Letters by company

Regeneron Pharmaceuticals, INC.

2 letters discussing REGN. Everything written about it on this site is on its ticker page.

Sound Shore Management June 30, 2026 Sound Shore favored Qualcomm and Marvell Technology as AI infrastructure beneficiaries with valuations it considers compelling, while maintaining discipline on exposure after the sector’s sharp advance. The fund also cited margin-recovery initiatives at Southwest Airlines, operational improvements at Elevance Health, and Regeneron’s pipeline and balance sheet despite mixed melanoma trial results. second quarter of 2026 ELV $88BLUV $21BMRVL $252B
Southeastern Asset Management 2Q26 Commentary Longleaf Partners Fund argues that AI-linked market leaders have become detached from cash flow while its concentrated holdings retain upside through operational improvement, valuation rerating and strategic action. The fund added a healthcare company, exited Bio-Rad and sold FedEx Freight after its spinoff, while pressing engagements at Mattel and other investees. 2Q26 ACI $5.7BAVTR $11BCNX $5B