业绩总结 - Sanofi预计到2030年，制药产品的销售贡献将超过100亿欧元[27] - 预计到2030年，疫苗销售将达到130亿欧元，年均增长率为低双位数[28] - 2023年，Sanofi的疫苗销售预计将达到8.3亿欧元[28] - Dupixent预计将为公司带来超过10亿欧元的销售额[30] - 公司计划到2025年实现强劲的每股收益（EPS）反弹，预计将节省高达20亿欧元的成本[30] 用户数据 - 预计到2028年，免疫学和炎症市场的年复合增长率（CAGR）将达到约9%[37] - 超过70%的资产在大型适应症中将实现“重磅药物”地位[37] - 预计到2035年，特应性皮炎市场将达到约75亿美元的销售额[149] - 2022年美国和EU5地区的关键免疫学市场患者人数为2.8百万（系统性硬化症）、1.7百万（银屑病关节炎）等[139] 新产品和新技术研发 - Sanofi的免疫学管线中，tolebrutinib预计在2024年提交申请，针对多发性硬化症[21] - Dupixent在COPD的BOREAS研究中取得积极的三期结果[17] - frexalimab在多发性硬化症的二期研究中显示出89%的新病灶减少[18] - fitusiran预计在2024年提交美国申请[12] - 预计到2027年，amlitelimab在特应性皮炎的三期研究将提交申请[21] - Amlitelimab的潜在峰值销售额超过50亿欧元，正在进行临床研究[58] - 预计到2025年，itepekimab将成为首个在COPD前吸烟者中应用的第一类药物[52] - Tolebrutinib在Phase 2b试验中显示出85%的新Gd+病灶减少[192] 市场扩张和并购 - 预计Lunsekimig在全球哮喘市场的峰值销售潜力为20亿至50亿欧元[96] - Tolebrutinib的市场潜力预计在20亿至50亿欧元之间，适用于超过120万名符合条件的患者[192] - Rilzabrutinib的销售潜力巨大，符合条件的患者超过280万[117] 未来展望 - 2024年将启动超过30项的III期临床试验，2025年将启动超过35项[45] - 预计到2030年前推出12种新分子实体，潜在销售额在2-5亿或5亿以上[30] - FDA对tolebrutinib的部分临床暂停进行了积极反馈，计划恢复PPMS参与者的招募[185] 负面信息 - Amlitelimab的安全性和有效性尚未获得任何监管机构的评估，仍在临床研究中[73] - 66%的多发性硬化症患者在接受治疗后仍然经历残疾累积，显示出现有疗法的不足[162]

Sanofi (NASDAQ:SNY) Q3 2023 Earnings Conference Call October 27, 2023 9:00 AM ET Company Participants Eva Schaefer-Jansen - Head of Investor Relations Paul Hudson - Chief Executive Officer Jean-Baptiste de Chatillon - Executive Vice President, Chief Financial Officer Houman Ashrafian - Global Head of R&D Julie Van Ongevalle - Executive Vice President, Consumer Healthcare Brian Ford - Head Specialty Care, North America and US Country Lead Thomas Triomphe - Executive Vice President, Vaccines Olivier Charmeil ...

Press Release Specialty Care growth, strong launch uptake of Beyfortus® and ALTUVIIIO® drive solid Q3 results Paris, October 27, 2023 Q3 2023 sales growth of 3.2% at CER and business EPS(1) decrease of 2.1% at CER • Specialty Care grew 13.5% driven by Dupixent® (€2,847 million, +32.8%) and ALTUVIIIO® more than offsetting the impact of Aubagio® generic competition in the U.S. • Stable Vaccines sales (-0.6%) benefited from strong Beyfortus® launch offsetting lower influenza vaccines sales • General Medicines ...

Sanofi (NASDAQ:SNY) Q2 2023 Earnings Call Q2 2023 Earnings Call Transcript July 28, 2023 8:30 AM ET Company Participants Eva Schaefer-Jansen - Head of Investor Relations Paul Hudson - Chief Executive Officer Dietmar Berger - Global Head of R&D Bill Sibold - Executive Vice President Specialty Care & President, Sanofi North America Thomas Triomphe - Executive Vice President, Vaccines Olivier Charmeil - Executive Vice President, General Medicines Julie van Ongevalle - Executive Vice President, Consumer Healthc ...

Growth drivers R&D update Business update Financial performance Outlook 2023 Appendices sanofi Growth drivers R&D update Business update Financial performance Outlook 2023 Appendices sonofi ● Q2 2023 Results Play to Win July 28, 2023 Growth drivers R&D update Business update Financial performance Outlook 2023 Appendices Forward-looking statements This document contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements are st ...

Exhibit 99.1 TABLE OF CONTENTS 1. CONDENSED HALF-YEAR CONSOLIDATED FINANCIAL STATEMENTS 2 CONSOLIDATED BALANCE SHEETS – ASSETS 2 CONSOLIDATED BALANCE SHEETS — SHAREHOLDERS’ EQUITY AND LIABILITIES 3 CONSOLIDATED INCOME STATEMENTS 4 CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME 5 CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY 6 CONSOLIDATED STATEMENTS OF CASH FLOWS 8 NOTES TO THE CONDENSED HALF-YEAR CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2023 10 INTRODUCTION 10 A/ Basis of preparation of the half-ye ...

Sanofi (NASDAQ:SNY) Goldman Sachs 44th Annual Global Healthcare Conference Call June 14, 2023 1:00 PM ET Company Participants Bill Sibold - Executive Vice President Specialty Care; President, Sanofi North America Conference Call Participants Chris Shibutani - Goldman Sachs Chris Shibutani Welcome to our continued morning here at the Third Day of the Goldman Sachs Healthcare Conference. My name is Chris Shibutani, member of the research team on the global front, along with many strong associates across the b ...

Call Start: 08:30 January 1, 0000 10:00 AM ET Sanofi SA (NASDAQ:SNY) Q1 2023 Earnings Conference Call April 27, 2023 08:30 ET Company Participants Eva Schaefer-Jansen - Head of Investor Relations Paul Hudson - Chief Executive Officer Dietmar Berger - Global Head of R&D William Sibold - Executive Vice President of Specialty Care & President, North America Thomas Triomphe - Executive Vice President of Vaccines Olivier Charmeil - Executive Vice President of General Medicines Julie Van Ongevalle - Executive Vic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________ FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Or ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Or ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SEC ...

2022年年度财务数据 - 2022年12月31日止年度IFRS净收入调整后为83.71亿欧元较之前67.20亿欧元增加[3] - 2022年业务运营收入为130.40亿欧元同比增长21.7%按固定汇率计算增长13.3%[5] - 2022年业务净收入为103.41亿欧元同比增长25.9%按固定汇率计算增长17.0%[5] - 2022年业务每股收益为8.26欧元同比增长25.9%按固定汇率计算增长17.1%[5] - 2022年自由现金流为84.83亿欧元同比增长4.8%[5] 2022年第四季度财务数据 - 2022年第四季度IFRS净销售额报告为107.25亿欧元同比增长7.3%按固定汇率计算增长2.6%[5] - 2022年第四季度IFRS净收入报告为31.11亿欧元同比增长175.1%[5] - 2022年第四季度IFRS每股收益为2.48欧元同比增长175.9%[5] 特定项目对净收入的影响 - FDA批准ALTUVIIIO™影响2022年IFRS净收入但不影响业务净收入[1] - 资产价值显著增加导致2022年无形资产减值损失转回21.54亿欧元税后净影响为收益16.51亿欧元[3]