Fin the kitty giving me moral support during my dupixent shot 💉😻

🎉 Gran noticia! Ministerio Sanidad aprueba financiación para Dupixent® (dupilumab) en #esofagitiseosinofilica en adultos y adolescentes ≥12 años, ≥40 kg, sin control adecuado o intolerantes a tratamientos convencionales. Único biológico aprobado ℹ️sanidad.gob.es/areas/farmacia… 
#EOE

Which valuation correct?
$APGE drug APG777 for atopic dermatitis uses STAT6 and TARC as biomarkers. APG777 lowers TARC by 25-30% better than #Dupixent . MC = $2.75B

$CRVS ITK inhibitor CPI-818 (soquelitinib) lowers TARC, dose dependent >50%! MC = $70M??

Now in P1 trial for AD!

🇫🇷💊 Sanofi $SAN Q1 24 results

Revenue 10.46B€
Q1 23 10.22B€ +2% 🟢 (+7% CC)
Est. 10.21B€ beat 🟢

1⃣ DUPIXENT IS GROWING QUICKLY
Dupixent is growing fast +25% - Sanofi must share its revenues with Regeneron. The fast growing revenue is an opportunity but will create a risk…

$CRVS #Soquelitinib significant advantages over current #atopicdermatitis #asthma therapies:
SQL oral vs mAbs subcutaneous/IV
8-10 cytokines blocked at once vs only 1-2 by others

Potential is HUGE
$RGN #Dupixent $8.9B
$NVS #Cosentyx $4.8B
$ABBV #Skyrizi $5.2B
$JNJ #Stelara $9.7B

Dupixent day #asthma

HH1H Bizde 25 senedir ugrasiyoruz !! Su ve beslenme yazdiginiz gibi cok tetikliyor . Sonunda Dupixent adli igne ile devam ediyoruz , zaten dr kontrolu / sigorta onayi vs gerekiyor . Ilac kullanim onaya tabii . Kolay Gelsin

AbbVie's skin disease drug found to be more effective than Regeneron's Dupixent in study reut.rs/3xQysXr

How big of a star is Dupixent for Sanofi?
Last year it was ~1/4 of total revenue
It grew 34% in FY23 when the company only managed 5.3% globally

新治療の光明：RinvoqがDupixentを上回る、アトピー性皮膚炎に対する驚きの臨床結果発表！ arvo.net/forex/news-2476

New data show Rinvoq bests Dupixent in atopic dermatitis study thepharmaletter.com/article/new-da…

Encore porté par son blockbuster Dupixent, Sanofi signe l'éclaircie du CAC 40 ce jeudi
l.bfmtv.com/qGhI

Encore porté par son blockbuster Dupixent, Sanofi signe l'éclaircie du CAC 40 ce jeudi
l.bfmtv.com/h6DP

Prurigo nodulaire : le dupilumab (Dupixent°) apporte quelque chose.

➡️prescrire.org/fr/3/31/68027/…

$REGN taking a hit in last 24hrs

1. $ABBV outperforming dupixent by ~2x on atopic derm - est $3bn at risk
2. $RHHBY reporting 3% market share gain in the quarter on eyelea with a host of new efficacy data being presented soon

Not to mention FDA CRL drama 🤦‍♂️

AbbVie: New Data Show RINVOQ (upadacitinib) Demonstrated Superiority Versus DUPIXENT (dupilumab) Across Primary and All Secondary Endpoints in an Open-Label Head-to-Head Atopic Dermatitis Study $ABBV crweworld.com/article/news-p…

Certes, le Dupixent est un succès mais l'avenir de Sanofi ne peut dépendre de lui seul. Dans le cadre du plan de transformation engagé depuis qq mois, des acquisitions et partenariats sont espérés notamment avec 2 acteurs français. Il faudrait accélérer. boursorama.com/bourse/actuali…

Anybody with asthma ever did Dupixent !

Dupixent started well the year with 25% increase in sales for Q1 twitter.com/Quality_stocks…

The lab results were ok and my doctor approved my continued treatment with Dupixent. I'm so happy! On a dermatological scale for skin issues (from 0-72) I'm apparently at 0.7 right now. 😁🎊✨🥰