Research analysts who have asked questions during Sanofi earnings calls.
FC
Florent Cespedes
Bernstein
6 questions for SNY
Also covers: NVO, NVS
PV
Peter Verdult
Citigroup Inc.
6 questions for SNY
Also covers: AZN, EVO, GMAB +4 more
DR
David Risinger
Leerink Partners
5 questions for SNY
Also covers: ABBV, AMGN, BMY +9 more
LH
Luisa Hector
Berenberg
5 questions for SNY
Also covers: ABBV, AZN, BMY +1 more
RV
Richard Vosser
JPMorgan Chase & Co.
5 questions for SNY
Also covers: ARGX, AZN, MOLN +2 more
SF
Seamus Fernandez
Guggenheim Partners
5 questions for SNY
Also covers: AMLX, ARCT, ARQT +9 more
SB
Simon Baker
Redburn Atlantic
5 questions for SNY
Also covers: AUTL, AZN, BNTX +5 more
Sarita Kapila
Morgan Stanley
4 questions for SNY
Also covers: AZN, GSK
BJ
Ben Jackson
Jefferies
3 questions for SNY
Also covers: EVO, PHAR
Graham Parry
Bank of America Corporation
3 questions for SNY
Also covers: GRFS, GSK, NVS
James Quigley
Goldman Sachs
3 questions for SNY
Also covers: EVO, NVO, NVS +1 more
Jo Walton
UBS
3 questions for SNY
Also covers: AZN, GSK, NVO +1 more
MW
Matthew Weston
UBS Group AG
3 questions for SNY
Also covers: AZN, GSK, NVS
Sachin Jain
Bank of America
3 questions for SNY
Also covers: AZN, GMAB, GSK +2 more
Steve Scala
Cowen
3 questions for SNY
Also covers: ABBV, AZN, BMY +6 more
Eric Le Berrigaud
Stifel
2 questions for SNY
Also covers: AZN, NVS
Michael Leuchten
Jefferies
2 questions for SNY
Also covers: AZN, GSK, NVO +1 more
SC
Shirley Chen
Barclays
2 questions for SNY
Also covers: NVS
SS
Shirley Shin
Barclays
2 questions for SNY
CG
Colleen Garvey
Guggenheim Securities
1 question for SNY
Also covers: MLYS
EF
Emily Field
Barclays
1 question for SNY
Also covers: AZN, GMAB, GSK +2 more
EP
Emmanuel Papadakis
Deutsche Bank
1 question for SNY
Also covers: AZN, NVO, NVS
GS
Gary Steventon
BNP Paribas Exane
1 question for SNY
LC
Luisa Caroline Hector
Berenberg
1 question for SNY
PW
Peter Welford
Jefferies
1 question for SNY
Also covers: AZN, GSK, NVO +1 more
RB
Ricardo Benevides Freitas
Santander
1 question for SNY
TA
Timothy Anderson
BofA Securities
1 question for SNY
Also covers: ABBV, AMGN, AZN +10 more
XG
Xiaobin Gao
Barclays
1 question for SNY
Recent press releases and 8-K filings for SNY.
Sanofi's Teizeild Approved in EU for Stage 2 Type 1 Diabetes
SNY
Product Launch
New Projects/Investments
- The European Commission has approved Sanofi's Teizeild (teplizumab) to delay the onset of stage 3 type 1 diabetes (T1D) in adult and pediatric patients eight years of age and older with stage 2 T1D.
- This approval establishes Teizeild as the first T1D disease-modifying therapy approved in the EU.
- The approval is based on the TN-10 phase 2 study, which showed Teizeild delayed the onset of stage 3 T1D by a median of two years compared to placebo.
- Teizeild is also approved for the same indication in the US, UK, China, Canada, Israel, the Kingdom of Saudi Arabia, and Kuwait.
5 days ago
Sanofi Discusses Growth Outlook, Product Performance, and Pipeline at J.P. Morgan Healthcare Conference
SNY
Guidance Update
Product Launch
New Projects/Investments
- Sanofi anticipates maintaining high single-digit to double-digit growth through the end of the decade, with an ambition to grow EPS even through the eventual Dupixent LOE, which is expected between 2031 and 2034.
- The company reported strong performance from key products, with Dupixent growing close to 30% and generating over EUR 4 billion on the quarter, while Altuvio has become a new blockbuster and Beyfortus is noted as the most successful pediatric vaccination launch in history.
- Sanofi expects substantial data flow in 2026 for its pipeline, including readouts for Amlitelimab (Coast 2) and Dupixent COPD data, and plans to actively supplement its pipeline by adding high-quality early-stage programs.
- The company has M&A capacity of approximately EUR 20 billion (or $25 billion), but maintains a disciplined approach, having only used half of this capacity last year due to a lack of suitable targets.
Jan 12, 2026, 5:45 PM
Sanofi Provides Growth Outlook and Pipeline Updates at J.P. Morgan Healthcare Conference
SNY
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Sanofi expects to maintain high single-digit to double-digit growth through at least the end of the decade, with EPS growing faster than sales. The company was growing 8.7% through Q3 and anticipates close to double-digit growth for the remainder of the year.
- The company has launched new blockbusters, including Altuvio, which has generated close to $4 billion in launch revenue, and Beyfortus, noted as the most successful pediatric vaccination launch in history.
- Sanofi anticipates key pipeline readouts in early 2026 for Amlitelimab (COAST 2) in immunology, Dupixent COPD data later in the year, and positive Phase 3 data for Frexalimab in MS.
- The company is actively pursuing business development to supplement its pipeline, focusing on adding high-quality Phase 1 programs and de-risking mid-to-late stage assets for launches in the 2028-2030 horizon.
- Sanofi aims to grow EPS through the Dupixent Loss of Exclusivity (LOE), which is anticipated between 2031-2032 at a minimum, with a more likely consensus of 2033-2034.
Jan 12, 2026, 5:45 PM
Sanofi Provides Business Update at J.P. Morgan Healthcare Conference
SNY
Guidance Update
Product Launch
New Projects/Investments
- Sanofi anticipates maintaining a high single-digit to double-digit growth profile until at least the end of the decade, with growth diversified across Dupixent, already marketed products, and future launches.
- Dupixent continues to show strong performance, growing close to 30% and exceeding EUR four billion on the quarter, with its Loss of Exclusivity (LOE) projected between 2031 and 2034.
- New launches like Altuviiio have achieved blockbuster status , and Beyfortus is noted as the most successful pediatric vaccination launch in history, offering significant cost savings to healthcare systems.
- The company is focused on profitable growth through margin expansion, increasing R&D spend, and disciplined M&A, with key pipeline readouts expected for amlitelimab (COAST 2) and duvakitug (IBD maintenance data) in the near future.
Jan 12, 2026, 5:45 PM
Sanofi's Tzield accepted for priority review by US FDA for expanded age indication
SNY
Product Launch
New Projects/Investments
- Sanofi's Tzield (teplizumab-mzwv) has been accepted for priority review by the US Food and Drug Administration (FDA).
- The supplemental biologic license application (sBLA) aims to expand Tzield's age indication from eight years and above to as young as one year old and above to delay the onset of stage 3 type 1 diabetes (T1D) in patients diagnosed with stage 2 T1D.
- This priority review is supported by positive interim one-year data from the ongoing PETITE-T1D phase 4 study.
- The target action date for the FDA decision is April 29, 2026.
Jan 9, 2026, 11:09 AM
Sanofi's Tzield accepted for priority review by FDA for expanded age indication
SNY
Product Launch
New Projects/Investments
- Sanofi's Tzield (teplizumab-mzwv) has been accepted for priority review by the US Food and Drug Administration (FDA) to expand its age indication to include children as young as one year old with stage 2 type 1 diabetes (T1D).
- This expanded indication, if approved, would make Tzield the first disease-modifying therapy to delay the onset of stage 3 T1D in this younger age group.
- The FDA's target action date for a decision on this supplemental biologic license application (sBLA) is April 29, 2026.
Jan 5, 2026, 6:00 AM
Sanofi Announces Acquisition of Dynavax for $2.2 Billion
SNY
M&A
New Projects/Investments
- Sanofi has entered into an agreement to acquire Dynavax Technologies Corporation for approximately $2.2 billion in total equity value, offering a cash tender of $15.50 per share for all outstanding shares.
- The acquisition will integrate Dynavax's marketed adult hepatitis B vaccine, HEPLISAV-B®, and a phase 1/2 shingles vaccine candidate (Z-1018) into Sanofi's portfolio, strengthening its adult immunization presence.
- The transaction has been unanimously approved by the Dynavax board of directors and is anticipated to close in the first quarter of 2026.
- Sanofi plans to fund the acquisition with available cash resources and expects no impact on its financial guidance for 2025.
Dec 29, 2025, 9:42 PM
Sanofi's Wayrilz Approved in EU for Immune Thrombocytopenia
SNY
Product Launch
- Sanofi's Wayrilz (rilzabrutinib) has received European Commission approval as the first BTK inhibitor to treat immune thrombocytopenia (ITP) in adult patients who are refractory to other treatments.
- The approval is based on the LUNA 3 phase 3 study, which demonstrated a statistically significant durable platelet response at week 25 (23% of patients in the Wayrilz arm vs. 0% in the placebo arm) and a faster time to first platelet response (36 days in the Wayrilz arm).
- Wayrilz, an oral, reversible BTK inhibitor, addresses the underlying causes of ITP through multi-immune modulation.
- Wayrilz has previously been approved in the US and the United Arab Emirates (UAE), and is currently under regulatory review for ITP in Japan and China.
Dec 29, 2025, 11:23 AM
Sanofi Receives FDA Complete Response Letter for Tolebrutinib
SNY
Product Launch
New Projects/Investments
- The US Food and Drug Administration (FDA) issued a Complete Response Letter (CRL) for Sanofi's new drug application for tolebrutinib, intended to treat non-relapsing secondary progressive multiple sclerosis (nrSPMS).
- Sanofi expressed disappointment with the FDA's decision, noting it was a significant change from prior feedback, and affirmed its commitment to finding a path forward for tolebrutinib.
- An impairment test on tolebrutinib's intangible asset value is underway, with results expected in January 2026, but this will not impact business net income/EPS or alter the 2025 financial guidance.
- Tolebrutinib received provisional approval in the United Arab Emirates in July 2025 and is under regulatory review in the EU and other global jurisdictions.
Dec 29, 2025, 11:22 AM
Sanofi receives FDA Complete Response Letter for tolebrutinib
SNY
Product Launch
Guidance Update
New Projects/Investments
- Sanofi received a Complete Response Letter (CRL) from the US Food and Drug Administration (FDA) on December 24, 2025, for the new drug application of tolebrutinib to treat non-relapsing secondary progressive multiple sclerosis (nrSPMS).
- The company expressed disappointment, noting this decision is a significant change from previous FDA feedback, especially as tolebrutinib had previously received breakthrough therapy designation.
- Sanofi will conduct an impairment test on the intangible asset value attached to tolebrutinib, with results to be provided with Q4 and FY 2025 results in January 2026; however, this will not impact business net income/business EPS and there is no change to the financial guidance for 2025.
- Tolebrutinib was provisionally approved in the United Arab Emirates in July 2025 and is currently under regulatory review in the EU and other jurisdictions worldwide.
Dec 24, 2025, 6:00 AM
Quarterly earnings call transcripts for Sanofi.
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