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

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

SANOFI: Isatuximab is not better than Darzalex | BUY | EUR92 vs. EUR94 (+25%)

SANOFI - BUY | EUR92 vs. EUR94 (+25%) Isatuximab is not better than Darzalex Detailed results of ICARIA-MM study to be presented at ASCO Good results but not better than with Darzalex Darzalex will benefit from the subcutaneous administration We reduce our forecasts for isatuximab

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: the EPS CAGR growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its ...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : le TMVA des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui profite...

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: EPS growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its promising...

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

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

SANOFI: Isatuximab is not better than Darzalex | BUY | EUR92 vs. EUR94 (+25%)

SANOFI - BUY | EUR92 vs. EUR94 (+25%) Isatuximab is not better than Darzalex Detailed results of ICARIA-MM study to be presented at ASCO Good results but not better than with Darzalex Darzalex will benefit from the subcutaneous administration We reduce our forecasts for isatuximab

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: the EPS CAGR growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its ...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : le TMVA des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui profite...

Team Pharma

ODDO : Favour innovation and refocusing on pharma

The wave of medical innovation is accelerating at a dizzying pace. Sector players are thus refocusing on the pharma business, which is enjoying strong growth. The groups’ metrics have improved: EPS growth over the 2014-2018 period was 3.5%, while we expect +8.5% over the 2018-2022e period. Against this backdrop, we favour AstraZeneca (Top Pick), which boasts EPS growth twice that of the sector over this period (17.5%), Novartis, which will benefit from Alcon's exit, its promising...

Team Pharma

ODDO : Favoriser l’innovation et le recentrage Pharma

La vague d’innovation médicale connait une accélération fulgurante. Les groupes se refocalisent ainsi sur l’activité Pharma qui profite d’une forte croissance. Les métriques des groupes s’en trouvent améliorés : la croissance des BPA sur 2014/2018 ressortait à 3.5% alors que nous anticipons +8.5% sur la période 2018/2022. Dans ce contexte, nous privilégions AZN (top pick) qui présente une hausse de ses BPA 2x supérieure à celle du secteur sur cette période (17.5%), Novartis qui p...

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 ...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/26/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Laurence Hofmann
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/04/2019

...

Bruno Cavalier ...
  • Martial Descoutures
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/25/2019

Nous avons organisé notre 3ème Forum TMT à Paris et Francfort avec 21 sociétés et 150 investisseurs. De nos échanges ressort un sentiment plutôt positif, notamment sur l’arrivée du point bas dans les semi-conducteurs, l’amélioration de la tendance publicitaire au T1 19, un ton plutôt offensif des opérateurs télécoms malgré l’environnement de prix. Nous relevons nos OC sur Worldline (52 € à 68 €) et Ericsson (85 SEK à 95 SEK). - ...

Bruno Cavalier ...
  • Martial Descoutures
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/03/2019

Nous avons organisé notre 3ème Forum TMT à Paris et Francfort avec 21 sociétés et 150 investisseurs. De nos échanges ressort un sentiment plutôt positif, notamment sur l’arrivée du point bas dans les semi-conducteurs, l’amélioration de la tendance publicitaire au T1 19, un ton plutôt offensif des opérateurs télécoms malgré l’environnement de prix. Nous relevons nos OC sur Worldline (52 € à 68 €) et Ericsson (85 SEK à 95 SEK). - ...

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 ...

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

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

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.

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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