Report
Jean-Jacques Le Fur

SANOFI - BUY - TOP PICKS | EUR107 vs. EUR103 (+20%) Dupixent: new indications could add EUR4bn in sales at peak – FV increased to EUR107

SANOFI - BUY - TOP PICKS | EUR107 vs. EUR103 (+20%)
Dupixent: new indications could add EUR4bn in sales at peak – FV increased to EUR107

Additional indications which could reach EUR4bn
Atopic Dermatitis should remain the lead indication
Asthma, the second main indication
What about competition?
Brilliant future for Dupixent – FV increased to EUR107 from EUR103
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
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Jean-Jacques Le Fur

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