SNY's Efdoralprin Alfa Meets Key Endpoints in Rare Disease Study
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: Undervalued 2026 Pipeline, And Solid Results (Rating Upgrade)
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 Overcomes Sanofi Deal Update, Marches Ahead With Pipeline
Kymera advances its protein degradation pipeline with new Sanofi and Gilead deals, milestone payouts, and promising trial updates.
SNY's Gene Therapy Candidate for Eye Disease Gets FDA Fast Track Tag
Sanofi's gene therapy SAR402663 for wet AMD earns FDA fast track status, aiming to speed up development and reduce treatment burden.
Sanofi's Eczema Drug Candidate Hits Main Goals in Late-Stage Trial
Amlitelimab showed efficacy in skin clearance and disease severity compared to placebo in a phase 3 study with adolescent and adults with atopic dermatitis.
Sanofi Gets FDA Nod for Wayrilz in Immune Thrombocytopenia
SNY wins FDA approval for Wayrilz, the first BTK inhibitor for immune thrombocytopenia, with broader rare disease studies underway.
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.
