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Sanofi (SAN) investor relations material
Sanofi Collaboration summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Expanded a 20-year alliance focused on Type 2 inflammation medicines, building on a track record of collaboration and leadership in atopic dermatitis.
Alliance expansion and strategic objectives
Expanded collaboration adds four next-generation, long-acting antibodies targeting IL-13, IL-4/IL-13, IL-4 receptor alpha, and IL-4, extending the alliance beyond DUPIXENT.
The alliance aims to accelerate innovative therapies for immune-mediated diseases, using established development and global commercial platforms to reach patients.
Partner roles and collaborative capabilities
Regeneron leads development decisions; Sanofi retains final commercial authority, including access and pricing, with Regeneron gaining greater participation in key payer engagements.
Partners combine antibody discovery and immunology expertise with clinical experience, prescriber relationships, patient services, supply capabilities, and global market access.
Programs will advance in parallel, with learnings shared across assets; experience from nine approved DUPIXENT indications may inform trial design and execution.
- Rigorous portfolio review and strategic alliances drive innovation and pipeline advancement.SAN
Bank of America Global Healthcare Conference - Strategic focus on specialty care, pipeline rigor, and flexible deal-making drive future growth.SAN
Morgan Stanley 24th Annual Global Healthcare Conference - Q2 2026 saw double-digit sales and EPS growth, upgraded guidance, and major pipeline progress.SAN
Q2 2026 - Pipeline progress, margin expansion, and strategic investments drive future growth.SAN
Morgan Stanley 23rd Annual Global Healthcare Conference - 2025 delivered double-digit sales and EPS growth, led by innovation and strong capital returns.SAN
Q4 2025 - Tolebrutinib delayed disability progression in MS by up to 31% with manageable liver risk.SAN
Status Update - Q3 sales up 16% CER to €13.4B, with upgraded EPS guidance and strong pipeline momentum.SAN
Q3 2024 - Q1 2025 delivered 9.7% sales growth, 15.7% EPS rise, and confirmed guidance for the year.SAN
Q1 2025 - Double-digit growth, strong pipeline, and €5bn buyback set up robust 2025 outlook.SAN
Q4 2024
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