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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
Sanofi (SAN) investor relations material
Sanofi 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Strategic and financial overview
Achieved 8.7% sales growth year-to-date, targeting double-digit growth through 2030 and beyond, supported by a diversified portfolio and new blockbusters like Altuviiio.
Transformation includes exiting consumer health, major cost reductions, and focusing on R&D-led growth, with 30,000 fewer employees and fewer manufacturing sites.
Profitable growth targeted, with ROI and EPS expected to outpace sales, supported by disciplined spending, increasing gross margins, and strong capital allocation including a €5bn share buyback and increased dividend.
Business development remains disciplined, with a focus on supplementing the early-stage pipeline, maintaining a strong balance sheet, and active portfolio management including divestments and acquisitions.
Achieved €3.9bn sales from 12 newly launched medicines and vaccines, with one new blockbuster and three new medicines and vaccines introduced in 2025.
R&D and pipeline updates
Multiple late-stage projects in rare diseases, oncology, neurology, immunology, and vaccines, with several in phase 3 and major upcoming readouts expected in the first half of the year.
Amlitelimab COAST 2 and SHORE studies are key near-term milestones, with positive data in atopic dermatitis and a favorable safety profile.
Pipeline includes multiple mechanisms in atopic dermatitis, asthma, GI, and new assets like STAT6, bispecifics, and brivekimig entering the clinic.
Duvakitug is positioned as a potential best-in-class molecule in IBD, with key data expected later in the year and new phase 3 programs initiated.
Frexalimab in MS shows strong lesion data and a favorable safety profile, with a focus on disability endpoints for future differentiation.
Market and policy environment
U.S. pricing negotiations have led to manageable impacts, with cost avoidance strategies and removal of certain tariffs for 2026.
The administration's focus on insurers may present both opportunities and challenges for pharma partnerships.
European access to new medicines remains a concern, with 54% of EMA-approved drugs unavailable in Europe, highlighting the need for better innovation rewards.
Vaccine policy changes and misinformation present challenges, but strong real-world evidence for Beyfortus supports continued growth and access.
Phase 1 pipeline gaps: BD strategy
Mitigating US vaccine policy uncertainty
Non-Dupixent growth drivers breakdown
Partial view of Summaries dataset, powered by Quartr API
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Next Sanofi earnings date
Q4 202529 Jan, 2026
Sanofi
Next Sanofi earnings date
Q4 202529 Jan, 2026
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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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