Dupixent Approved in EU for Children with CSU
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SNY?
Source: seekingalpha
- Pediatric Indication Expansion: Dupixent has been approved in the EU for treating moderate-to-severe chronic spontaneous urticaria (CSU) in children aged 2 to 11, based on data from the LIBERTY-CUPID clinical trial, which demonstrated significant efficacy in adults, indicating potential effectiveness in children.
- Diverse Indications: This approval expands Dupixent's indications in the EU to include four chronic diseases driven by type 2 inflammation, further solidifying its market position among pediatric populations and is expected to drive future sales growth.
- U.S. Application Progress: The supplemental Biologics License Application (sBLA) for Dupixent has been accepted for review in the U.S. for children aged 2 to 11 with CSU, showcasing the company's strategic intent for global expansion and potentially supporting future revenue growth.
- Optimistic Market Outlook: With approvals in multiple countries, Sanofi and Regeneron are poised to benefit from the expansion into the pediatric market, enhancing their competitiveness in chronic disease treatment and likely having a positive impact on financial performance.
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Analyst Views on SNY
Wall Street analysts forecast SNY stock price to rise
5 Analyst Rating
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 47.080
Low
57.00
Averages
79.36
High
119.07
Current: 47.080
Low
57.00
Averages
79.36
High
119.07
About SNY
Sanofi SA is a France-based healthcare company based in France. The Company focuses on patient needs and engages in the research, development, manufacture, and marketing of therapeutic solutions. Its three operating segments are: Pharmaceuticals, Consumer Healthcare (CHC), and Vaccines. The Pharmaceuticals includes: Immunology, Multiple Sclerosis / Neurology, Oncology, Rare Diseases, Rare Blood Disorders, Cardiovascular, Diabetes, Established Prescription Products. The Vaccines segment comprises, for all geographical territories, the commercial operations of Sanofi Pasteur, together with research, development, and production activities dedicated to vaccines. The CHC segment comprises the commercial operations for Sanofi’s Consumer Healthcare products, together with research, development and production activities dedicated to those products. The Company’s products developed in collaboration or franchise include Dupixent, Aubagio, Lemtrada, Cerezyme, Lumizyme, Jevtana, Fabrazyme.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Pediatric Indication Expansion: Dupixent has been approved in the EU for treating moderate-to-severe chronic spontaneous urticaria (CSU) in children aged 2 to 11, based on data from the LIBERTY-CUPID clinical trial, which demonstrated significant efficacy in adults, indicating potential effectiveness in children.
- Diverse Indications: This approval expands Dupixent's indications in the EU to include four chronic diseases driven by type 2 inflammation, further solidifying its market position among pediatric populations and is expected to drive future sales growth.
- U.S. Application Progress: The supplemental Biologics License Application (sBLA) for Dupixent has been accepted for review in the U.S. for children aged 2 to 11 with CSU, showcasing the company's strategic intent for global expansion and potentially supporting future revenue growth.
- Optimistic Market Outlook: With approvals in multiple countries, Sanofi and Regeneron are poised to benefit from the expansion into the pediatric market, enhancing their competitiveness in chronic disease treatment and likely having a positive impact on financial performance.
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- Indication Expansion: Regeneron and Sanofi announced that Dupixent has been approved by the European Commission for treating moderate-to-severe chronic spontaneous urticaria in children aged 2 to 11 years, addressing a significant treatment gap for patients with inadequate response to antihistamines.
- Clinical Trial Support: The approval is based on data from the LIBERTY-CUPID clinical program, which includes efficacy results from two Phase 3 studies in adults and pharmacokinetic, safety, and efficacy data from the CUPIDKids Phase 3 trial in children, demonstrating Dupixent's broad applicability.
- Significant Efficacy: Results showed that Dupixent significantly reduced overall urticaria activity, including itch and hive severity, compared to placebo over 24 weeks, indicating its effectiveness in managing symptoms.
- Increased Patient Benefit: The proportion of patients achieving well-controlled disease and complete response was significantly higher in the Dupixent group compared to placebo, highlighting the potential clinical value of the drug in the pediatric population.
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Approval of Dupixent: The European Union has approved Dupixent (dupilumab) as the first targeted medicine for treating young children with chronic spontaneous urticaria.
Target Population: This approval specifically addresses the needs of young children suffering from this chronic skin condition, marking a significant advancement in pediatric care.
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- Significant Efficacy: Sanofi's Lunsekimig demonstrated a statistically significant reduction in asthma exacerbations and meaningful lung function improvements in the AIRCULES Phase 2b study for moderate-to-severe asthma, highlighting its potential as a novel treatment option for over 260 million asthma patients worldwide who often struggle with uncontrolled symptoms.
- Success in Sinusitis Study: In the DUET Phase 2a study, Lunsekimig achieved its primary endpoint by significantly improving nasal congestion, nasal polyp scores, and Lund-Mackay CT scores at Week 24 in patients with chronic rhinosinusitis with nasal polyps, indicating its effectiveness in related inflammatory conditions.
- Dual Mechanism Advantage: Lunsekimig is a pentavalent Nanobody designed to block two inflammatory drivers, TSLP and IL-13, which may provide additive benefits over existing treatments, particularly in addressing tissue damage associated with asthma and related diseases.
- Future Research Plans: Sanofi plans to present detailed results at upcoming medical congresses and continues to advance Lunsekimig through additional Phase 2 and Phase 3 studies, including the PERSEPHONE trial for moderate-to-severe asthma and the THESEUS trial for CRSwNP, aiming to further validate its efficacy and safety.
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- Clinical Trial Results: Sanofi's lunsekimig met primary and key secondary endpoints in phase 2 respiratory studies for asthma and CRSwNP, indicating its potential to offer new treatment options for patients with respiratory diseases.
- Dual-Target Mechanism: Lunsekimig is a novel bispecific NanobodyVHH composed of five linked antibody fragments designed to simultaneously block TSLP and IL-13, two critical drivers of inflammation that contribute to tissue damage in asthma and related conditions.
- Good Safety Profile: The drug was well tolerated in both studies, demonstrating an acceptable safety profile, which lays a solid foundation for its future clinical applications and may encourage more patients to participate in subsequent trials.
- Strategic Implications: Sanofi's head of research and development noted that these findings support lunsekimig's dual-targeting mechanism as a promising solution for respiratory disease management, highlighting its competitive advantage in the market.
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- Significant Research Outcomes: Sanofi's lunsekimig successfully met its primary and key secondary endpoints in two phase 2 studies for chronic respiratory diseases, indicating its potential in treating moderate-to-severe asthma and chronic rhinosinusitis.
- Good Safety Profile: The drug was well tolerated across all studies, with an acceptable safety profile, laying a solid foundation for its future clinical applications and potentially attracting more patients for subsequent treatments.
- Multiple Studies Conducted: The AIRCULES and DUET studies achieved success in moderate-to-severe asthma and chronic rhinosinusitis, respectively, while the VELVET study did not meet its primary endpoint, highlighting the variability in treatment responses across different diseases.
- Future Presentation Plans: Sanofi plans to present detailed results from the AIRCULES, DUET, and VELVET studies at upcoming medical congresses, which will provide more data support for the industry and could enhance the market prospects for lunsekimig.
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