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Muscle-preserving drugs could generate over $30 billion in sales by 2035, TD Cowen says
Muscle-preserving drugs could generate over $30 billion in sales by 2035, TD Cowen says

Reuters

time3 hours ago

  • Health
  • Reuters

Muscle-preserving drugs could generate over $30 billion in sales by 2035, TD Cowen says

June 20 (Reuters) - Treatments designed to help patients preserve muscle while losing weight with popular obesity drugs by Eli Lilly (LLY.N), opens new tab and Novo Nordisk ( opens new tab could generate more than $30 billion in sales by 2035, analysts at TD Cowen said on Friday. About a dozen companies are racing to develop such therapies, most of which are being tested in combination with Lilly's Zepbound or Novo's Wegovy, both of which target the GLP-1 protein to help control appetite. The initial Wall Street estimates for muscle-preserving therapies follow promising mid-stage results from experimental drugs developed by Regeneron (REGN.O), opens new tab and Scholar Rock (SRRK.O), opens new tab. Investors are closely watching mid-stage data from Lilly's muscle mass-preserving drug, bimagrumab, which is scheduled for presentation at a medical conference next week. Analysts have projected that obesity drugs sales could reach $150 billion a year by the early 2030s. The unmet need to preserve muscle will grow with the use of GLP-1 drugs for obesity, said TD Cowen analyst Tyler Van Buren. Doctors have raised concerns that patients may experience a decrease in overall strength due to muscle loss associated with Zepbound and Wegovy, while experts suggest that more muscle can help patients maintain long-term weight loss. Van Buren said that the first such treatment could launch by 2028, although regulatory challenges remain because these treatments must demonstrate additional health benefits to secure approval. "We believe quality of weight loss and lean mass preservation ... is far too important for long-term health outcomes to be ignored and that this will be figured out," Van Buren said. Some of the new drugs target the myostatin protein, which is associated with muscle growth, and are expected to see broader use due to their superior safety profile, capturing the majority of the market share, Van Buren said. Other drugs target activin, a protein with multiple biological functions. Van Buren said that activin-based drugs will be reserved for patients at higher risk of losing strength, forecasting sales of about $5 billion by 2035.

Muscle-preserving drugs could generate over $30 billion in sales by 2035, TD Cowen says
Muscle-preserving drugs could generate over $30 billion in sales by 2035, TD Cowen says

Yahoo

time3 hours ago

  • Health
  • Yahoo

Muscle-preserving drugs could generate over $30 billion in sales by 2035, TD Cowen says

By Bhanvi Satija (Reuters) -Treatments designed to help patients preserve muscle while losing weight with popular obesity drugs by Eli Lilly and Novo Nordisk could generate more than $30 billion in sales by 2035, analysts at TD Cowen said on Friday. About a dozen companies are racing to develop such therapies, most of which are being tested in combination with Lilly's Zepbound or Novo's Wegovy, both of which target the GLP-1 protein to help control appetite. The initial Wall Street estimates for muscle-preserving therapies follow promising mid-stage results from experimental drugs developed by Regeneron and Scholar Rock. Investors are closely watching mid-stage data from Lilly's muscle mass-preserving drug, bimagrumab, which is scheduled for presentation at a medical conference next week. Analysts have projected that obesity drugs sales could reach $150 billion a year by the early 2030s. The unmet need to preserve muscle will grow with the use of GLP-1 drugs for obesity, said TD Cowen analyst Tyler Van Buren. Doctors have raised concerns that patients may experience a decrease in overall strength due to muscle loss associated with Zepbound and Wegovy, while experts suggest that more muscle can help patients maintain long-term weight loss. Van Buren said that the first such treatment could launch by 2028, although regulatory challenges remain because these treatments must demonstrate additional health benefits to secure approval. "We believe quality of weight loss and lean mass preservation ... is far too important for long-term health outcomes to be ignored and that this will be figured out," Van Buren said. Some of the new drugs target the myostatin protein, which is associated with muscle growth, and are expected to see broader use due to their superior safety profile, capturing the majority of the market share, Van Buren said. Other drugs target activin, a protein with multiple biological functions. Van Buren said that activin-based drugs will be reserved for patients at higher risk of losing strength, forecasting sales of about $5 billion by 2035. 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

FDA Approves Dupilumab for Bullous Pemphigoid
FDA Approves Dupilumab for Bullous Pemphigoid

Medscape

time8 hours ago

  • Business
  • Medscape

FDA Approves Dupilumab for Bullous Pemphigoid

Dupilumab has been approved by the FDA for the treatment bullous pemphigoid in adults, the manufacturer Regeneron announced. Dupilumab (Dupixent), a human monoclonal antibody that inhibits interleukin (IL)-4 and IL-13 signaling, is now approved in the United States for eight diseases, including atopic dermatitis, asthma, chronic rhinosinusitis with nasal polyps, eosinophilic esophagitis, and prurigo nodularis. Dupilumab, administered by subcutaneous injection, is the first targeted treatment to be approved in the United States for bullous pemphigoid, according to the company's press release. The approval follows a supplemental New Drug Application filed with the FDA in February 2025 and is based on data from ADEPT, a pivotal phase 2/3 study in more than 100 adults with moderate-to-severe bullous pemphigoid known as, according to Regeneron. The study's design was published in Advances in Therapy. In the study, 106 patients were randomized to 300 mg of subcutaneous dupilumab or a placebo injection every 2 weeks, added to standard-of-care oral corticosteroids. At 36 weeks, 18.3% of patients in the dupilumab group achieved the primary endpoint of sustained disease remission compared with 6.1% of those in the placebo group. The study defined sustained remission as a combination of complete clinical remission and no relapse after an oral corticosteroid taper by 16 weeks, with no use of rescue therapy during the study period. More patients treated with dupilumab achieved a clinically meaningful reduction in itching (38.3% vs 10.5%), and the median cumulative oral corticosteroid dose in the dupilumab-treated group was 2.8 g vs 4.1 g in the placebo group, according to the company release. The most common adverse events among patients receiving dupilumab (affecting 2% or more) compared with those receiving placebo were arthralgia, conjunctivitis, blurred vision, herpes viral infections, and keratitis. One patient receiving dupilumab also developed acute generalized exanthematous pustulosis; no cases were reported among those receiving placebo. The dupilumab study was funded by Sanofi and Regeneron, the companies co-developing dupilumab.

Shareholders Approve Bylaw Amendments at Regeneron Pharmaceuticals (NasdaqGS:REGN) Annual Meeting
Shareholders Approve Bylaw Amendments at Regeneron Pharmaceuticals (NasdaqGS:REGN) Annual Meeting

Yahoo

timea day ago

  • Business
  • Yahoo

Shareholders Approve Bylaw Amendments at Regeneron Pharmaceuticals (NasdaqGS:REGN) Annual Meeting

Regeneron Pharmaceuticals recently conducted its Annual General Meeting, resulting in approved changes to its company bylaws. The amendments, along with the promising results from the EVEREST Phase 4 study, indicate strong governance and product development. Despite these developments, the company's share price remained relatively flat over the past week, aligning with the broader market's stability. While the market showed a 9.9% rise over the past year and anticipates a 15% annual earnings growth, the past week's events might have lent weight to this upward trend, yet they did not result in a notable price shift for Regeneron. Buy, Hold or Sell Regeneron Pharmaceuticals? View our complete analysis and fair value estimate and you decide. Uncover the next big thing with financially sound penny stocks that balance risk and reward. Regeneron Pharmaceuticals' recent governance enhancements and promising drug trial results highlighted at the Annual General Meeting suggest solid groundwork for potential growth. However, the short-term stability in share price implies these developments have not yet fully influenced market sentiment. Over a longer-term period, specifically three years, the company's total return, including share price and dividends, has declined by 12.24%, suggesting challenges in maintaining momentum in a highly competitive biotech landscape. While the broader market showed a 9.9% rise over the past year, Regeneron underperformed, emphasizing the need for effective execution of its strategic initiatives. The anticipation surrounding the EVEREST study and other pipeline advancements could positively affect revenue and earnings forecasts, potentially aligning future market expectations with current analyst projections for a price target of US$727.21, given the current price of US$558.52. This presents an opportunity for price appreciation should Regeneron successfully capitalize on its expansive product pipeline and strategic investments. Review our historical performance report to gain insights into Regeneron Pharmaceuticals' track record. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqGS:REGN. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ 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

Eczema Therapeutics Sector Forecast to Reach $49.8 Billion by 2035, Fueled by Breakthrough Biologics
Eczema Therapeutics Sector Forecast to Reach $49.8 Billion by 2035, Fueled by Breakthrough Biologics

Time Business News

timea day ago

  • Health
  • Time Business News

Eczema Therapeutics Sector Forecast to Reach $49.8 Billion by 2035, Fueled by Breakthrough Biologics

The global eczema therapeutics sector is undergoing a significant transformation, propelled by the emergence of advanced biologic therapies and growing awareness around skin health. According to projections from Prophecy Market Insights, the sector is expected to surge from USD 19.5 billion in 2025 to USD 49.8 billion by 2035, reflecting a robust compound annual growth rate (CAGR) of 9.9%. At the forefront of this shift is the increasing incidence of eczema—particularly atopic dermatitis—affecting millions globally. Characterized by chronic inflammation, severe itching, and skin barrier dysfunction, eczema is most common in infants and children but can persist into or begin in adulthood. In the United States alone, over 31 million individuals are living with eczema, as reported by the National Eczema Association. Growth Catalysts The rising prevalence of eczema is a primary factor behind the sector's momentum. Pediatric cases continue to climb, while adult diagnoses are also increasing as awareness and diagnostic capabilities improve. Urbanization and lifestyle factors are further contributing to the surge in cases across both developed and developing economies. Recent years have seen a paradigm shift in treatment approaches, thanks to the approval and adoption of innovative biologics such as Dupixent (dupilumab) by Sanofi and Regeneron and Abrocitinib , a selective JAK1 inhibitor by Pfizer. These advanced therapies have proven especially effective for patients with moderate to severe eczema who do not respond well to conventional treatments like corticosteroids or calcineurin inhibitors. Barriers to Access Despite the progress, the eczema therapeutics landscape faces notable challenges. Chief among them is the high cost of biologic therapies, which can limit access, particularly in low- and middle-income regions. Additionally, traditional treatments, though widely used, often carry risks such as skin thinning and hormonal imbalances, which can deter long-term adherence and physician recommendations. Opportunities in Innovation and Emerging Regions The future of eczema care lies in personalized and targeted treatments. Innovations in genomics, microbiome research, and drug delivery are paving the way for more precise therapies with fewer side effects. Emerging economies present significant untapped potential, with expanding healthcare infrastructure, government support, and rising consumer awareness around dermatological conditions. Sector Segmentation The eczema therapeutics industry is segmented based on multiple parameters: By Drug Class: Including corticosteroids, calcineurin inhibitors, PDE4 inhibitors, and biologics. Including corticosteroids, calcineurin inhibitors, PDE4 inhibitors, and biologics. By Treatment Type: Prescription medications, over-the-counter (OTC) products, alternative therapies, and home-based remedies. Prescription medications, over-the-counter (OTC) products, alternative therapies, and home-based remedies. By Eczema Type: Atopic, contact, seborrheic, dyshidrotic, and nummular eczema. Atopic, contact, seborrheic, dyshidrotic, and nummular eczema. By Route of Administration: Topical applications dominate, followed by oral and injectable options. Topical applications dominate, followed by oral and injectable options. By Distribution Channel: Hospital pharmacies, retail outlets, and increasingly, online platforms. Hospital pharmacies, retail outlets, and increasingly, online platforms. By Patient Demographic: Infants, children, and adults form the primary treatment groups. Regional Outlook North America remains the global leader, benefiting from advanced healthcare systems, strong R&D activity, and favorable insurance reimbursement models. Europe also demonstrates strong momentum, especially in nations such as Germany, France, and the UK. The Asia-Pacific region is emerging as the fastest-growing geography, driven by urbanization, increased healthcare spending, and rising patient volumes in countries like India and China. Latin America, the Middle East, and Africa, while currently smaller in scale, are poised for steady progress as investments in healthcare infrastructure and dermatological services increase. Competitive Landscape The eczema therapeutics field is highly dynamic, with a blend of pharmaceutical giants and emerging biotech innovators. Key players include: Sanofi S.A. Regeneron Pharmaceuticals Pfizer Inc. AbbVie Inc. Novartis AG LEO Pharma A/S GlaxoSmithKline plc AstraZeneca plc Galderma SA Incyte Corporation These companies are actively developing new therapies aimed at improving efficacy, reducing side effects, and expanding access across age groups and severity levels. Recent Developments Pfizer's oral JAK1 inhibitor Abrocitinib gained FDA approval in 2023, enhancing treatment options for patients requiring systemic therapy. gained FDA approval in 2023, enhancing treatment options for patients requiring systemic therapy. Sanofi and Regeneron are expanding Dupixent's indications through clinical trials targeting adolescents and younger children. indications through clinical trials targeting adolescents and younger children. A wave of startups is pursuing microbiome-focused and gene-based therapies that promise long-term, sustainable relief with minimal adverse reactions. Looking Ahead With innovation at the forefront, the eczema therapeutics sector is set for accelerated growth through 2035. Biologic advancements, expanding global awareness, and precision medicine are redefining treatment standards, offering renewed hope to millions living with this chronic skin disorder. TIME BUSINESS NEWS

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