Amgen/AstraZeneca's Asthma Drug Tezspire Vs. Sanofi/Regeneron's Blockbuster Dupixent - Analyst Gives His Pick
Portfolio Pulse from Vandana Singh
Amgen Inc and AstraZeneca Plc's asthma drug Tezspire showed a 17% reduction in COPD exacerbations in a Phase 2a trial, not statistically significant but promising in certain subgroups. Compared to Sanofi SA and Regeneron Pharmaceutical Inc's Dupixent, which showed a 30-34% reduction in similar trials but only in patients with higher eosinophil counts, Tezspire's broader efficacy could expand its market. Despite the mixed results, the potential for Tezspire in COPD treatment is noted, with Amgen's stock slightly up.
April 17, 2024 | 6:39 pm
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NEGATIVE IMPACT
Regeneron Pharmaceuticals, co-developer of Dupixent, could see competitive pressure from Tezspire's promising results in broader COPD patient subsets.
As Tezspire shows potential in treating a wider range of COPD patients, Regeneron's Dupixent may encounter increased competition, potentially impacting its market dominance.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
NEGATIVE IMPACT
Sanofi's Dupixent, while effective in COPD treatment for patients with higher eosinophil counts, faces potential competition from Tezspire's broader efficacy.
Dupixent's targeted efficacy in a specific patient group may face challenges from Tezspire's promising results in a broader subset, potentially affecting Sanofi's market share.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 70
POSITIVE IMPACT
Amgen's Tezspire shows a 17% reduction in COPD exacerbations, indicating potential market expansion beyond asthma. The stock is slightly up.
Tezspire's broader efficacy in COPD treatment compared to competitors could drive market expansion and investor interest, slightly boosting Amgen's stock in the short term.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
AstraZeneca, co-developer of Tezspire, could see potential market growth in COPD treatment, benefiting from the drug's broader efficacy.
As a co-developer of Tezspire, AstraZeneca stands to benefit from the drug's potential in treating a broader COPD patient subset, possibly impacting its market position positively.
CONFIDENCE 70
IMPORTANCE 70
RELEVANCE 80