Sanofi said it is scrapping plans to file amlitelimab for atopic dermatitis, citing that the OX40-ligand monoclonal antibody would not deliver a meaningful improvement over current standard of care for moderate-to-severe disease. The decision marks an about-face for a program positioned as a potential successor to Dupixent (dupilumab). The company’s pipeline review now refocuses resources away from amlitelimab in eczema after it had been evaluated as a follow-on bet. The announcement raises near-term questions about where Sanofi will allocate late-stage immunology development capital. For Dupixent-related competitive dynamics, the regulatory backstop on a potential “next” immunology profile could influence how payers and clinicians anticipate sequencing decisions for patients who need alternatives beyond dupilumab. Sanofi’s move also adds to the growing volume of pipeline resets in immunology as late-stage differentiation and endpoint strength are scrutinized.