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GOVT-CONTRACT ·Filed Sep 25, 2026

REGN

REGENERON PHARMACEUTICALS, INC.
BULLISH
Impact 5/10
Horizonweeks Processed1mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

The modification signals continued government commitment to Regeneron's Ebola therapeutic franchise. Monitor for additional task orders or follow-on contracts under this IDIQ vehicle, as well as potential expansion into other biodefense or pandemic preparedness programs.

DirectionBullish
Confidencehigh
Horizonweeks
Latest settled — T+20d
REGN ▲ +7.37% at T+20d
LONG call ✓ call won +7.37% · α vs SPY +7.40% · entry $752.25 → $807.67
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
-0.23%
call -0.23% · α -0.05%
$750.51
settled 29d ago
T+5d
-3.43%
call -3.43% · α -4.63%
$726.47
settled 23d ago
T+20d
+7.37%
call +7.37% · α +7.40%
$807.67
settled yesterday
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Regeneron Pharmaceuticals received a $277.8 million government contract modification from HHS for INMAZEB Ebola therapeutics. This represents approximately 1.6% of annualized revenue, a notable but not transformative award that reinforces Regeneron's role as a key government partner for pandemic preparedness and biodefense.

Key Financial Metrics

Award Amount
$277.8M
Agency
Department of Health and Human Services
Contract Type
modification
Rev Impact
+1.6%

Key Facts

  • Contract modification P00018 to HHSO100201700016C valued at $277,818,931.33
  • Awarding agency: Department of Health and Human Services
  • Product: INMAZEB Ebola therapeutics
  • Action date: 2026-09-25
  • Award represents ~1.6% of Regeneron's annualized revenue of $17.164 billion

Financial Impact

$277.8 million contract modification, approximately 1.6% of annualized revenue

revenuebacklog

Risk Factors

  • Government funding subject to continuing resolutions and appropriations risk
  • INMAZEB revenue dependent on sporadic government stockpiling orders rather than recurring commercial demand
  • Execution risk on manufacturing and delivery timelines

Investment Themes

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-HHSO100201700016C
34 reports for REGN
Performance horizon
71% Hit rate @ T+5 12 of 17 directional calls Went positive at some point 16 of 19 best @ T+60▲ +26.47%May 21, 2026
Filters
Rows
Reports for REGN — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
Press Release
NEUTRAL ★ 3/10
$807.67awaiting T+5—$816.10 (+1.04%)
Oct 25, 2026
2d ago
Press Release
BULLISH ★ 5/10
$807.67awaiting T+5—$816.10 (+1.04%)
Oct 23, 2026
4d ago
Institutional Cluster
BEARISH ★ 4/10
$805.02awaiting T+5—$816.10 (−1.38%)
Oct 15, 2026
12d ago
ANALYST-UPGRADE
BULLISH ★ 7/10
$790.74 $805.02▲ +1.81%▲ +2.24%$816.10 (+3.21%)
Oct 14, 2026
13d ago
144
NEUTRAL ★ 3/10
$796.34 $819.09▲ +2.86%▲ +3.87%$816.10 (+2.48%)
Oct 6, 2026
21d ago
8-K
BULLISH ★ 7/10
$738.72 $753.12▲ +1.95%▲ +2.09%$816.10 (+10.47%)
Oct 1, 2026
26d ago
Press Release
BULLISH ★ 6/10
$734.81 $739.57▲ +0.65%▼ −0.65%$816.10 (+11.06%)
Oct 1, 2026
26d ago
Press Release
BULLISH ★ 6/10
$734.81 $739.57▲ +0.65%▼ −0.65%$816.10 (+11.06%)
Oct 1, 2026
26d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
—awaiting T+5——
Oct 1, 2026
26d ago
Press Release
BULLISH ★ 7/10
$734.81 $739.57▲ +0.65%▼ −0.65%$816.10 (+11.06%)
Showing 10 of 34

US Market Status

Market Closed — Opens Thu (11h 4m)

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Report published Sep 25, 2026