Will convenience, safety be enough to keep Sanofi’s dermatitis candidate competitive?
Sanofi’s amlitelimab met primary endpoints in Phase III, but falls short on efficacy relative to competition
The question that remains after a disappointing slip in Phase III efficacy results for Sanofi’s amlitelimab is whether convenient dosing, an alternative mechanism of action and a favorable safety profile will be enough to drive demand for the atopic dermatitis therapy.
Sanofi (Euronext:SAN; NASDAQ:SNY) reported that amlitelimab, an anti-OX40L mAb, met the primary endpoints in the Phase III COAST 1 study. It also had a relatively clean safety profile. However, response rates were lower than in the Phase II trial and, when accounting for a high placebo effect, appear lower than those in patients treated with Sanofi’s approved blockbuster therapy Dupixent dupilumab, and a competing program that targets the same OX40 pathway from Amgen Inc. (NASDAQ:AMGN)...