Immunology Investor Event
sanofi
Substantial growth potential for AD
Adult advanced therapy penetration in years after launch (in %)
Psoriasis
Atopic Dermatitis
I
2%
1%
8%
2022
I
5%
9%
16%
AD market expected to continue to grow
faster than Psoriasis given high unmet
need and competitive entrants
AD adult penetration progressing
strongly in the U.S. at 8% in the 5th year
of launch, significantly ahead of
Psoriasis market development
We estimate adult penetration to be
over 25% while adolescent and
pediatrics in the 10-16% range in 10yrs
Year 1
Year 5
Year 10
Year 15
Psoriasis¹
2
4
AD1
1
42
7
7+
12
7+
1. Number of advance therapies; Atopic Dermatitis: estimated, pending Ph2/3 readouts 2. Abrocitinib, upadacitinib, tralokinumab and dupilumab
Source: Treated patient counts directly from DRG/Clarivate 2018 report
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