Sign in

    Colleen Garvey • Guggenheim Securities

    Colleen Garvey's questions to Sanofi SA (SNY) leadership

    Colleen Garvey's questions to Sanofi SA (SNY) leadership • Q1 2025

    Question

    Colleen Garvey of Guggenheim Partners, on behalf of Seamus Fernandez, asked about Sanofi's exposure to potential U.S. tariffs on transfer pricing for Dupixent and what strategies the company is considering to limit this exposure.

    Answer

    CFO François-Xavier Roger stated that while Sanofi has run all scenarios regarding potential U.S. tariffs, the situation remains speculative, and he could not share specifics. He confirmed that the company's full-year 2025 guidance already incorporates all officially announced and confirmed measures.

    Ask Fintool Equity Research AI

    Colleen Garvey's questions to Mineralys Therapeutics Inc (MLYS) leadership

    Colleen Garvey's questions to Mineralys Therapeutics Inc (MLYS) leadership • Q4 2024

    Question

    Colleen Garvey from Guggenheim Securities, on for Seamus Fernandez, asked about the clinical threshold for hyperkalemia rates to be considered differentiated and how the required use of diuretics in the pivotal trials might impact these rates compared to the Phase II Target study.

    Answer

    Executive Jon Congleton noted that a hyperkalemia rate of 5% or less is viewed favorably by physicians and that the rate in the Target-HTN trial was 3.6%. Chief Medical Officer Dr. David Rodman framed the issue as one of benefit-risk, stating that a larger blood pressure response creates more tolerance for potassium changes. He added that clinicians are willing to manage hyperkalemia to achieve better blood pressure control, especially in difficult-to-treat populations like CKD.

    Ask Fintool Equity Research AI