GlobalData: Promising Future Forecasted for Dupixent

Wednesday, January 17, 2018 | Atopic Dermatitis , Research and Publications , AbbVie , Regeneron , Sanofi


Regeneron Pharmaceuticals and Sanofi Genzyme’s Dupixent is currently the most successful biologic treatment for moderate-to-severe atopic dermatitis on the market, according to GlobalData.

The treatment per patient is priced at approximately $37,000 a year and is marketed in the US, EU and Canada.

“Regeneron revealed at the recent J.P. Morgan Healthcare Conference 2018 that Dupixent generated sales of $120M within the first nine months of launch, outperforming its competition while maintaining high satisfaction among physicians and atopic dermatitis patients with 90 percent of patients renewing their Dupixent prescriptions,” says  Antoine Grey, Healthcare Analyst at GlobalData.

Dupixent is potentially a “pipeline-in-a-drug” entity, as Regeneron hopes to include several other conditions as indications, on top of plans to roll out Dupixent worldwide.

“So far, efficacy has been demonstrated in three pivotal studies of Dupixent on asthma patients, and positive proof-of-concept data have been recorded for Phase II trials in nasal polyps, eosinophilic esophagitis, and COPD. Programs testing Dupixent in peanut and grass allergies are also planned for 2018,” says Grey.

Sanofi is looking to achieve further funding for the biologic by selling up to 6 percent of the Regeneron common stock it owns back to Regeneron or on the open market, due to Regeneron granting a limited waiver of the “lock-up” in the Amended and Restated Investor Agreement between the two companies. Regeneron is also investigating a compound called REGN3500, an anti-IL-33 monoclonal antibody that is believed to have additive and complementary effects with dupilumab, and a Phase II trial of REGN3500 in atopic dermatitis is expected soon.

“Such measures indicate that the Dupixent developers are keen to fend off any looming challenge posed by AbbVie’s upcoming upadacitinib, a JAK1 selective inhibitor that is currently in a Phase II trial. All in all, Dupixent is surging ahead towards becoming the next dermatology blockbuster biologic,” Grey continues.

 

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