Core Viewpoint - Sanofi has appointed Belén Garijo as its new CEO, replacing Paul Hudson, amid challenges in the vaccine market and a stalled turnaround since Hudson's leadership began in 2019 [1]. Company Overview - Belén Garijo, aged 65, has a 15-year history with Sanofi, previously serving as vice president of pharmaceutical operations for Europe and Canada and as a member of the executive committee [1]. - Garijo played a significant role in integrating Sanofi's rare diseases unit, Genzyme, in the U.S. [1]. Previous Experience - Prior to her appointment at Sanofi, Garijo was the CEO of Merck KGaA, where she managed the company through turbulent market conditions influenced by the COVID-19 pandemic and oversaw strategic acquisitions and divestitures [1]. - Her tenure at Merck KGaA was marked by a mixed track record in drug development, with the company facing several setbacks during her leadership [1]. Board Memberships - Garijo served on the board of L'Oreal from 2014 to 2024 and currently holds a position on the board of Spanish lender BBVA [1]. Market Reaction - Following the announcement of Garijo's appointment, Sanofi's shares fell nearly 3% by 08:45 GMT on the day of the news [1].

Core Insights - The world's largest personal-computer maker achieved double-digit revenue growth in its third quarter, driven by solid device sales and a boost in AI server revenue [1] Group 1 - The company maintained strong performance in device sales, contributing to overall revenue growth [1] - AI server revenue showed significant strengthening, indicating a growing demand in this segment [1]

Group 1 - The company's board of directors decided not to renew Hudson's mandate, leading to a leadership change [1] - Garijo has stepped in as the new leader following the board's decision [1]

Core Viewpoint - Hermes reported steady revenue growth, driven by strong sales in the United States and Japan, despite a slight reduction in overall sales growth expectations [1] Group 1: Revenue Growth - The company continues to experience robust revenue growth, particularly in key markets such as the United States and Japan [1] - Sales of high-end handbags, priced at $10,000 and above, remain a significant contributor to the company's financial performance [1] Group 2: Market Performance - The strong performance in the U.S. and Japan indicates a resilient demand for luxury goods in these regions [1] - The company is adjusting its sales growth expectations slightly, reflecting a cautious outlook while maintaining overall positive growth [1]

Group 1 - Sanofi has appointed Belén Garijo as the new CEO, replacing Paul Hudson, whose mandate will not be renewed [1][1][1] - Hudson will step down on February 17, while Garijo will officially take over after the shareholder meeting on April 29 [1][1][1] - Olivier Charmeil, a board member, will serve as interim CEO during the transition period [1][1][1] Group 2 - Belén Garijo has 15 years of experience at Sanofi and has held significant positions, including board member at L'Oreal and CEO of Merck KGaA [1][1][1] - The chairman of Sanofi, Frederic Oudea, expressed confidence in Garijo's ability to accelerate strategy execution and lead the company's next growth cycle [1][1][1]

Core Viewpoint - Sanofi's Board of Directors has appointed Belén Garijo as the new Chief Executive Officer, effective after the Annual General Meeting on April 29, 2026, following the decision not to renew Paul Hudson's mandate [1][2][6]. Group 1: Leadership Transition - Paul Hudson's tenure as CEO will conclude on February 17, 2026, after six years of contributions to the company's transformation [1]. - Olivier Charmeil will serve as Interim Chief Executive Officer during the transition period until Garijo officially takes over [3]. Group 2: Belén Garijo's Background - Belén Garijo has a notable career in the pharmaceutical industry, having joined Merck KGaA in 2011 and becoming its CEO in 2021, marking her as the first woman to lead a DAX40 company in Germany [4]. - She has extensive experience at Sanofi, where she held significant roles for 15 years, including Vice President of Pharmaceutical Operations for Europe and Canada [4][6]. Group 3: Strategic Focus - Garijo's leadership is expected to enhance the implementation of Sanofi's strategy, focusing on productivity, governance, and innovation in Research & Development [3][6]. - The Board of Directors expressed confidence in Garijo's ability to drive growth and execute strategic initiatives effectively, emphasizing her international experience and reputation in the industry [6].

Core Viewpoint - Sanofi's Board of Directors has appointed Belén Garijo as the new Chief Executive Officer, effective after the Annual General Meeting on April 29, 2026, following the decision not to renew Paul Hudson's mandate [1][2][6]. Group 1: Leadership Transition - Paul Hudson's tenure as CEO will conclude on February 17, 2026, after six years of contributions to the company's transformation [1]. - Olivier Charmeil will serve as Interim Chief Executive Officer during the transition period until Garijo officially takes over [3]. Group 2: Belén Garijo's Background - Belén Garijo has a notable career in the pharmaceutical industry, having joined Merck KGaA in 2011 and becoming its CEO in 2021, marking her as the first woman to lead a DAX40 company in Germany [4]. - She has extensive experience in various roles at Sanofi, including Vice President of Pharmaceutical Operations for Europe and Canada, and has been part of the Executive Committee [4][6]. Group 3: Strategic Focus - Garijo's leadership is expected to enhance the implementation of Sanofi's strategy, focusing on productivity, governance, and innovation in Research & Development [3][6]. - The Board of Directors expressed confidence in Garijo's ability to drive growth and transformation within the company, emphasizing her strategic vision and experience [6].

Core Insights - Gevo Bio announced a strategic equity investment of $30 million from Sanofi to support the development of two core projects, GLB-005 and GLB-007, aimed at treating sickle cell disease [1] Investment Details - The investment will facilitate the advancement of GLB-005 and GLB-007, both of which are expected to become disease-modifying therapies for sickle cell disease [1] - Sanofi has subscribed to newly issued preferred shares of Gevo Bio as part of the agreement [1] Licensing and Development Rights - Gevo Bio granted Sanofi a Right of First Negotiation (ROFN) for potential exclusive licensing negotiations related to the research, development, manufacturing, and commercialization of GLB-005 and GLB-007 [1] - The clinical phase I study for the products is anticipated to commence as early as the end of 2026 [1]

Core Viewpoint - The document provides information regarding the total number of voting rights and shares of Sanofi, a French société anonyme, as required by French commercial regulations. Group 1: Company Information - Sanofi has a registered share capital of €2,438,854,192 [1] - The company is registered at the Paris Commercial and Companies Registry under number 395 030 844 [1] Group 2: Voting Rights and Shares - As of January 31, 2026, Sanofi has issued a total of 1,219,502,262 shares [1] - The number of real voting rights, excluding treasury shares, is 1,341,656,083 [1] - The theoretical number of voting rights, including treasury shares, is 1,353,618,860 [1]

Group 1 - Sanofi has a registered share capital of €2,438,854,192 [1] - As of January 31, 2026, the total number of issued shares is 1,219,502,262 [1] - The number of voting rights excluding treasury shares is 1,341,656,083, while the theoretical number of voting rights including treasury shares is 1,353,618,860 [1] Group 2 - The information regarding shares and voting rights is available on Sanofi's official website under "Regulated Information in France" [2] - The Investor Relations Department can be contacted via email at investor.relations@sanofi.com [2]