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Company Research26 Mar 2024
Companies That Had Their IPO in 1989: The Calm Between the Storms
A look at the IPO landscape and market sentiment in 1989 as the markets enjoyed a period of relative calm between tumultuous times.
Sanofi (SAN) investor relations material
Sanofi Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary16 Dec, 2025
R&D leadership and organizational progress
Expanded R&D leadership with new heads in development, strategy, vaccines, translational medicine, and digital R&D, enhancing expertise and innovation focus.
Strengthened capabilities in research, translational medicine, medical, regulatory affairs, and digital innovation.
Emphasis on a science-driven culture, with scientific publications and patent filings as key performance indicators.
Digital transformation aims to reduce development cycle times by over 40%, leveraging AI and digital tools to optimize drug discovery, clinical development, and regulatory processes.
Pipeline replenishment is balanced between internal innovation and external business development, including recent acquisitions like Blueprint, Vicebio, and Dren Bio.
Pipeline achievements and approvals
Three new medicines and vaccines approved in 2025: Qfitlia (RNAi for hemophilia), Wayrilz (BTK inhibitor for ITP), and Nuvaxovid (recombinant COVID-19 vaccine).
Significant lifecycle management progress for Dupixent, Sarclisa, and influenza vaccines, with new indications and administration routes.
Multiple phase II/III readouts across immunology, rare disease, oncology, neurology, and vaccines, including positive results for Amlitelimab, Itepekimab, Efdoralprin alfa, and Balinatunfib.
Notable advances in dermatology (Amlitelimab, Brivekimig), respiratory (Amlitelimab, Itepekimab, Lunsekimig), and neurology (Tolebrutinib, Frexalimab, Riliprubart).
Wayrilz expanded into rare diseases with ongoing phase III studies in IgG4-related disease, WAIHA, sickle cell disease, and other rare autoimmune conditions.
Vaccines and infectious diseases
Beyfortus protected over 10 million infants globally, showing 80% reduction in RSV hospitalizations.
Nuvaxovid offers a non-mRNA COVID-19 vaccine alternative, with full approval in the US and EU.
Fluzone High-Dose and Nuvaxovid combinations demonstrated superior protection in older adults; positive results for influenza plus COVID-19 combo vaccines.
H5 pandemic influenza mRNA vaccine showed 93% seroprotection rates.
Bivalent RSV plus hMPV vaccine candidates from both mRNA and Vicebio platforms showed strong immunogenicity, with phase IIb studies planned.
Tolebrutinib PPMS regulatory submission status?
Itepekimab COPD development next steps?
R&D digital plan cycle time reduction strategy?
How are R&D learnings shaping trial design?
Itepekimab COPD program path forward?
RSV/HMPV vaccine candidate prioritization?
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Next Sanofi earnings date
44th Annual J.P. Morgan Healthcare Conference12 Jan, 2026
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Frequently asked questions
Sanofi is an integrated global biopharmaceutical company, focused on patient needs and engaged in the research, development, manufacturing, marketing and distribution of innovative therapies that improve lives. Sanofi has core strengths in diabetes solutions, human vaccines and innovative drugs for rare diseases.Sanofi is organized into five global business units: Diabetes and Cardiovascular, General Medicines and Emerging Markets, Sanofi Genzyme, Sanofi Pasteur and Merial. The company's sales channels include pharmaceutical products sold directly to retail pharmacies and wholesale distributors, as well as through hospitals, clinics, mail order and specialty pharmacies.
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