Earnings summaries and quarterly performance for Sanofi.
Research analysts who have asked questions during Sanofi earnings calls.
PV
Peter Verdult
Citigroup Inc.
8 questions for SNY
Also covers: AZN, EVO, GMAB +4 more
DR
David Risinger
Leerink Partners
7 questions for SNY
Also covers: ABBV, AMGN, BMY +10 more
LH
Luisa Hector
Berenberg
7 questions for SNY
Also covers: ABBV, AZN, BMY +1 more
SF
Seamus Fernandez
Guggenheim Partners
7 questions for SNY
Also covers: AMLX, ARCT, ARQT +9 more
SB
Simon Baker
Redburn Atlantic
7 questions for SNY
Also covers: AUTL, AZN, BNTX +5 more
FC
Florent Cespedes
Bernstein
6 questions for SNY
Also covers: NVO, NVS
BJ
Ben Jackson
Jefferies
5 questions for SNY
Also covers: EVO, PHAR
Graham Parry
Bank of America Corporation
5 questions for SNY
Also covers: GRFS, GSK, NVS
James Quigley
Goldman Sachs
5 questions for SNY
Also covers: EVO, NVO, NVS +1 more
RV
Richard Vosser
JPMorgan Chase & Co.
5 questions for SNY
Also covers: ARGX, AZN, MOLN +2 more
Sachin Jain
Bank of America
5 questions for SNY
Also covers: AZN, GMAB, GSK +2 more
Steve Scala
Cowen
5 questions for SNY
Also covers: ABBV, AZN, BMY +6 more
Sarita Kapila
Morgan Stanley
4 questions for SNY
Also covers: AZN, GSK
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
Eric Le Berrigaud
Stifel
2 questions for SNY
Also covers: AZN, NVS
JG
James Gordon
JPMorgan Chase & Co.
2 questions for SNY
Also covers: ARGX, AZN, GRFS +3 more
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
ZA
Zane Abraham
JPMorgan Chase & Co.
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 Rezurock Recommended for EU Approval by CHMP
SNY
Product Launch
- The European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending conditional marketing authorisation for Sanofi’s Rezurock (belumosudil) in the EU.
- This recommendation is for the treatment of adults and children aged 12 years and older with chronic graft-versus-host disease (GvHD), to be used when other treatment options are limited, unsuitable, or exhausted.
- The positive opinion follows a re-examination of a prior negative opinion adopted by the CHMP in October 2025, with a final European Commission decision expected in the coming weeks.
- Rezurock is already approved in 20 countries, including the US, UK, and Canada, and has treated over 17,000 patients since its first approval in the US in July 2021.
22 hours ago
Sanofi's Rezurock Recommended for EU Approval
SNY
Product Launch
New Projects/Investments
- The European Medicines Agency’s Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending conditional marketing authorization for Sanofi’s Rezurock (belumosudil) in the EU.
- This recommendation is for the treatment of adults and children aged 12 years and older with chronic graft-versus-host disease (GVHD) when other treatment options are limited, unsuitable, or exhausted.
- The positive opinion follows a re-examination of a prior negative opinion from October 2025, with the final European Commission decision expected in the coming weeks.
- Rezurock is currently approved in 20 countries, including the US, UK, and Canada, and has treated over 17,000 patients since its first approval in the US in July 2021.
Jan 30, 2026, 12:00 PM
Sanofi reports strong Q4 and FY 2025 results, provides 2026 guidance
SNY
Earnings
Guidance Update
Share Buyback
- Sanofi reported Q4 2025 sales growth of 13.3% at constant exchange rates (CER) and business earnings per share (EPS) of €1.53, up 26.7% at CER. For the full year 2025, sales increased by 9.9% at CER, and business EPS improved by 15.0%.
- Pharma launches contributed €1.1 billion to sales, growing 49.4%, while Dupixent sales increased by 32.2% to €4.2 billion in Q4 2025.
- For 2026, Sanofi anticipates sales to grow by a high single-digit percentage at CER and business EPS at CER to grow slightly faster than sales. The company also intends to execute a €1 billion share buyback program in 2026.
- Sanofi announced the Dynavax acquisition, completed the Vicebio acquisition, and finished a €5 billion share buyback program in 2025. A proposed dividend of €4.12 represents a 5.1% increase.
Jan 29, 2026, 1:56 PM
Sanofi Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
SNY
Earnings
Guidance Update
M&A
- Sanofi reported Q4 2025 net sales growth of 13.3% to EUR 11.3 billion and full-year 2025 sales of EUR 43.6 billion, a 9.9% increase at constant exchange rates. Business EPS for the full year grew 15% including share buybacks.
- Dupixent achieved EUR 15.7 billion in annual sales, and newly launched medicines and vaccines grew 34% to EUR 1.8 billion in full-year sales.
- For 2026, the company forecasts high single-digit sales growth and business EPS growing slightly faster than sales, with profitable growth expected to continue for at least five years.
- Sanofi completed a EUR 5 billion share buyback program in 2025 and plans a EUR 1 billion share buyback in 2026. The company also strengthened its vaccines portfolio with the acquisition of Vicebio and the proposed acquisition of Dynavax Technologies Corporation.
Jan 29, 2026, 1:30 PM
Sanofi Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
SNY
Earnings
Guidance Update
M&A
- Sanofi reported strong financial performance for Q4 2025 with EUR 11.3 billion in sales, representing 13.3% growth, and full-year 2025 sales of EUR 43.6 billion, a 9.9% growth at constant exchange rates. Full-year business EPS grew 15%.
- New product launches contributed EUR 5.7 billion in sales for 2025, with Dupixent reaching EUR 15.7 billion in annual sales and ALTUVIIIO achieving blockbuster status with EUR 1.2 billion in full-year sales.
- The company completed a EUR 5 billion share buyback program and proposed a 5% increase in its dividend to EUR 4.12 per share. Sanofi also deployed EUR 10.4 billion from the Opella divestment into business development and M&A, including the acquisition of Vicebio and the proposed acquisition of Dynavax Technologies Corporation.
- For 2026, Sanofi expects high single-digit sales growth and business EPS to grow slightly faster than sales. The outlook includes a EUR 400 million decrease in R&D reimbursement from Regeneron, which will be largely offset by an estimated EUR 1 billion in Amvutra royalties.
Jan 29, 2026, 1:30 PM
Sanofi Reports Strong Full Year 2025 Results and Provides 2026 Guidance
SNY
Earnings
Guidance Update
M&A
- Sanofi reported full year 2025 sales of EUR 43.6 billion, representing 9.9% growth at constant exchange rates, and Business EPS grew by 15% (including share buyback).
- The company provided 2026 guidance for high single-digit sales growth and Business EPS growing slightly faster than sales, anticipating profitable growth to continue for at least five years.
- Key product performance included Dupixent reaching EUR 15.7 billion in annual sales and ALTUVIIIO achieving blockbuster status with EUR 1.2 billion in full year sales.
- Sanofi completed its EUR 5 billion share buyback program in 2025 and plans a EUR 1 billion share buyback program in 2026, while also proposing a 5% dividend increase to EUR 4.12.
- Strategic M&A included the acquisition of Vicebio and the proposed acquisition of Dynavax Technologies Corporation, which is expected to close in Q1 2026, adding to its vaccines portfolio.
Jan 29, 2026, 1:30 PM
Sanofi Reports Q4 Results, Provides 2026 Guidance, and Announces Share Buyback
SNY
Earnings
Guidance Update
Share Buyback
- Sanofi reported Q4 net sales of €11.30 billion, an increase of 13.3% at constant exchange rates, but a net loss attributable to equity holders of €801 million, while business EPS improved to €1.53.
- For fiscal 2026, Sanofi projects high single-digit sales growth at constant exchange rates and expects business EPS to grow slightly faster than sales.
- The company intends to execute a €1 billion share buyback program in 2026 and proposed a 2025 dividend of €4.12 per share.
- Growth was supported by new Pharma launches, including Ayvakit and ALTUVIIIO, and strong performance from assets such as Dupixent (up 32.2%), with the Dynavax acquisition pending.
Jan 29, 2026, 8:02 AM
Sanofi's amlitelimab confirms potential in atopic dermatitis
SNY
New Projects/Investments
Guidance Update
- In the SHORE phase 3 study, amlitelimab, in combination with topical therapies, met all primary and key secondary endpoints at Week 24, with efficacy progressively increasing throughout the treatment period.
- The COAST 2 phase 3 study demonstrated statistically significant efficacy on vIGA-AD 0/1 for the US and US reference countries, confirming potential for Q12W dosing from the start, though it did not achieve statistical significance for co-primary endpoints in the EU and EU reference countries.
- A preliminary analysis of the ATLANTIS phase 2 study showed continued and progressive improvements with no evidence of plateau through Week 52, demonstrating the potential of OX40-ligand as an important new mechanism in atopic dermatitis.
- Based on the totality of data, Sanofi will move forward with global regulatory submissions for amlitelimab, which are planned for H2 2026.
Jan 23, 2026, 2:58 PM
Sanofi announces amlitelimab Phase 3 results and regulatory filing plans
SNY
Product Launch
New Projects/Investments
- Sanofi reported positive Phase 3 results for its drug amlitelimab in two global trials (SHORE and COAST-2) for moderate-to-severe atopic dermatitis, and plans to pursue global regulatory filings.
- While the SHORE trial met all primary and key secondary endpoints, the COAST-2 trial failed to achieve statistical significance on co-primary EU endpoints.
- This has led to tempered investor enthusiasm due to efficacy comparisons with market-leading Dupixent, which generated over €13 billion (about $15 billion-plus) in sales in 2024.
- Analyst sentiment is mixed, with TipRanks rating Sanofi a 'Hold' and Spark AI rating it 'Outperform'.
Jan 23, 2026, 2:52 PM
Sanofi's Amlitelimab Confirms Potential in Atopic Dermatitis with Phase 3 Study Results
SNY
New Projects/Investments
Product Launch
- Sanofi's amlitelimab demonstrated potential for treating moderate-to-severe atopic dermatitis (AD) with positive results from the SHORE and COAST 2 global phase 3 studies.
- The SHORE phase 3 study met all primary and key secondary endpoints at Week 24, showing progressively increasing efficacy.
- The COAST 2 phase 3 study met its primary endpoint for the US and US reference countries but did not achieve statistical significance for the co-primary endpoints in the EU and EU reference countries.
- Amlitelimab was well-tolerated across studies, with its safety profile consistent with prior data.
- Sanofi intends to proceed with global regulatory submissions for amlitelimab in H2 2026.
Jan 23, 2026, 6:00 AM
Quarterly earnings call transcripts for Sanofi.
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