‘Dupixent-fuelled' atopic dermatitis market sales to hit $22.4bn by 2033
A 2025 report published by GlobalData, which analysed the seven major markets of the US, UK, France, Germany, Italy, Spain, and Japan, forecasts sector sales will reach the $22.4bn figure by 2033, up from $8.5bn in 2023, reflecting a compound annual growth rate (CAGR) of 10.2%. While not as fast-growing as the weight loss market in the metabolic disease space, the AD market growth is salient given the market's size compared to other dermatology indications.
GlobalData healthcare analyst, Filippos Maniatis, comments: 'AD is a growing market with an impressive pipeline of new products from current and future players in the field. The AD space was previously dominated by broad-acting immunomodulatory agents, which are now being slowly replaced by more targeted agents. This shift is likely due to better comprehension of the pathophysiology behind AD and the approval of several new systemic agents.'
GlobalData is the parent company of Pharmaceutical Technology.
One of those targeted agents that has taken the market by storm is Regeneron and Sanofi's jointly developed Dupixent (dupilumab), first approved in the US in 2017. The blockbuster monoclonal antibody has seen its sales increase year-over-year amid high uptake from AD – reaching $14.9bn in sales in 2024. Dupixent is approved for a range of diseases, including a lucrative asthma indication.
The report says that the gap of unmet need in AD, which is closing courtesy of Sanofi and Regeneron, is set to shrink even further depending on future approvals for more targeted therapies.
One modality poised as a future disruptor is the OX40 inhibitor class of drugs that work by inhibiting T-cell activation and inflammation via the OX40 receptor on the immune cells. Pipeline candidates in development include Amgen and Kyowa Kirin's rocatinlimab, Sanofi's amlitelimab, and Astria Therapeutics' telazrolimab.
Another class with a potential future in AD is interleukin (IL) inhibitors. LEO Pharma, GSK, and Nektar all have assets in clinical development.
Maniatis concludes: 'With multiple pipeline agents in development, key unmet needs may be further addressed. Such unmet needs include the lack of personalised treatments through improved diagnostic methods, the high cost of current therapy options, the limited therapeutic options for chronic hand eczema, and better long-term disease control and management.'
"'Dupixent-fuelled' atopic dermatitis market sales to hit $22.4bn by 2033" was originally created and published by Pharmaceutical Technology, a GlobalData owned brand.
The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
7 hours ago
- Yahoo
Smurfit Westrock reports $7.94bn net sales in Q2 2025
Paper-based packaging solutions provider Smurfit Westrock has reported its performance results for the second quarter (Q2) ending 30 June 2025. The company's net sales reached $7.94bn in Q2 2025, representing a substantial rise of 167.5% from $2.96bn in Q2 2024. However, the company experienced a net loss of $26m in Q2 2025, a decline from a net income of $132m in Q2 2024, resulting in a negative shift in net income margin from 4.4% in 2024 to 0.3% in 2025. Adjusted earnings before interest, taxes, depreciation, and amortisation (EBITDA) saw a significant increase of 152.7%, reaching $1.21bn in Q2 2025 from $480m in Q2 2024, although the adjusted EBITDA margin slightly decreased from 16.2% in 2024 to 15.3% in 2025. Additionally, net cash provided by operating activities rose 144.1% to $829m in Q2 2025 from $340m in Q2 2024. Adjusted free cash flow improved to $387m in Q2 2025, compared to $189m in 2024, reflecting a growth of 104.8%. Smurfit Westrock president and CEO Tony Smurfit said: 'I am pleased to report a strong second-quarter performance as we continue to deliver in line with our adjusted EBITDA guidance. 'This performance is driven by the significant improvement in our North American business and continued excellent results from our Latin American operations, somewhat offset by a resilient performance from our EMEA [Europe, the Middle East and Africa] and APAC [Asia-Pacific] businesses.' For the six months ended 30 June 2025 (H1), the company's net sales reached $15.59bn, indicating an increase of about 164% from $5.89bn in 2024. Smurfit Westrock has reported a net income of $356m for the first six months of 2025, reflecting an increase of approximately 10.2% from $323m reported in the same period last year. In addition, the company announced that its board has approved a quarterly dividend of $0.43 per ordinary share. In March 2025, Smurfit Westrock reported an increase in net sales for Q1 2025, totalling $7.66bn, compared to $2.93bn in the same period last year. "Smurfit Westrock reports $7.94bn net sales in Q2 2025" was originally created and published by Packaging Gateway, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12 hours ago
- Yahoo
Regeneron's Pipeline Hit By Catalent Delays, But Dupixent Shines
On Friday, Regeneron Pharmaceuticals Inc. (NASDAQ:REGN) reported second-quarter adjusted earnings of $12.89 per share, up 12% year-over-year, beating the consensus of $8.57. The company reported sales of $3.68 billion, up 4% year over year, beating the consensus of $3.29 billion. In the second quarter, U.S. net sales for Eylea HD and Eylea decreased 25% year-over-year to $1.15 billion, including $393 million from Eylea HD and $754 million from product sales of Eylea HD increased in the second quarter of 2025, compared to the second quarter of 2024, due to higher sales volumes driven by increased demand. Net product sales of EYLEA were negatively impacted by lower sales volumes due to continued competitive pressures, loss in market share to compounded bevacizumab due to patient affordability constraints, continued transition of patients to EYLEA HD, and a lower net selling price. Sanofi SA (NASDAQ:SNY) collaboration revenue increased, due to the company's share of profits from the commercialization of antibodies, which were $1.282 billion and $988 million in the second quarter of 2025 and 2024, respectively. View more earnings on REGN The change in the company's share of profits from the commercialization of antibodies was driven by higher profits associated with an increase in Dupixent sales. Pipeline Update In its earnings press release, Regeneron said it expects regulatory approvals to be delayed for its currently pending U.S. Food and Drug Administration (FDA) applications for EYLEA HD (pre-filled syringe, every-four-week dosing, and for macular edema following retinal vein occlusion), which have PDUFA dates in August 2025. The anticipated delay concerns observations from an FDA general site inspection at the filler for EYLEA HD in these regulatory applications, Catalent Indiana LLC, recently acquired by Novo Nordisk A/S (NYSE:NVO). The inspection was completed in mid-July and was not specific to EYLEA HD. Novo has communicated with the FDA and expects to submit its response next week. Based on the company's review of the observations, Novo's proposed response to the FDA, and the progress the company has made with alternate third-party fillers, the company anticipates an expeditious resolution of the filling issues for EYLEA HD. The FDA issued a Complete Response Letter (CRL) for the application for odronextamab, a bispecific antibody targeting CD20 and CD3, in relapsed/refractory follicular lymphoma after two or more lines of systemic therapy, which was also impacted by the Catalent site inspection. Outlook Regeneron expects a 2025 GAAP gross margin of approximately 83%, compared to the prior guidance of 83%–84%. The company expects an adjusted gross margin of approximately 86%, compared to the prior guidance of 86%–87%. Price Action: REGN stock is trading higher by 3.77% to $566 premarket at last check Friday. Read Next:Photo by Marianne Campolongo via Shutterstock Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? REGENERON PHARMACEUTICALS (REGN): Free Stock Analysis Report This article Regeneron's Pipeline Hit By Catalent Delays, But Dupixent Shines originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Sign in to access your portfolio
Yahoo
13 hours ago
- Yahoo
Regeneron beats second-quarter results estimates on Dupixent sales boost
(Reuters) -Regeneron Pharmaceuticals beat Wall Street estimates for second-quarter revenue and profit on Friday helped by robust demand for its blockbuster eczema treatment, Dupixent, sending its shares up nearly 3% in premarket trading. Investors have set a high bar for Regeneron and French partner Sanofi's Dupixent, one of the U.S. drugmaker's growth drivers, especially after it received approval to treat a common lung condition called chronic obstructive pulmonary disease last year. Sales of the anti-inflammatory drug rose 22% to $4.34 billion, compared with an estimate of $4.14 billion. The Tarrytown, New York-based company is also banking its cancer treatment, Libtayo, to drive future growth at a time when its blockbuster eye disease drug Eylea has been grappling with stiff competition from cheaper versions and rival drugs such as Roche's Vabysmo. U.S. sales of Eylea, jointly developed with Bayer AG, fell 25% to $1.15 billion, including $393 million from the higher, 8-milligram dose version of the drug. Analysts were expecting $2.17 billion in total Eylea sales. Roche reported Vabysmo sales of 2.07 billion Swiss francs ($2.54 billion) last week, slightly below analyst expectations. On an adjusted basis, Regeneron earned a quarterly profit of $12.89 per share, compared with analysts' average expectation of $8.44 per share, according to data compiled by LSEG. The company's total revenue for the quarter was $3.68 billion, above an expectation of $3.28 billion. Skin cancer drug Libtayo brought in sales of $377 million, versus analysts' average estimate of $338.75 million. Separately, Regeneron is among 17 drugmakers that have received a letter from the U.S. President Donald Trump asking them to slash U.S. prescription drug prices to match overseas rates. ($1 = 0.8161 Swiss francs) Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
