Dupixent Positive EoE Phase 3 Data
Key Questions
What positive results did Dupixent show in the EoE Phase 3 trial?
Sanofi/Regeneron’s Dupixent demonstrated significant esophageal distensibility gains and structural improvements in eosinophilic esophagitis. These Phase 3 findings add to the drug’s profile following recent pediatric approvals.
How did Dupixent perform in Q1 sales and what is its updated fair value?
Dupixent recorded Q1 sales of €4.2B, up 31%, contributing to an upgraded fair value of €95.53 per share, representing a 30% upside versus the prior €73.06. The results strengthen Sanofi’s immunology momentum.
What additional data support Dupixent’s momentum beyond EoE?
New Phase 4 data and real-world eczema results from Canada further reinforce Dupixent’s performance. Sanofi projects group revenue of €52.4 billion and earnings of €10.5 billion by 2029.
Sanofi/Regeneron DUPIXENT shows significant esophageal distensibility gains and structural improvements in EoE. New Ph4 data, real-world Canada eczema results, and Q1 sales €4.2B +31% bolster €95.53 fair value (+30% vs €73.06), reinforcing immunology momentum post-peds approvals and Q1 beat.