbbVie

Alnylam Pharmaceuticals, Inc. - Common Stock

Alnylam Pharmaceuticals

Amgen

argenx

Ascendis Pharma A/S - American Depositary Shares

Ascendis Pharma

Biogen

BioMarin Pharmaceutical Inc. - Common Stock

Biomarin Pharmaceutical

BioNTech

Blueprint Medicines Corporation - Common Stock

Blueprint Medicines

Exact Sciences Corporation - Common Stock

Exact Sciences

Exelixis

Gilead Sciences

Genmab

Halozyme Therapeutics, Inc. - Common Stock

Halozyme Therapeutics

Incyte

Insmed

Moderna

Neurocrine Biosciences, Inc. - Common Stock

Neurocrine Biosciences

Natera

BeOne Medicines Ltd. - American Depositary Shares

BeOne Medicines

Roivant Sciences

Revolution Medicines, Inc. - Common Stock

Revolution Medicines

Summit Therapeutics

United Therapeutics Corporation - Common Stock

United Therapeutics

Vertex Pharmaceuticals Incorporated - Common Stock

Vertex Pharmaceuticals

Wells Fargo

RBC Capital

Citigroup

Guggenheim

Truist Securities

Screenshot 2024-09-10 at 8.49.39 PM

MAIA

MAIA Biotechnology&#39;s Phase 2 Study Of THIO In Non-Small Cell Lung Cancer Shows Positive Interim Survival Benefits

벤징가는 지난 한 주 동안 <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noopener">많은 투자자가 선호하는 주식</a>의 전망을 조사했다. 주요 기사 중 일부는 다음과 같다.
5월에 미국 주식은 2023년 11월 이후 가장 강력한 월간 랠리를 기록했으며, 이는 무역 긴장 완화와 탄탄한 기술 실적에 의해 주도되었다. S&amp;P 500은 6.2% 상승했고, 나스닥 종합지수는 9.6% 급등하여 두 지수 모두 올해 긍정적인 영역으로 돌아왔다. &#8220;매그니피센트 7&#8221; 기술 대기업들이 선두에 나섰으며, 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 주가는 전년 대비 70% 매출 증가를 보고한 후 24% 상승했다.
기술 부문의 우세에도 불구하고, 투자자들은 산업, 소비재 및 금융과 같은 부문에서 개선된 실적을 언급하며 더 넓은 시장 랠리를 기대하고 있다. 애널리스트들은 2025년까지 매그니피센트 7과 S&amp;P 500의 나머지 간의 수익 성장 격차가 좁아질 것으로 예상하고 있다.
하지만 불확실성은 여전히 존재한다. 미국 법원은 도널드 트럼프 대통령의 최근 세금이 불법이라는 판결을 내렸지만, 이 결정은 즉시 항소됐다. 애널리스트들은 특히 반도체와 제약에 대한 새로운 세금이 최근 시장 상승세의 지속 가능성을 위협할 수 있다고 경고하고 있다.
벤징가는 투자자들에게 가장 인기 있는 주식에 대해 매일 보도한다. 지난주 가장 긍정적(bullish)이었던 기사와 가장 부정적(bearish)이었던 기사를 소개한다.
강세장
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45655507/tech-analyst-expects-palantir-stock-to-rise-above-400-as-ai-revolution-kicks-into-gear">&#8220;테크 애널리스트는 팔란티어 주식이 AI 혁명이 시작됨에 따라 $400 이상으로 상승할 것으로 예상한다&#8221;</a>,는 아담 에커트가 보도했으며, 웨드부시의 애널리스트 댄 아이브스는 팔란티어 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>)가 주당 $400을 초과하고 몇 년 내에 $1조의 시가총액에 도달할 것이라고 예측하고, 인공지능(AI) 분야의 선두주자로서 &#8220;AI의 메시&#8221;라고 평가했다.
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">&#8220;엔비디아 주식은 AI &#8216;대부&#8217; 젠슨 황이 또 한 번 &#8216;탄탄한 분기&#8217;를 발표하면서 &#8216;상당한 상승 여력&#8217; 보유&#8221;</a>,는 크리스 카트제가 보도했으며, 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)의 주가는 회사가 1분기 예상치를 초과한 후 상승했으며, 애널리스트들은 중국 수출 제한에도 불구하고 블랙웰 AI 칩에 대한 수요 급증과 AI 인프라의 성장을 언급하며 최대 $5조의 시가총액을 예측하고 있다.
<a href="https://kr.benzinga.com/news/usa/stocks/%EC%9A%B8%ED%83%80-%EB%B7%B0%ED%8B%B0-1%EB%B6%84%EA%B8%B0-%ED%98%B8%EC%8B%A4%EC%A0%81-%EB%B0%8F-%EA%B0%80%EC%9D%B4%EB%8D%98%EC%8A%A4-%EC%83%81%ED%96%A5-%EC%A1%B0%EC%A0%95-%EC%9D%B4%ED%9B%84-%EC%8B%9C/" target="_blank" rel="noopener">&#8220;울타 뷰티 주식은 예상보다 나은 1분기 보고서 발표 후 상승하고 2025 회계연도 전망을 상향 조정&#8221;</a>,은 에리카 콜만이 보도했으며, 울타 뷰티(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>)의 주가는 회사가 1분기 수익과 매출 예상치를 초과하며 주당 $6.70의 EPS와 $28.5억의 매출을 기록하고, 스킨케어 및 향수 제품에 대한 강한 수요에 힘입어 2025 회계연도 가이던스를 상향 조정했다.
지난주 또 다른 강세 기사는 다음과 같다:
<a href="https://kr.benzinga.com/news/usa/stocks/%EC%9C%A0%EC%95%84%EC%9D%B4%ED%8C%A8%EC%8A%A4-1%EB%B6%84%EA%B8%B0-%ED%98%B8%EC%8B%A4%EC%A0%81-%EB%B0%8F-%EA%B0%80%EC%9D%B4%EB%8D%98%EC%8A%A4-%EC%83%81%ED%96%A5-%EC%9D%B4%ED%9B%84-%EC%8B%9C%EA%B0%84/" target="_blank" rel="noopener">유아이패스 주식이 1분기 실적 초과 및 가이던스 상향 조정으로 급등: &#8216;이정표가 된 이번 분기&#8217;</a>
<a href="https://www.benzinga.com/government/regulations/25/05/45650179/uranium-stocks-hit-17-year-highs-as-mays-rally-marks-best-month-on-record">우라늄 주식이 17년 만에 최고치를 기록하며 5월의 랠리가 기록적인 최상의 달</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45648350/why-is-gsk-partner-spero-therapeutics-stock-skyrocketing-on-wednesday">왜 GSK 파트너인 스페로 테라퓨틱스 주식이 수요일에 급등하고 있는가?</a>
약세장
<a href="https://www.benzinga.com/news/earnings/25/05/45681892/marvell-technology-stock-slips-after-q1-results-details">&#8220;마벨 테크놀로지 주식이 1분기 실적 발표 후 하락했다: 세부 사항&#8221;</a>,은 에리카 콜만이 보도했으며, 마벨 테크놀로지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>)의 주가는 회사가 $19억의 매출과 주당 62센트의 조정된 이익을 기록하며 애널리스트 예상치를 약간 초과했지만, 강한 AI 기반 데이터 센터 수요와 $20억의 2분기 매출 전망 상향 조정에도 불구하고 투자자들의 열의가 미미했다.
<a href="https://www.benzinga.com/trading-ideas/movers/25/05/45692578/regeneron-sanofi-stock-falls-after-uneven-smokers-lung-drug-data">&#8220;리제네론, 사노피 주식이 고르지 않은 흡연자 폐 질환 약물 데이터 발표 후 하락&#8221;</a>,은 반다나 싱이 보도했으며, 리제네론 제약(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)과 사노피(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>)의 주가는 그들의 실험적인 COPD 약물인 이테페키맙(itepekimab)이 한 3상 시험에서 27%의 악화 감소를 보였으나, 두 번째 시험에서 주요 목표치를 충족하지 못해 효능에 대한 우려가 제기되었다.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45645056/gold-etf-bleeds-money-at-fastest-pace-in-3-years-is-the-safe-haven-trade-over">&#8220;골드 ETF가 3년 만에 가장 빠른 속도로 자금을 유출 경험 — 안전 자산 거래는 끝났는가?&#8221;</a>,는 피에로 친가리가 보도했으며, SPDR 골드 셰어즈 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>)가 5월에 $21억의 유출을 경험했으며 — 이는 2022년 7월 이후 최악의 성과다 — 미국-중국 간 긴장 완화와 S&amp;P 500의 급등으로 인해 투자자의 선호가 위험 자산으로 이동했지만, 골드만 삭스는 여전히 금이 올해 말까지 온스당 $3,700에 도달할 것으로 예측하고 있으며, 이는 중앙은행의 수요와 장기적인 거시적 위험에 의해 주도된다.
지난주 또 다른 약세 기사는 다음과 같다:
<a href="https://kr.benzinga.com/news/usa/stocks/%EB%A9%80%EB%9F%B0-%EC%98%A4%ED%86%A0%EB%AA%A8%ED%8B%B0%EB%B8%8C-%EB%AA%A9%EC%9A%94%EC%9D%BC-%EC%A3%BC%EA%B0%80-30-%EA%B8%89%EB%9D%BD%ED%95%9C-%EC%9D%B4%EC%9C%A0%EB%8A%94/" target="_blank" rel="noopener">멀런 오토모티브 주식이 목요일 급락: 이유는?</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45655674/rocket-pharmas-gene-therapy-future-clouded-by-regulatory-uncertainty">로켓 파마의 유전자 치료 미래가 규제 불확실성에 의해 흐려지고 있다</a>
<a href="https://www.benzinga.com/general/biotech/25/05/45624650/why-is-neuropace-stock-falling-after-epilepsy-treatment-study-data">왜 뉴로페이스 주식이 간질 치료 연구 데이터 이후 하락하고 있는가?</a>
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5월 12일, 도널드 트럼프 대통령은 제약사들이 미국 내 처방약 가격을 해외 수준으로 낮추도록 하는 행정명령(EO)에 서명함으로써 선거 공약을 이행했다.
한 미디어 행사에서 트럼프 대통령은 기자들에게 59%에서 90% 사이의 가격 인하를 목표로 하고 있다고 말하며 제약사들에게 30일의 시간을 주었다. 월가는 이 소식을 받아들였고, 행정명령이 발표된 날 주요 바이오제약 주식의 주가는 하락했지만 대부분의 업계 주식은 반등했다.
트럼프의 행정명령으로 인해 반등에 그치지 않고 급등할 것으로 예상되는 제약주 3가지를 소개한다.
<h3 class="wp-block-heading">트럼프 팀의 탄탄한 논리?</h3>
미국의 약값이 과도하다는 사실은 누구도 부인하지 않는다. 2024년 RAND 코퍼레이션의 연구에 따르면 미국의 약값은 다른 33개 선진국의 약값보다 약 3배 높다고 한다.
미국 대통령은 적어도 부분적으로는 민간 업계에 가격 인하를 명령할 수 있는 전권을 가지고 있다.
플로리다주 팜비치 가든에 위치한 베스트 프랙티스 인스티튜트(Best Practice Institute)의 설립자 겸 CEO인 루 카터(Lou Carter)는 "특히 메디케어와 같은 정부 프로그램이 대규모 구매자인 의료 분야에서는 더욱 그렇다&#8221;고 한다. "정책은 단순히 법에 관한 것이 아니라 영향력에 관한 것이다. 이번 행정명령은 공공 프로그램의 무게를 이용해 가격 책정의 책임을 강제하는 것으로, 납세자 자금을 관리할 때 현명한 비즈니스다.&#8221;
의회와 법원은 행정명령을 저지하기 위해 노력할 수 있지만 성공 가능성은 희박하다.
카터는 "정치적으로 약가 인하에 반대하기는 어렵다&#8221;고 했다. "제약사가 열심히 로비를 하더라도 대부분의 의원들은 노인들이 인슐린을 구입할 수 있도록 도와주는 것에 반대하는 것이 정치적 자살 행위라는 것을 알고 있다. 만약 이 문제가 법정으로 간다면, 이러한 조치가 대중적인지 옳은지 여부가 아니라 절차상의 문제에 달려 있을 것이다.&#8221;
<h3 class="wp-block-heading">대형 제약사에 가장 큰 타격</h3>
행정명령의 규모와 범위를 고려할 때, 규모가 큰 제약사일수록 재정적 어려움에 처할 수 있다는 것은 놀라운 일이 아니다.
뉴욕시에 본사를 둔 의료업무 인증위원회(Accreditation Council for Medical Affairs)의 설립자 겸 CEO인 윌 솔리먼 박사는 "암젠(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)이나 리제네론(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)처럼 메디케어에 많이 노출된 대형 바이오테크 및 전문 제약회사가 가장 큰 타격을 받을 수 있다&#8221;고 한다.&#8221;그들은 수익성이 높은 (메디케어) 파트 B 의약품에 의존하고 있다."
파이프라인이 좁은 제약사들도 행정명령으로 인해 타격을 입을 수 있다.
메릴랜드주 베데스다에 위치한 말로이(Malloy) 법률 사무소의 설립자이자 대표 파트너인 션 말로이(Seann Malloy)는 "브리스톨 마이어스 스퀴브(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) 같은 전문 항암제 제조업체는 광범위한 포트폴리오를 보유한 다각화된 제약 회사보다 더 큰 영향을 받을 수 있다&#8221;고 했다. "초기 상용 제품을 보유한 중소형 생명공학 기업은 제한된 메디케어 활용과 기존 가격 보호 조항으로 인해 즉각적인 영향권에서 벗어나는 경우가 많다.&#8221;
"행정 명령의 핵심 요소는 메디케어의 처방약 지급이 다른 선진국의 최저 가격과 일치하도록 의무화하는 것으로, 기본적으로 국제 참조 가격을 사용한다. 일부 시범 프로젝트는 30일 이내에 시작되지만 필요한 규정 개발로 인해 모든 조항을 완전히 시행하는 데는 6~12개월이 더 걸릴 것이다.&#8221;
한편, 해당 행정명령이 생명공학 의약품 주식에 얼마나 큰 영향을 미칠지 결정하는 데는 시기가 중요한 역할을 할 수 있다.
처음에는 이러한 행정명령이 메디케어 파트 B에 따른 의사가 투여하는 의약품에 초점을 맞추지만, 나중에 파트 D에 따른 소매 처방도 포함될 수 있다. 말로이는 이렇게 말했다. "이러한 단계적 시행은 즉각적인 시장 효과와 장기적인 시장 효과가 다를 것이라는 것을 의미하며, 투자자들이 종종 놓치는 점이다. 초기에는 가격이 빠르게 변화할 것으로 보이지만, 광범위한 규제 절차로 인해 상당한 매출 영향이 지연될 가능성이 높다."
또한 해외 의약품 공급업체는 트럼프 약가 지침으로 인해 거센 역풍을 맞을 수도 있다.
미국 히스패닉 비즈니스 위원회(United States Hispanic Business Council)의 설립자 겸 CEO인 하비에르 팔로마레즈(Javier Palomarez)는 "해외 제조업체가 가장 취약하다&#8221;며 &#8220;이들 중 상당수는 투자 수익률 때문에 미국으로 의약품을 출하하는데, 이러한 수익률이 약화되면 전 세계로 의약품을 출하할 인센티브와 능력이 약화되어 일부 기업의 경우 미국 시장 접근성이 완전히 상실될 수 있다&#8221;고 했다.
<h3 class="wp-block-heading">향후 30일간 주의 깊게 지켜봐야 할 제약주 3가지</h3>
트럼프의 행정명령을 활용하고자 하는 바이오테크 투자자들은 트럼프가 5월 12일 기자회견에서 말한 것처럼 "중개인을 없애겠다"는 트럼프의 의도를 이해해야 한다. 이는 실제 의약품 제조업체에게는 좋은 소식이지만 소위 처방약급여관리업체(PBM)에게는 좋지 않은 소식으로 해석될 수 있다.
PBM은 건강 보험 회사, 대형 고용주, 제약 제조업체, 보험사, 환자 사이의 중개자 역할을 한다. 처방약을 생산하지는 않지만 청구 처리 및 처방약 가격 협상과 같은 의약품 비즈니스의 일상적인 측면을 처리한다.
대형 제약사들은 역사적으로 높은 약값에 대해 PBM을 비난해 왔으며, 소비자 직접 판매 의약품 시장을 확대하는 모든 이니셔티브를 지지할 가능성이 높다. 이 시나리오에서는 의약품 소비자가 제약회사와 직접 거래하여 필요한 의약품을 더 저렴한 가격에 구매할 수 있기 때문에 보험사가 필요하지 않다.
이 시장의 투자자들은 대형 제약사를 원할 것이고, 대형 PBM은 원하지 않을 것이다. 따라서 다음 제약주 3가지는 긍정적인 측면이 두드러진다.
<h4 class="wp-block-heading">일라이 릴리</h4>
의약품 제조 대기업 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) 주가는 주당 730달러로 높지만, 소비자 직접 처방약 시장에서 번창할 가능성이 높은 주식이다. 주가는 연초 대비 5.0% 하락했지만, 일라이 릴리를 추적하는 26명의 월스트리트 애널리스트가 최고 등급을 부여했다. 회사의 최근 주당순이익은 차트에서 벗어났으며, 2024년 주당 순이익은 106%, 2025년에는 68%까지 상승할 것으로 예상된다. 주가는 최근 고점 대비 20% 할인된 상태이며, 이는 제약 업계의 견실한 기업에게는 좋은 할인이 될 수 있다.
<h4 class="wp-block-heading">노보 노디스크</h4>
노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>)는 수익성이 좋은 체중 감량 치료제 시장에서 경쟁사들이 계속해서 시장 점유율을 잠식하면서 트럼프의 행정명령 이전부터 시장의 어려움을 겪어 왔다. 특히 최근 일라이 릴리의 젭바운드(Zepbound: 마운자로와 동일)를 복용한 환자가 노보 노디스크의 위고비(Wegovy)보다 더 빨리 체중이 감소한다는 결론을 내린 연구 결과가 큰 타격을 입혔다. 이것이 바로 지난 한 해 동안 노보 노디스크의 주가가 50% 하락한 가장 큰 이유 중 하나다.
그러나 현재 주가는 지난 한 달 동안 13.9% 상승하며 반등 모드에 있다. 체중 감량 약물을 개발하기 위한 노보 노디스크와 셉테르나(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEPN#NASDAQ">SEPN</a>) 간 22억 달러 규모의 거래는 애널리스트들이 큰 진전을 이루었다고 평가하며, 골드만삭스와 JP 모건과 같은 대형 기업들은 노보 노디스크에 대한 매수 의견을 고수하고 있다. 그리고 더 많은 업계 애널리스트들이 현재 수준에서 50%의 주가 상승 여력을 가진다는 컨센서스에 도달했다.
<h4 class="wp-block-heading">애브비</h4>
애브비(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)는 보톡스(Botox), 휴미라(Humira), 린보크(Rinvoq), 스카이리치(Skyrizi) 등 다양한 인기 처방약을 생산하는 제약사로 워싱턴 DC의 정치적 간섭에 영향을 받지 않는 진정한 현금 흐름 창출 기업이다. 이번 주 행정명령 뉴스에서 주가는 1%밖에 하락하지 않았고, 지난 한 달 동안 5% 상승했다. 또한 소득을 중시하는 투자자를 위한 3.6%의 배당금, 탄탄한 의약품 파이프라인, 폐암 치료제 엠렐리스(Emrelis)에 대한 새로운 규제 &#8216;청신호&#8216;가 제공되어 2025년에도 애브비 주가가 계속 상승할 것이라는 근거를 뒷받침하고 있다.
이미지 출처: Shutterstock
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일요일(11일) 도널드 트럼프 대통령은 트루스 소셜을 통해 처방약 가격 인하를 목표로 하는 미국 역사상 "<a href="https://www.benzinga.com/general/health-care/25/05/45339399/trump-says-prescription-drug-prices-set-to-drop-by-30-to-80-almost-immediately-thanks-to-most-favored-nation-plan-mark-cuban-urges-president-to-force-tran" target="_blank" rel="noopener">가장 중대한 행정명령</a>"에 서명할 계획이라고 발표했다.
무슨 일 있었나: 트럼프 대통령은 월요일(12일) 오전 9시에 서명할 예정인 행정명령은 제약사가 미국 소비자에게 다른 국가에서 동일한 의약품에 대해 제공하는 최저 가격 이상을 청구하지 않도록 요구하는 "최혜국대우" 정책을 시행할 것이라고 했다.
트럼프는 제약사들이 미국 소비자에게 다른 나라 환자보다 "5배에서 10배까지" 과다 청구한다고 비난하면서 수년 동안 이러한 상황을 가능하게 한 정치적 반대자들을 비난했다. 
트럼프는 처방약 가격을 "30%에서 80%까지" 인하하고 전 세계적으로 인상하여 "미국에 공정함을 가져올 것"이라고 말했다.
왜 중요한가: 이러한 움직임은 주로 외래 환자 처방약과 생물학적 제제로 구성된 메디케어 파트 B 의약품에 가장 큰 영향을 미칠 것으로 예상되며, 그 가격은 메디케어 및 메디케이드 서비스 센터(CMS)에서 직접 관리한다.
<figure class="wp-block-table">
<table class="has-fixed-layout">
<thead>
<tr>
<th class="has-text-align-center" data-align="center">약물명</th>
<th class="has-text-align-center" data-align="center">제조사</th>
<th class="has-text-align-center" data-align="center">총 지출</th>
<th class="has-text-align-center" data-align="center">주요 용도</th>
</tr>
</thead>
<tbody>
<tr>
<td class="has-text-align-center" data-align="center">키트루다(Keytruda)</td>
<td class="has-text-align-center" data-align="center">머크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td class="has-text-align-center" data-align="center">$40억</td>
<td class="has-text-align-center" data-align="center">암 (다양한 종류)</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">아일리아(Eylea)</td>
<td class="has-text-align-center" data-align="center">리제네론 파마슈티컬스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)</td>
<td class="has-text-align-center" data-align="center">$34억</td>
<td class="has-text-align-center" data-align="center">황반변성</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">프롤리아/엑스제바(Prolia/Xgeva)</td>
<td class="has-text-align-center" data-align="center">암젠 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td class="has-text-align-center" data-align="center">$21억</td>
<td class="has-text-align-center" data-align="center">골다공증, 뼈 전이</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">옵디보(Opdivo)</td>
<td class="has-text-align-center" data-align="center">브리스톨 마이어스 스퀴브 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)</td>
<td class="has-text-align-center" data-align="center">$20억</td>
<td class="has-text-align-center" data-align="center">암 (다양한 종류)</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">다르잘렉스(Darzalex)</td>
<td class="has-text-align-center" data-align="center">존슨앤드존슨 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>)</td>
<td class="has-text-align-center" data-align="center">$19억</td>
<td class="has-text-align-center" data-align="center">다발성 골수종</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">아바스틴(Avastin)</td>
<td class="has-text-align-center" data-align="center">로슈 (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>)</td>
<td class="has-text-align-center" data-align="center">$18억</td>
<td class="has-text-align-center" data-align="center">암 (다양한 종류)</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">
&#x2A;2023년 메디케어 파트 B 약물 지출에 따른 분류, 메디케어 및 메디케이드 서비스 센터(CMS)가 공유한 최신 데이터 기반
월요일(12일) 정규장 개장 시 이러한 행정명령 발표로 인해 가장 큰 타격을 받을 가능성이 있는 높은 주식은 특히 파트 B로 분류되는 메디케어에 대한 상당한 노출을 고려할 때 위에 나열된 종목들이다. 
캘리포니아에 본사를 둔 정책 싱크탱크인 랜드 코퍼레이션의 보고서에 따르면 미국의 처방약 가격은 평균적으로 다른 국가보다 2.78배 이상 높다. 
트럼프의 이러한 움직임에 대해 암호화폐 애호가인 에드 크래센스타인은 행정 명령으로 메디케어와 메디케이드 지급을 조정할 수는 있지만 제조업체에 가격 인하를 <a href="https://www.benzinga.com/general/health-care/25/05/45339399/trump-says-prescription-drug-prices-set-to-drop-by-30-to-80-almost-immediately-thanks-to-most-favored-nation-plan-mark-cuban-urges-president-to-force-tran" target="_blank" rel="noopener">강요할 수는 없다</a>며 "트럼프의 또 다른 거짓말"이라고 비판하고 있다.
억만장자 투자자 마크 큐반 같은 다른 사람들은 대통령이 가격 인하를 강제할 수는 없지만 "투명성을 강제할 수 있다"며 이 조치를 지지하고 나서기도 했다.
의약품 가격 격차는 정치적 스펙트럼 전반에 걸쳐 논쟁의 대상이 되어 왔다. 최근 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>)의 CEO인 라스 프루에르가드 요르겐센(Lars Fruergaard Jorgensen)은 <a href="https://www.benzinga.com/general/biotech/24/09/40986953/novo-nordisk-ceo-to-face-senate-scrutiny-over-high-ozempic-and-wegovy-prices-hearing-scheduled-on" target="_blank" rel="noopener">상원에서 조사</a>를 받았는데, 그는 회사의 당뇨병 치료제인 오젬픽의 높은 가격으로 인해 버니 샌더스 상원의원(아이비타주)의 표적이 되기도 했다. 
주가 움직임: 월요일 프리마켓에서 노보 노디스크 주가는 4.33% 하락, 화이자는 2.74% 하락, 존슨앤드존슨은 2.33% 하락하고 있다. (한국시간 17:56 기준)
</figcaption>
</figure>
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지난주 가장 저조한 성과를 기록한 대형주는 다음과 같다.
<ol class="wp-block-list">
<li>아겐스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARGX#NASDAQ">ARGX</a>) 주가는 <a href="https://www.benzinga.com//node/45275849" target="_blank" rel="noreferrer noopener">1분기 실적을 발표</a>한 후 15.40% 급락했다.</li>
<li>버텍스 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRTX#NASDAQ">VRTX</a>) 주가는 예상을 하회하는 2025년 1분기 수익을 발표한 후 15.20% 하락했으며, 애널리스트들은 <a href="https://www.benzinga.com//node/45236530" target="_blank" rel="noreferrer noopener">목표주가를 수정</a>했다.</li>
<li>서밋 테라퓨틱스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMMT#NASDAQ">SMMT</a>) 주가는 14.12% 하락했다.</li>
<li>메이크마이트립(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MMYT#NASDAQ">MMYT</a>) 주가는 12.96% 급락했다.</li>
<li>리제네론 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) 주가는 12.85% 하락했다. 미국 식품의약국(FDA)은 <a href="https://www.benzinga.com//node/45234032" target="_blank" rel="noreferrer noopener">미국 소비자와 환자를 위한 식품, 필수 의약품 및 기타 의약품을 생산하는 외국 제조 시설의 무작위 검사를 확대할 의사를 밝혔다</a>.</li>
<li>로켓 컴퍼니스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKT#NYSE">RKT</a>) 주가는 <a href="https://www.benzinga.com//node/45299460" target="_blank" rel="noreferrer noopener">1분기 실적을 발표</a>한 후 11.97% 급락했으며, 예상보다 낮은 2분기 매출 전망을 제시했다.</li>
<li>바이온엔테크(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>) 주가는 <a href="https://www.benzinga.com//node/45205736" target="_blank" rel="noreferrer noopener">분기 실적을 발표</a>한 후 11.60% 하락했으며, 애널리스트들은 <a href="https://www.benzinga.com/quote/bntx/analyst-ratings" target="_blank" rel="noreferrer noopener">목표주가를 수정</a>했다.</li>
<li>어펌 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) 주가는 11.33% 하락했으며, 회사는 <a href="https://www.benzinga.com//node/45322588" target="_blank" rel="noreferrer noopener">3분기 실적을 발표하고 목표주가를 수정</a>했다.</li>
<li>FNF 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FNF#NYSE">FNF</a>) 주가는 <a href="https://www.benzinga.com//node/45266700" target="_blank" rel="noreferrer noopener">1분기 실적을 발표</a>한 후 10.98% 하락했다.</li>
<li>일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) 주가는 지난 주 트럼프 행정부의 <a href="https://www.benzinga.com//node/45233995" target="_blank" rel="noreferrer noopener">국내 의약품 제조 강화를 위한 행정명령</a>에 반응하여 10.81% 하락했다.</li>
<li>오로라 이노베이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>) 주가는 <a href="https://www.benzinga.com//node/45300096" target="_blank" rel="noreferrer noopener">1분기 재무 실적을 발표</a>한 후 10.57% 하락했으며 애널리스트들은 목표주가를 수정했다.</li>
<li>도어대시(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>) 주가는 부진한 1분기 매출 발표 후 10.52% 하락했으며, <a href="https://www.benzinga.com//node/45264549" target="_blank" rel="noreferrer noopener">애널리스트들은 목표주가를 수정</a>했다.</li>
</ol>
사진 제공: Jonathan Weiss via Shutterstock

Earnings

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MMYT

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일라이릴리·어펌홀딩스·리제네론 등 지난주 급락한 대형주 12종목 (5월 5일~9일)

도널드 트럼프 대통령은 수요일(9일) 상호관세를 90일 동안 일시 중단했지만, 나중에 집무실에서 기자들과의 대화에서 제약 회사들이 관세에 직면할 것이라고 확인했다.
무슨 일 있었나: 제약주 랠리는 목요일 시장이 하락세로 전환되면서 단기간에 그쳤다. 한 기자가 트럼프 대통령에게 제약 주식에 관세를 부과할 것이냐는 질문을 하자, 트럼프 대통령은 이렇게 답했다. "그렇게 할 것이다. 왜냐하면 우리는 그들이 다시 돌아오기를 원하기 때문이다.&#8221;
"코로나19를 겪으면서 우리는 미국에서 의약품을 만들지 않는다는 사실을 깨달았다. 그래서 큰 깨달음을 얻었다.&#8221;
트럼프는 코로나19의 비상 사태를 언급하며 제약 회사들이 미국에서 의약품을 생산하기를 원한다고 말했다.
"우리는 약을 구하기 위해 중국으로 가야 했고, 다른 곳으로 가야 했고, 약을 구하지 못했다. 우리가 그들이 떠나도록 내버려 두었기 때문이다&#8230;제약 회사에 관세를 부과할 것이고, 모두 돌아오고 싶어 할 것이다.&#8221;
트럼프의 관세 확정 이후 목요일 제약주는 급락했다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>제약주</td>
<td>목요일 주가 변동</td>
<td>2025년 변동</td>
<td>지난 1년 변동</td>
</tr>
<tr>
<td>일라이 릴리 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</td>
<td>-4.35%</td>
<td>-7.35%</td>
<td>-5.09%</td>
</tr>
<tr>
<td>애브비 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</td>
<td>-3.14%</td>
<td>-2.92%</td>
<td>3.99%</td>
</tr>
<tr>
<td>브리스톨 마이어스 스퀴브 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)</td>
<td>-6.10%</td>
<td>-11.15%</td>
<td>2.73%</td>
</tr>
<tr>
<td>리제네론 파마슈티컬스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)</td>
<td>-5.26%</td>
<td>-23.60%</td>
<td>-40.63%</td>
</tr>
<tr>
<td>화이자 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)</td>
<td>-3.87%</td>
<td>-18.87%</td>
<td>-18.03%</td>
</tr>
<tr>
<td>길리어드 사이언스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>)</td>
<td>-3.66%</td>
<td>10.36%</td>
<td>47.71%</td>
</tr>
<tr>
<td>머크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>-5.32%</td>
<td>-21.80%</td>
<td>-38.53%</td>
</tr>
<tr>
<td>암젠 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>-3.33%</td>
<td>8.54%</td>
<td>4.23%</td>
</tr>
<tr>
<td>존슨앤드본슨 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>)</td>
<td>-1.51%</td>
<td>3.24%</td>
<td>-0.07%</td>
</tr>
</tbody>
</table>
</figure>
왜 중요한가: 90일간의 상호 관세 유예에도 불구하고 10%의 글로벌 기본 관세와 125%의 중국 관세, 그리고 철강 및 알루미늄, 자동차, 자동차 부품에 대한 25%의 부문별 관세는 그대로 유지된다. 여기에 더해 트럼프 대통령은 곧 제약사에 대한 관세를 발표할 수 있음을 시사했다.
영향을 받을 수 있는 제약 산업 관련 상장지수펀드는 다음과 같다.
<figure class="wp-block-table is-style-stripes">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td>제약 ETF</td>
<td>2025년 변동</td>
<td>지난 1년 변동</td>
</tr>
<tr>
<td>VanEck Pharmaceutical ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PPH#NASDAQ">PPH</a>)</td>
<td>-7.02%</td>
<td>-7.51%</td>
</tr>
<tr>
<td>iShares US Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHE#NYSE">IHE</a>)</td>
<td>-7.04%</td>
<td>-6.08%</td>
</tr>
<tr>
<td>Invesco Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PJP#NYSE">PJP</a>)</td>
<td>-10.13%</td>
<td>-4.37%</td>
</tr>
<tr>
<td>SPDR S&amp;P Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPH#NYSE">XPH</a>)</td>
<td>-14.05%</td>
<td>-11.45%</td>
</tr>
<tr>
<td>KraneShares MSCI All China Health Care Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KURE#NYSE">KURE</a>)</td>
<td>2.88%</td>
<td>0.35%</td>
</tr>
<tr>
<td>First Trust Nasdaq Pharmaceuticals ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXH#NASDAQ">FTXH</a>)</td>
<td>-11.54%</td>
<td>-10.18%</td>
</tr>
<tr>
<td>Direxion Daily Pharmaceutical &amp; Medical (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PILL#NYSE">PILL</a>)</td>
<td>-41.35%</td>
<td>-43.86%</td>
</tr>
</tbody>
</table>
</figure>
가격 움직임: 목요일 하락 후 수요일 반등에 이어 나스닥 100 지수는 전고점인 22,222.61포인트보다 17.46% 하락했다. S&amp;P 500 지수는 전고점인 6,147.43포인트 대비 14.31% 하락했고, 다우존스 지수는 52주 최고치인 45,073.63포인트 대비 12.16% 하락했다.
각각 S&amp;P 500 지수와 나스닥 100 지수를 추종하는 SPDR S&amp;P 500 ETF 신탁(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)과 인베스코 QQQ 신탁 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)는 목요일에 하락 마감했다. SPY는 524.58달러로 4.38% 하락했고, QQQ는 446.18달러로 4.25% 하락했다.
사진 제공: Shutterstock
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트럼프의 의약품 관세 확인...일라이릴리·애브비·리제네론·브리스톨 등 제약주 급락

도널드 트럼프 대통령은 화요일(8일) <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noopener">외국 의약품</a>에 대한 "주요 관세" 계획을 공개했다.
트럼프 대통령은 <a href="https://www.benzinga.com/25/04/44708204/trump-hints-at-major-tariff-on-imported-pharmaceuticals-us-pharma-stocks-tumble-in-wednesday-pre-market" target="_blank" rel="noopener">전국공화당의회위원회(NRCC) 만찬</a>에서 이렇게 말했다. "우리는 곧 의약품에 대한 주요 관세를 발표할 것이다&#8230;관세 소식을 들으면 회사들은 중국을 떠날 것이다&#8230;대부분 제품이 미국에서 판매되기 때문이다.&#8221;
또한 트럼프는 에어포스원 기내에서 기자들에게 "제약" 관세가 "이전에는 실제로 보지 못했던 수준"에 도달할 것이라며 "가까운 장래에 발표될 것"이라고 말했다고 <a href="https://www.bbc.com/news/articles/cedyylj1v32o" target="_blank" rel="noopener">BBC는 덧붙였다.</a>
트럼프 대통령은 지난주 관세를 발표하면서 의약품을 새로운 관세 대상에서 제외했는데, 이는 <a href="https://www.benzinga.com/general/biotech/25/04/44652075/us-tariffs-spare-drugmakers-but-threaten-diabetes-device-industry" target="_blank" rel="noopener">의약품 수입</a>에 25% 관세를 부과하겠다는 이전 발언 이후 압박을 받던 업계에 안도감을 안겨준 것으로 보인다.
수요일(9일) 트럼프 대통령은 깜짝 발표를 통해 <a href="https://www.benzinga.com/topic/tariffs" target="_blank" rel="noopener">미국의 무역 조치</a>에 보복하지 않은 국가에 대해 90일 동안 관세를 유예한다고 발표했다. 이 소식은 광범위한 리스크온 랠리에 불을 붙였고, 주요 지수는 수개월 만에 최고치를 기록하고 변동성이 급락했다.
트럼프는 최근 트루스 소셜에 올린 글에서 중국이 "존중이 부족하다"고 비난하며 중국산 제품에 대한 즉각적인 125% 관세 인상을 선언했다.
그는 "가까운 시일 내에 중국이 미국과 다른 국가를 상대로 폭리를 취하는 것이 더 이상 지속 가능하지도, 용납될 수도 없다는 것을 깨닫게 되기를 바란다"고 말했다. 그리고 "나의 강력한 제안에도 불구하고 어떤 방식, 형태, 형태로든 보복을 하지 않은" 75개 이상의 국가들을 칭찬했다.
이에 대한 보상으로 이들 국가는 일시적 10% 상호관세와 90일간 추가 관세 유예로부터 혜택을 받게 될 것이다.
바이오제약 산업은 트럼프 대통령의 첫 임기 동안을 포함하여 역사적으로 관세로부터 보호받아왔다.
트럼프 대통령은 자세한 내용을 밝히지 않았지만, 그의 발언은 특히 인도산 의약품에 의존하는 구매자들을 불안하게 만들었다. 인도는 미국에서 사용되는 모든 제네릭 의약품의 거의 절반을 공급하여 수십억 달러의 의료 비용을 절감하는 데 기여하고 있다.
미국은 인도의 연간 의약품 수출액 130억 달러 중 약 3분의 1을 구매하는 주요 시장이다. 인도 제약 회사들은 관세가 추가되면 가격을 인상해야 하며, 이로 인해 미국 내 의료 비용이 증가할 수 있다고 경고한다.
시플라(Cipla)와 닥터 레디스 래버러토리스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDY#NYSE">RDY</a>) 같은 일부 회사는 미국에 공장을 가지고 있지만, 대부분은 수익성이 낮은 제네릭 의약품을 생산하기에는 비용이 너무 많이 든다고 말한다.
뱅크오브아메리카 증권 애널리스트는 트럼프 행정부가 제약 산업에 관세를 부과할 계획이라면 1962년 무역확장법에 따른 &#8216;섹션 232조 조사&#8217;를 통해 특정 상품 수입이 국가 안보를 위협하는지 여부를 결정할 가능성이 높다고 말했다.
232조 조사의 일반적인 일정은 약 1년이다. 여기에 동일한 일정이 적용된다면 의약품 수입에 대한 관세는 빠르면 올해 말에나 발효될 가능성이 높다. 제약 산업에 대한 232조 조사가 곧 시작될지는 확실하지 않지만, 최근 행정부의 발언을 보면 가능성이 있는 것으로 보인다. 하지만 조사를 시작한다고 해서 반드시 관세가 부과된다는 보장은 없다.
애널리스트 팀 앤더슨(Tim Anderson)은 2025년 1분기 실적 시즌이 곧 시작되므로 기업들이 실적 발표에서 잠재적 관세에 대해 논의할지 여부를 지켜볼 필요가 있다고 말한다.
즉, 실제 수익에 미치는 영향은 2025년 이후가 되어야 나타날 가능성이 높기 때문에 투자자들은 답변보다 더 많은 질문을 남길 수 있다.
웨드부시 애널리스트 댄 아이브스는 화요일에 "미국에서 그냥 만들 수 있다고 말하는 것은 아시아의 공급망이 실제로 얼마나 복잡한지, 그리고 지난 30년 동안 미국 소비자를 위해 전자, 칩, 반도체, 하드웨어 및 스마트폰이 어떻게 구축되어 왔는지를 과소평가하는 것"이라고 <a href="https://www.benzinga.com/25/04/44698325/trump-tariff-strategy-self-inflicted-market-debacle-says-wedbush-analyst">썼다</a>.
주요 제약 회사의 주가, 예를 들어 길리어드 사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), 머크 앤 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), 아스트라제네카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>), 로슈 홀딩스(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RHHBY#OTC">RHHBY</a>), 사노피(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>), 노바티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVS#NYSE">NVS</a>), 아겐스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARGX#NASDAQ">ARGX</a>), UCB SA(OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJY#OTC">UCBJY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/UCBJF#OTC">UCBJF</a>), 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), 리제네론(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>), GSK(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) 및 화이자(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)는 수요일에 하락했다가 90일 관세 유예 발표 후 반등했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%8A%B8%EB%9F%BC%ED%94%84%EC%9D%98-%EA%B9%9C%EC%A7%9D-%EA%B4%80%EC%84%B8-%EC%9C%A0%EC%98%88-%EA%B3%A8%EB%93%9C%EB%A7%8C%EC%82%AD%EC%8A%A4%EB%8A%94-%EA%B2%BD%EA%B8%B0%EC%B9%A8%EC%B2%B4-%EC%A0%84/">트럼프의 깜짝 관세 유예, 골드만삭스는 경기침체 전망 철회…美 증시 2008년 이후 일일 최대 상승</a>
사진 출처: MargJohnsonVA via Shutterstock
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트럼프의 의약품 관세 계획...뱅크오브아메리카에서 제시한 타임라인은?

JP모건에 따르면 미국 대형 바이오제약주는 2년 연속 전체 시장 대비 저조한 실적을 기록했으며, 2025년에 대한 투자자들의 전망은 혼조세를 보이고 있다.
강력한 펀더멘털과 신약 파이프라인의 발전에도 불구하고 정치적 불확실성과 섹터 순환과 같은 요인으로 인해 S&amp;P 500 대비 바이오제약 섹터의 성과가 저조했다.
2024년 바이오제약 주식은 9.6% 상승하여 S&amp;P 500의 28.5% 상승률에 미치지 못했다. 그러나 JP모건 애널리스트들은 몇몇 주요 기업에 대해 긍정적인 전망을 유지하고 있다.
JP모건에서 가장 많이 추천하는 일라이 릴리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)는 당뇨병 및 비만 치료제인 <a href="https://www.benzinga.com/general/biotech/24/10/41622207/eli-lilly-q3-earnings-mounjaro-sales-more-than-double-takes-2-98-billion-hit-to-profit-cuts-annua">마운자로(Mounjaro)와 젭바운드(Zepbound)</a>에서 지속적인 성장을 보일 것으로 예상된다. 또한 JP모건은 일라이 릴리의 강력한 파이프라인을 강조하면서 2030년대까지 두 자릿수 매출과 수익 성장을 예측했다.
브리스톨-마이어스 스퀴브(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)는 최고 매출 100억 달러를 달성할 수 있는 조현병 치료제인 코벤피(Cobenfy)의 강력한 잠재력으로 JP모건의 &#8216;포커스 리스트&#8217;에 추가되었다.
마찬가지로 머크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)와 리제네론 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)는 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40168774/mercks-blockbuster-vaccine-gardasil-sales-in-china-analyst-highlights-challenges-an">주요 제품에 영향을 미치는</a> <a href="https://www.benzinga.com/general/biotech/24/04/38208816/eye-drug-eylea-price-manipulation-regeneron-faces-us-justice-department-allegations-over-medicare">경쟁 압력</a> 및 지역 역학과 관련된 2024년의 어려움에 이어 2025년에는 회복될 것이르오 예상된다.
길리어드 사이언스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>)는 <a href="https://www.benzinga.com/quote/GILD">HIV 예방을 위한</a> 레나카파비르(lenacapavir)의 2025년 중반 출시가 예상됨에 따라 성장할 것으로 예상된다.
또한 애브비(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)는 단기적인 <a href="https://www.benzinga.com/quote/ABBV">파이프라인 개발</a>이 적음에도 불구하고 스카이리지(Skyrizi)와 린보크(Rinvoq) 판매 호조에 힘입어 밸류에이션이 매력적이라고 보았다.
한편, 동물 건강 관련 주식도 2025년에 반등할 것으로 예상한다. JP 모건은 조에티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZTS#NYSE">ZTS</a>)를 이 분야에서 가장 강력한 선택지로 보고 있으며, 고배당 매출 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41722660/zoetis-q3-earnings-beat-companion-animal-segment-growth-gives-confidence-into-2025-" target="_blank" rel="noreferrer noopener">성장과 마진 확장</a>의 잠재력을 언급했다. 아이덱스 래버러토리스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IDXX#NASDAQ">IDXX</a>)는 또 다른 다른 확실한 선택이며, 성과는 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41659873/idexx-laboratories-adjusts-guidance-as-q3-revenue-growth-slows-analyst-notes-fewer-" target="_blank" rel="noreferrer noopener">수의사 방문 수 회복</a>에 달려 있다. 한편 엘랑코 애니멀 헬스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELAN#NYSE">ELAN</a>)는 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41817807/elanco-animal-q3-earnings-profit-beat-new-products-and-stabilized-business-to-drive" target="_blank" rel="noreferrer noopener">신제품 출시</a>와 관련된 불확실성에 직면해 있다.
그리고 특수 의약품 부문은 2024년에 가격 안정성과 공급 역학 개선의 혜택을 받아 조기에 안정화 조짐을 보였다. 페리고(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRGO#NYSE">PRGO</a>)와 비아트리스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VTRS#NASDAQ">VTRS</a>)는 유망한 기회로 강조되었으며 테바 파마슈티컬(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEVA#NYSE">TEVA</a>)는 올해 강력한 임상 시험 <a href="https://www.benzinga.com/general/biotech/24/12/42561832/teva-pharmaceutical-releases-impressive-phase-2-candidate-data-for-gastro-related-diseases" target="_blank" rel="noreferrer noopener">결과를 발표했지만</a> 성장 문제에 직면할 수 있다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%80%80%ED%85%80-%EC%BB%B4%ED%93%A8%ED%8C%85-%EB%B8%94%EB%9E%99%EB%B2%A0%EB%A6%AC-%EB%A3%A8%EC%8B%9C%EB%93%9C-%EB%93%B1-%EC%A7%80%EB%82%9C%EC%A3%BC-%EC%B5%9C%EB%8C%80-%EC%83%81%EC%8A%B9%ED%95%9C/">퀀텀 컴퓨팅, 블랙베리, 루시드 등 지난주 최대 상승한 중형주 (12월 16일~20일)</a>
사진 출처: Shutterstock
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