Regeneron and Sanofi’s Dupixent has received FDA approval for COPD, marking a significant advancement in treating this chronic lung condition. This targeted therapy addresses type 2 inflammation pathways, offering hope for patients with frequent exacerbations and improved lung function.
Sanofi SA reported impressive third-quarter results, exceeding analysts’ expectations with strong sales growth fueled by its blockbuster eczema drug Dupixent, new pharmaceutical launches, and vaccine performance. The company also provided an updated outlook for 2024, reaffirming its confidence in Dupixent’s continued success and anticipating strong growth in vaccine sales.
Sanofi SA (SNY) is nearing a deal with private equity firm Clayton Dubilier & Rice (CD&R) for the sale of a controlling stake in Opella, its consumer health division. The proposed transaction, valued at €16 billion ($17.36 billion), signifies Sanofi’s focus on innovative pharmaceuticals and vaccines, while establishing Opella as a standalone player in the consumer healthcare market. The deal, expected to close in the second quarter of 2025, has been met with mixed reactions, highlighting the strategic and financial intricacies involved.
Italian pharmaceutical company Recordati has acquired the global rights to Enjaymo (sutimlimab), a treatment for cold agglutinin disease (CAD), from Sanofi for $825 million upfront and potential milestone payments of up to $250 million. The deal is expected to be immediately accretive to Recordati’s earnings and will be funded by existing cash and new debt facilities.
Ventyx Biosciences (VTYX) received a strategic investment of $27 million from Sanofi, which will be used to support the company’s ongoing operations and advance its investigational drug, VTX3232, for neuroinflammatory and neurodegenerative diseases. In exchange, Sanofi gains exclusive rights to negotiate certain rights related to VTX3232’s clinical programs.
Sanofi has made a strategic investment of $27 million in Ventyx Biosciences, a company developing therapies for neuroinflammatory and neurodegenerative conditions. The investment will support the development of VTX3232, a promising drug candidate for Parkinson’s disease and obesity, with data expected in 2025.
The FDA has approved Sanofi’s Sarclisa (siltuximab) in combination with VRd as a first-line treatment for adult patients with newly diagnosed multiple myeloma who are not eligible for a stem cell transplant. This approval makes Sarclisa the first anti-CD38 therapy in combination with VRd to significantly reduce disease progression or death in this patient population.
Sanofi’s experimental drug tolebrutinib has shown positive results in a Phase 3 study for non-relapsing secondary progressive multiple sclerosis (nrSPMS), demonstrating a delay in disability progression compared to placebo. While previous studies on relapsing forms of MS did not meet the primary endpoint, the latest findings suggest tolebrutinib’s potential as a treatment option for secondary progressive MS.
Regeneron Pharmaceuticals and Sanofi announced positive results from multiple Phase 3 trials of their drug Dupixent, demonstrating its effectiveness in treating chronic skin conditions like chronic spontaneous urticaria (CSU) and bullous pemphigoid. These findings could lead to expanded approval for Dupixent to treat a wider range of skin conditions.
Sanofi’s experimental drug, tolebrutinib, has shown positive results in delaying disability progression in patients with non-relapsing secondary progressive multiple sclerosis (nrSPMS). While the drug did not meet the primary endpoint in relapsing forms of MS, secondary data showed a significant delay in disability worsening. However, concerns regarding potential liver damage and effectiveness remain, impacting the drug’s revenue prospects.
