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    Shirley Chen • Barclays

    Shirley Chen's questions to Sanofi SA (SNY) leadership

    Shirley Chen's questions to Sanofi SA (SNY) leadership • Q2 2025

    Question

    Shirley Chen of Barclays questioned how Sanofi plans to mitigate pricing pressure in the flu vaccine market and asked for the key drivers supporting the high single-digit sales guidance despite these headwinds.

    Answer

    EVP of Vaccines Thomas Triomphe attributed the flu sales decline to a one-off price reset in Germany and U.S. competition, but expects to maintain market share. CFO François Roger expressed confidence in the full-year guidance, citing strong H1 performance, continued robust growth from Dupixent, and new launches now contributing nearly a quarter of the company's growth.

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    Shirley Chen's questions to Sanofi SA (SNY) leadership • Q4 2024

    Question

    Shirley Chen from Barclays asked about the timing of contracting for the next Beyfortus season, its first-mover advantage, pricing strategy, and concerns about broader vaccine hesitancy.

    Answer

    Executive Thomas Triomphe noted that Beyfortus ordering is not seasonal like flu and that its first-mover advantage comes from its strong real-world evidence and physician familiarity, with no price erosion expected in 2025. He acknowledged vaccine hesitancy is a concern but believes the recent comeback of diseases like influenza serves as a 'good wake-up call' about the importance of vaccination.

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    Shirley Chen's questions to Novartis AG (NVS) leadership

    Shirley Chen's questions to Novartis AG (NVS) leadership • Q2 2025

    Question

    Shirley Chen from Barclays asked about the slowdown of Cosentyx in China, its impact on the broader portfolio, Novartis's strategy to adapt, and the potential for out-of-pocket models for other products.

    Answer

    CEO Vasant Narasimhan acknowledged a sector-wide slowdown in China's pharmaceutical spending, which has impacted high-volume products like Cosentyx. He stated that Novartis still expects high single-digit to low-teens growth in the region. He also highlighted the success of Leqvio's out-of-pocket model as a positive development that informs future commercial strategies in China.

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