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Sanofi (SNY) Completes the Acquisition of Vicebio
Yahoo Finance· 2025-12-09 16:39
​Sanofi (NASDAQ:SNY) is one of the Cheap NASDAQ Stocks to Buy Now. On December 4, Sanofi (NASDAQ:SNY) announced the completion of the Vicebio acquisition. Vicebio is a clinical-stage biotechnology company focused on developing transformative multi-pathogen vaccines for respiratory viral infections. ​Management noted that this strategic acquisition brings Vicebio’s early-stage vaccine candidate for respiratory syncytial virus and human metapneumovirus under Sanofi’s portfolio. Moreover, the company also no ...
​Sanofi (SNY) Completes the Acquisition of Vicebio
Yahoo Finance· 2025-12-09 16:39
​Sanofi (NASDAQ:SNY) is one of the Cheap NASDAQ Stocks to Buy Now. On December 4, Sanofi (NASDAQ:SNY) announced the completion of the Vicebio acquisition. Vicebio is a clinical-stage biotechnology company focused on developing transformative multi-pathogen vaccines for respiratory viral infections. ​Management noted that this strategic acquisition brings Vicebio’s early-stage vaccine candidate for respiratory syncytial virus and human metapneumovirus under Sanofi’s portfolio. Moreover, the company also no ...
免疫疗法的下一波创新浪潮:全球技术趋势与行业展望
科尔尼管理咨询· 2025-12-09 03:59
科尔尼医疗与生命科学团队 近期在《Nature Reviews Drug Discovery》发表论文,分析了自身免疫疾 病领域的发展趋势。过去几十年,通过 细胞因子靶向 实现的 免疫调节 进展推动了治疗创新,据IQVIA 数据,全球自身免疫药物市场在2023年已达到1560亿美元,年复合增长率为15%。这个时代的标志是 肿瘤坏死因子α抑制剂的成功 (现已成为许多疾病的标准治疗)以及 白细胞抑制剂 的出现。然而,推 动此轮增长的明星产品,如修美乐(UMIRA (anti-TNF))和喜达诺(STELARA (anti-IL-12/23)),如今 面临生物类似药的竞争,而其他领先产品,如达必妥(DUPIXENT (IL-4/13))和喜开瑞(SKYRIZI (IL- 23)),则在各自适应症中设定了很高的"疗效天花板"。下一个突破性创新时代将与今天大不相同。 未来三到五年,我们预计市场将继续增长,主要驱动力是JAK抑制剂和IL抑制剂在多疾病领域的上市, 以及首创药物(尤其是TNFα以外的TNF靶点)的涌现——这些都将试图提高自身免疫疾病的疗效标 准。 本文探讨自身免疫疾病的研发技术趋势,并分析其影响。 自身免疫 ...
三千多一针的网红疫苗排队打,却被国内企业忽略了?
3 6 Ke· 2025-12-08 00:02
今年的呼吸道合胞病毒(RSV)流行季似乎格外长,从仲夏一直持续到了隆冬。 与以往只能通过物理隔离来保护幼小的孩子不同,今年家长们多了一个选择,即注射3000多元一针的网红疫苗,来降低RSV感染引发重症的可能性。但他 们也多了一份焦虑。网红疫苗尽管昂贵,却不易接种。目前,国内只有少数社区医院和私立儿童医院有针,并且通常需要预约等针,排队时间往往会超过 一个月。 这款网红疫苗,实际上是赛诺菲开发的尼塞韦单抗。尼塞韦单抗本质是直接的抗体药物,而不是需要激活自身免疫系统来抵御病毒的传统疫苗,它一旦进 入人体,即时发挥作用,副作用也很小。2023年底,尼塞韦单抗在国内获批。在上一个RSV流行季中,尼塞韦单抗主要在上海的几家儿童医院试点应用, 到今年RSV感染流行期间,尼塞韦单抗开始在北京、天津、湖北等地扩大基层接种点覆盖,引发了接种热潮。 在此之前,尼塞韦单抗早已在欧美国家狂揽数十亿美元收入。原研商赛诺菲甚至表示,尼塞韦单抗上市后,造成了前所未有的供不应求的局面。 01 一针难求的重磅炸弹 即便如此,帕利珠单抗上市后仍快速打开市场,为MedImmune创造了十分可观的商业价值。2007年,阿斯利康以150亿美元高价收购 ...
Peptide Therapeutics Market Size to Reach USD 82.19 Billion by 2032; Surging Requirements for Targeted Medicines in Oncology Augment Market Expansion - SNS Insider
Globenewswire· 2025-12-06 14:10
Austin, Dec. 06, 2025 (GLOBE NEWSWIRE) -- Peptide Therapeutics Market Size & Growth Analysis: According to SNS Insider, the Peptide Therapeutics Market size was valued at USD 46.04 billion in 2024 and is expected to reach USD 82.19 billion by 2032, growing at a CAGR of 7.51% over 2025-2032. The demand for targeted, customized, and specialized medications in oncology, metabolic disease, and infectious disease is driving the growth of the worldwide peptide therapeutics market. The U.S. peptide therapeutics ma ...
3 Large Drug Stocks to Watch as the Industry Shows Some Recovery
ZACKS· 2025-12-04 15:31
Core Insights - The drug and biotech sector has shown signs of recovery after a muted performance earlier in the year, driven by drug pricing agreements with the Trump administration [1][2] - Despite facing challenges such as pipeline setbacks and regulatory risks, the industry's focus on innovation and M&A activity suggests a favorable long-term outlook [2][7] - Eli Lilly, Johnson & Johnson, and Sanofi are highlighted as strong candidates for investment [3] Industry Overview - The Zacks Large Cap Pharmaceuticals industry includes major global companies developing multi-million-dollar drugs across various therapeutic areas, emphasizing continuous innovation and significant R&D investment [4][5] - The industry is characterized by aggressive M&A activities, with large companies acquiring smaller biotech firms to enhance their pipelines [7][8] Innovation and Pipeline - Innovation is crucial for growth, with companies investing heavily in R&D and integrating new technologies like AI and gene editing to improve drug discovery [5][6] - Key therapeutic areas attracting investment include rare diseases, oncology, obesity, and immunology [6] M&A Activity - The sector has seen a rebound in M&A activity, particularly in fast-growing markets such as oncology and rare diseases, with companies like Pfizer and Roche making significant deals [9][10] Challenges and Headwinds - The industry faces challenges including pipeline setbacks, pricing pressures, and regulatory scrutiny, which can impact share prices [10][11] - Macroeconomic uncertainties and potential tariffs on pharmaceutical imports add to the industry's challenges [11][12] Performance Metrics - The Zacks Large Cap Pharmaceuticals industry currently ranks 185, placing it in the bottom 24% of Zacks industries, indicating a dull outlook compared to the broader market [13][14] - Year-to-date, the industry has risen 15.6%, outperforming the Zacks Medical Sector but underperforming the S&P 500 [15] Valuation - The industry is trading at a forward P/E of 16.91X, lower than the S&P 500's 23.44X, suggesting potential undervaluation [18] Company Highlights - **Eli Lilly**: Strong sales growth driven by diabetes and obesity drugs Mounjaro and Zepbound, with plans for new product launches and pipeline expansion [21][22][24] - **Johnson & Johnson**: Growth in its Innovative Medicine unit despite challenges, with a focus on new drug launches and acquisitions to strengthen its pipeline [27][29][30] - **Sanofi**: Strong demand for its immunology drug Dupixent and a solid vaccine portfolio, although facing challenges from generic competition and pipeline setbacks [34][35]
Press Release: Sanofi completes acquisition of Vicebio
Globenewswire· 2025-12-04 10:00
Core Insights - Sanofi has completed the acquisition of Vicebio Ltd, enhancing its capabilities in vaccine design and development, particularly for respiratory syncytial virus (RSV) and human metapneumovirus (HMPV) through Vicebio's 'Molecular Clamp' technology [1][2] Company Overview - Sanofi is an R&D driven, AI-powered biopharma company focused on improving lives and delivering growth, with a commitment to addressing urgent healthcare challenges through innovative medicines and vaccines [3]
Press Release: Sanofi completes acquisition of Vicebio
Globenewswire· 2025-12-04 10:00
Core Insights - Sanofi has successfully completed the acquisition of Vicebio Ltd, enhancing its capabilities in vaccine design and development, particularly for respiratory viruses [1][2] Group 1: Acquisition Details - The acquisition includes an early-stage combination vaccine candidate targeting respiratory syncytial virus (RSV) and human metapneumovirus (HMPV) [1] - This addition allows Sanofi to diversify its vaccine pipeline by incorporating a non-mRNA vaccine option, thereby increasing choices for physicians and patients [2] Group 2: Company Overview - Sanofi is an R&D driven, AI-powered biopharma company focused on improving lives through innovative medicines and vaccines, with a commitment to addressing urgent healthcare challenges [3] - The company aims to leverage its deep understanding of the immune system to develop treatments that can benefit millions globally [3]
LabGenius Therapeutics Announces New Collaboration with Sanofi for Multiple AI/ML-driven Antibody Optimisation Programmes
Businesswire· 2025-12-04 08:00
About LabGenius Therapeutics This collaboration combines LabGenius' AI/ML-driven antibody design capabilities with Sanofi's expertise in the development of therapeutic NANOBODY® molecules to co- optimise proteins for therapeutically valuable properties LabGenius Therapeutics is a drug discovery company pioneering the discovery of next-generation therapeutic antibodies. The company's discovery platform, EVAâ"¢, integrates several cutting-edge technologies drawn from the fields of artificial intelligence, rob ...
Sanofi(SNY) - 2025 FY - Earnings Call Transcript
2025-12-03 21:17
Sanofi (NasdaqGS:SNY) FY 2025 Conference December 03, 2025 03:15 PM ET Company ParticipantsPaul Hudson - CEOGraham Parry - Managing Director and Head of European Pharmaceuticals Equity ResearchGraham ParryThanks for joining us at the next session. I'm Graham Parry from Citi, and it's a pleasure to be able to introduce Sanofi, and in particular to introduce Paul Hudson, the CEO. It's great to have you here in Miami, Paul. I'm sure it's nothing to do with the sand and the sea that interests you here. It's pur ...