Replies to post #182062 on Biotech Values

[DewDiligence]

SNY/REGN report positive phase-2 data for Dupilumab in asthma:

http://in.reuters.com/article/2014/11/11/us-sanofi-asthma-idINKCN0IV0U620141111

In a Phase IIb clinical study, dupilumab cut serious asthma attacks, known as exacerbations, by 64 to 75 percent. The Sanofi drug works by blocking two key inflammatory chemicals that drive asthma, called IL-4 and IL-13.

Analysts believe that Sanofi's product could be launched in 2019, putting it well behind GSK's drug, which is leading the pack and has already filed for regulatory approval. Nevertheless, Berenberg Bank analyst Alistair Campbell said that dupilumab could still be a commercial success, with potential annual sales of $1.5 billion by 2025, if the strong data in current tests were replicated in final-stage Phase III studies. Other companies working on similar biotech asthma drugs include AstraZeneca, Roche and Teva.