Sanofi/Regeneron's Dupixent wins EU nod for chronic spontaneous urticaria, marking its seventh approved indication across inflammatory diseases in the EU.
Texas Attorney General Ken Paxton sued Bristol Myers Squibb and Sanofi , accusing the drugmakers of failing to disclose that Plavix, which is used to prevent blood clots, does not work effectively for many patients.
Sanofi delivered strong Q3 results despite currency headwinds. The company's dependence on Dupixent is increasing. A broad immunology pipeline and the Blueprint Medicines acquisition should help address the issue.
Sanofi (SNY) remains a Buy, driven by Dupixent's robust growth and expanding indications, notably with the recent COPD launch. SNY's Q3 saw total revenues rise 7% CER to €12.43 billion, with Dupixent contributing over €4 billion for the first time. Beyond Dupixent, SNY is diversifying with specialty launches like Altuviiio in hemophilia and Beyfortus in RSV, plus a strong pipeline and share buybacks.
Sanofi's Q3 earnings top forecasts as Dupixent surges past EUR 4B in sales, offsetting weakness in vaccines.
Pharmaceutical launches and increased demand for its blockbuster Dupixent drug lifted net sales by 7% in the third quarter.
Sanofi's efdoralprin alfa meets all key endpoints in a global phase II study, showing potential as a first restorative recombinant therapy for AATD.
Sanofi is repositioned as a pure pharma play. Following an earnings reset, we see support in ongoing buybacks and higher sales guidance. Q2 results showed strong Dupixent growth, and 2026 readouts offer key positive catalysts. Valuation discount offers upside. Indeed, Sanofi trades at a 19% discount to EU pharma peers.
Kymera advances its protein degradation pipeline with new Sanofi and Gilead deals, milestone payouts, and promising trial updates.
Sanofi's gene therapy SAR402663 for wet AMD earns FDA fast track status, aiming to speed up development and reduce treatment burden.
Amlitelimab showed efficacy in skin clearance and disease severity compared to placebo in a phase 3 study with adolescent and adults with atopic dermatitis.
SNY wins FDA approval for Wayrilz, the first BTK inhibitor for immune thrombocytopenia, with broader rare disease studies underway.