Sanofi has shown confidence in the growing success of its RSV antibody, Beyfortus, despite potential competition from Merck’s upcoming RSV treatment, clesrovimab. Beyfortus, developed in partnership with AstraZeneca, saw a remarkable 382% increase in sales during the third quarter of 2024, marking 645 million euros in revenue and edging closer to blockbuster status with 845 million euros in year-to-date sales. This growth comes amid increased manufacturing efforts by Sanofi to meet global demand.
Sanofi’s leadership welcomed the anticipated competition, with executive vice president Thomas Triomphe noting that additional players could help expand the market. Triomphe also emphasized Beyfortus’s enduring efficacy, with data showing an 83% efficacy against hospitalization over six months, comparing favorably to clesrovimab’s early findings.
The company’s chief financial officer, François-Xavier Roger, pointed out that Beyfortus data showed a 75% reduction in RSV-related infections, surpassing Merck’s 60% benchmark in cross-trial comparisons. Looking ahead, Sanofi plans to increase Beyfortus’s availability in 2025 and beyond, adding new manufacturing lines to prevent future shortages.
The company’s growth wasn’t limited to RSV products, with Dupixent and other recent launches like Altuviiio and Nexviazyme also contributing to Sanofi’s 15.7% sales increase this quarter.
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