Regeneron Partner Posts €4.17B Q1 Dupixent Sales, Gains FDA Pediatric CSU Approval
Regeneron's partner Sanofi reported Q1 Dupixent sales of €4.17 billion, a 30.8% constant-currency increase that contributed to a revenue and operating income beat. The FDA approved Dupixent for children aged two to 11 with uncontrolled chronic spontaneous urticaria, extending its pediatric type 2 inflammation indications to five.
1. Q1 Dupixent Sales Drive Revenue Beat
Sanofi reported first-quarter Dupixent sales of €4.17 billion, up 30.8% on a constant-currency basis, surpassing consensus by €280 million and supporting a beat in overall revenue and operating income. Regeneron, as co-developer and royalty partner, will benefit from an increased share of Dupixent’s global profits alongside Sanofi’s 14% business EPS growth.
2. FDA Expands Dupixent Label to Pediatric CSU
The FDA approved Dupixent for children aged two to 11 with uncontrolled chronic spontaneous urticaria, marking its fifth pediatric type 2 inflammation indication. Supported by the LIBERTY-CUPID trial program, this expansion widens Dupixent’s addressable market in pediatric allergy and dermatology, potentially driving additional long-term royalty streams for Regeneron.