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

Sanofi - Assemblée générale des actionnaires du 30 avril 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

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

Martial Descoutures ...
  • Pierre Corby

Sanofi : Two very different dynamics

>Some additional data for SINUS 24 and SINUS 52 - Following the main clinical results of the SINUS 24 and SINUS 52 trials evaluating Dupixent in severe chronic rhinosinusitis (CRS), the group yesterday evening published additional data. CRS is a chronic respiratory disease characterized by polyps that obstruct the sinuses and nasal passages. Through its mechanism of action (IL4 and IL13 inhibition), Dupixent reduces the inflammation which causes the disease. To r...

Eric Le Berrigaud ...
  • Jean-Jacques Le Fur

SANOFI: Good phase III results for Dupixent in Nasal Polyposis | BUY - Top Picks | EUR94

SANOFI - BUY - Top Picks | EUR94(+30%) Good phase III results for Dupixent in Nasal Polyposis Detailed results at AAAAI congress Dupixent will be the first in its "class" with three indications A less positive piece of news for Praluent

Martial Descoutures ...
  • Pierre Corby

Sanofi : Deux dynamiques bien différentes

>Quelques données supplémentaires pour SINUS 24 et SINUS 52 - Alors que nous connaissions les principaux résultats cliniques de l’étude SINUS 24 et SINUS 52 évaluant Dupixent dans la polypose nasosinusienne sévère (PNS), le groupe publiait hier soir des data complémentaires. La PNS est une maladie chronique respiratoire se caractérisant par la présence de polypes obstruant les sinus et les cavités nasales. Grâce à son mécanisme d’action (inhibition de l’IL4 et IL13), ...

Damien Conover

Morningstar | SAN Updated Forecasts and Estimates from 13 Feb 2019

Sanofi's wide lineup of branded drugs and vaccines and robust pipeline create strong cash flows and a wide economic moat. Growth of existing products and new product launches should help offset weakening pricing in the insulin market. Sanofi's existing product line boasts several top-tier drugs, including long-acting insulin Lantus. The drug's ability to work well for an entire day sets Lantus apart from other insulins. Further, given the complexity in marketing and manufacturing insulin, we don't expect the typical major generic competition following the drug's 2015 patent loss. However, incr...

Damien Conover

Morningstar | Sanofi's Diverse Operations Set the Company up for Steady Long-Term Growth.

Sanofi's wide lineup of branded drugs and vaccines and robust pipeline create strong cash flows and a wide economic moat. Growth of existing products and new product launches should help offset weakening pricing in the insulin market. Sanofi's existing product line boasts several top-tier drugs, including long-acting insulin Lantus. The drug's ability to work well for an entire day sets Lantus apart from other insulins. Further, given the complexity in marketing and manufacturing insulin, we don't expect the typical major generic competition following the drug's 2015 patent loss. However, incr...

1 director bought

A director at Sanofi-Aventis bought 500 shares at 75.220EUR and the significance rating of the trade was 54/100. 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 board ...

Antoine Boivin-Champeaux ...
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/26/2019

The acquisition of SABMiller has not delivered on its initial promises, due to the challenges of absorbing the debt quickly and a problematic geographic mix. However, the group still boasts growth potential which adjustments to its debt and asset arbitration could bring to light, particularly in the context of the shift in the ZBB (zero based budgeting) model. We simulate a partial divestment of the Asian assets and the buyout of 78% of the JVs with Castel in Africa. This would offer ...

Antoine Boivin-Champeaux ...
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/02/2019

Même si le rachat de SABMiller n’a pas répondu aux promesses initiales en raison d’un endettement difficile à résorber rapidement et d’un mix géographique contraignant, le groupe recèle encore un potentiel de croissance que le réaménagement de la dette et un arbitrage entre les actifs pourraient mettre en lumière, notamment dans le contexte de mutation du modèle ZBB (zero based budgeting). Aussi, nous simulons une cession partielle des actifs asiatiques et le rachat des 78% des JV ave...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/08/2019

In the face of macroeconomic turbulence, office and retail real estate investment companies are “safe haven” stocks due to the durability of their dividends and their capacity to create value via their project pipelines. We particularly appreciate stocks which have adapted/clarified their strategies to fit new trends in the market. As such, we confirm our Buy recommendations on Gecina, Klépierre and Carmila and have upgraded Icade and Unibail-Rodamco-Westfield to Buy. Cf. report publi...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/02/2019

Face à quelques turbulences macroéconomiques, les foncières de bureaux et de commerce constituent des valeurs de refuge par la pérennité de leurs dividendes et leur capacité à créer de la valeur à travers leur pipeline. Nous privilégions plus particulièrement les valeurs qui ont anticipé / clarifié leur stratégie face aux nouvelles tendances de marché. Ainsi, nous confirmons notre opinion Achat sur Gecina, Klépierre et Carmila et passons à l’Achat sur Icade et Unibail-Rodamco-Westfiel...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/07/2019

The stabilisation of eurozone PMI indices in January contributes, albeit still modestly, to the abating of the excessive risk aversion end-2018. This is in addition to the welcome change in the Fed’s tone with the announced pause in monetary normalisation, pushing back the spectre of recession. Against this backdrop, the decent nature of results publications is contributing to the improvement in sentiment. However, questions about growth, or rather its rate of deceleration, persist. I...

SANOFI sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of SANOFI (FR), a company active in the Pharmaceuticals industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date February 5, 2019, the closing price was EUR 76.84 and its potential was estimated at EUR 81.83.

Nurhayati Wan

Sanofi

Nurhayati Wan

Sanofi

Nurhayati Wan

Sanofi

Nurhayati Wan

Sanofi

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

Dominic Rose ...
  • Naresh Chouhan

New Asthma Drugs Set to Sell $10bn

Five new drugs will drive the Severe Uncontrolled Asthma market from $4bn today to $10bn by 2023. Our bottom-up model shows that biologic drug penetration could almost double by 2023. We see AZN and Sanofi as material winners in the space and show that consensus is likely too low on Tezepelumab, Fasenra & Dupixent. Fasenra is already winning against Nucala (GSK), the P3 Dupixent asthma data has gone underappreciated and consensus models just $200m for Teze in 2023 in AZN numbers.

Dominic Rose ...
  • Naresh Chouhan

Revenue Downgrade Cycle Almost Over

Persistent revenue downgrades have led to investor concern around future analyst forecasts, particularly for new drugs. Our analysis shows that the causes of the sector revenue downgrades have been largely driven by Primary Care launches in the US. More importantly, we show that the downside risk to future new product forecasts has fallen materially. We argue that if forecasts are now more accurate, the recent Pharma sell-off creates a good entry point.

Sanofi - Assemblée générale des actionnaires du 30 avril 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

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...

Jehanne Leroy

Etude de l'AG du 10/05/2017

ITEM 12: Despite a high opposition rate on Mr Brandicourt's Say on Pay in 2016 (36.74% opposition rate), 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 and Business Net Income grew between 1.2 and 2.5% over the year, which is not that significant. However, the company decided that the global achievement rate for these financial criteria was 194.1%. This seems quite generous for such small performance.ITEM 4: The Board proposes to mod...

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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