While the performance of the company’s Dupixent treatment is likely to be strong in the near term, chronic obstructive pulmonary disease (COPD) is likely to offer “a meaningful medium-term inflection,” according to BMO Capital Markets.
The Regeneron Pharmaceuticals Analyst: Brian Abrahams upgraded the rating for Regeneron Pharmaceuticals from Sector Perform to Outperform, while raising the price target from $884 to $1,076.
The Regeneron Pharmaceuticals Thesis: A proprietary analysis of prescription trends and run-rate suggests Dupixent sales of $14.0 billion in 2024, ahead of the consensus estimate of $13.4 billion, Abrahams said in the upgrade note.
“And our physician feedback has indicated high receptivity and a large unmet need in COPD, enabling ~$4B in peak COPD sales to further propel REGN's leading franchise,” the analyst wrote.
While Eylea HD sales are “off to solid start,” the recent patent win provides “additional runway to convert the market,” Abrahams stated.
“With linvo looking good and more definitive timelines around fianlimab, we see near-term showcasing of REGN's highest-opportunity oncology programs,” he added.
The Germany military is preparing for a potential attack by Russia in February which culminates in a wider war after the U.S. presidential election.
German newspaper Bild reports on the details of a hitherto classified Berlin Ministry of Defense document called Alliance Defence 2025 with alarming implications.
The secret strategy document wargames a hybrid Russian attack on NATO’s eastern flank as soon as next month and then lays out the steps on how the conflict would escalate month by month.
The scenario culminates in the deployment of hundreds of thousands of NATO troops and the onset of what amounts to World War III by the summer of 2025.
Russia’s at first covert and then increasingly overt attack on the West begins in July. Cyber attacks and other forms of hybrid warfare are anticipated, primarily in the Baltic states. Clashes occur, which Russia uses as an excuse to initiate large-scale military exercises on its territory and in Belarus.
According to the scenario, this situation could escalate in October if Russia deploys troops and medium-range missiles to Kaliningrad. From December 2024, an artificially induced “border conflict” and “clashes with numerous casualties” unfold in the vicinity of the Suwalki Gap (Suwalki Corridor).
At a moment when the United States may be without a leader for several weeks after the elections, Russia, with the support of Belarus, repeats the 2014 invasion of Ukraine but on NATO territory. In May 2025, NATO decides on containment measures, and on D-Day, NATO deploys 300,000 military personnel to the eastern flank, including 30,000 soldiers from the Bundeswehr.
The document is officially called a “training scenario,” although that will do little to allay fears that NATO could face a confrontation with Russia as it looks increasingly likely Ukraine will lose the war.
The Germany Ministry of Defense refused to comment on details of the document, but said it was “taking into consideration all scenarios, including extremely unlikely ones, is part of daily military activity, especially in training.”
As we highlighted last week, Sweden is also cautioning its citizens to prepare for war with Russia, saying the country is ill-prepared to cope with the sudden onset of hostilities.
U.S. Defense Secretary Lloyd Austin was released from the hospital on Monday, the Pentagon said in a statement.
Austin, who had been hospitalized since Jan. 1 due to complications after prostate cancer treatment, will perform his duties remotely before returning full-time to the Pentagon.
The U.S. Securities and Exchange Commission on Friday said there was no evidence to suggest the breach of its X account earlier this week also involved a breach of the agency's systems, devices, data or other social media accounts.
The fake post on Tuesday said the SEC had approved trading of spot bitcoin exchange-traded funds (ETFs), sending industry executives scrambling. Bitcoin prices had whipsawed ahead of an expected announcement on Wednesday by the agency to allow trading of the products.
"While SEC staff is still assessing the scope of the incident, there is currently no evidence that the unauthorized party gained access to SEC systems, data, devices, or other social media accounts," the SEC said in a statement.
The SEC quickly disavowed and deleted the post. X, formerly Twitter, later said the account was compromised because of an "unidentified individual" obtaining control of a phone number.
The SEC did approve the bitcoin ETFs on Wednesday.
The SEC said the Department of Homeland Security's Cybersecurity and Infrastructure Security Agency has joined the FBI and the SEC's inspector general in investigating the breach.
The Russian government is considering a ban on gasoline exports after an incident at Lukoil'sNORSI oil refinery in Nizhny Novgorod, Interfax news agency reported on Monday, citing sources.
The refinery may halve high-octane gasoline output after an emergency stoppage at a catalytic cracking unit, industry sources said earlier on Monday.
It’s no joke. Humorous and quirky messages on electronic signs will soon disappear from highways and freeways across the country.
The U.S. Federal Highway Administration has given states two years to implement all the changes outlined in its new 1,100-page manual released last month, including rules that spells out how signs and other traffic control devices are regulated.
Administration officials said overhead electronic signs with obscure meanings, references to pop culture or those intended to be funny will be banned in 2026 because they can be misunderstood or distracting to drivers.
The agency, which is part of the U.S. Department of Transportation, said signs should be "simple, direct, brief, legible and clear" and only be used for important information such as warning drivers of crashes ahead, adverse weather conditions and traffic delays. Seatbelt reminders and warnings about the dangers of speeding or driving impaired are also allowed.
