The publisher explores Sanofi's prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (3 November 2020)
Model updates (30 July 2020)
Model updates (4 June 2020)
Model updates (9 March 2020)
Snapshot
- Overview - Sanofi will see strong pharmaceutical revenue growth over the forecast period, driven by Dupixent.
- Key themes - [1] Strong Dupixent growth, across all indications, led Sanofi management to raise long-term product sales expectations, to €10bn [2] Sanofi announced that it would be discontinuing research in diabetes and cardiovascular diseases to optimize R&D productivity; diabetes sales should continue to decline over the forecast period, as the US pricing environment remains challenging [3] Vaccines remain an area of growth for Sanofi.
Model updates (3 November 2020)
- Lantus forecast adjusted higher.
Model updates (30 July 2020)
- Aubagio forecast adjusted higher due to strong growth
- Lemtrada forecast adjusted lower due to patients switching to other therapies
- Sarclisa forecast adjusted lower due to initial launch trends.
Model updates (4 June 2020)
- Lemtrada forecast adjusted lower
- Libtayo forecast adjusted higher due to recent trial successes in NSCLC and BCC
- Sarclisa forecast adjusted higher due to earlier-than-expected approval.
Model updates (9 March 2020)
- Dupixent forecast adjusted higher due to continued growth in atopic dermatitis, plus a rapid ramp-up in sales for asthma and the launch of the product as a treatment for nasal polyps
- Kevzara forecast adjusted due to restructuring of Sanofi/Regeneron alliance
- Praluent forecast adjusted lower due to restructuring of Sanofi/Regeneron alliance
- Efpeglenatide forecast removed due to Sanofi not pursuing launch.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
