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Sanofi(SNY) - 2024 Q2 - Earnings Call Presentation
2024-07-25 20:13
业绩总结 - 公司2024年第二季度销售增长10%,达到30亿欧元;2024年每股收益指导提升[12][13] - 公司2024年第二季度销售增长8%,达到109.8亿欧元;净销售额增长10.2%[35] - 公司2024年第二季度毛利率下降0.3个百分点,主要受货币影响、Aubagio和COVID-19影响[42] - 公司2024年业务运营收入增长8.3%,主要受较高的毛利润和较慢的运营支出增长影响[45] - 公司2024年业务每股收益增长4.0%,主要受较高的业务运营收入影响[45] 产品销售 - 公司药品销售增长29%,达到107亿欧元;Opella销售增长10%,达到13亿欧元[13] - 公司疫苗销售下降5%,达到11亿欧元;其他药品销售下降2%,达到43亿欧元[15] - 公司Dupixent在所有地区的销售持续强劲增长;Opella的增长主要受美国Qunol收购推动[16] - 公司Dupixent在2024年第二季度销售超过30亿欧元,预计2024年销售将达到约130亿欧元[19] 研发和新产品 - 公司rilzabrutinib是口服药物,同时作用于Type 2和非Type 2途径[64] - 公司rilzabrutinib有潜力比生物制剂更早使用,并作为难控制的中度哮喘患者的附加治疗[65] - 公司免疫性血小板减少症:第3阶段研究取得积极结果,预计2024年下半年提交监管申请[67] - 公司慢性特发性荨麻疹:第2阶段研究取得积极结果[68] 合作与战略 - 公司与Novavax合作共同商业化COVID-19疫苗和开发流感-COVID-19联合疫苗[108] - 公司向Novavax支付5亿美元的前期费用[111] - 公司获得了使用Novavax的Matrix-M佐剂的非独家许可,将支付相应的里程碑费用和版税[112] 社会责任和可持续发展 - 公司计划在2030年前减少55%的二氧化碳排放,以支持碳中和目标[160] - 公司计划到2030年所有工厂使用100%可再生能源[163] - 公司在社区中积极参与,截至目前已有2,732名志愿者参与,累计时数达到25,945小时[180]
NEJM publishes ALTUVOCT® phase 3 XTEND-Kids results highlighting treatment potential for children with severe haemophilia A
Prnewswire· 2024-07-18 14:25
XTEND-Kids is the first assessment of once-weekly ALTUVOCT® prophylaxis in previously treated children Results indicate highly effective bleed protection in children under 12 years of age with severe haemophilia A STOCKHOLM, July 18, 2024 /PRNewswire/ -- Sobi® today announced the publication of full results from the Phase 3 XTEND-Kids study in The New England Journal of Medicine (NEJM) confirming the safety and efficacy profile of ALTUVOCT® (efanesoctocog alfa), in children younger than 12 years old with ...
Press Release: NEJM publishes ALTUVIIIO XTEND-Kids phase 3 data supporting its potential to transform the treatment landscape for children with severe hemophilia A
GlobeNewswire News Room· 2024-07-18 05:27
文章核心观点 - ALTUVIIIO是一种新型的高持续因子VIII替代疗法,可以通过每周一次的给药实现有效的出血预防 [3][5][6] - XTEND-Kids III期临床试验结果显示,ALTUVIIIO在儿童重症血友病A患者中具有良好的疗效和安全性,未发现抑制物生成 [5][6] - ALTUVIIIO可以有效预防关节出血,有助于维护关节健康 [6] - ALTUVIIIO是首个获得FDA突破性疗法认定的因子VIII疗法,在美国、台湾和日本已获批上市 [11][12] 公司和产品信息 - ALTUVIIIO是Sanofi和Sobi公司共同开发的首创性高持续因子VIII替代疗法 [9][10][16] - ALTUVIIIO通过融合Fc、von Willebrand因子和XTEN多肽延长了血浆半衰期,可以实现每周一次给药 [9][10] - ALTUVIIIO已获欧盟批准,商品名为ALTUVOCT [11] - Sanofi和Sobi公司在血友病A治疗领域有广泛的合作,包括Alprolix和Elocta/Eloctate等产品 [16] - Sanofi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 [18] - Sobi是一家专注于罕见和严重疾病领域的国际生物制药公司 [17] 临床试验信息 - XTEND-Kids III期临床试验纳入了74名12岁以下重症血友病A患儿,评估了ALTUVIIIO的疗效和安全性 [13] - 试验主要终点为因子VIII抑制物发生率,次要终点包括年出血率、关节健康、生活质量等 [13] - XTEND-ed延长试验正在评估ALTUVIIIO的长期安全性和有效性 [14]
Sanofi ships U.S. influenza vaccines for the 2024/25 season
Prnewswire· 2024-07-11 04:10
Customers will start receiving shipments from July 10 with additional shipments through October to healthcare provider offices, pharmacies and other immunizers to support fall immunization campaigns.Sanofi annual higher-dose influenza (flu) vaccinations have been proven to help protect from flu and shown to better protect from serious complications of flu such as pneumonia and cardiac events when compared to standard dose vaccines in older adults.BRIDGEWATER, N.J., July 10, 2024 /PRNewswire/ -- Sanofi today ...
Kymera Therapeutics Soars as Sanofi Expands Studies of Its Skin Diseases Drug
Investopedia· 2024-07-09 22:55
Key TakeawaysKymera Therapeutics shares soared Tuesday, a day after it said partner Sanofi agreed to expand research into its experimental treatment for skin diseases.The biotech firm explained that Sanofi's decision came after an independent review board looked at the safety and efficacy of the drug, known as KT-474.Kymera and Sanofi signed a collaboration agreement in 2020. Shares of Kymera Therapeutics (KYMR) jumped Tuesday, a day after it said partner Sanofi (SNY) agreed to extend a Phase 2 trial of its ...
Verona Pharma Is Launching Ohtuvayre, Although There Will Be Competition
Seeking Alpha· 2024-06-30 21:00
Alones Creative When I wrote about Verona Pharma plc (NASDAQ:VRNA) in February, the company was awaiting FDA approval of its drug ensifentrine for chronic obstructive pulmonary disease (COPD). I rated VRNA a hold then, noting there didn't seem to be much of a run up into approval underway, and there was room to fall if there was a delay in approval or outright rejection. June 26 came with news the FDA had indeed approved ensifentrine (Ohtuvayre) for the maintenance treatment of COPD, meaning a potential ...
Vigil Neuroscience Announces $40 Million Strategic Investment from Sanofi
Newsfilter· 2024-06-27 14:00
- Sanofi to invest $40 million at an as-converted price of $7.44 per share of common stock- - Sanofi to receive an exclusive right of first negotiation for license of Company's small molecule TREM2 agonist program, including VG-3927, currently in phase 1 clinical studies - - Company expects proceeds to extend cash runway into 2026 - WATERTOWN, Mass., June 27, 2024 (GLOBE NEWSWIRE) -- Vigil Neuroscience, Inc. (NASDAQ:VIGL), a clinical-stage biotechnology company committed to harnessing the power of microgli ...
Vigil Neuroscience Announces $40 Million Strategic Investment from Sanofi
GlobeNewswire News Room· 2024-06-27 14:00
- Sanofi to invest $40 million at an as-converted price of $7.44 per share of common stock- - Sanofi to receive an exclusive right of first negotiation for license of Company’s small molecule TREM2 agonist program, including VG-3927, currently in phase 1 clinical studies - - Company expects proceeds to extend cash runway into 2026 - WATERTOWN, Mass., June 27, 2024 (GLOBE NEWSWIRE) -- Vigil Neuroscience, Inc. (Nasdaq: VIGL), a clinical-stage biotechnology company committed to harnessing the power of microgl ...
Press Release: Availability of the Q2 2024 Aide-mémoire
GlobeNewswire News Room· 2024-06-26 01:32
Availability of the Q2 2024 Aide-mémoire Paris, France – June 25, 2024. Sanofi announced that its Q2 2024 Aide-mémoire is available on the "Investors" page of the company's website: https://www.sanofi.com/en/investors/financial-results-and-events/financial-results/q2-results-2024 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 and exclusivity losses as well as the forei ...
Press Release: ISTH: Sanofi advances leadership in hemophilia with new data for ALTUVIIIO and fitusiran
GlobeNewswire News Room· 2024-06-21 13:00
ISTH: Sanofi advances leadership in hemophilia with new data for ALTUVIIIO and fitusiran Seven oral presentations across the hemophilia portfolio reinforce Sanofi’s commitment to bring potential first- and best-in-class treatments to the rare blood disorders communityInterim results from the long-term XTEND-ed phase 3 study demonstrate once-weekly ALTUVIIIO continues to provide highly effective bleed protectionNew ATLAS phase 3 study data reinforce the potential of fitusiran to provide prophylaxis for peop ...