Sanofi(US:SNY) ZACKS·2025-07-31 15:41Core Insights - Sanofi reported second-quarter 2025 adjusted earnings of $0.90 per share, missing the Zacks Consensus Estimate of $0.96 per share, while net sales rose 6% to $11.33 billion, also below the estimate of $11.53 billion [1][11] Financial Performance - Adjusted earnings per share were €1.59, reflecting a 1.9% increase on a reported basis and an 8.3% increase on a constant currency rate (CER) basis [1] - Net sales increased by 10.1% on a CER basis, with significant growth in the United States at 17.3%, 4.4% in the Rest of the World, and 3.0% in Europe [2] Product Performance - Dupixent sales reached €3.83 billion, up 21.1% year over year, driven by strong demand across all approved indications [3][5] - Altuviiio, a new treatment for hemophilia A, generated sales of €291 million, marking a significant increase from €251 million in the previous quarter [7] - Nexviazyme/Nexviadzyme sales were €192 million, up 17.3% year over year, while Myozyme sales declined by 19.4% to €140 million [9] Vaccine Sales - Total vaccine sales increased by 10.3% to €1.21 billion, driven by the rollout of Beyfortus [15] - Sales of flu vaccines rose 26.1% to €141 million, attributed to late-season immunizations [16] Guidance and Future Outlook - Sanofi raised its 2025 sales growth guidance to high single-digit growth at CER, up from mid-to-high single-digit expectations [18] - The company anticipates a low double-digit percentage growth in earnings at CER for 2025, including expenses from newly acquired businesses [19] Strategic Initiatives - Sanofi has been active in M&A, completing the acquisition of Blueprint Medicines and proposing to acquire Vigil Neuroscience and Vicebio Ltd to enhance its pipeline [26] - The company has a strong pipeline in immunology, rare diseases, and oncology, with three potential new drug launches expected this year [25][24]