Sanofi’s Immunology Portfolio in the First Quarter

Immunology revenues

In the first quarter, Sanofi’s (SNY) Immunology franchise reported net sales of 359 million euros, a YoY rise of 186.3% on a CER (constant exchange rate) basis. Of these sales, 356 million euros were earned from developed markets, a YoY rise of 183.8% on a CER basis. Emerging markets contributed the remaining 3 million euros in sales.

Sanofi’s Immunology Portfolio in the First Quarter

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Dupixent performance

In the first quarter, Sanofi and Regeneron’s (REGN) Dupixent reported 329 million euros in sales in the first quarter, a YoY rise of 186.9% on a CER basis. According to Sanofi’s first-quarter earnings conference call, this performance was driven by the successful worldwide commercial launch of the drug in the adult AD (atopic dermatitis) indication and the US launch in asthma and adolescent AD indications. In the US market, Dupixent has reported an 18% sequential rise in total prescriptions and a 32% sequential rise in new-to-brand prescriptions in the US market.

According to the company’s first-quarter earnings investor presentation, Dupixent continues to report a solid uptake in the adult AD market in the US, mainly on account of positive real-world experience data. The drug is also reporting deeper penetration in the prescriber base in the US with 45% of HCPs (healthcare practitioners) having already prescribed the drug to at least four patients. According to Sanofi’s first-quarter earnings conference call, Dupixent has been outperforming the recently launched biologic analogs in ex-US markets.

According to the company’s first-quarter earnings investor presentation, around 75% of Dupixent patients have never been treated with biologic therapies. Within five months after its launch in the US in the asthma indication, Dupixent managed to secure coverage for 90% of the commercially covered patients.

In March 2019, CHMP (European Medicines Agency’s Committee for Medicinal Products for Human Use) gave a positive opinion on Dupixent in the asthma indication. The drug has also been launched in the Japanese market in the asthma indication.