09/29/2024, 01:11 PM UTC
再生的长期防御性投资Regeneron: Long-Term Defensive Investment
1. EYLEA和Dupixent的销售推动公司收入达到新纪录；2. 研发支出预计将达到50亿美元，但业务仍然非常盈利；3. 再生龙公司流动性和偿债能力良好，但增长速度正在下降；4. 根据定量分析，公司的价值似乎被高估；5. 作者持有该头寸是为了长期增长和收益。1. EYLEA and Dupixent sales drive company revenue to new records; 2. R&D expenses are projected to reach $5 billion, but the business remains highly profitable; 3. Regeneron is liquid and solvent, but growth rates are falling; 4. The company's value appears overvalued according to quantitative analysis; 5. The author is holding the position for long-term growth and benefits.
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