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Sanofi Matches, But Does Not Better, Amgen In OX40 Contest

 
• By Elizabeth Cairns

Mid-stage data on amlitelimab in uncontrolled atopic dermatitis look in line with rival rocatinlimab, which is already more advanced.      

Businessman and businesswoman armwrestling at the office table, maintaining eye contact, trying to get leadership, fighting for equal rights for women, business competitors in the marketplace

Sanofi has previously stated that amlitelimab could be both a first- and a best-in-class therapy in atopic dermatitis (Also see "Sanofi Looks To Build On Dupixent Dominance With OX40L Drug" - Scrip, 27 June, 2023.). Updated data from a Phase IIb trial released last week, however, suggest that it is doubtful that either goal will be achieved by the anti-OX40-ligand antibody.

Key Takeaways
  • Phase IIb data on Sanofi’s anti-OX40-ligand antibody amlitelimab are good enough to start Phase III
  • But Amgen’s similar product rocatinlimab looks as good or slightly better
  • And...

For a start, the product has not yet entered Phase III trials, whereas Amgen, Inc.’s rocatinlimab, a similarly-acting agent licensed from Kyowa Kirin Co., Ltd., is in no...

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