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 (REGN) Posts Solid Q3 Results, Eyes 2026 Pipeline Catalysts

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 are looking for an AI stock that is more promising than Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) and shared the list of best dividend stocks for a dividend achievers list. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.