On february 7th sanofi reported 2018 results, with annual net income of 344. 5%.6.4 billion euros, up from 2017 2.5%, including strong growth in emerging markets, with annual income of 101. 5%.1.2 billion €(+ 7.5%), especially in China, where revenue grew by 12. 5%.7%, the fastest growing region in Sanofi.Sanofi R & D investment in 2018 58.9.4 billion euros, accounting for 17 percent of revenue.1%, an increase of 10 compared to 2017.3%.
The diabetes business has always been the advantage of Sanofi, but when the ace product Lanuts encounters a patent cliff, Sanofi seems to be overstepped in the rhythm of subsequent product replenishment: the cooperation of inhaling insulin Afrezza is endless; Toujeo as an upgrade The version of Lantus is growing slowly; Soliqua is considered a king-explosive combination (insulin + GLP-1), and Sanofi even used the priority review voucher to seize market opportunities, but it was approved on the same day as Norderox Xultophy. Dwarfed (0. 85 vs 2.56 billion US dollars); long-lasting GLP-1 is in full swing, Sanofi is a little friend who is careless but can't look back, and the cooperation with Hanmei is also discounted; the new target is on the stage of SGLT-2 There is also no scene for Sanofi; even Lhasa's insulin-salt analog Basaglar is also selling for $800 million. As such, Sanofi's diabetes business sector is not difficult to understand in recent years. p>
A good point is that Sanofi's SGLT-1/2 inhibitor sotagliflozin (Sogliflozin) may be FDA approved in 2019Q1 as an adjunct to oral medications other than insulin in patients with type 1 diabetes. One of the highlights of Sanofi's diabetes field.
Rare disease. Multiple sclerosis. Vaccine business is a traditional strength of Sanofi, stable performance, no longer rumors. The immune disease business can be said to be the biggest highlight of Sanofi in 2018. Dupixent (dupilumab) is targeted to IL- 4/IL-13 antibody drug, approved by the FDA in March 2017 for the treatment of moderate to severe atopic dermatitis (eczema) in adults. In October 2018, an additional indication for asthma was added, with sales revenue reaching 788 million. The euro (about 922 million US dollars) is already a quasi-blockbuster. Sanofi submitted a sNDA of 12-17 years old eczema in November 2018 (which has been given a priority review) and submitted sinusitis in December. sNDA, plans to submit nasal polyps in 2019 and 2020. New applications for 6-11 year old adolescent eczema are filed. EvaluatePharma predicts that Dupixent's sales in 2024 can reach $8.06 billion.
Kevzara (sarilumab) is the world's second IL-6R monoclonal antibody, approved for the treatment of rheumatoid arthritis in March 2017, with a sales income of 0.83 billion euros (approximately $0.97 billion) in 2018. Roche The drug tobuzumab has achieved annual sales of CHF 2.16 billion (+12%) with the popularity of CAR-T. With such a successful example, Kevzara's future is also full of imagination.
Blood disease is also a highlight of Sanofi's acquisition of Bioverativ. In addition to the two mature hemophilia products Elopate. Alprolix, Sanofi spent 3.9 billion euros in acquisition of Ablynx, which focuses on nanobody drug development. In return, Cablivi (caplacizumab-yhdp) has been approved by the European Union and FDA for adult-acquired thrombotic thrombocytopenic purpura (see: FDA approved first Nanobody for treatment of acquired thrombotic thrombocytopenic purpura) ), this is also a very large indication, is a driving force for Sanofi's future performance growth.
The oncology business has brought glory to Sanofi, but it dates back to the era of chemotherapy for platinum drugs and docetaxel. In the current era of tumor immunotherapy, the presence of Sanofi needs to be strengthened. The developed PD-1 monoclonal antibody Libtayo (cemiplimab-rwlc) was approved for treatment of squamous cell carcinoma of the skin in September 2018, with a sales income of 15 million US dollars, which opened a good situation for Sanofi.
After entering 2019, Sanofi also showed a greater ambition in the field of cancer, including: 1) Revising the framework for the IO drug discovery and development agreement with Regeneron, in addition to continuing to develop two bispecific antibodies (BCMA) /CD3, MUC16/CD3), Sanofi has greater flexibility in independently disposing of its early IO assets. 2) Extending cooperation with BioNTech in the development of mRNA tumor immunotherapy. The good news that comes with it is The key phase III study of CD38 mAb isatuximab was successful (see: Sanofi CD38 mAb critical phase III study success, significantly prolonging PFS in patients with multiple myeloma). In the field of oncology, Sanofi can be said to have been shotgun.
As of February 2019, there are 81 research projects in Sanofi's pipeline, including 33 new molecular entities. Of all the Sanofi research projects, 35 are in Phase III or submitting applications for listing. Between 2019 and 2022, Sanofi plans to submit a listing application for nine new drugs and a listing application for 25 new indications. This is a company with a future.