SNY
Sanofi (NYSE: SNY) has halted development of amlitelimab in atopic dermatitis after failing to demonstrate...
Article Summary
SELL- Sanofi (NYSE: SNY) has halted development of amlitelimab in atopic dermatitis after failing to demonstrate meaningful improvements over standard-of-care therapy, marking another setback in its efforts to secure a successor to Dupixent as the drug's patent expiry looms.
- The company's OX40 ligand blocker failed to meet its co-primary endpoint in COAST 2, raising questions about its ability to penetrate the first-line AD market.
- Kyowa Kirin recently terminated its development programme for rocatinlimab after some patients given the drug developed rare blood vessel cancer Kaposi sarcoma, raising concerns about safety and franchise potential.
- Analysts believe the decision to discontinue the drug at the pre-registration stage is surprising, though it's likely attributed to competitor dynamics within the space and adjacent indications.
- Despite the setback, Sanofi is forging on with its Phase II study in celiac disease, which is expected to read out in the second half of 2026.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 11.2% | 25% | 50.0 ptsMeets Minimum (11.2%) - Passes screener |
| EPS Growth Next 5Y ? | 7.3% | 25% | 20.0 ptsWeak (7.3%) - Low expectations |
| Target Price Upside ? | 21.0% | 20% | 70.0 ptsGood Upside (21.0%) - Target: $52.40 vs Current: $43.29 |
| Gross Margin % ? | 65.9% | 15% | 80.0 ptsVery Healthy (65.9%) - High-quality margins |
| Drawdown from 52-Wk High ? | -17.8% | 15% | 40.0 ptsMild Pullback (-17.8%) - Light entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About SNY
- Sanofi engages in the research, development, manufacture, and marketing of therapeutic solutions.
- It provides immunology and inflammation, rare diseases neurology, oncology, and other vaccines.
- It also offers poliomyelitis, pertussis, and haemophilus influenzae type b (Hib) pediatric vaccines; respiratory syncytial virus protection and hexavalent combination vaccines that includes hepatitis A, typhoid, yellow fever, and rabies vaccines.
- It has a collaboration and license agreement with Exscientia to develop up to 15 novel small-molecule for oncology and immunology; ABL Bio, Inc. to develop ABL301 for treatment of alpha-synucleinopathies; and Innate Pharma SA for cell engager program targeting B7-H3.
- Further, it has a collaboration agreements with Atomwise to use ATOMNET platform and Insilico Medicine to use Pharma.AI, a medicine's AI platform; Kymera Therapeutics, Inc. to develop and commercialize protein degrader therapies targeting IRAK4 in patients with immune-inflammatory diseases; Nurix Therapeutics, Inc. to develop protein degradation therapies; Denali Therapeutics Inc. to treat systemic inflammatory diseases, such as ulcerative colitis; and Adagene Inc. for development of antibody-based therapies.
- Additionally, it has a collaboration with Scribe Therapeutics Inc. to develop genome editing technologies; Teva Pharmaceuticals to co-develop and co-commercialize TEV'574, for treatment of ulcerative colitis and Crohn's disease; and co-promotion service agreement with Provention Bio, Inc. for the commercialization of teplizumab.
- The company was formerly known as Sanofi-Aventis and changed its name to Sanofi in May 2011.
- Sanofi was incorporated in 1994 and is headquartered in Paris, France.