Sanofi is an integrated, global healthcare company focused on patient needs and engaged in the research, development, manufacture and marketing of healthcare products. Two segments make up Co.'s business: Pharmaceuticals and Vaccines. The Pharmaceuticals segment covers research, development, production and marketing of medicines, consisting of flagship products, plus a broad range of prescription medicines, generic medicines, and consumer health products. The Vaccines segment includes research, development, production and marketing of vaccines in five areas: pediatric vaccines, influenza vaccines, adult and adolescent booster vaccines, meningitis vaccines, and travel and endemic vaccines.
  • TickerSAN
  • ISINFR0000120578
  • ExchangeEuronext Paris
  • SectorPharmaceuticals & Biotechnology
  • CountryFrance

Analysts

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 23/10/2019 -Pétrole et gaz

Pétrole & Gaz: Quelques annonces de dépréciations, mais les perspectives demeurent favorables Piraeus Bank: Envisagerait l’émission de sa première obligation AT1 en 2020 BASF (Conserver) : Cède sa division Chimie de construction à Lone Star pour €3,2 mds Intrum (Achat) : Aurait fait une offre sur Cerved Credit Management Sanofi : Offre publique d'achat de $2,5 mds sur la biotech américaine Synthorx EDP (Achat) : Cession de 6 centrales hydroélectriques au Portugal pour €2,2mds Bertelsmann (Achat) : Moody's confirme la note Baa1 et dégrade sa...

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 09/12/2019 - NordLB- EN

NordLB: EC-Approved State Bank Rescue, No Bail-In On Subordinated Debt WEPA Hygieneprodukte: New Issues, We Initiate An Outperform (+) Recommendation Sanofi: Acquisition of Synthorx For $2.5bn Tesco (O/P): Considering Selling Its Supermarkets In Thailand And Malaysia For $9bn Ericsson (M/P): Agrees To Pay $1bn (€900m) To Close Anti-Corruption Investigations Danske Bank (U/P): Revises Upwards Its Outlook For 2019 Air France-KLM (O/P): Passenger Traffic Up +3.6% In November Orsted (O/P): Fitch Assigns A BBB- Rating To New Hybrid G...

Marnik Hinnekens

TP ICAP - Europe - Focus High Yield 09/12/2019 - NordLB- FR

NordLB : Un sauvetage bancaire étatique approuvé par la CE, pas de bail-in sur les subordonnés WEPA Hygieneprodukte : Nouvelles émissions, nous initions une recommandation à l’Achat (+) Sanofi : Acquisition de  Synthorx pour $2,5 mds Tesco (Achat) : Envisage de céder ses supermarchés en Thaïlande et en Malaisie pour $9 mds Ericsson (Conserver) : Va verser $1md (€900m) pour clore des enquêtes anti-corruption Danske Bank (Vente) : Revoit à la hausse ses perspectives pour 2019 Air France-KLM (Achat) : Hausse du trafic passager de +3,6% au mo...

Sanofi - December 2016 (LTM): Peer Snapshot

Peer Snapshot: Sanofi - December 2016 (LTM) 4 April 2017 (in US millions) FYE Dec-14 FYE Dec-15 LTM Dec-16 FYE Dec-14 FYE Dec-15 LTM Sep-16 FYE Dec-14 FYE Dec-15 LTM Dec-16

Research Department

INFORME DIARIO 09 ENERO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: NEINOR, REPSOL, SACYR, SECTOR BANCOS. EUROPA: SANOFI. Las bolsas retoman las subidas Las bolsas europeas iniciaron la sesión caídas superiores al -0,5% que se fueron moderando hasta cerrar en positivo, a excepción de la suiza. En el Euro STOXX las subidas estuvieron lideradas por Servicios Financieros, Construcción y Farma mientras que R. Básicos e Inmobiliario fueron las que más cayeron de 7 sectores en negativo. Por el lado macro, en Alemania los pedidos de fábrica se contrajeron más de lo esperado en noviembre poniendo de manifiesto que la ...

Jean-Christophe Dourret

Sanofi : Sanofi - 16 Dec 2019

...

Jean-Jacques Le Fur

SANOFI: New CEO, New ambitions | BUY | EUR92(+10%)

SANOFI - BUY | EUR92(+10%) New CEO, New ambitions Ambitious targets for 2022 & 2025, above expectations Focus on six new drugs Consumer Healthcare on its way for exit like Regeneron stake Buy reiterated

Jean-Jacques Le Fur

SANOFI | BUY | EUR99 vs. EUR92 A convincing CMD – FV increased to EUR99

SANOFI | BUY | EUR99 vs. EUR92 A convincing CMD – FV increased to EUR99 No guidance regarding sales growth Credible Op. margin target in 2022, more challenging in 2025 What is the future for Consumer Health? We increase our forecast and FV to EUR99/share

Martial Descoutures ...
  • Oussema Denguir

Sanofi : Clear direction underpins our sentiment

>A convincing capital market day - Sanofi yesterday held a capital market day which largely lived up to our expectations. Management's ambition to step up growth is based on three key focus areas: 1/ developing Dupixent and vaccines, 2/ focusing on six core compounds in the pipeline, and 3/ improving profitability (€ 2bn of cost cutting out to 2022).We think it is reasonable to expect a large chunk of the consensus to adjust quickly to the core EBIT guidance at ...

Sanofi-Aventis: 1 director bought

A director at Sanofi-Aventis bought 5,600 shares at 88.510EUR and the significance rating of the trade was 99/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of boar...

Christophe-Raphaël Ganet ...
  • Florent Laroche-Joubert
  • Laurence Hofmann
  • Martial Descoutures
  • Michael Foundoukidis
  • Olfa Taamallah
  • Oussema Denguir
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/11/2019

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Christophe-Raphaël Ganet ...
  • Florent Laroche-Joubert
  • Laurence Hofmann
  • Martial Descoutures
  • Michael Foundoukidis
  • Olfa Taamallah
  • Oussema Denguir
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/12/2019

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Alain William ...
  • Alfred Glaser
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/10/2019

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Alain William ...
  • Alfred Glaser
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/12/2019

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Johanna Jourdain ...
  • Martial Descoutures
  • Matthias Desmarais
  • Oussema Denguir
  • Roland Pfaender,MBA,CFA,CCRA
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/22/2019

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Nurhayati Wan
Nurhayati Wan

With a more favourable environment, SANOFI improves to Positive

SANOFI (FR), a company active in the Pharmaceuticals industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Positive. As of the analysis date June 14, 2019, the closing price was EUR 75.98 and its potential was estimated at EUR 82.39.

Nurhayati Wan
Nurhayati Wan
MarketLine Department

Zoetis Inc - Strategy, SWOT and Corporate Finance Report

Summary Zoetis Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Zoetis Inc (Zoetis) is a global animal health company. It discovers, develops, manufactures and commercializes animal health medicines and vaccines with a focus on livestock and companion animals. The company offers anti-infective products, vaccines, parasiticides and medicated feed additives amon...

MarketLine Department

Zoetis Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Zoetis Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Zoetis Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights ...

MarketLine Department

Wilson Bayly Holmes-Ovcon Limited - Strategy, SWOT and Corporate Finance Report

Summary Wilson Bayly Holmes-Ovcon Limited - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Wilson Bayly Holmes-Ovcon Limited (WBHO) is a engineering and construction company. The company provides building and civil engineering services to retail, residential, commercial, healthcare, hotel and entertainment, industrial and energy infrastructure sectors. Moreover, ...

MarketLine Department

Hypera SA - Strategy, SWOT and Corporate Finance Report

Hypera SA - Strategy, SWOT and Corporate Finance Report Summary Hypera SA - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Hypera SA (Hypera) formerly, Hypermarcas SA, is a manufacturer of pharmaceutical products. It primarily offers non-prescription (OTC) drugs, prescribed medications, branded, generics and sweeteners. The company markets its products under var...

Eric Le Berrigaud ...
  • Gary Waanders
  • Hugo Solvet
  • Jean-Jacques Le Fur

Healthcare: Five picks in healthcare in Q4 with Fresenius, Galapagos, Genmab, Novartis and Sanofi

Healthcare Five picks in healthcare in Q4 with Fresenius, Galapagos, Genmab, Novartis and Sanofi

Expert Corporate Governance Service (ECGS)

Sanofi - AGM 30 April 2019

ITEM 8: In line with the modified AFEP/MEDEF corporate governance code as revised in June 2018, the company proposes to add a CSR criterion to the annual bonus. We regret that the company does not indicate which CSR indicator will be implemented and whether it will be quantifiable or not. However, the 2019 remuneration policy is better than the previous one, therefore we support item 8. ITEM 10: the company’s disclosure improved compared to last year as now it disclosed achievement rates for each of the financial criteria. However, its transparency remains below French and European standards (...

Jehanne Leroy

Sanofi - Assemblée générale des actionnaires du 30 avril 2019

RémunérationsLa société a amélioré sa communication sur les rémunérations attribuées puisqu’elle communique désormais les taux d’atteinte de chacun des critères financiers du bonus ; cependant, sa communication reste bien en deçà de la transparence de ses pairs français et européens (par exemple, son concurrent suisse Novartis communique à la fois les taux d’atteinte de chacun des critères du bonus, mais également les objectifs qui devaient être atteints). Une communication améliorée permettrait de mieux comprendre les montants attribués ; en effet, en l’état le bonus 2018 de 1 855 800 € ne se...

Sanofi – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Jehanne Leroy

Proxy Report - 02/05/2018

ITEM 9: The company did not improve its disclosure which remains significantly below market practices. This does not allow shareholders to understand amounts granted regarding performance achieved. For example, Revenue grew by 5.6% at constant exchange rates; but the company estimates that it was achieved “below the target” while Business Net Income decreased by 0.4% and the company estimates that it was achieved “above the target”. This lack of disclosure while the CEO, Mr Brandicourt, received €9.75 M in 2017 is unacceptable. ITEM 4: Mr Brandicourt’s mandate is up for renewal. Although we h...

Jehanne Leroy

Proxy Report - 02/05/2018

Cette année encore, la communication de la société concernant les rémunérations n’est pas améliorée et reste en deçà des pratiques françaises et européennes. Ainsi, la société ne communique toujours pas les taux de réalisation de chacun des critères du bonus annuel, empêchant ainsi une parfaite compréhension des montants attribués : en effet, l’un des critères financiers est en hausse, mais la société l’apprécie « en dessous de la cible » tandis que l’autre critère financier est en baisse, mais la société l’apprécie « au-dessus de la cible ». Ce manque de communication alors que M. Brandicourt...

Dave Nicoski ...
  • Ross LaDuke

Global Equity Strategy

Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Investors' primary sources of angst continue to revolve around concerns of (1) the global shift toward tighter monetary policy and the potential for perceived policy missteps, (2) trade and tariffs, and (3) the potential negative effects both (1) and (2) may have on global growth. Comments from Fed Chair Powell that interest rates are “just below” the neutral rate and the 90-day tariff ceasefire agreement between the U.S. and China have not been able to calm the markets. In Europe, ...

Jérôme VINERIER

Analyse court terme - SANOFI : Les cours progressent toujours.

La tendance de fond est clairement orientée à la hausse. Les cours progressent toujours. Les objectifs suivants sont à 79,55 € et 82,30 €. La tendance serait invalidée sous le support à 70,84 €.

Jérôme VINERIER

Short term view - SANOFI : Prices are still making progress.

The background trend is clearly bullish. Prices are still making progress. The following targets are at €79.55 and €82.30. The trend would be invalidated below the support at €70.84.

Jérôme VINERIER

Short term view - SANOFI : The background trend is clearly bullish.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at €70.84.

Jérôme VINERIER

Analyse court terme - SANOFI : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. La correction en cours gagne en vigueur. Il est trop tôt pour parler de retournement baissier. La tendance serait invalidée sous le support à 70,84 €.

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