Notes From The Beauty Contest

Notes From The Beauty Contest

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Notes From The Beauty Contest
Notes From The Beauty Contest
Regeneron - Life After Dupi

Regeneron - Life After Dupi

Speculative musings on 'Dupixent 2.0'

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Crashkolnikov
Jul 15, 2025
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Notes From The Beauty Contest
Notes From The Beauty Contest
Regeneron - Life After Dupi
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In the REGN deep dive I imagined an illustrative scenario in which the company still manages to grow nicely through a theoretical disappearance of Dupixent revenues by the mid-2030s. But what if Dupixent doesn’t disappear? What if there’s a ‘Dupixent 2.0’? And what if, next time, REGN ends up capturing the lion’s share of the economics rather than sharing evenly with Sanofi?

Read on, if you’re curious to learn more.

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