Sanofi Cuts Multiple Programs from Clinical Pipeline, Including Assets from Major Acquisitions

Sanofi, the French pharmaceutical giant, has announced significant changes to its clinical pipeline, removing several programs including those acquired through multibillion-dollar deals. The restructuring affects late-phase and early-stage candidates, signaling a strategic shift in the company's research and development focus.

BTK Inhibitor Program Partially Discontinued

Sanofi has removed its late-phase Bruton's tyrosine kinase (BTK) inhibitor, tolebrutinib, from its pipeline for relapsing multiple sclerosis. This asset, acquired through the $3.7 billion purchase of Principia Biopharma, produced mixed results in phase 3 trials last year. While the company plans to file for approval in another setting, the decision to discontinue the relapsing MS program represents a setback for one of Sanofi's high-profile acquisitions.

Early-Stage Asset Removals Impact Multiple Acquisitions

Three phase 1 assets have been cut from Sanofi's pipeline, affecting programs obtained through major acquisitions:

1. Pegenzileukin (SAR444245/THOR-707), an IL-2 candidate acquired in the $2.5 billion Synthorx takeover, has been removed from the "cancer, in combination" program. This follows a previous setback in 2022 that resulted in a 1.6 billion euro impairment.

2. SAR445611, an anti-CX3CR1 nanobody for an undisclosed inflammatory indication, originally from the 3.9 billion euro Ablynx acquisition, has been discontinued.

3. SAR444200, a GPC3-based nanobody T-cell engager for solid tumors, also stemming from the Ablynx deal, has been removed from the pipeline.

Pipeline Advancements and Collaborations

Despite these cuts, Sanofi reported progress in other areas of its pipeline. Notably, SP0202, a 21-valent pneumococcal conjugate vaccine candidate developed in partnership with SK bioscience, has advanced to phase 3 trials. This progress aligns with Sanofi's recent 50 million euro upfront payment to expand its pneumococcal vaccine collaboration with SK.

The company's pipeline adjustments reflect ongoing efforts to optimize its research and development portfolio, balancing the potential of acquired assets against clinical outcomes and strategic priorities. As Sanofi continues to refine its approach, industry observers will be watching closely to see how these changes impact the company's long-term innovation strategy and market position.