Regeneron (REGN) Posted Solid Quarterly Results, Eyes 2026 Pipeline Catalysts
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. A copy of the letter can be downloaded here. Global equities finished 2025 strongly, with international markets delivering their widest outperformance versus U.S. equities since the Global Financial Crisis, aided by a weaker dollar and improving trade conditions. In Q4 2025, the Baird Chautauqua International Growth Fund returned +0.11%, lagging the MSCI ACWI ex-U.S. Index’s +5.05%, while the Global Growth Fund gained +4.18%, outperforming its MSCI ACWI Index® ND’s +3.29%, as value and cyclical leadership weighed on growth-oriented portfolios. Despite near-term headwinds from sector rotations and Greater China profit-taking, the fund remains focused on high-quality businesses with strong cash flows and balance sheets, supported by attractive international valuations and a more favorable macro backdrop heading into 2026.
In its fourth-quarter 2025 investor letter, Baird Chautauqua International and Global Growth Funds highlighted stocks such as Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN). Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is a biotechnology leader focused on developing innovative medicines for serious diseases. The one-month return of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) was approximately -0.30%, and its shares remain about 12.42% above their 52-week high as of the latest session. On January 26, 2026, Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) stock closed at approximately $762.65 per share, with a market capitalization of about $81.779 billion.
Baird Chautauqua International and Global Growth Funds stated the following regarding Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN):
"Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) reported strong 3Q25 results with both top- and bottom-line beats driven by Dupixent and Eylea HD. Issues with Eylea HD third-party manufacturing will likely be resolved in 2026. In addition, there will be important pipeline data readouts in 2026."
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 78 hedge fund portfolios held Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) at the end of the third quarter, which was 73 in the previous quarter. While we acknowledge the risk and potential of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.
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