Sanofi‘s participation at the JP Morgan Healthcare Conference on January 14, 2025, was marked by a comprehensive overview of its position in 2024 and its strategic vision for the future. The CEO discussed the success of Dupixent and the remarkable achievement of over $13 billion in global sales in 2024, highlighting its commercial advantage and setting a milestone for Sanofi. This achievement further underlines the drug’s efficacy across multiple indications, including atopic dermatitis (AD), in which it is considered the gold standard, says GlobalData, a data and analytics company.
“Having Dupixent as the gold standard for AD, Sanofi has set a high benchmark for competitors within the space. Nevertheless, Sanofi’s CEO has underscored the need for increased competition, which is essential for a dynamic market, especially for AD,” Filippos Maniatis, Healthcare Analyst at GlobalData, said.
Within the AD field, Sanofi has been developing the IRAK4 degrader SAR444656 (KT-474) in collaboration with Kymera Therapeutics, currently in Phase II clinical trials, which may play an interesting role in increasing the competition in this disease area. Further insights were presented at the JP Morgan Healthcare Conference, with Sanofi revealing that the Phase II data readout is expected to take place in the first half of 2025.
“The collaboration between Sanofi and Kymera Therapeutics on SAR444656 may represent a significant opportunity for competition in atopic dermatitis treatment and may introduce a novel therapeutic option to the market,” Maniatis said.
Sanofi continues to be at the forefront of the competition within the AD space, thanks to its anti-OX40L mAb amlitelimab, which is currently in four Phase III clinical trials (COAST 1, COAST 2, SHORE, and AQUA), and with key opinion leaders (KOLs) interviewed by GlobalData sharing their excitement about the progress of anti-OX40L mechanism of action. Overall, the positive outcomes from the clinical trials for both SAR444656 and amlitelimab may assist in shaping a more competitive treatment landscape for AD and bolster Sanofi’s position in this market.
“Sanofi’s focus on growth through innovation and pipeline development is important to maintain its establishment in a competitive landscape. The AD market is expected to continue expanding as multiple pharmaceutical companies are investigating agents with different mechanisms of action in an effort to provide alternatives to the current standard of care,” Maniatis added.
