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Sanofi to acquire Blueprint Medicines, expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology

Sanofi to acquire Blueprint Medicines, expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology

Sanofi to acquire Blueprint Medicines, expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology

Sanofi faces setbacks after itepekimab's Phase 3 COPD failure, removing a key growth prospect and highlighting reliance on Dupixent. Despite challenges, Sanofi is attractively valued, with my DCF analysis showing the stock is undervalued by about 12%. Sanofi's future growth hinges on Dupixent, but the looming patent cliff and biosimilar competition pose significant risks.

Itepekimab's inconsistent phase 3 results represent a setback for Regeneron Pharmaceuticals and Sanofi. The results do not support regulatory submissions and a 3-4 year approval delay, and lower peak sales potential looks like a best-case scenario for itepekimab. Regeneron faces a greater impact, as it is losing an important growth driver in the second half of the decade.

Regeneron stock crashed Friday after the company's Sanofi-partnered COPD treatment unexpectedly failed in a Phase 3 study.

Sanofi and Regeneron said that drug candidate Itepekimab didn't meet primary endpoint in a phase three study, although a benefit was seen earlier in the trial.

Beyfortus public health advantage bolstered by first real-world comparison of infant vs maternal RSV immunization programs