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Simon Goodwin

Research Analyst at Rothschild & Co. Redburn

Simon Goodwin is an Analyst at Rothschild & Co. Redburn, focusing on equity research within the healthcare and pharmaceuticals sector, with coverage that includes companies such as Regeneron Pharmaceuticals. He has participated in high-profile transactions, such as acting as the analyst for Rothschild & Co Redburn’s role as sole bookrunner in share block trades for firms like The Gym Group. Goodwin began his analyst career in recent years and is currently based in London; while his career at Rothschild & Co. Redburn dates back to at least 2024, detailed records of previous employers and earlier roles are not publicly disclosed. Professional credentials and securities licenses, including FINRA registration, are not openly published; however, he is recognized for his expertise in equity analysis and for contributing to influential deal execution and market coverage.

Simon Goodwin's questions to REGENERON PHARMACEUTICALS (REGN) leadership

Question · Q3 2025

Simon Goodwin from Rothschild & Co. Redburn asked about the scope of Regeneron's ambition for its intravitreally delivered CD3 monoclonal antibody, initially being studied in uveitis, and its potential application in glaucoma, given the role of T-cell infiltration in that condition.

Answer

Regeneron President and CSO, George Yancopoulos, expressed excitement for their CD3 monoclonal antibody program, which he believes is the world's first complete blocker of T-cell function evaluated in the clinic. He sees uveitis as a perfect setting for local T-cell blockade without systemic immunosuppression. He also highlighted Regeneron's Genetics Center's work in uncovering genetic drivers of glaucoma and announced plans to roll out a very near clinical program in glaucoma soon, based on internal genetics capabilities, aiming to create new ophthalmology franchises.

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Question · Q3 2025

Simon Goodwin asked about the scope of ambition for Regeneron's intravitreally delivered CD3 monoclonal antibody, initially in uveitis, and its potential application in glaucoma given the role of T cell infiltration.

Answer

President and CSO George Yancopoulos expressed excitement for their CD3 monoclonal antibody program, calling it the world's first complete blocker of T cell function evaluated clinically. He sees uveitis as a perfect setting due to T cell involvement, allowing profound local benefit without systemic immunosuppression. He also mentioned Regeneron Genetics Center's work on glaucoma, having uncovered important genetic drivers, and plans to roll out a special and exciting clinical program in glaucoma soon, distinct from the CD3 program, aiming to create new ophthalmology franchises.

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