Sanofi Tries To Win Skeptics Over To Its Immunology Masterplan

Investors balked at Sanofi plans to raise R&D spending and eat into profits, so CEO Paul Hudson and new R&D chief Houman Ashrafian need to convince doubters that its immunology focused plan will pay off.  

Sanofi

Back in October, Sanofi spooked investors when it unveiled its strategy to increase R&D investment as its transitions to a pure play biopharma – the prospect of lower profits wiping €20bn ($21bn) off its market value. (Also see "Sanofi Stock Slides On Lower Profit Forecast And Consumer Health Spinoff Plan" - Scrip, 27 October, 2023.)

Key Takeaways
  • Sanofi’s new strategy means more money for R&D – but investors want to be sure these bets will pay off

  • Its new R&D head wants to see money diverted away from areas like oncology and into immunology, its strongest therapy class

The Paris-headquartered company’s shares have still not recovered from that news, but at an R&D day on 7 December, its CEO and new research head sought to further explain its plans to create a new generation of

Read the full article – start your free trial today!

Join thousands of industry professionals who rely on Scrip for daily insights

  • Start your 7-day free trial
  • Explore trusted news, analysis, and insights
  • Access comprehensive global coverage
  • Enjoy instant access – no credit card required

More from Business

Will Other Major MASH Deals Follow GSK/Boston Pharma?

 
• By 

GSK’s $1.2bn payout for Boston Pharma’s efimosfermin is the first billion-dollar-plus MASH deal in nearly nine years, but several other advanced MASH programs could be positioned for takeout.

Most Favored Nation Policy ‘Lazy, Misguided,’ But US Price Reforms Politically ‘Inevitable’

 
• By 

Policy experts and pharma executives react to President Trump’s executive order on “equalizing” drug prices between the US and comparable nations at the ISPOR 2025 conference.

Merck KGaA Braces For Volatility But Does Not Expect Europe To Budge On Pricing

 

Shares are hit as German conglomerate lowers revenue forecast.

Leo Roars To A Profit In Q1 As Adbry Grows In US

 
• By 

The Danish firm's atopic dermatitis drug is holding its own despite strong competition from Sanofi/Regeneron’s Dupixent.

More from Scrip

Leo Roars To A Profit In Q1 As Adbry Grows In US

 
• By 

The Danish firm's atopic dermatitis drug is holding its own despite strong competition from Sanofi/Regeneron’s Dupixent.

Cipla Leadership’s Early Take On Trump’s Pricing EO And Pipeline Progress

 

Cipla's CEO underlines that US generic prices are already “very significantly comparable” with the rest of the world and expects President Donald Trump's executive order on drug pricing to primarily impact branded pharmaceuticals. The company also shared updates on its US pipeline.

Hengrui Set For Biggest Biopharma IPO So Far This Year

 

Jiangsu Hengrui Pharmaceuticals is gearing up for what will be 2025's biggest biopharma IPO so far, hoping to raise up to $1.27bn on the Hong Kong Stock Exchange. China's top drug maker by pipeline size plans to use part of the proceeds to reboot its overseas clinical trials ambitions.