Paul Hudson, Sanofi CEO (AP Images)

A top pick in Paul Hud­son's cam­paign to re­vive the pipeline at Sanofi blows up in PhI­II

One of Paul Hud­son’s picks for Sanofi’s pipeline has gone down in de­feat in a Phase III tri­al.

Rilz­abru­ti­nib, the num­ber 2 BTK in­hibitor plucked in Sanofi’s $3.7 bil­lion Prin­cip­ia buy­out, flunked a tri­al for pem­phi­gus, fail­ing to out­per­form a place­bo in spurring a com­plete re­mis­sion of the skin le­sions caused by the dis­ease.

While some an­a­lysts pegged a po­ten­tial block­buster re­turn for rilz­abru­ti­nib, short sell­ers like Sahm Ad­ran­gi at Ker­ris­dale Cap­i­tal had mocked the drug while it was in Prin­cip­ia’s hands, point­ing to a long line of losers among BTK in­hibitors that were be­ing test­ed in im­munol­o­gy. The short play fiz­zled, but this fail­ure should of­fer some con­so­la­tion to the re­searchers who came up with the the­sis.

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