# Regeneron Pharmaceuticals market performance and competition > Live situation record from CLSTR: https://clstr.news/situations/regeneron-pharmaceuticals-market-performance-and-competition > Updated: 2026-09-28T17:05:01.000Z. Sources: 3. Developments: 2. Regeneron Pharmaceuticals has experienced a period of significant financial activity characterized by strong revenue growth alongside stock price volatility. Earlier reports indicated a 17% year-over-year revenue increase to $4.3 billion, largely propelled by the performance of Dupixent and Eylea HD. During this period, institutional investors such as State Street Corp and BlackRock Inc. maintained or increased their holdings, with institutional ownership reaching approximately 83.31%. More recently, the company’s stock faced downward pressure, dropping to US$752.25. This decline is linked to competitive developments in the ophthalmology market, specifically following reports that Kodiak Sciences’ experimental drugs met primary endpoints in Phase 3 trials. These results, which showed vision improvements non-inferior to Eylea, have raised investor concerns regarding potential market-share erosion and pricing pressure in retinal care. ## Timeline ### 2026-09-28: Regeneron Pharmaceuticals stock faces pressure from ophthalmology competition Regeneron Pharmaceuticals shares fell following news that Kodiak Sciences' experimental drugs showed non-inferior vision improvements compared to Eylea, raising concerns over future competition. 2 sources. https://clstr.news/cluster/regeneron-pharmaceuticals-stock-faces-pressure-from-ophthalmology-competition ### 2026-09-22: Regeneron Pharmaceuticals reports revenue growth amid institutional investment shifts Regeneron Pharmaceuticals reported a 17% revenue increase to $4.3 billion in Q2, driven by Dupixent sales, amid shifting stock prices and increased holdings by institutional investors like State Street Corp. 2 sources. https://clstr.news/cluster/regeneron-pharmaceuticals-reports-revenue-growth-amid-institutional-investment-shifts --- Cite as: Regeneron Pharmaceuticals market performance and competition. CLSTR, https://clstr.news/situations/regeneron-pharmaceuticals-market-performance-and-competition