Pharma BD Deal Intelligence
Sanofi's $1.45B bet on Kymab's amlitelimab, a non-JAK, non-IL-4/13 mechanism to extend its immunology franchise beyond Dupixent, is paying off: COAST 1 and SHORE both hit all primary and key secondary endpoints in atopic dermatitis, though COAST 2 missed its EU co-primary, pushing global filings to H2 2026.
Sanofi acquired Kymab for $1.45B for KY1005 autoimmune candidate.
Amlitelimab met all primary and key secondary endpoints in the COAST 1 phase 3 study in adults and adolescents with atopic dermatitis (EASI-75 35.9-39.1% vs…
Amlitelimab confirms potential in atopic dermatitis: SHORE met all primary/key secondary endpoints; COAST 2 met US co-primary but missed EU co-primary. Sanofi…
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Sanofi acquired UK-based Kymab for up to $1.45B ($1.1B upfront in cash plus up to $350M in milestones; deal closed April 2021), gaining KY1005 - now amlitelimab, a fully human anti-OX40L monoclonal antibody for atopic dermatitis and other immune-mediated diseases. The acquisition rationale - building Sanofi's immunology pipeline beyond Dupixent with a differentiated, non-JAK, non-IL-4/13 mechanism - has since been validated by the pivotal OCEANA Phase 3 program: COAST 1 (Sep 2025) and SHORE (Jan 2026) met all primary and key secondary endpoints in moderate-to-severe atopic dermatitis, while COAST 2 met its US co-primary endpoint but missed the EU co-primary. On the totality of data Sanofi announced it will pursue global regulatory submissions, with filings planned for H2 2026; the AQUA and ESTUARY Phase 3 studies are expected to read out in H2 2026.
16M US cases/yr · $15.0B Global AD Market (2024)
Sanofi acquired Kymab for $1.45B for amlitelimab (anti-OX40L). Met Phase 3 primary endpoints (COAST-1, SHORE, COAST-2) in moderate-severe AD.
Sanofi (Dupixent $13B+) dominates AD. Amlitelimab distinct mechanism (OX40L). AbbVie (Rinvoq), Pfizer (Cibinqo), LEO (tralokinumab) compete. Q4W/Q12W dosing flexibility differentiates.
Sanofi completed $1.45B acquisition of Kymab, gaining KY1005 (amlitelimab), anti-OX40L antibody for atopic dermatitis and autoimmune diseases.
Sanofi advanced amlitelimab Phase 3 in atopic dermatitis, positioning as non-JAK, non-IL-4/13 alternative in competitive dermatology market.
KY1005/amlitelimab pivotal Phase 3 atopic dermatitis program succeeded: COAST 1 (Sep 2025) and SHORE (Jan 2026) met all primary/key secondary endpoints; COAST 2 met US co-primary, missed EU co-primary. Sanofi to pursue global regulatory submissions, filings planned H2 2026. Validates the $1.45B acquisition thesis.
Amlitelimab's pivotal Phase 3 OCEANA program in atopic dermatitis read out positive (COAST 1 + SHORE met all endpoints; COAST 2 mixed), with Sanofi moving to global regulatory filings in H2 2026. The original contingency - '$1.45B justified if Phase 3 succeeds' - has resolved favorably, validating Sanofi's immunology bet beyond Dupixent.
| Deal | Year | Value | Outcome |
|---|---|---|---|
| Sanofi SA / Kymab Ltd (this deal) | 2021 | $1.4B | 53 |
| Sanofi SA / Regeneron Pharmaceuticals, Inc. | 2007 | $1.0B | 97 |
| Sanofi SA / Synthelabo S.A. | 1998 | $11.0B | 84 |
| Sanofi SA / Genzyme Corporation | 2011 | $20.1B | 84 |
| Sanofi SA / Amunix Pharmaceuticals Inc. | 2021 | $1.2B | 76 |
| Sanofi SA / Genzyme Corporation | 2010 | $18.5B | 75 |
| Sanofi SA / Translate Bio Inc. | 2018 | $805M | 73 |
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More: 2021 deals · Sanofi SA deals · Dermatology deals