Sanofi’s Kevzara Could Be Solid Addition to Rheumatoid Arthritis



Kevzara growth trends

Unlike Dupixent, which is being increasingly prescribed by dermatologists for severe atopic dermatitis, Kevzara may require more time to build up market share in the competitive rheumatoid arthritis (or RA) space.

Launched in US markets in June 2017, Kevzara (sarilumab), Sanofi (SNY) and Regeneron’s (REGN) IL-6 receptor antibody, has received favorable feedback from the physician community. The drug was launched for the large yet extremely competitive RA indication. It may be increasingly prescribed by physicians who prefer monotherapy over cycling multiple anti-TNF (anti-tumor necrosis factor) drugs. Kevzara has a strong label due to its demonstrated efficacy in difficult-to-treat patient groups such as those not responding sufficiently to methotrexate or anti-TNF drugs.

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Clinical trial data

The above diagram shows efficacy data for Kevzara from the MOBILITY B and TARGET studies. AbbVie (ABBV) and Johnson & Johnson (JNJ) are the other prominent pharmaceutical companies in the RA space. To know more about these trials, please refer to Kevzara May Emerge as a Prominent Rheumatoid Arthritis Drug in 2017.

Kevzara’s label also includes radiological evidence that highlights the drug’s efficacy in reducing joint erosion as well as joint space narrowing in RA patients. A superior clinical profile coupled with a convenient subcutaneous dosing regimen to be administered every other week may help boost the uptake of Kevzara in 2017. The drug is also available in two dosage strengths, further helping physicians choose the most appropriate regimen for their patients. Kevzara was also approved in the European Union in June 2017. Sanofi and Regeneron expect to expand market access for Kevzara by the end of 2017.

Sanofi makes up 0.51% of the First Trust Value Line Dividend ETF’s (FVD) portfolio holdings.

In the next part of this series, we’ll look at the performance of Sanofi’s vaccines franchise.


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