Over the next few years Sanofi will go from being an also-ran in the dermatology arena to being a major player, thanks to the performance of a groundbreaking new drug.
In 2016 Sanofi only had two commercially significant marketed products for skin diseases — Allegra and Targocid — which generated $31m and $8m respectively.
These modest revenues meant the company commanded a market share of just 0.27 percent, which made it the 25th placed company in the therapy area.
This will make it the fourth largest company in the therapy area, with a market share of 10.3 percent.
Growth driven by Dupixent
In March 2017 Sanofi received approval from the US FDA for Dupixent — the first biologic drug to treat moderate-to-severe atopic dermatitis.
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It will be marketed by Sanofi and Regeneron, with the majority of the revenue going to Sanofi.
In 2017 Sanofi is forecast to generate $102m from Dupixent, and between 2017 and 2023 this will increase at growth of 154 percent, peaking at $2.75bn in 2023.
With Sanofi’s and Regeneron’s 2023 Dupixent revenues combined, the drug will be the second most commercially successful product in dermatology, with an annual revenue of $3.6bn, trailing behind only Novartis’s Cosentyx.