$REGN Regeneron Tape Reports
Per Ticker.id: $REGN Regeneron Tape Reports — 4 podcast mentions across 1 podcast (30 days), latest 2026-08-14 00:03 UTC.
That's probably when I would want to enter into the full position here. Either way, I do like this company, and hopefully what we saw in Q4 continues into the next quarter. That is AVUV, Aerovironment Inc., or sorry, AVAV, Aerovironment Inc. Thanks for the call. We had a great show yesterday. Justin looked into why the S&P 500 is near record highs, and more importantly, is that sustainable 2026. He also answered a listener question on ticker GSK, which is GSK PLC. It was an ADR. If you happen to miss yesterday's episode, I encourage you to check it out. And remember, the best way to never miss an episode of Invest Talk is to subscribe wherever you get your podcasts. Now on to today, where my main focus point is about cracks in the US housing market Because what we've been seeing recently is that home selling is below the asking price in 38 major cities. And there's a report to this effect that shows homes are selling in 30— not just 38 cities themselves, but 38 of the 50 biggest cities. So is this a signal that potentially the long dominant seller's market may be finally turning? Take a look at that and what this shift might mean for real estate as an asset class, for homebuilder stocks. And mortgage-sensitive portfolios. Also touch on ACA premiums, up 41% in the past 2 years, and now 63% of insurers are proposing a 10 to 25% increase. So what does that mean for healthcare stocks? What does that mean for you? We'll also touch on margin debt because we have seen a record level of that. Net credit balances are at a record $1.5 trillion. That is up 49% year over year. And should we have time at the end of the show, we'll touch on private credit liquidity and how all these redemptions may be more emblematic of a mirage rather than a liquid market. We also have some voicemail calls ready to play, including one on DRIP programs, or I guess that would be saying programs twice. So DRIPs and another on Regeneron Pharmaceuticals, ticker REGN. As well as some questions that came in from the comments section of the InvestTalk YouTube channel. And hopefully we hear from some of you live throughout the show. Headed into a break.
Luke Guerrero — InvestTalk · U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities · 2026-08-14I'm calling from England. Wondered what your thoughts were on Regeneron Pharmaceuticals. It's R for Romeo, E for England, G for golf, N for November. R-E-G-N. And wondered what a decent entry price would be. Thanks a lot. Bye.
Speaker D — InvestTalk · U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities · 2026-08-14Now, Regeneron Pharmaceuticals is a biotech giant out of New York. They have a pretty solid balance sheet as well. Now I'm gonna, I'm gonna take you down that lane for a second because it's an $82 billion market cap company. It's got less than $3 billion in debt. It's got $8.6 billion in cash, meaning it's got roughly $5.6 billion in net cash on its balance sheet. It's one of the reasons why I like this pharmaceutical company, or this biotech company, in a segment that typically runs really, really high debt loads and has really poor margins. This is the exact opposite here— 34.2% net margin, 36.3%, uh, EBITDA margin. And it's trading at a pretty reasonable valuation, $13.8 x price to forward-looking earnings, 2.6x price to book value. It's up only 4% year to date, but over the past year it's up 43.53% after really taking a hit in the middle of 2024. And there's a lot to be happy about recently. I mean, revenue beat 17% year over year— or sorry, uh, it was up 17% year over year. You had consecutive quarters of double-digit top and bottom line growth. You had non-GAAP EPS, uh, beat by 40%, and then you had guidance increased. You have management talking about a big key near-term pipeline of catalysts because you have a couple drugs here couple treatments here that the FDA is expected to potentially approve towards the end of this year. And so on the back of this earnings in July, you saw stock pretty much surge, right? Coming out of July, we were trading at about $600 in June. Now we're trading at $805. I like this name. We like this name. We own this name, uh, for clients in one of our strategies because in a lot of ways I find it to be probably one of the most compelling large-cap biotech values in the market. You don't often see— and again, this is, this is only 2 consecutive quarters, but that certainly starts a trend— you don't often see a 40% EPS beat plus a, uh, you know, 38% in their top treatment growth combined with all this cash, a fortress of a balance sheet, trading at this low of a multiple. So Regeneron is a name we like, it is a name we hold for clients.
Luke Guerrero — InvestTalk · U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities · 2026-08-14I'm going to give it a thumbs up. That is REGN, Regeneron Pharmaceuticals. Thanks for the call. Well folks, I don't know if you pay attention to your emails. I imagine You get a lot just like I do, but we recently sent out an email talking about an upcoming event we will be holding in person. It's going to be a bit of a conference. We'll have guest speakers, many topics that you may be interested in. So look forward to more information about our really first in-person event in quite some time. How to secure your tickets, and how to be involved in Invest Talk Live. All right, folks, we are headed into a break. Please remember, you can submit your questions anytime on our 24/7 voice bank, and during our live shows, you can ask them of me or Justin live by picking up that phone and dialing 888-99-CHART.
Luke Guerrero — InvestTalk · U.S. Housing Market Cracks: Homes Selling Below Asking Price in 38 Major Cities · 2026-08-14