Management remarks
Call period: 2026 Q2 · 2026-07-30
Guidance: Marion McCourt: We expect this will drive sequential demand for EYLEA HD in the low to mid-teens in the third and fourth quarters of 2026. Turning to Dupixent, which continues to deliver significant patient benefit to patients globally with more than 1.5 million patients actively treated worldwide, Dupixent has had a tremendous impact across its 9 approved indications and is the #1 biologic medicine prescribed by dermatologists, pulmonologists, allergists and ENTs.Margins: Christopher Fenimore: Non-GAAP gross margin on net product sales was 87% in the second quarter.Analyst Q&A
Analyst Tyler Van Buren asked: So can you provide additional details on the ongoing EYLEA HD prefilled syringe review with hopeful approval by year-end now? Management Leonard Schleifer answered: Look, I think a lot of things have been changing at the FDA. People have been changing. Leadership has changed. We had thought that we would get some action, perhaps an approval by the end of the second quarter. That obviously didn't happen. But we have now had renewed discussions.管理层陈述
电话会期间：2026 Q2 · 2026-07-30
指引：玛丽恩·麦考特：我们预计这将推动EYLEA HD在2026年第三和第四季度出现低十几到中十几个百分点的环比需求增长。谈到Dupixent，它目前全球有超过150万活跃治疗患者，在9项获批适应症中影响巨大，是皮肤科、肺科、过敏科及耳鼻喉科医生处方量第一的生物制剂。利润率：克里斯托弗·芬尼莫尔：第二季度净产品销售额的非GAAP毛利率为87%。分析师问答
分析师泰勒·范·伯伦询问EYLEA HD预充注射器的审评进展，以及年底前获批的可能性。管理层伦纳德·施莱弗表示，FDA人员和领导层发生变化；公司原预计二季度末可能获批，但未能实现，目前已恢复沟通。This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。
