智通财经APP获悉，法国制药巨头赛诺菲(SNY.US)即将上任的首席执行官、65 岁的贝伦·加里霍(Belén Garijo)面临一项重大任务：赢得投资者支持，加快这 家法国公司停滞不前的药物研发进程，并在美国总统唐纳德·特朗普执政期间应对疫苗怀疑论。 据接近加里霍的投资者、分析师及其他人士透露，她行事果敢、注重细节且执行力突出，但研发成果却表现参差不齐，其任期内公司股价更出现明显下跌。 值得关注的是，加里霍自2021年起便担任德国默克集团首席执行官。 "赛诺菲首席执行官的变动表明研发转型已经失败或进展过于缓慢，"赛诺菲投资者联合投资公司的投资组合经理马库斯·曼斯(Markus Manns)表示。"贝伦在 赛诺菲的首要任务将是提高研发产出效率。" 曼斯高度评价加里霍成功管理了业务横跨健康与科技领域的默克集团，并特别肯定她去年与美国总统唐纳德·特朗普达成的关键定价协议。不过他同时指 出，在默克集团经历数次研发挫折后，这位首席执行官亟需加速推进创新进程以应对挑战。 "她需要改善自己的研发业绩记录。" 替代哮喘重磅药物度普利尤单抗是重大挑战 开发新药一直是赛诺菲面临的最大问题。度普利尤单抗(Dupixent)占公司 ...

Core Insights - Reju, a textile recycling firm owned by Technip Energies, plans to build a polyester recycling plant in southwest France to address fast fashion's waste problem [1] - The new plant aims to convert used textiles into new polyester fibers, with similar projects planned in the Netherlands and the United States [1] - The textile recycling industry is still in its early stages, facing high costs and challenges in scaling operations [1] Company Developments - Reju's new plant in Lacq is expected to target around 50,000 metric tons per year of recycled polyester, with investments estimated between 300 million and 400 million euros ($355-475 million) per site [1] - CEO Patrik Frisk emphasized the mission to transform textile waste into valuable resources, highlighting the need for sustainable practices in the industry [1] - Several brands are reportedly lined up to sign purchase agreements with Reju, indicating potential demand for recycled materials [1] Industry Context - The production of polyester, primarily derived from petrochemicals, has surged in recent years, driven by its low cost and durability [1] - Fast fashion retailers like H&M and Inditex are investing in textile-to-textile recycling startups to enhance sustainability and comply with stricter regulations [1] - Currently, 98% of recycled polyester is sourced from plastic bottles, which has drawn criticism for diverting materials from established recycling loops [1]

Core Viewpoint - Sanofi's new CEO, Belén Garijo, faces significant challenges in revitalizing the company's drug pipeline and addressing investor concerns, particularly regarding the reliance on the eczema treatment Dupixent, which constitutes over 30% of revenues [1] Group 1: Leadership Transition - Belén Garijo, previously CEO of Merck KGaA, will become Sanofi's first female CEO and the only woman leading a large-cap global drugmaker after GSK's Emma Walmsley stepped down [1] - Garijo's appointment follows the resignation of Paul Hudson, whose efforts to turn around Sanofi were hindered by a lack of new blockbuster drugs, leading to a 25% decline in Sanofi's stock over the past year [1] Group 2: Drug Pipeline Challenges - Sanofi's primary challenge is to replace Dupixent, as the company has not identified a successor drug ahead of patent expirations in the early 2030s, which has negatively impacted share prices [1] - Vaccine sales, which account for nearly 20% of revenues, have also declined, exacerbated by a more skeptical attitude towards vaccines from the U.S. health administration [1] Group 3: R&D and Investor Expectations - Investors and analysts emphasize the need for Garijo to enhance R&D productivity, as her previous tenure at Merck KGaA was marked by mixed results in drug development, with only three new drugs launched [1] - Garijo is recognized for her operational execution and detail-oriented approach, but there are concerns about her ability to reinvigorate Sanofi's R&D department given her stronger background in operations than in scientific research [1]

Belén Garijo 拥有西班牙国籍，曾在医院工作六年，之后投身制药行业。她先是在雅培的研发部门工 作，随后在赛诺菲工作了 15 年。2011 年加入默克集团，并于 2021 年成为首席执行官。 来源：市场资讯 （来源：求实药社） 2 月 12 日，赛诺菲宣布，董事会决定不再续聘 Paul Hudson CEO 的职务，其将在 2026 年 2 月 17 日正 式卸任。同时，董事会任命了 Belén Garijo 作为新任 CEO，将在 2026 年 4 月 29 日集团股东大会结束后 正式就职。 另外，在 2026 年 2 月 17 日至 4 月 29 日期间，执行副总裁 Olivier Charmeil 将在过渡期间担任临时首席 执行官。 文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担, 关于对文中陈述、观点判断保持中 立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自 行承担全部。 ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma, and healthcare industries and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston B ...

Sanofi Stock Takes A Header After Board Shockingly Ousts CEO Paul Hudson | Investor's Business DailyBREAKING: [Stocks Pop As Goldman, Zebra, Equinix Rally]---Sanofi (SNY) stock skidded Thursday after the pharma giant's board ousted Paul Hudson as chief executive, replacing him with Merck KGaA's Belen Garijo. The news comes two weeks after the French company beat Wall Street's fourth-quarter earnings calls, but reported lighter-than-expected sales. Sanofi is best-known for Dupixent, the blockbuster drug it d ...

Core Insights - Sanofi announced the appointment of Belén Garijo as the new CEO, effective after the annual shareholders' meeting on April 29, 2026 [1] - Current CEO Paul Hudson will end his term on February 17, 2026, and will not continue as a board member [1] - Belén Garijo previously served as CEO of Merck and is set to complete her term at Merck by the end of April 2026 [1]

Group 1 - Sanofi announced the ouster of CEO Paul Hudson after a six-year tenure, during which Dupixent became one of the world's best-selling medicines [7] - Belén Garijo, the current CEO of Merck KGaA, will replace Hudson, with Olivier Charmeil serving as interim CEO after Hudson's departure [7] - Sanofi expressed confidence in Garijo's leadership, highlighting her previous successes and reputation in the industry [5] Group 2 - Initial investor reactions to the leadership change were negative, with Sanofi's shares dropping about 3% in late trading in Europe [3] - Analysts have raised concerns regarding Garijo's lack of a credible R&D track record and the implications for corporate governance and growth [6] - Despite the challenges, Sanofi believes Garijo will enhance the implementation of its strategy and improve R&D productivity and innovation capacity [7]

智通财经APP获悉，赛诺菲(SNY.US)于2月12日突然宣布首席执行官Paul Hudson下课，由默沙东 (MRK.US)集团高管贝伦·加里霍接任。这家法国制药巨头此前大幅加码研发投入，却迟迟未见成果，董 事会的耐心已然耗尽。截至发稿，该股盘前跌超6%。 Paul Hudson执掌赛诺菲六年有余，任内一直试图为重磅药物Dupixent寻找"接棒者"——这款哮喘及特应 性皮炎药物正面临专利悬崖，销售峰值过后收入将急转直下。然而关键布局屡屡落空：去年三项后期临 床实验结果混杂乃至失败，令股东失望情绪集中爆发。 "如果2020年你问我，赛诺菲需要五到七年吗?当时我斩钉截铁说不会。"Paul Hudson今年1月底在业绩会 上坦言，"我们更聪明、更强，一定能更快——可惜事与愿违。" 去年赛诺菲出清消费者健康业务控股权，意味着公司未来将完全依赖创新处方药。分析师约翰·墨菲、 米拉·班科夫斯卡娅评价称，Paul Hudson大幅重塑了这家曾被诟病"法式保守"的企业文化，提升其全球 站位，并规划出至2030年的盈利增长路径。然而，由于未能攻克研发效率痼疾、也未能为Dupixent找到 真正继任者，赛诺菲估值倍数始终跑输 ...

Core Viewpoint - Some pharmaceutical companies not included in President Trump's drug price reduction agreement are developing their own plans to avoid potential harsh tariffs and new pricing mechanisms [1][4]. Group 1: Companies Involved - As of now, 16 major pharmaceutical companies, including Pfizer and Eli Lilly, have reached agreements with the government after receiving price reduction directives [1][4]. - Many companies, approximately half of which are members of the Pharmaceutical Research and Manufacturers of America (PhRMA), have not yet been contacted by the government [1][4]. - Bayer's global pharmaceutical business head, Stefan Oelrich, expressed optimism that companies like Bayer, which did not receive directives, would have opportunities to reach similar agreements with competitors [1][4]. Group 2: Concerns of Smaller Companies - A group of mid-sized companies has formed the American Mid-Sized Biotechnology Alliance to oppose the new pricing mechanisms [2][5]. - Sanofi's CEO, Paul Hudson, noted that many companies have not reached agreements and questioned what options they have [2][5]. - Hudson also indicated that the nature of existing agreements might make it difficult for the government to offer similar options to smaller companies [2][5]. Group 3: Pricing Mechanisms and Implications - U.S. patients pay the highest prescription drug prices globally, often nearly three times higher than in other developed countries [3][6]. - Agreements signed by large pharmaceutical companies commit to lowering drug prices for Medicaid, but analysts suggest the impact may be limited since Medicaid accounts for only 10% of U.S. drug spending [3][6]. - Companies that have not reached agreements will face constraints from Medicare pilot programs, GLOBE and GUARD, which will implement most-favored-nation pricing, aligning U.S. drug prices with lower international prices [3][6]. - Concerns exist that mid-sized companies, having fewer products to negotiate, may not have low-revenue drugs to "sacrifice" in negotiations [3][6].