Sanofi, Regeneron's Eczema Drug Might Face Competition From Pfizer -- Market Talk

Dow Jones03-11

1102 GMT - Sanofi and Regeneron might face competition in the market for eczema treatments after Pfizer reported data for an experimental medicine that showed potential to be the first meaningful rival to their Dupixent blockbuster drug, Citi analysts say in a research note. In a midstage trial, Pfizer's tilrekimig achieve efficacy for eczema--also known as atopic dermatitis--with potential to be competitive against Dupixent and placebo-like safety, Citi says. Results from a late-stage study could come between 2027 and 2028 and approval a year later, suggesting tilrekimig could hurt Dupixent sales in the final years before its patents expire, the analysts say. Sanofi shares fall 0.3%. Regeneron and Pfizer are down 1.2% and 0.3%, respectively, in U.S. premarket trading. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

March 11, 2026 07:02 ET (11:02 GMT)

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