Sanofi: A Solid EU Contrarian Play

Group 1 - The pharmaceutical sector is viewed as problematic due to current geopolitical issues, tariffs, and the state of science and research [1] - The North American market is particularly affected by high drug prices, which complicates the investment landscape [1] Group 2 - The author expresses a personal investment position in specific pharmaceutical companies, indicating a long position in SNY and MRK [1]