Sanofi's Mixed Itepekimab Results Make Amlitelimab Trial More Important -- Market Talk

Dow Jones
06-02

1129 GMT - Sanofi's mixed results for its itepekimab drug candidate increase the importance of a successful outcome in a late-stage trial for another investigational drug, amlitelimab, for atopic dermatitis, Jefferies analysts say in a research note. The French drugmaker and U.S. partner Regeneron last week said itepekimab missed the primary goal of a late-stage clinical trial in former smokers with chronic obstructive pulmonary disease, but met the key objective in another study. These results likely increase investors' focus on results for an amlitelimab phase 3 study due in the second half of 2025, Jefferies says. Amlitelimab is now widely seen as the key program to help offset the loss of exclusivity for Sanofi and Regeneron's blockbuster anti-inflammatory drug in 2031 and 2032, the analysts say. Sanofi shares fall 1.7%. (adria.calatayud@wsj.com)

 

(END) Dow Jones Newswires

June 02, 2025 07:29 ET (11:29 GMT)

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