July 3, 2025 03:28 AM GMT M Foundation Investor Presentation | Japan Pharmaceuticals Morgan Stanley MUFG Securities Co., Ltd.+ Shinichiro Muraoka Equity Analyst Shinichiro.Muraoka@morganstanleymufg.com +81 3 6836-5424 Jaeheon Lee Equity Analyst Jaeheon.Lee@morganstanleymufg.com +81 3 6836-8443 Pharmaceuticals Japan Industry View In-Line Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of i ...

"对等关税"的不确定性在下降，但是特朗普才是最大的变数。 文：国金宏观宋雪涛/联系人厉梦颖 随着7月9日关税豁免期限临近，美国加快了谈判进程。白宫国家经济委员会主任凯文·哈西特近期表 示，美国与多个国家的贸易谈判已进入最后阶段，但相关协议的公布将推迟至《大美丽法案》通过后， 预计从7月4日起将陆续宣布一系列贸易协定。贝森特和卢特尼克也表示白宫预计在7月9日之前和多个 主要贸易伙伴敲定协议。 之前美国与其他国家的贸易谈判进展缓慢，主要原因在于美方诉求不够明确，阻碍了谈判进程。目前， 美国已逐步明确了对部分非美国家的具体要求，这些诉求能否得到满足将成为7月9日能否达成协议的 决定性因素。 一、美国在关税博弈中的诉求是什么？ 吸取历史教训，特朗普政府在本轮贸易谈判中运用了更具策略性的关税手段：一方面，通过维持10% 的基线关税来避免过度刺激贸易伙伴；另一方面，则将超过10%的附加关税作为谈判筹码，旨在迫使 盟友妥协，促使其扩大对美国商品的采购，同时又避免引发全面的报复性措施。 这种精准的关税调 控，既延续了关税作为威慑工具的效力，又有效规避了全面贸易对抗可能带来的风险。 美国扩大商品出口主要集中在 能源和农产品 领 ...

Core Insights - EUROAPI has signed a share purchase agreement for the sale of 100% of EUROAPI UK Ltd, which operates the Haverhill manufacturing site, to Particle Dynamics [1][2] - The divestment is part of EUROAPI's strategy to optimize its industrial footprint and advance its FOCUS-27 transformation plan, enhancing efficiency and focus on its strategic network [2] - The Haverhill site generated approximately 35 million euros in net sales in 2024, with nearly 80% attributed to Sanofi [2] Company Overview - EUROAPI is a leading player in active pharmaceutical ingredients, offering around 200 products and developing innovative molecules through its Contract Development and Manufacturing Organization (CDMO) activities [3] - The company operates six manufacturing sites in Europe and supplies customers in over 80 countries, emphasizing high-quality API manufacturing [4] - EUROAPI is listed on Euronext Paris under the ticker EAPI [4]

Availability of the Q2 2025 Aide mémoire Paris, France – June 30, 2025. Sanofi announced today that its Q2 2025 Aide mémoire is available on the "Investors" page of the company's website: Second quarter 2025 (sanofi.com) As for each quarter, Sanofi prepared this document to assist in the financial modelling of the Group's quarterly results. This document includes a reminder on various non-comparable items, as well as the foreign currency impact and share count. Sanofi's second quarter 2025 results will be ...

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 23-Jun-2025 24 June 2025 China Pharma and Biotech China GLP-1 market update: Quarterly swing-back doesn't mask overall slowdown Rebecca Liang, Ph.D. +852 2123 2656 rebecca.liang@bernsteinsg.com Haopeng Zhou +852 2123 2630 haopeng.zhou@bernsteinsg.com Florent Cespedes +33 1 42 13 42 49 florent.cespedes@bernsteinsg.com Courtney Breen +1 917 344 8407 courtney.breen@bernsteinsg.com Semaglutide swings back in 1Q25 indicating easing of suppl ...

New fund supports nonprofit partners working to address social drivers of health and strengthen community well-beingCAMBRIDGE, Mass., June 26, 2025 /PRNewswire/ -- Sanofi today announced it has awarded over $1 million in grants through its inaugural Healthy Futures Solution Fund to support local nonprofits across Massachusetts that are advancing community-led solutions to improve health and well-being in historically undersupported communities. The initiative is part of Sanofi's broader commitment to impro ...

Sanofi to advance Kymera’s next-generation oral IRAK4 degrader development candidate, KT-485, into clinical testing and will not advance KT-474 In preclinical testing, KT-485 demonstrated increased selectivity and potency with a favorable safety profile Kymera is eligible for up to $975 million in collaboration milestones, double digit royalties,and may opt-in to 50/50 development and profit share of KT-485 in the U.S. WATERTOWN, Mass., June 25, 2025 (GLOBE NEWSWIRE) -- Kymera Therapeutics, Inc. (NASDAQ: KY ...

Riliprubart earns orphan drug designation in the US for antibody-mediated rejection in solid organ transplantation Ongoing phase 2 study evaluating riliprubart for the potential prevention and treatment of active antibody-mediated rejection in kidney transplant recipientsRiliprubart was also designated orphan drug for the investigational use in chronic inflammatory demyelinating polyneuropathy in the US and EU Paris, June 25, 2025. The US Food and Drug Administration (FDA) has granted orphan drug designatio ...

Riliprubart earns orphan drug designation in the US for antibody-mediated rejection in solid organ transplantation Ongoing phase 2 study evaluating riliprubart for the potential prevention and treatment of active antibody-mediated rejection in kidney transplant recipientsRiliprubart was also designated orphan drug for the investigational use in chronic inflammatory demyelinating polyneuropathy in the US and EU Paris, June 25, 2025. The US Food and Drug Administration (FDA) has granted orphan drug designatio ...

Key Takeaways SNY is trading below its 50- and 200-day moving averages, raising investor concerns about stock direction. Dupixent drives SNY revenues with approvals in eight diseases. Estimates for SNY's 2025 and 2026 earnings have risen, supported by new launches and pipeline momentum.Sanofi’s (SNY) stock has been trading below its 200-day and 50-day moving averages since early June. On June 23, the stock’s closing price of $48.18 was below its 50-day moving average of $50.32 and the 200-day moving avera ...