Report
Damien Choplain ...
  • Martial Descoutures

Sanofi : Road show feedback: focus on growth and renewal of the pipeline

>Growth in 2025 despite dilution due to the expected Opella transaction - Last week, we hosted a road show for Sanofi in the US with CFO, Mr François Roger. It was an opportunity recap the three topics currently driving investor interest in the stock: 1/ the sale of a controlling stake in Opella and allocation of the proceeds; 2/ pipeline progress with multiple potential blockbuster candidates; and 3/ the group’s short to med-term growth outlook. The first topic ...
Underlying
Sanofi

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Damien Choplain

Martial Descoutures

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