Sanofi is recommended as a compelling buy due to its attractive valuation compared to pharma peers, supported by strong sales driven by Dupixent, which accounts for 40% of sales and 80% of recent growth. Management is actively managing the lifecycle of Dupixent to address the risk of U.S. patent expiration in 2031, including new formulations and co-formulations. Additionally, Sanofi's growth prospects are bolstered by a strengthening pipeline, recent acquisitions, and ongoing business development efforts that aim to diversify future earnings. This strategic focus positions Sanofi well for long-term growth despite potential risks.
The global blood glucose monitoring system market, valued at $16.8 billion in 2025, is projected to grow to $39.4 billion by 2035 at an 8.9% CAGR. Growth is fueled by rising diabetes prevalence, advancements in AI-enabled monitoring devices, and incr...
Paulo Fontoura has resigned from the Board of Directors at Lakefront Biotherapeutics following his appointment as Executive Vice President and Global Head of Research & Development Pharma at Sanofi. Lakefront's board chair congratulated Fontoura and ...
