Investment thesis Wall Street's indifference to France's largest pharmaceutical company is reflected in its share price continuing to move sideways despite its rich pipeline of approved and experimental medicines, rising dividend payouts, and relatively low debt. In my estimation, in addition to the product candidates, some of which could become "gold standards" in the treatment of autoimmune diseases, other key contributors to strengthening Sanofi's balance sheet are innovative drugs such as Dupixent, Nexv ...

ASCO: Sarclisa is first anti-CD38 to significantly improve progression-free survival in combination with VRd for newly diagnosed transplant-ineligible multiple myeloma in phase 3 Sarclisa, in combination with standard-of-care bortezomib, lenalidomide and dexamethasone (VRd) followed by Sarclisa-Rd reduced the risk of recurrence or death by 40% versus VRd followed by Rd in the investigational use for transplant-ineligible newly diagnosed multiple myeloma patients Key primary endpoint of progression-free surv ...

Sanofi launches 2024 global Employee Stock Purchase Plan Paris, May 31, 2024. Sanofi's global employee shareholder plan, Action 2024, opens on June 4, 2024, to around 80,000 employees in 56 countries. Now in its 10th year, the program demonstrates the ongoing commitment of Sanofi and its Board of Directors to secure that employees benefit from the company growth and success. Paul Hudson Chief Executive Officer of Sanofi "This plan underscores our ongoing commitment to unite the people of Sanofi behind our l ...

Sanofi completes acquisition of Inhibrx, Inc. Paris, May 30, 2024. Sanofi announced today the completion of its acquisition of Inhibrx, Inc. ("Inhibrx"). The acquisition adds SAR447537 (formerly INBRX-101) to Sanofi's rare disease pipeline, underscoring the company's commitment to pursuing differentiated and potential best-in-class medicines that build upon our existing strengths and capabilities. SAR447537 is a human recombinant protein that holds the promise of allowing alpha-1 antitrypsin deficiency (AAT ...

BARCELONA, Spain, May 28, 2024 /PRNewswire/ -- Sanofi is all in on AI and wants to become the first biopharma company powered by AI at scale. The company is using AI to chase the miracles of science by accelerating drug discovery, enhancing clinical trial design and improving the manufacturing and supply of medicines and vaccines to get them to patients in need faster. Bluecrux's digital supply chain twin technology, Axon, plays a critical role in Sanofi's digital supply chain transformation. The company is ...

The sBLA seeks approval for Sarclisa in combination with Velcade (bortezomib), Bristol-Myers' (BMY) Revlimid (lenalidomide) and dexamethasone (VRd) for the treatment of patients with newly diagnosed multiple myeloma (NDMM) who are transplant-ineligible. With the FDA granting a priority review to the sBLA, a decision from the regulatory body is expected on Sep 27, 2024. A similar regulatory application is also currently under review in the European Union. The sBLA and the application in the EU were based on ...

文章核心观点 - 美国FDA已受理Sarclisa(isatuximab)的补充生物制品许可申请(sBLA),用于联合标准治疗方案VRd治疗不适合接受移植的新诊断多发性骨髓瘤患者 [1] - 如获批准,Sarclisa将成为首个获批用于新诊断不适合接受移植的多发性骨髓瘤患者的抗CD38疗法 [1] - 该申请基于IMROZ III期临床试验的积极结果,该试验显示Sarclisa联合VRd较VRd单药在无进展生存期(PFS)方面取得了统计学显著改善 [3] - IMROZ试验是第4个证明Sarclisa联合方案在新诊断多发性骨髓瘤患者中优于标准VRd和KRd治疗的III期试验,进一步证实了Sarclisa的最佳在类地位 [4] 关于IMROZ III期临床试验 - 该全球性、随机、多中心、开放标签的III期临床试验共入组446例新诊断、不适合接受移植的多发性骨髓瘤患者 [7] - 主要终点为无进展生存期,次要终点包括完全缓解率、微小残留病(MRD)阴性率、很好的部分缓解或更好的反应率、总生存期等 [8] - 该试验结果将在2024年ASCO年会和2024年EHA年会上进行口头报告 [4] 关于Sarclisa - Sarclisa是一种单克隆抗体,通过多种机制作用于CD38受体诱导肿瘤细胞凋亡和免疫调节活性 [8] - 基于ICARIA-MM III期试验结果,Sarclisa已在美国和欧盟获批联合泊马度胺和地塞米松治疗复发/难治性多发性骨髓瘤 [9] - 基于IKEMA III期试验结果,Sarclisa在美国和欧盟获批联合卡非佐米布和地塞米松治疗复发/难治性多发性骨髓瘤 [9] - Sarclisa正在多项III期临床试验中评估联合现有标准治疗方案在多发性骨髓瘤治疗全程的应用 [10] 关于多发性骨髓瘤 - 多发性骨髓瘤是第二常见的血液恶性肿瘤,每年全球新诊断病例超过18万例 [11] - 尽管有可用治疗方案,但多发性骨髓瘤仍是一种无法治愈的恶性肿瘤,新诊断患者5年生存率仅为52% [11] - 大多数患者最终会复发,复发性和难治性多发性骨髓瘤预后较差 [11] 关于Sanofi - 赛诺菲是一家创新型全球医疗保健公司,致力于通过科学创新改善人们的生活 [12] - 赛诺菲在多个国家上市,股票代码为EURONEXT: SAN和NASDAQ: SNY [13]

Sanofi (SNY) announced that it has entered into a first-in-class artificial intelligence (AI) collaboration with Formation Bio and OpenAI to build AI-powered software to expedite the development of drugs. Formation Bio is a tech-driven, AI-native pharma company focused on bringing new treatments to patients with more efficient drug development, while OpenAI is an AI research and deployment company. Per the press release, the companies are collaborating to bring together data, software and tuned models aimed ...

Sanofi, Formation Bio and OpenAI announce first-in-class AI collaboration Paris, New York, N.Y., and San Francisco, CA, May 21, 2024. Sanofi, Formation Bio and OpenAI are collaborating to build AI-powered software to accelerate drug development and bring new medicines to patients more efficiently. The three teams will bring together data, software and tuned models to develop custom, purpose-built solutions across the drug development lifecycle. This represents a first collaboration of its kind within the ph ...

Peter Welford - Jefferies Luisa Hector - Berenberg Graham Parry - BofA Emily Field - Barclays Emmanuel Papadakis - Deutsche bank Seamus Fernandez - Guggenheim Jo Walton - UBS David Risinger - Leerink Gary Steventon - Exane Peter Verdult - Citi We're excited about the outlook for Dupixent's potential to become a breakthrough medicine for COPD, a leading cause of death worldwide. Dupixent is well-positioned to potentially address the high unmet need in COPD with a strong clinical profile across two large Phas ...