Sanofi Sa · EURONEXT:SAN
Sanofi Sa — Investor Day (February 2021)
28 slides from Sanofi Sa's investor day presentation, Feb 5, 2021
Slide 1: CMD21 Play to Win
CMD21 February 5, 2021 Play to Win
Slide 2: Forward looking statements
Forward looking statements This document contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements are statements that are not historical facts. These statements include projections and estimates and their underlyin
Slide 3: Agenda CMD21 - part 2
Agenda CMD21 - part 2 Emerging leadership in John Reed Head of R&D Immunology Dupixent® leading in Type 2 Brian Foard Head of Dupixent® Franchise Inflammatory Diseases Head of Development, Immunology & Deepen Type 2 leadership Naimish Patel Inflammation Going above and beyond Frank Nestle Head of Re
Slide 4: Emerging leadership in Immunology
Emerging leadership in Immunology John Reed Head of Research & Development
Slide 5: Sanofi R&D transformation 2018-2020
Sanofi R&D transformation 2018-2020 Neurology I&I • Added 4 platforms by M&A: Rare NANOBODY®; Synthorin™, Tailored Heme Diseases Increased Covalency; universal NK cell therapy or • Reallocated resources to reallocated immunology, oncology & hematology Novel Oncology • Bolstered biologics CMC platfor
Slide 6: Sanofi's approach to R&D
Sanofi's approach to R&D Pathways Patients Platforms Deep understanding Relentless Expanded tools for of disease pathways patient focus drug discovery Expanding capabilities 6
Slide 7: Dupixent leading in Type 2 Inflammatory Diseases
Dupixent® leading in Type 2 Inflammatory Diseases Brian Foard Head of Dupixent® Franchise
Slide 8: Dupixent - leading biologic in dermatology and respiratory
Dupixent® - leading biologic in dermatology and respiratory #1 U.S. new patient biologic among specialists (1,2) COVID environment • Outstanding FY global sales performance, €3.5bn Monthly NBRx 5,500 • Accelerating demand across all approved indications: AD, asthma, and CRSwNP • Dupixent® now launch
Slide 9: Building a megabrand: Dermatology
Building a megabrand: Dermatology Unlocking the opportunity in Type 2 inflammatory diseases Dermatology Patient Opportunity(3) Expected first AD Geographic Opportunity submission in U.S. 2021e Prurigo Nodularis 74k Currently no standard of care Atopic Dermatitis US • First biologic approved in AD fo
Slide 10: Building a megabrand: Respiratory
Building a megabrand: Respiratory Unlocking the opportunity in Type 2 inflammatory diseases Respiratory Patient Opportunity(7) Asthma Geographic Expected U.S. submission date Opportunity 2019 Chronic Sinusitis with NP 90k 16 markets launched Asthma U.S. • Best-in-class Type 2 profile(1) H1 2021 Asth
Slide 11: Deepen Type 2 leadership
Deepen Type 2 leadership Naimish Patel Head of Development, Immunology & Inflammation
Slide 12: Leveraging deep understanding across Type 2 pathway
Leveraging deep understanding across Type 2 pathway Portfolio of assets broadly positioned at key pathway intervention points Virus Allergens Epithelial Injury + • Dupixent® IL4 IL4/IL13 IL13 IL5 Treating Type 2 patients across Mucus secretion multiple diseases (AD, asthma, IL33 TSLP Amplification H
Slide 13: Potential for biologics in COPD, itepekimab and Dupixent
Potential for 2 biologics in COPD, itepekimab and Dupixent®, to address >80%(2) of patients IL-33 levels are elevated in lungs of former Itepekimab COPD Phase 2: smokers with severe COPD ~40% exacerbation reduction in former smokers 3 Cumulative mean # of moderate 2,5 to severe exacerbations 2 1,5 p
Slide 14: Rilzabrutinib 'pipeline in a product'
Rilzabrutinib ‘pipeline in a product’ – oral drug being investigated for allergic and autoantibody-driven diseases BTK is critical for B cell signaling and Ability to tailor residence time activation of key Type 2 inflammatory cells differentiates Rilzabrutanib Non-Covalent Binding Region Covalent B
Slide 15: Rilzabrutinib - Potential benefit in PV and ITP in Phase 2
Rilzabrutinib – Potential for meaningful benefit demonstrated in PV and ITP in Phase 2 studies Pemphigus Vulgaris (PV): Immune Thrombocytopenic Purpura (ITP): Pivotal results expected 2021 Pivotal results expected 2023 PDAI activity score Patients Achieving Platelet counts > 50x109/L (80% CI) 16 Pri
Slide 16: Rilzabrutinib target profile and Phase 2 program planned for 2021
Rilzabrutinib target profile potentially differentiated and Phase 2 program in large indications planned for 2021 Differentiated potential target profile New programs for rilzabrutinib in Type 2 and autoimmune disease target Type 2 pathway Rilzabrutinib U.S. Phase 2 Biologics JAK’s population(1) pla
Slide 17: Unparalleled portfolio to address major indications
Unparalleled portfolio to address major indications Atopic dermatitis Asthma COPD Type 2 target dupilumab SC Anti-OX40L Anti- IL-13/TSLP itepekimab Type 2 plus Oral IRAK4 degrader | rilzabrutinib rilzabrutinib Sanofi Immunology is focused on unmet needs in heterogenous patient populations Other than
Slide 18: Going above and beyond
Going above and beyond Frank Nestle Head of Research, Chief Scientific Officer
Slide 19: Unlocking patient biology with Sanofi proprietary platforms
Unlocking patient biology with Sanofi proprietary platforms Discovering novel treatment strategies through single-cell dissection of immune diseases and advanced AI/ML PRECISION IMMUNOLOGY PRECISION IMMUNE THERAPY Focus on Patients and Novel Human Immune Biology AI/ML Single Cell Immunology Disease
Slide 20: Anti-IL-13/TSLP NANOBODY - Next generation bispecific
Anti-IL-13/TSLP NANOBODY® - Next generation bispecific for Type 2 Inflammation Anti-IL-13/TSLP NANOBODY® Allergens Epithelial Injury Allergen-driven Chemokine Production in Tissue-Mimic Assay • Incorporates nanobodies against both TSLP and IL-13 TSLP IL-13 TSLP into a single molecule v v • Improved
Slide 21: First-in-class IRAK4 oral protein degrader
First-in-class IRAK4(1) oral protein degrader Potent inhibition of pNFkB in PBMC NF-kB S536 Kinase Log2(stim./unstim.) 33 Negative Inhibitor Degrader pNFkB (S536) Control • Degradation of IRAK4 protein TLRs IL1/IL18/IL33/IL36 Avg (log2ratio) 22 (SAR444656) ** abolishes its kinase activity 11 and sca
Slide 22: THOR809 - Novel synthetic IL-2 targeting regulatory T cells
THOR809 - Novel synthetic IL-2 targeting regulatory T cells to restore immune homeostasis Dose-dependent Treg expansion CD4 Treg% in peripheral 16 16 in vivo (preclinical model) … Gr1:Vehicle PEG IL-2 1414 Gr2: 0.0025 mg/kg Gr3: 0.007 mg/kg CD4 Treg% in peripheral % Tregs in blood 1212 Gr4: 0.022 mg
Slide 23: Conclusion
Conclusion John Reed Head of Research & Development
Slide 24: Sanofi gaining momentum in immunology
Sanofi gaining momentum in immunology 3 2 Going above and 1 beyond Type 2 Deepen Type 2 Dupixent® leading in Type 2 leadership Inflammatory Diseases • Robust precision medicine • Itepekimab potential approach • FIRST biologic in AD and FIRST biologic for most • Multiple bispecific CRSwNP COPD patien
Slide 25: Sanofi - Rich Immunology portfolio extending to other TAs
Sanofi - Rich Immunology portfolio extending to other TAs Dermatology Respiratory GI Rheumatology Hematology Neurology Oncology Dupixent® Dupixent® Dupixent® Kevzara® Sutimlimab Aubagio® Libtayo® *Bispecific KY-1005(2) Itepekimab Rilzabrutinib Rilzabrutinib Tolebrutinib Sarclisa® NANOBODY® Anti-CD40
Slide 26: Q&A session
Q&A session John Reed Paul Hudson Head of R&D CEO Brian Foard Jean-Baptiste de Chatillon Head of Dupixent® Franchise CFO Naimish Patel Bill Sibold Head of Development, Head of Specialty Care Immunology & Inflammation Frank Nestle Dietmar Berger Head of Research, CSO Head of Development, CMO 26
Slide 27: Appendices
Emerging leadership in Immunology Appendices February 5, 2021
Slide 28: Itepekimab pivotal program design for COPD
Itepekimab pivotal program design for COPD: Focus on former smokers Baseline Week 52 AERIFY-1 itepekimab 300 mg SC q2w (n = 310) COPD former itepekimab 300 mg SC q4w (n = 310) AERIFY-2 smokers Placebo SC (n = 310) itepekimab 300 mg SC q2w (n = 120) COPD current smokers Placebo SC (n=120) 20-wk follo