Re­gen­eron, Sanofi post good PhI­II asth­ma da­ta for Dupix­ent — but it’s los­ing its ha­lo

Just days af­ter As­traZeneca and Am­gen man­aged to catch an­a­lysts sleep­ing with a promis­ing new asth­ma drug called teze­pelum­ab, Re­gen­eron and Sanofi are com­ing in with new da­ta for Dupix­ent (dupilum­ab) which they are bet­ting will pave the way to a new ap­proval next year.

But sev­er­al an­a­lysts are say­ing Mon­day morn­ing that the new da­ta are a step down from the ex­cit­ing mid-stage re­sults these two ma­jor league part­ners put up. And they’re won­der­ing whether Dupix­ent — a one-time dar­ling — can live up to some old ex­pec­ta­tions.

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