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 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.
SNY's SAR446597, a one-time intravitreal gene therapy, secures FDA fast track tag for geographic atrophy due to age-related macular degeneration.
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 riliprubart gets FDA orphan drug status for organ transplant rejection, unlocking key development perks.
Sanofi earns CHMP backing to expand Sarclisa's use for newly diagnosed multiple myeloma patients eligible for transplant.
SNY and REGN's Dupixent gets FDA approval for a rare and chronic skin disease, marking its eighth approved indication for the drug.
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 (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.
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.
SNY's $9.5 billion deal to acquire BPMC boosts its immunology pipeline and adds fast-growing Ayvakit to its portfolio.
Sanofi SA (ADR) (NYSE:SNY) is placing a major bet on rare immune disorders with its $9.1bn acquisition of US biotech firm Blueprint Medicines, part of a wider push to become a global leader in immunology. The deal gives Sanofi access to Blueprint's lead drug Ayvakit, the only approved treatment for systemic mastocytosis, a rare and often debilitating disease caused by the uncontrolled growth and activation of mast cells, a type of immune cell.