Fitusiran is an antisense rnai oligonucleotide commercialized by Sanofi, with a leading Phase III program in Hemophilia B (Factor IX Deficiency). According to Globaldata, it is involved in 9 clinical trials, of which 5 were completed, 3 are ongoing, and 1 is planned. GlobalData uses proprietary data and analytics to provide a complete picture of Fitusiran’s valuation in its risk-adjusted NPV model (rNPV). Buy the model here.
The revenue for Fitusiran is expected to reach an annual total of $267 mn by 2034 in the US based off GlobalData’s Expiry Model. The drug’s revenue forecasts along with estimated costs are used to measure the value of an investment opportunity in that drug, otherwise known as net present value (NPV). Applying the drug’s phase transition success rate to remaining R&D costs and likelihood of approval (LoA) to sales related costs provides a risk-adjusted NPV model (rNPV). The rNPV model is a more conservative valuation measure that accounts for the risk of a drug in clinical development failing to progress.
Fitusiran (SAR-439774) is under development for the treatment of hemophilia A and B and other rare bleeding disorders. ALN-AT3 is administered through subcutaneous route. It is a siRNA which is being developed based on GalNAc-siRNA conjugate delivery platform and enhanced stabilization chemistry (ESC)-GalNAc delivery platform.
Sanofi is a healthcare company, which is engaged in the discovery, development, manufacturing, and marketing of a wide range of medicines and vaccines. Its portfolio includes medicines for the treatment of cancer, rare diseases, multiple sclerosis; human vaccines for protection against various bacterial and viral diseases; and other products. The company also offers consumer healthcare products for digestion; allergy; cough, cold, flu and sinus; pain; women’s health; and vitamins, minerals, and supplements. Sanofi‘s R&D efforts focus on advancing a combination drug to increase the effectiveness of treatments and on advancing the formulation of new biologics to produce precision medicines. It has operations in Europe, the Americas, Asia-Pacific, Africa, and the Middle East. Sanofi is headquartered in Paris, Ile-de-France, France.
The company reported revenues of (Euro) EUR45,389 million for the fiscal year ended December 2022 (FY2022), an increase of 15.9% over FY2021. In FY2022, the company’s operating margin was 23.5%, compared to an operating margin of 20.7% in FY2021. In FY2022, the company recorded a net margin of 18.4%, compared to a net margin of 15.9% in FY2021.
For a complete picture of Fitusiran’s valuation, buy the drug’s risk-adjusted NPV model (rNPV) here.