Regeneron Pharmaceuticals' (REGN) upcoming LAG-3 melanoma readout will likely look competitive, RBC Capital Markets said in a note Tuesday.
The investment firm said Regeneron market expectations for Regeneron's "peak sales numbers do have room to move up."
However, based on RBC's analysis and other feedback, it is not certain that the differentiation versus
Bristol-Myers Squibb's (BMY) Opdualag will be "indisputable enough to drive another major leg of major stock upside from here," the note said.
The investment firm said the first phase 3 results from the LAG-3 fianlimab plus cemiplimab combo versus pembro to treat 1L metastatic melanoma are expected in H1 2026.
RBC has a sector perform rating on Regeneron and $708 price target.
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