Europe approves Sanofi's multiple sclerosis drug despite FDA rejection
Sanofi secured European Commission approval for Cenrifki (tolebrutinib) to treat non-relapsing secondary progressive multiple sclerosis, supported by Phase 3 HERCULES study data. The approval comes despite the FDA rejecting the drug due to liver injury risks, leading Sanofi to book a 1.66 billion-euro write-down. Additionally, Japan's Ministry of Health approved Wayrilz for persistent or chronic immune thrombocytopenia based on Phase 3 LUNA 3 trial results.

*this image is generated using AI for illustrative purposes only.
Sanofi SA secured regulatory approval in Europe for Cenrifki (tolebrutinib) to treat adults with non-relapsing secondary progressive multiple sclerosis (SPMS), marking the first disability-targeting medicine for this specific patient population in the region. The approval addresses a critical unmet need, though the drug continues to face safety challenges following a rejection by U.S. regulators. The European Commission's decision is supported by results from the Phase 3 HERCULES study, which demonstrated that Cenrifki significantly delayed the onset of disability progression in patients with non-relapsing SPMS.
Clinical Trial Overview
The approval relies on data from three key phase 3 studies evaluating the efficacy and safety of tolebrutinib across different forms of multiple sclerosis.
| Study Name | Identifier | Indication | Primary Endpoint |
|---|---|---|---|
| HERCULES | NCT04411641 | Non-relapsing SPMS | Six-month confirmed disability progression (CDP) |
| GEMINI 1 | NCT04410978 | Relapsing MS | Annualized relapse rate |
| GEMINI 2 | NCT04410991 | Relapsing MS | Annualized relapse rate |
Safety Profile and Regulatory Challenges
The safety profile of Cenrifki was consistent across the clinical program, with the most common adverse events being COVID-19 and upper respiratory tract infections. However, significant liver enzyme elevations were observed, and drug-induced liver injury (DILI) was identified as a potential safety risk. In December 2025, the U.S. Food and Drug Administration (FDA) issued a complete response letter for the new drug application, determining that the proposed risk evaluation and mitigation strategy could not adequately mitigate the serious risk of severe DILI. Consequently, Sanofi booked a 1.66 billion-euro write-down on tolebrutinib alongside its 2025 results.
Launch Plans and Risk Management
Sanofi plans to make Cenrifki commercially available in Germany later this year. The launch will be supported by a required Risk Management Program and a robust Patient Support Program, involving close collaboration between local medical teams, MS specialists, and patients. Strict adherence to liver monitoring requirements and prompt management of enzyme elevations are necessary to mitigate the risk of liver injury. Cenrifki is an oral, brain-penetrant Bruton's tyrosine kinase inhibitor designed to target smoldering neuroinflammation, a key driver of disability progression.
Additional Regulatory Milestone in Japan
Separately, Japan’s Ministry of Health, Labor and Welfare granted marketing and manufacturing authorization for Wayrilz (rilzabrutinib) for persistent or chronic immune thrombocytopenia (ITP) in patients who have not responded adequately to existing therapies. The approval was based on data from the Phase 3 LUNA 3 trial involving 202 adults, where 23% of patients receiving Wayrilz achieved a durable platelet response at week 25, compared with none in the placebo group.
Historical Stock Returns for Sanofi
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -1.42% | +2.07% | +8.07% | -17.31% | -43.85% | -55.51% |
What specific strategies will Sanofi employ to overcome the FDA's safety concerns regarding drug-induced liver injury to potentially secure U.S. approval?
How will the strict liver monitoring requirements impact the commercial adoption and treatment costs of Cenrifki in European markets?
What are the implications of the 1.66 billion euro write-down on Sanofi's future R&D investment strategy for high-risk neurological assets?































