Dupixent Asthma Data Could Seal A Second Blockbuster Market

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About: Sanofi (SNY), REGN
by: EP Vantage
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EP Vantage
Newsletter provider, biotech, healthcare

Impending results in a large phase III uncontrolled asthma study have the potential to confirm Sanofi (NASDAQ:SNY) and Regeneron's (NASDAQ:REGN) Dupixent as one of the most notable new drugs to reach the market this year.

Like other antibodies being used or tested in asthma, the drug is being targeted at people with severe disease; Dupixent is unique in that its efficacy does not appear to be restricted to a narrow subtype of these patients. But confirmation of this broader utility is needed to cement already lofty sales forecasts and put the drug on track for a second blockbuster indication.

Hopes are high after the results of a large phase IIb study that first read out in