Multiple sclerosis portfolio of Sanofi
The sales of multiple sclerosis (or MS) drugs jumped by a robust 112% in 2015 to total 1.1 billion euros. This includes Aubagio and Lemtrada sales. MS is a chronic, inflammatory autoimmune disease that affects more than 2 million people around the world.
The major competition in Sanofi’s (SNY) multiple sclerosis segment is from Biogen (BIIB). MS drugs leading the segment are Betaseron from Bayer HealthCare, Tysabri, Avonex and Tecfidera from Biogen (BIIB), Copaxone from Teva Pharmaceuticals (TEVA), and Gilenya from Novartis (NVS).
Aubagio received FDA approval in September 2012. Currently, it is approved in more than 60 countries. In January 2016, Aubagio recorded a 6.6% share of total prescriptions in the US and is Genzyme’s lead product in terms of sales.
Lemtrada received marketing authorization in the European Union in September 2013 for the indication of relapsing forms of MS. Followed by its EU approval, Lemtrada was granted approval in the United States by the FDA in November 2014. The drug is currently approved in more than 45 countries.
Lemtrada’s sales tripled in Western Europe in 2015 and recorded sales totaling ~243 million euros.
Sanofi has a pipeline candidate, GZ402668, in Phase 1 of development for the treatment of relapsing forms of MS. The study is expected to end by the first quarter of 2016.
To get broad-based exposure to Sanofi and its industry peers, investors can choose to invest in the First Trust Value Line Dividend Index ETF (FVD). Sanofi accounts for 0.38% of FVD’s total holdings.