Sanofi Oncology Strategy: A New Lease On Cancer R&D
The company is rebooting after several late-stage setbacks in cancer R&D, relying on a collaboration with Regeneron to vault it into the field of immuno-oncology.
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The anti-PD-1 candidate is being developed in three cancer indications unserved by checkpoint inhibitors. Along with anti-CD38 isatuximab for multiple myeloma, this represents Sanofi's late push into IO.
Regeneron is looking to expansion of Eylea to diabetic retinopathy and Dupixent to asthma and other indications to drive mid-term growth. The firm is poised to file a PD-1 inhibitor with FDA in Q1.
Global R&D President Elias Zerhouni said Sanofi has the knowledge and skills it needs to discover antibody drugs internally and it's time to end the perception that Regeneron is keeping Sanofi's R&D humming.