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Company Research26 Mar 2024
Companies That Had Their IPO in 1989: The Calm Between the Storms
A look at the IPO landscape and market sentiment in 1989 as the markets enjoyed a period of relative calm between tumultuous times.
Sanofi (SAN) investor relations material
Sanofi Citi Annual Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi Annual Global Healthcare Conference 2025 summary3 Dec, 2025
Strategic transformation and operational efficiency
Revenue increased from €33 billion to €45 billion since 2019, with workforce and manufacturing sites significantly reduced to drive modernization and efficiency.
Shifted focus to become an R&D-led pharma company, exiting consumer business and investing heavily in pipeline innovation.
Commercial execution remains strong, with near double-digit growth and standout performance from key products.
Ongoing portfolio pruning and divestments generate capital gains and support a more focused R&D approach.
Efficiency gains achieved through SKU reduction and maintaining flat G&A costs while increasing R&D investment.
Pipeline development and portfolio strategy
Mid-late stage pipeline includes 12 drugs, with expectations that 4-5 successes will drive EPS growth; failures may prompt more external deals.
Acknowledges being light in preclinical/phase I programs compared to peers, aiming to add 5-15 high-quality early-stage assets.
Blueprint acquisition underwrites top-line growth into the early 2030s, with opportunistic later-stage additions considered.
R&D spend increased to over €8 billion, with a commitment to maintain or slightly grow this level to replenish the pipeline.
Pruning of R&D projects focuses resources on high-value indications, especially in immunology.
Product performance and market dynamics
DUPIXENT continues robust growth, projected to reach €22 billion by 2030, with less than 15% biologic penetration in its market.
Amlitelimab expected to exceed €5 billion in peak sales, targeting both naive and post-DUPIXENT patients, with a unique Q12 dosing advantage.
Tolebrutinib targets non-relapsing secondary progressive MS, with a PDUFA date set and focus on perfecting REMS for long-term value.
Itepekimab faced mixed trial results, with COVID-related factors impacting outcomes; timing and payer leverage are key for market entry.
Lunsekimig advanced to phase III in COPD based on mechanistic rationale, independent of asthma results.
Balance of internal pipeline vs. M&A going forward
Tolebrutinib: FDA's label definition for SPMS
Immunology market dynamics post-Dupixent LOE
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Status Update16 Dec, 2025
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Frequently asked questions
Sanofi is an integrated global biopharmaceutical company, focused on patient needs and engaged in the research, development, manufacturing, marketing and distribution of innovative therapies that improve lives. Sanofi has core strengths in diabetes solutions, human vaccines and innovative drugs for rare diseases.Sanofi is organized into five global business units: Diabetes and Cardiovascular, General Medicines and Emerging Markets, Sanofi Genzyme, Sanofi Pasteur and Merial. The company's sales channels include pharmaceutical products sold directly to retail pharmacies and wholesale distributors, as well as through hospitals, clinics, mail order and specialty pharmacies.
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