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Sanofi sees softness in U.S. vaccine demand in near term
Reuters· 2026-01-14 19:23
Sanofi chief executive Paul Hudson said on Wednesday the U.S. is likely to see a slight weakness in vaccine demand this year due to misinformation and heightened scrutiny under the current administrat... ...
Sanofi: Information concerning the total number of voting rights and shares - December 2025
Globenewswire· 2026-01-14 17:30
Information concerning the total number of voting rights and shares, provided pursuant to article L. 233-8 II of the Code de commerce (the French Commercial Code) and article 223-16 of the Règlement général de l’Autorité des Marchés Financiers (Regulation of the French stock market authority) Sanofia French société anonyme with a registered share capital of €2,438,854,192Registered office : 46, avenue de la Grande Armée - 75017 Paris - FranceRegistered at the Paris Commercial and Companies Registry under nu ...
Recursion Pharmaceuticals (NasdaqGS:RXRX) FY Conference Transcript
2026-01-13 19:32
Recursion Pharmaceuticals (NasdaqGS:RXRX) FY Conference January 13, 2026 01:30 PM ET Company ParticipantsNajat Khan - Chief R&D Officer and Chief Commercial OfficerBen Taylor - CFO and President of Recursion UKConference Call ParticipantsNone - AnalystModeratorHi, everyone. Let's get started. Welcome to the 44th Annual J.P. Morgan Healthcare Conference. My name is Priyanka Grover, and I'm part of the J.P. Morgan Biotech team. Today, our next presenting company is Recursion, and presenting on behalf of the c ...
Cogent Biosciences (NasdaqGS:COGT) FY Conference Transcript
2026-01-13 17:17
Cogent Biosciences (NasdaqGS:COGT) FY Conference January 13, 2026 11:15 AM ET Company ParticipantsAndrew Robbins - President and CEOConference Call ParticipantsAnupam Rama - Senior Biotech AnalystNone - AnalystAnupam RamaWelcome, everyone, to the 44th Annual J.P. Morgan Healthcare Conference. My name is Anupam Rama. I'm one of the Senior Biotech Analysts here at J.P. Morgan. I'm joined by my squad, Rathi Phinai, Joyce Zhao, and Priyanka Grover. Our first presenting company of the day is Cogent, and presenti ...
Sanofi's Teizeild Gets EU Approval for Treating Type 1 Diabetes
ZACKS· 2026-01-13 15:20
Key Takeaways Sanofi secured European Commission approval for Teizeild to delay progression to stage 3 T1D disease.SNY-backed TN-10 phase II study showed median progression delayed to 48.4 months vs. 24.4 months with placebo.Teizeild became the first disease-modifying type 1 diabetes therapy authorized in the EU following the nod.Sanofi (SNY) announced that the European Commission has approved Teizeild (teplizumab) to delay the onset of stage 3 type 1 diabetes (T1D) in patients aged eight years and older wi ...
Regeneron Pharmaceuticals (NasdaqGS:REGN) FY Conference Transcript
2026-01-12 23:17
Regeneron Pharmaceuticals FY Conference Summary Company Overview - Regeneron Pharmaceuticals is recognized for its unique position in the biopharmaceutical industry, driven by a science-first strategy and the use of big data to develop transformative therapies [6][7] - The company has developed proprietary technology platforms such as VelocImmune and VelociAb, which enhance drug discovery and development efficiency [6][7] Pipeline and Product Portfolio - Regeneron's pipeline includes 45 clinical candidates across six major therapeutic areas, reflecting a commitment to addressing unmet medical needs [8] - The company has achieved 14 internally discovered therapy approvals over the past 15 years, averaging one new approval per year [8] Key Products - **Eylea HD**: - Fourth quarter 2025 U.S. net sales reached $1.1 billion, with Eylea HD sales at $506 million, a 66% increase year-over-year [9][10] - Label expansion includes every four-week dosing and treatment for macular edema following retinal vein occlusion [9][10] - **Dupixent**: - World's most widely used branded antibody with over 1.3 million patients treated globally [11] - Annualized global net sales exceed $19 billion, with a 27% year-over-year growth [11] - **Libtayo**: - Leading immunotherapy for advanced non-melanoma skin cancers, with significant growth potential in lung cancer [12] Research and Development Strategy - Regeneron plans to invest approximately $6 billion in R&D and over $7 billion in capital investments in the U.S. to support R&D and manufacturing capabilities [12] - The company focuses 95% of its R&D resources on internal initiatives, contrasting with the industry average of 50% [14] Business Development and Collaborations - Collaborations include in-licensing cemdisiran for generalized myasthenia gravis and HS-20094 for obesity [13] - The company emphasizes opportunistic share buybacks and initiated a modest dividend in 2025, returning $3.8 billion to shareholders [13] Clinical Programs and Innovations - Regeneron is advancing several key clinical programs, including: - **Immunology and Inflammation**: Developing long-acting antibodies for type 2 inflammatory conditions [18] - **Allergy Treatments**: Phase three programs for cat and birch allergies, and a novel approach to treat severe food allergies [19] - **Oncology**: A combination of LAG-3 antibody fianlimab with Libtayo shows promise in first-line metastatic melanoma [20] - **Complement Inhibition**: A combination of siRNA and antibody targeting C5 shows potential for treating paroxysmal nocturnal hemoglobinuria (PNH) [23][24] Market Opportunities - The global market opportunity for Regeneron's pipeline is estimated to exceed $200 billion [15] - The company is exploring innovative treatments in obesity, combining GLP-1 receptor agonists with PCSK9 antibodies to address cardiovascular risks [28] Future Outlook - Regeneron anticipates significant data readouts from ongoing clinical trials in 2026, with a focus on maintaining leadership in immunology and expanding into new therapeutic areas [20][27] - The company aims to redefine anticoagulation with Factor XI antibodies, targeting safer options for stroke prevention and other indications [26][43] Conclusion - Regeneron Pharmaceuticals is positioned for sustained growth through its innovative pipeline, strong R&D focus, and strategic collaborations, addressing significant unmet medical needs across various therapeutic areas [12][15]
Sanofi (SAN:CA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-12 22:26
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Sanofi (NasdaqGS:SNY) FY Conference Transcript
2026-01-12 18:47
Sanofi (NasdaqGS:SNY) FY Conference January 12, 2026 12:45 PM ET Company ParticipantsHouman Ashrafian - EVP and Head of R&DFrançois-Xavier Roger - CFOPaul Hudson - CEOConference Call ParticipantsRichard Vosser - AnalystRichard VosserWelcome to the J.P. Morgan Healthcare Conference. I'm Richard Vosser, European Pharma Analyst with J.P. Morgan. It's my great pleasure to introduce Sanofi from the conference. We have three of the very senior management here to entertain us now: Paul Hudson, CEO, François-Xavier ...
Press Release: Sanofi's Teizeild approved in the EU for patients with stage 2 type 1 diabetes
Globenewswire· 2026-01-12 06:00
Sanofi’s Teizeild approved in the EU for patients with stage 2 type 1 diabetes Approval based on the TN-10 phase 2 study that demonstrated a significant delay of onset of stage 3 T1D in stage 2 T1D patientsTeizeild represents a potential significant change in the treatment of autoimmune T1D, preventing the natural disease progression protecting beta-cell function Paris, January 12, 2026. The European Commission has approved Teizeild (teplizumab) to delay the onset of stage 3 type 1 diabetes (T1D) in adult a ...
CAC 40 Notably Higher Ahead Of U.S. Jobs Data
RTTNews· 2026-01-09 11:17
France's equity benchmark CAC 40 has moved higher in cautious trading on Friday as investors await the crucial U.S. non-farm payroll data that could provide some clued about the Federal Reserve's interest rate decision at its upcoming monetary policy meeting.Investors are also following the developments on the geopolitical front.The CAC 40 was up 63.18 points or 0.77% at 8,306.65 a few minutes past noon,L'Oreal, the top gainer in the benchmark index, moved up 4.7%. BNP Paribas surged 3.3%, and Hermes Inter ...