Aug. 21 at 12:31 AM
$NKTR rezpeg has essentially identical efficacy as rocatinlimab and amlitelimab. Sanofi expects
$5B+ peak sales from amlitelimab, despite the fact that there will be at least one other drug with the same MOA (roca) on the market. And obviously Sanofi knows a thing or two about the atop derm market given their Dupixent sales.
Rezpeg will have a completely unique MOA in this growing market. Still looks very cheap.
