Can the 12 "heavy bomb drugs" of the Sanofi pipeline win back market confidence?
海角七号
发表于 2023-12-8 18:00:53
285
0
0
French pharmaceutical giant Sanofi announced at an investor research and development day held in New York on December 7th that the company is developing 12 "blockbuster drugs" with annual sales potential exceeding $1 billion.
However, due to the company's lack of specific expectations for short-term profits brought by the new drug, Sanofi's stock price did not reverse its decline on that day. On October 27th, Sanofi CEO Paul Hudson unexpectedly abandoned the company's profit target of 32% for 2025, triggering panic selling in the market. In the past two months, Sanofi's stock price has fallen by about 20%.
In response to Sanofi's release on Investor Development Day, an investor told a reporter from First Financial News, "I believe their direction is correct, but in the process of communicating with investors, there is still a lack of specific details. They should explain their strategy more clearly and eliminate market panic."
The 12 candidate drugs announced by Sanofi in the pipeline include 9 immunotherapy drugs and 3 vaccines. Sanofi stated that each of these drugs has a peak sales potential of € 2 billion to € 5 billion ($2.2 billion to $5.4 billion), with 3 of them potentially exceeding € 5 billion in peak sales.
Specifically, the drugs in these pipelines include tolebrutinib for the treatment of multiple sclerosis, lunsekimig and rilzabutinib for the treatment of asthma, itepekimab for the treatment of chronic obstructive pulmonary disease (COPD), and candidate vaccines for acne, respiratory syncytial virus (RSV) in the elderly, and enteropathogenic Escherichia coli.
Sanofi predicts that the peak sales potential of the eczema drug amlitelimab, frexalimab for treating multiple sclerosis, and an oral soluble TNFR1 inhibitor will exceed 5 billion euros.
The company claims that by 2030, new drugs launched in the near future will generate annual sales of over 10 billion euros; Considering its recently launched RSV vaccine, Sanofi's vaccine business is expected to reach similar revenue levels by 2030. Its best-selling anti-inflammatory drug, Dupixent, is expected to be used to treat chronic obstructive pulmonary disease (COPD) and is expected to achieve double-digit annual sales growth by 2030.
Sanofi also announced that it will invest more energy and focus on research and development, with the goal of increasing the number of Phase III clinical trials by 50% between 2023 and 2025. It plans to conduct 25 mid to late stage clinical trials in the next two years and submit 20 new drug application plans to regulatory authorities.
According to financial report data, Sanofi's R&D expenditure in 2022 was 6.7 billion euros (7.2 billion US dollars), accounting for 15.6% of the group's sales, which is lower than the industry average of around 20%.
Hudson stated that the cost of conducting drug trials for Sanofi next year will increase by nearly 700 million euros, and long-term research and development investment may increase by 1 billion euros compared to the level in 2023. He also expressed that Sanofi hopes to become a leading enterprise in the fields of immunology and neurology.
In addition to strengthening research and development, like many pharmaceutical giants, Sanofi also considers acquisitions as an important part of its strategy. In March of this year, Sanofi announced its acquisition of American biopharmaceutical company Prevention Bio for $2.9 billion. Through this acquisition, Sanofi will obtain a new type 1 diabetes treatment. Prevention Bio also brings synergistic effects to the early development of Sanofi immune mediated disease drugs.
Sanofi is still betting on the application of AI in the field of new drug discovery. Recently, Sanofi signed a $140 million agreement with French AI pharmaceutical company Aqemia, hoping to change the drug development landscape, strengthen new drug discovery and compound optimization, and accelerate the development process of innovative therapies.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Is GPT-5 coming? OpenAI announced that it has launched the next generation of cutting-edge model training!
- Huang Renxun's heavyweight official announcement! The world's most powerful chip has begun production
- Heavy weight late at night! The fourth test flight of the Starship has been successful! Musk: A tremendous achievement
- JD's "Spring Dawn Plan" Heavily Upgrades and Launches 12 New Support Measures, Merchant Live Streaming Can Get 5000 Traffic Coupons
- US heavyweight data released: Will gold and silver plummet and cut interest rates this year?
- The Bank of Japan sends a heavy signal! There are still reasons to raise interest rates again
- Heavy weight! JD is expected to open Alipay payment
- Meta releases heavyweight new products: $299 Quest 3S headset, AR glasses prototype, multimodal AI model
- It concerns the pricing benchmark for heavyweight interest rates! The third in command of the Federal Reserve announced the establishment of a new institution
- Heavy weight! Microsoft releases 10 AI agents with the support of O1
-
知名做空机构香橼研究(Citron Research)周四(11月21日)在社交媒体平台X上发布消息称,该公司已决定做空“比特币大户”微策略(Microstrategy)这家公司,并认为该公司已经将自己变身成为一家比特币投资基金 ...
- caffycat
- 昨天 11:18
- 支持
- 反对
- 回复
- 收藏
-
每经AI快讯,11月20日,文远知行宣布旗下自动驾驶环卫车S6与无人扫路机S1分别在新加坡滨海湾海岸大道与滨海艺术中心正式投入运营。据介绍,这是新加坡首个商业化运营的自动驾驶环卫项目。 ...
- star8699
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
上证报中国证券网讯(记者王子霖)11月20日,斗鱼发布2024年第三季度未经审计的财务报告。本季度斗鱼依托丰富的游戏内容生态,充分发挥主播资源和新业务潜力,持续为用户提供高质量的直播内容及游戏服务,进一步 ...
- goodfriendboy
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
人民网北京11月22日电 (记者栗翘楚、任妍)2024广州车展,在新能源汽车占据“半壁江山”的同时,正加速向智能网联新能源汽车全面过渡,随着“端到端”成为新宠,智能驾驶解决方案成为本届广州车展各大车企竞 ...
- 3233340
- 昨天 17:06
- 支持
- 反对
- 回复
- 收藏