In today's Pharmaceutical Executive Daily, Regeneron and Sanofi expand their antibody alliance to four new long-acting antibodies in a deal worth up to $8 billion, FDA approves an expanded indication for Bristol Myers Squibb's Camzyos in adolescents with symptomatic obstructive hypertrophic cardiomyopathy, and Michael Abrams argues that digital health platforms' cost-savings claims to employers often don't hold up to scrutiny.
Regeneron and Sanofi expanded their two-decade antibody alliance to include four new long-acting antibodies targeting interleukin-13, IL-4 receptor alpha, interleukin-4, and a combined IL-4xIL-13 bispecific, in a deal worth up to $8 billion, including a $1 billion upfront payment to Regeneron and up to $7 billion in milestones, with the companies splitting profits and costs 50-50 worldwide. The lead candidate, REGN20423, is already in Phase I testing for atopic dermatitis, while the other three are expected to enter clinical trials in 2027, building on a Dupixent franchise that now treats more than 1.5 million patients across nine indications.
FDA has approved an expanded indication for Bristol Myers Squibb's Camzyos, a cardiac myosin inhibitor, to treat symptomatic obstructive hypertrophic cardiomyopathy in pediatric patients weighing at least 30 kilograms, making it the first disease-targeted therapy approved for adolescents with the condition. The approval is based on the Phase III Scout-HCM trial of 44 adolescents.
Finally, Michael Abrams, managing partner at Numerof & Associates, argues that as health system consolidation hands providers more pricing power over insurers, digital health platforms are consolidating from narrow point solutions into broader platforms promising employers big savings that often don't hold up to methodological scrutiny. Abrams contends that these platforms still offer real value, including virtual care delivery and steering employees toward more effective, more economical clinicians, even where the savings math falls short.
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