Jim Cramer Reflects on Missed Opportunity in Regeneron, Cites Strategic Oversight

Jim Cramer, host of CNBC's 'Mad Money,' acknowledged during a recent segment that he missed a significant opportunity in Regeneron Pharmaceuticals (REGN), stating, 'I should have pulled the trigger on Regeneron.' The admission followed the company's recent announcement of positive Phase 3 trial results for its investigational therapy targeting a rare genetic disorder, which drove a 14% spike in REGN shares over two trading days. Regeneron's stock has appreciated 67% year-to-date as of March 4, 2026, outpacing the broader S&P 500 Health Care Sector Index, which rose 32% over the same period. The company's current market capitalization stands at approximately $178 billion, reflecting investor confidence in its revenue growth from established products like Eylea and the expanding pipeline of novel biologics. Cramer cited the delayed entry into REGN as a strategic oversight, particularly given the company's $1.4 billion in research and development spending in 2025 alone. Analysts note that Regeneron's proprietary VelociSuite platform has accelerated drug discovery, with four new drug candidates advancing into Phase 2 trials in early 2026. The comment has drawn attention from institutional investors and retail traders alike, prompting a 12% increase in trading volume for REGN over the past week. Market analysts suggest the renewed focus may influence portfolio allocations within the healthcare sector, especially among growth-oriented biotech funds.