Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| Statement |
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| The product continues to have tremendous success, and you have COPD ahead |
| The safety profile was so good |
| And so we think long-term efficacy could be potentially better than the biologics because it's like sustained response, because lack of ADA and Treg proliferation, as well as potential differentiation long-term safety |
| In that sense, we're really poised to be both first-in-class and best-in-class |
| Not only can we bring some great assets to market, but we know now we are becoming very good at execution as well |
| That will really lift the efficacy |
| You're obviously in a phenomenal position to leverage your success to date, your position to date and continue to build on it |
| We had great feedback from the experts we met with |
| Clearly, you have what could be a very compelling opportunity with your oral TNF |
| That's the next growth opportunity |
| But many observers get nervous, when they see AbbVie's ability to basically completely block any adoption of biosimilars in country through tremendous reading success |
| We think our 2025 readout now, now they're projecting, past 2025 for their readouts that we'll be the first to read out in COPD and potentially with the efficacy data already in hand and good pharmacologic characters, because we have much longer half-life than they do, that we're poised to show efficacy |
| And the feedback has been phenomenal |
| And at least in our pre-clinical data, our TPP right now is to be as good or better than TNF, but without the black box warning |
| One of the experts who does -- didn't want to be quoted, her feedback was, this is a really exciting time to be partnering with you, the number of assets you have in play and the clinical programs, how you're leading with the science |
| Very quickly, the clinicians realized it works much better |
| But they've also leveraged, Humira to help with market access, which has also been very important to their success |
| So my name is Dave Risinger, I cover Diversified Biopharmaceuticals for Leerink Partners, and it’s very much my pleasure to welcome you to the session with Sanofi, and I’m pleased that we’re able to be joined by the two key leaders of the Immunology Franchise of the company, so Shaju Backer, to my immediate left, is the Global Head of Immunology Franchise, Naimish Patel, is the Global Head of Development for Immunology and Inflammation, and so thank you both being with us today |
| As the rheumatology space, there's a strong need for safe orals, and I use the word the safe orals |
| But clearly, they've generated compelling data |
| And that's a short-term opportunity for sure |
| He said, the analysts will -- you look at Sanofi and say, ''Sanofi can do really well when there's no competition first in disease'' |
| But we think that, that profile that's unique might be safer than TNF biologics |
| If you look at the share evolution since its launch, Dupixent has continued to grow and tislelizumab has continued to grow, but the IL-5s, it's coming at the cost of the drop in IL-5s |
| So we got, greater than a little greater than 40, so, evidence of true synergy |
| It's one of the highly unmet need areas, acne, and there was a lot of excitement |
| Again, it's very early, that particular program, but we had a lot of excitement around that as well |
| Congrats on that success |
| And in that sense, in that population, Dupi, the data, if you take the similar patient populations, frequent exacerbators with type 2 markers, dupilumab does seem to perform a little bit better especially with respect to lung function improvement |
| The SOC 2 has the efficacy but not the safety profile |
| Statement |
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| And also the other aspect of it is that, most TNF biologics have been observed in the clinic to lose efficacy over time, both especially in RA and the IBD space |
| The other part also from an execution standpoint, I remember when I joined two-and-a-half years ago, Paul said, you have one of the toughest jobs because in asthma, I was heading up Dupixent Respiratory and Gastroenterology at that time |
| So J&J an oral peptide, which obviously has manufacturing and food constraints |
| They also have announced delays in their other trials |
| So, the concern will be that in oral TNF will be held for injectable TNF failures and the market opportunity might be quite small |
| And we saw a slight dip in Dupixent's share at that time |
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