Sign in

    Benjamin Jackson • Jefferies

    Benjamin Jackson's questions to Sanofi SA (SNY) leadership

    Benjamin Jackson's questions to Sanofi SA (SNY) leadership • Q1 2025

    Question

    Benjamin Jackson from Jefferies asked if positive brivekimig results in HS suggest utility in other indications and how this impacts portfolio positioning. He also asked if the oral TNFR1 inhibitor's psoriasis data changes expectations for the upcoming rheumatoid arthritis readout and its combination strategy.

    Answer

    Houman Ashrafian (EVP, Head of R&D) confirmed that molecular data from the brivekimig study provides leads for other indications. For the oral TNFR1 inhibitor, he explained the psoriasis study was a 'pathfinder' to establish safety and dosing, and expectations for the RA readout remain positive. CEO Paul Hudson added that the safety profile was a key finding and that there is significant external interest in combination therapies.

    Ask Fintool Equity Research AI

    Benjamin Jackson's questions to Sanofi SA (SNY) leadership • Q2 2024

    Question

    Benjamin Jackson asked for color on 2025 contracting discussions for Dupixent, considering the Part D redesign and potential COPD indication. He also questioned Sanofi's confidence in Beyfortus's differentiation against a recent competitor announcement.

    Answer

    Brian Foard, EVP and Head of Global Hub, Specialty Care GBU, expressed confidence in payer negotiations for Dupixent due to its strong track record and confirmed the September PDUFA date does not negatively impact 2025 formulary access. Thomas Triomphe, EVP of Vaccines, highlighted Beyfortus's compelling real-world efficacy data, strong safety profile, and longer half-life as key differentiators against competitors who have yet to release data.

    Ask Fintool Equity Research AI

    Benjamin Jackson's questions to Evotec SE (EVO) leadership

    Benjamin Jackson's questions to Evotec SE (EVO) leadership • Q1 2024

    Question

    Benjamin Jackson asked about expectations for the upcoming Capital Markets Day and whether longer-term goals would be provided. He also inquired about how Evotec is positioned to capitalize on demand for Antibody-Drug Conjugates (ADCs) and what differentiates its offering.

    Answer

    CBO Matthias Evers stated the Capital Markets Day will primarily be a deep dive into the Just - Evotec Biologics business, showcasing the new J.POD 2 facility in Toulouse. Regarding ADCs, Evers and COO Craig Johnstone highlighted Evotec's integrated advantage, combining small molecule chemistry with Just Biologics' continuous manufacturing platform, which is ideal for complex biologics and can be leveraged for ADC discovery and manufacturing.

    Ask Fintool Equity Research AI