Jufu Rui: Sanofi's multiple clinical trial results for the treatment of eczema have mixed feelings.

date
23/01/2026
Jefferies analyst Michael Leuchten wrote in a report that Sanofi's eczema drug amlitelimab had mixed results in multiple trials. Leuchten said that for the French pharmaceutical company, the good news is that the way amlitelimab is administered may be more convenient than similar drugs, and it met a key research goal centered in the United States. The analyst said the bad news is that it did not meet the endpoint focused on the European Union, and one trial did not improve on previous trial results. He added that some results showed that the efficacy was not as good as other biologics, and more detailed data is needed to make a stronger evaluation. Sanofi's stock price fell 1%, to 78.95 euros.