Sanofi Drops Nurix's Oral STAT6 Degrader After New Nonclinical Eczema Findings
- Sanofi has discontinued SAR448272, the oral STAT6 degrader it licensed from Nurix; Sanofi pointed to new nonclinical findings in eczema models and said it still values the STAT6 pathway.
- The 2020 collaboration carried $55 million upfront and up to $2.5 billion in potential payments; Sanofi exercised its option last year and paid a $10 million milestone when Phase 1 began in August.
- Nurix shares fell more than 40%, though analysts said its lead asset, bexobrutideg (partnered with Roche), is unaffected.
💡 Points Based on public reports
Nobody outside the two companies can say what the nonclinical signal was, which is the real problem: a safety or tolerability finding in a degrader would rewrite the read-across, while a molecule-specific flaw would not. Kymera's STAT6 degrader, with a mid-stage readout due, is now the class test, and Sanofi's second STAT6 programme with Recludix shows it is not walking away from the target. Watch whether Nurix retains rights.