Why Sanofi (ENXTPA:SAN) Is Up on Positive EU Recommendation for Teizeild in Type 1 Diabetes

• On November 14, 2025, the European Medicines Agency's CHMP issued a positive recommendation for Sanofi's Teizeild (teplizumab) to delay the onset of stage 3 type 1 diabetes in adults and children aged eight years and older with stage 2 disease, supported by phase 2 trial data showing a median two-year delay in progression compared to placebo.
• This milestone not only broadens Sanofi's pipeline in diabetes care, but also highlights the company's capacity to secure regulatory advances for innovative biologics in major international markets.
• We'll now examine how this potential EU market expansion for Teizeild may influence Sanofi's long-term investment outlook and pipeline-driven growth thesis.

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Sanofi Investment Narrative Recap

To be a shareholder in Sanofi, you must believe in its ability to translate a robust pipeline and continuous R&D investment into long-term growth, especially as it expands into specialty and chronic disease care. The recent positive CHMP opinion for Teizeild in type 1 diabetes adds momentum to its innovative portfolio, but does not meaningfully alter the short-term focus on execution risk in the pipeline or the urgent challenge of competitive pressures in vaccines, those remain the most important near-term catalyst and risk.

Among recent company updates, the positive phase 3 results and regulatory progress for Dupixent in allergic fungal rhinosinusitis stand out. This underscores Sanofi’s drive to broaden its range of high-value biologic therapies, which complements the Teizeild milestone and supports the ongoing pipeline-driven growth thesis amid execution uncertainties.

However, despite regulatory wins, investors should be aware that heightened price competition in vaccines and pipeline setbacks could still impact...

Read the full narrative on Sanofi (it's free!)

Sanofi's outlook forecasts €51.8 billion in revenue and €9.6 billion in earnings by 2028. This is based on a 4.2% annual revenue growth rate and a €3.2 billion increase in earnings from the current €6.4 billion.

Uncover how Sanofi's forecasts yield a €106.85 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members produced 9 separate fair value estimates for Sanofi, with opinions ranging from €91.46 up to €242.43 per share. With execution risk around new product launches still front of mind, the broad span of these views speaks to sharply differing expectations for Sanofi’s long-term resilience and margin potential.

Explore 9 other fair value estimates on Sanofi - why the stock might be worth over 2x more than the current price!

Build Your Own Sanofi Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Sanofi research is our analysis highlighting 6 key rewards that could impact your investment decision.
• Our free Sanofi research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Sanofi's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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