Update shared on12 Sep 2025
Fair value Decreased 0.83%Sanofi's slight decline in future P/E alongside an improved net profit margin suggests a modestly stronger earnings outlook, although this was not enough to materially shift the consensus analyst price target, which decreased fractionally from €109.22 to €108.31.
What's in the News
- FDA approved Wayrilz (rilzabrutinib) for adults with persistent or chronic immune thrombocytopenia (ITP) after insufficient response to previous treatment, based on positive Phase 3 results; also approved in UAE and under review in EU and China, with Fast Track and Orphan Drug designations for multiple indications.
- Sanofi confirmed 2025 guidance: expects high single-digit CER sales growth (up from mid-to-high single-digit prior) and strong business EPS rebound with low double-digit growth at CER.
- Sarclisa approved in EU, in combination with VRd, for transplant-eligible newly diagnosed multiple myeloma, demonstrating significant improvements in minimal residual disease negativity and progression-free survival in Phase 3 trial.
- Largest US real-world study confirmed BEYFORTUS (nirsevimab) provides strong protection for infants against RSV disease and supports its broad use for RSV prevention in newborns and infants.
- Dupixent approved in US for bullous pemphigoid and outperformed Xolair in a Phase 4 trial for chronic rhinosinusitis with nasal polyps and coexisting asthma; positive health and disease control outcomes reported.
Valuation Changes
Summary of Valuation Changes for Sanofi
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €109.22 to €108.31.
- The Future P/E for Sanofi has fallen slightly from 15.21x to 14.48x.
- The Net Profit Margin for Sanofi has risen slightly from 18.45% to 19.15%.
Disclaimer
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