Sanofi (NasdaqGS:SNY) Q3 2025 Earnings Call October 24, 2025 08:30 AM ET Speaker1Hello everyone, this is Thomas Kudsk Larsen from the Sanofi IR team. Welcome to the Q3 2025 conference call for investors and analysts. As usual, you can find the slides on Sanofi.com. Please turn to slide number three. Here we have the usual forward-looking statements. We would like to remind you that information presented in this call contains forward-looking statements that are subject to substantial risk and uncertainty tha ...

Financial Performance - Q3 2025 sales reached €12434 billion, a 7% increase at CER (constant exchange rates)[17, 51] - Dupixent sales exceeded €4 billion for the first time in a quarter, growing by 262%[17, 25] - Pharma launches contributed 15% of sales, totaling €1805 million, a 408% increase at CER[21, 22] - Vaccines sales decreased by 78% to €1525 billion, impacted by lower influenza sales[17, 30] - Business EPS increased by 132%, reflecting operating income growth and share buyback[56] Pipeline Highlights - Wayrilz was approved for ITP (Immune Thrombocytopenia) in the US[69, 70] - Amlitelimab met primary endpoints in the AD (Atopic Dermatitis) phase 3 study[69, 77] - Fluzone HD met the primary endpoint in the influenza 50 years+ phase 3 study[69] 2025 Outlook - The company anticipates a mid-teens percentage decline in Flu vaccines sales for full-year 2025[59] - The company expects divestments of other medicines to impact sales by approximately €200 million[59] - The company anticipates capital gains from divestments of approximately €500 million[60]

格隆汇10月24日｜赛诺菲(SNY.US)美股盘前涨2.7%。消息上，赛诺菲公布的三季度利润增幅超分析师 预期，其皮肤和哮喘领域的畅销药物Dupixent的需求增长是主要推动力。财报显示，赛诺菲三季度营收 124.3亿欧元，同比增长2.3%；按固定汇率计算，每股收益为2.91欧元，超过了分析师平均预估的2.65欧 元。 对于2025年全年，赛诺菲安万特维持其在固定汇率下高个位数百分比销售增长的预测。公司还预计业务 每股收益将出现"强劲"的反弹，增长率将达到低双位数百分比。(格隆汇) ...

罗杰称，赛诺菲与美国政府就"提高药物可及性"持续进行讨论。他表示，制药商一直在与特朗普政府签 署协议以降低药价，换取进口关税豁免。 首席执行官保罗·哈德森加强了公司的药物研发计划，并正在推动十几种潜在畅销药物通过昂贵的临床 试验。一种实验性湿疹药物在10月上旬的后期试验中疗效低于预期，令投资者失望。 智通财经APP获悉，赛诺菲(SNY.US)公布的三季度利润增幅超分析师预期，其皮肤和哮喘领域的畅销药 物Dupixent的需求增长是主要推动力。财报显示，赛诺菲三季度营收124.3亿欧元，同比增长2.3%；按 固定汇率计算，每股收益为2.91欧元，超过了分析师平均预估的2.65欧元。 该公司还重申了全年业绩指引。 Dupixent 销售额增长 26.2%，达到创纪录的41.6亿欧元，单季度首次超过 40 亿欧元；在 ALTUVIIIO 和 Ayvakit 的推动下，药品销售额增长 57.1%，达到 10 亿欧元；疫苗销售额下降 7.8%，至 34 亿欧元，原 因是流感疫苗销售额下降 赛诺菲正在寻找新药以最终取代将于2031年失去专利保护的Dupixent。该药用于治疗特应性皮炎和哮喘 等多种疾病，预计年收入峰值将 ...

Pharmaceutical launches and increased demand for its blockbuster Dupixent drug lifted net sales by 7% in the third quarter. ...

Sanofi’s profit rose more than analysts expected last quarter, lifted by demand for its blockbuster skin and asthma drug Dupixent https://t.co/sAauSMc9DL ...

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Core Insights - Sanofi reported a third-quarter profit that exceeded analysts' expectations, driven by strong demand for its anti-inflammatory drug Dupixent and newer medicines [1] Company Performance - The strong performance in the third quarter was primarily attributed to the sales growth of Dupixent, which indicates robust market demand for the drug [1] - The introduction of newer medicines also contributed positively to the company's overall profit [1]

Core Insights - The company reported a Q3 sales growth of 7.0% at constant exchange rates (CER) and a business earnings per share (EPS) of €2.91, reflecting a strong performance despite a high base of comparison from the previous year [1][4][5] Sales Performance - Newly launched medicines and vaccines contributed significantly, with a growth of 40.8% [4] - Dupixent sales increased by 26.2%, surpassing €4 billion in quarterly global sales for the first time, and €3 billion in the US [4][5] - Overall, IFRS net sales reported for Q3 2025 were €12,434 million, a 2.3% increase, while year-to-date (YTD) sales reached €32,323 million, up 5.9% [8] Financial Metrics - Business EPS rose by 13.2% at CER and 7.0% at actual exchange rates, reaching €2.91 [5][6] - Business operating income for Q3 was €4,445 million, up 2.7%, with a YTD increase of 5.9% [8] - Free cash flow for Q3 was reported at €2,994 million, a decrease of 6.1%, while YTD free cash flow was €5,452 million, an increase of 50.8% [8] Research and Development - The company achieved two regulatory approvals: Wayrilz in the US for immune thrombocytopenia and Tzield in China for delaying the onset of stage 3 type 1 diabetes [7] - Positive phase 3 readouts were reported for amlitelimab in atopic dermatitis and Fluzone HD for influenza in patients aged 50 and above [7] - The company initiated three new phase 3 studies and received three new regulatory designations [7] Strategic Initiatives - The acquisition of Vigil Neuroscience was completed, enhancing the early-stage pipeline [8] - The company committed an additional $625 million to Sanofi Ventures, focusing on innovative biotech and digital health investments [5] - A €5 billion share buyback program is set to be completed by the end of 2025, with 86.1% executed to date [5][8] Guidance and Outlook - The company anticipates high single-digit sales growth at CER for 2025 and a strong business EPS rebound with low double-digit growth at CER before share buyback [4][6]

Sanofi is set to release its quarterly earnings on October 24, 2025, with an expected EPS of $1.60 and revenue of approximately $12.4 billion.The company's recent success with efdoralprin alfa in the ElevAATe phase II study highlights its commitment to innovation and potential market growth.Financial metrics such as a P/E ratio of 11.66, enterprise value to operating cash flow ratio of 54.30, and a current ratio of 1.27 indicate Sanofi's stable financial position and market valuation.Sanofi (NASDAQ:SNY) is ...