Sanofi Sets Sights On Multiple Sclerosis Leadership
With the release of “unprecedented” data on its Phase III MS candidate alemtuzumab and its once-daily oral therapy teriflunomide already under regulatory review, Sanofi looks for a leadership role in the increasingly fragmented market it expects will approach $20 billion by 2016.
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The paradigm shift long-lasting Lemtrada will excite, along with Aubagio’s gains since its launch in October, put Sanofi well on the road to its goal of multiple sclerosis leadership, Genzyme research execs say.
Wall Street projects modest sales for Sanofi/Genzyme’s recently approved MS drug, but by pricing it well below Gilenya and somewhat below established, widely used injectable drugs, the companies may position Aubagio for first-line use and greater than anticipated adoption by payers.
FDA approved Aubagio for patients with relapsing forms of multiple sclerosis on Sept. 12. Sponsor Genzyme, owned by Sanofi, announced an annual price of $45,000 for the drug, below the only other oral therapy for MS, Novartis’ Gilenya.