Sanofi/Regeneron Atopic Dermatitis drug to make greater sales than Repatha in 6 months post launch!

[anonymous]

Dupixent is off to a very strong start, with TRx materially outpacing even the launch of Cosentyx over the first few weeks. However, Genzyme management continued to caution that there may be a bolus contribution at our recent meeting with them, whilst also stating that they were pleased with the initial launch. Initial script data are complicate by the loading dose, we estimate that Dupixent could already be on track to make sales of
>$200m just in the US for 2017E against consensus of $156m globally and our own global model estimate of $212m.

Repatha in year 2 of sales making $49M a quarter.

 

[anonymous]

Dupixent is off to a very strong start, with TRx materially outpacing even the launch of Cosentyx over the first few weeks. However, Genzyme management continued to caution that there may be a bolus contribution at our recent meeting with them, whilst also stating that they were pleased with the initial launch. Initial script data are complicate by the loading dose, we estimate that Dupixent could already be on track to make sales of
>$200m just in the US for 2017E against consensus of $156m globally and our own global model estimate of $212m.

Repatha in year 2 of sales making $49M a quarter.

Exelixis sold more Cabo than Amgen sold Repatha in the last quarter. Buy EXEL !