SNY's Rilzabrutinib Gets EU Orphan Drug Tag for IgG4-Related Disease
Sanofi wins EMA's orphan drug status for rilzabrutinib to treat IgG4-RD, a chronic, immune-mediated rare disease.
Sanofi: Playing To Win
Sanofi's strategic pivot to immunology and rare diseases, plus AI-driven R&D, targets higher margins and sustainable long-term growth. Blockbuster drugs like Dupixent, Altuviiio, and Beyfortus, alongside a robust late-stage pipeline, underpin future revenue potential. Risks include heavy Dupixent reliance, looming patent expirations, US policy uncertainty, and ongoing legal disputes with Regeneron.
Sanofi (SNY) Q2 2025 Earnings Call Transcript
Sanofi (NASDAQ:SNY ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Brian Foard - Executive VP & Head of Specialty Care François-Xavier Roger - Executive VP & CFO Houman Ashrafian - Executive VP & Head of Research Development Paul Hudson - CEO & Director Roy Papatheodorou - Executive VP & General Counsel Thomas Triomphe - Executive Vice President of Vaccines Thomas Kudsk Larsen - Head of Investor Relations Conference Call Participants Benjamin Jackson - Jefferies LLC, Research Division David Reed Risinger - Leerink Partners LLC, Research Division Florent Cespedes - Sanford C. Bernstein & Co., LLC.
Sanofi CEO Paul Hudson on Q2 results, Dupixent demand and tariff impact
Sanofi CEO Paul Hudson joins 'Squawk Box' to discuss the company's quarterly earnings results, Blueprint acquisition, strong demand for Dupixent, drug pipeline outlook, impact of tariffs, and more.
Sanofi's Gene Therapy for Eye Disease Gets FDA's Fast Track Tag
SNY's SAR446597, a one-time intravitreal gene therapy, secures FDA fast track tag for geographic atrophy due to age-related macular degeneration.
Sanofi: A Solid EU Contrarian Play
Sanofi is a high-quality, undervalued pharma giant trading near 10x P/E, offering a compelling contrarian opportunity despite recent price declines. Strong cash flow, AA credit rating, and a 4.7% yield, plus a robust vaccine and rare disease portfolio, underpin my bullish thesis. Recent M&A, notably the Blueprint acquisition, enhances Sanofi's immunology and rare disease pipeline, supporting future growth and synergies.
Sanofi's Experimental Transplant Rejection Drug Gets FDA Orphan Tag
Sanofi's riliprubart gets FDA orphan drug status for organ transplant rejection, unlocking key development perks.
SNY Gets CHMP Nod for Expanded Use of Sarclisa in Multiple Myeloma
Sanofi earns CHMP backing to expand Sarclisa's use for newly diagnosed multiple myeloma patients eligible for transplant.
Sanofi & Regeneron's Dupixent Gets FDA Nod for Bullous Pemphigoid
SNY and REGN's Dupixent gets FDA approval for a rare and chronic skin disease, marking its eighth approved indication for the drug.
Sanofi, Regeneron Get FDA Approval for Dupixent to Treat Rare Skin Disease
The Food and Drug Administration approved the drug for adult patients with bullous pemphigoid, which mainly affects the elderly and is characterized by itchiness, blisters and lesions.
Sanofi (SNY) Presents at Goldman Sachs 46th Annual Global Healthcare Conference Transcript
Sanofi (NASDAQ:SNY ) Goldman Sachs 46th Annual Global Healthcare Conference Call June 10, 2025 4:00 PM ET Company Participants Brian Foard - Executive VP & Head of Specialty Care Conference Call Participants James Patrick Quigley - Goldman Sachs Group, Inc., Research Division James Patrick Quigley Excellent. So welcome, everybody.
FDA approves Merck's RSV shot for infants, ramping up competition with Sanofi and AstaZeneca
The Food and Drug Administration approved Merck's shot designed to protect infants from respiratory syncytial virus during their first season of the virus. The decision will allow the company to launch the drug, which will be marketed as Enflonsia, ahead of the RSV season that typically kicks off around fall and winter.
