Sanofi captures the majority economics of Dupixent post-2025 cost-sharing reset with Regeneron, providing structural earnings growth. Beyfortus RSV monoclonal continues to dominate the infant market. Vaccine portfolio (Sanofi Pasteur) benefits from continued public health emphasis. Consumer health separation removes a noisy segment. Valuation discount to peers looks unwarranted.
Thesis reviewed May 29, 2026
Sanofi is headquartered in France, which is currently showing moderate signals.
π«π·France65NEUTRALView France risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | 50 | +8% | β0% | NEUTRAL |
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
| REGN | Regeneron Pharmaceuticals Inc. | 50 | -16% | β0% | AVOID |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| TAK | Takeda Pharmaceutical Company Limited | 50 | +10% | β0% | NEUTRAL |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
Investors who hold SNY may also have indirect exposure through these country funds.
Dupixent Q1 sales beat as COPD indication ramps post-approval
Beyfortus achieves 85% US infant coverage in 2025-26 season
Sanofi consumer health spinoff Opella completes IPO
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15kβ$50k | Mar 30, 26 | ||
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | -16.6% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | -14.4% |