Sanofi, CAC 40’s biggest drop in mid-session on Friday, May 27, 2022-20 May 27, 2022 12:28

(AOF)-

Sanofi

(-1.1% to 102.4 euros)

Pharmaceutical laboratories are punished for their desire for risks that affect defense stocks.

AOF-Details

Key Point

-Five

th

The Global Pharmaceutical Group, founded in 1994 and the first in Europe, and 1

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Vaccines around the world;

-Balanced sales from the four divisions are € 37.8 billion. 34% for general medical care, 35% for special medical care (immunology, neurology, oncology), 20% for vaccines, consumer medical care.

-Expanding market share in emerging countries (34% of sales) after the United States (38%) and Europe (28%).

-Business model at four points: a simplified organization, a restructured portfolio with more organic products, transformed R & D, and a strong ambition for profitability and financial stability. ――――

-Split capital (excluding L’Oréal: 9.48% of shares and 16.95% of voting rights), Serge Weinberg chairs the 16 boards and Paul Hudson is the CEO.

-A healthy balance sheet with net debt down to € 8.8 billion and free cash flow to € 8.1 billion.

Task

-2020-2025 The “Play to win” plan aims to create an agile group and the world’s No. 25. 1/3 reduction of product family, factory R & D and digital productivity, operating profit margin 32%.

-Innovation Strategy: Five Research Areas: Immunology and Inflammation, Oncology, Neurology (especially sclerosis), Rare Blood and Rare Diseases, Vaccines / 91 projects underway, 29 of which are in Phase 3. 5 awaiting regulatory approval / under development Collaboration-Kymera for immunology, translation of Bio in RNA for vaccines-or through acquisition-Kiadis, Biopharma, Kymab for oncology / Support by technology platform: Small Molecules, antibodies, hematopoietic proteins, immunology;

-Planetary mobilization environmental strategy for carbon neutrality by 2030, 100% sustainable electricity consumption to 50% in 2021, 100% sustainable car fleet to 22% / 2027, Abolition of plastic packaging for vaccines / In 2025, the launch of a credit line indexed for / sustainable development of all new eco-design products.

-Effects of five “priority” drugs: Amcenestrant (breast cancer), Fitusiran (hemophilia RNA), Efanesoctocog (hemophilia), Nirsevimab and Nisevimab (respiratory virus) and Tolebrutinib (multiple sclerosis):

-After Origimm, which specializes in skin condition research, Kadmon and Owkin have agreed to acquire Amunix in immuno-oncology, strengthening their biopharmaceutical R & D portfolio.

Task

-Images injured by delayed vaccine against Covid19.

-IPO of EUROAPI, a group created from the group’s activities in the production of active pharmaceutical ingredients or APIs in Europe. Shareholders will receive 1 EUROAPI stake in 23 shares and the capital will be split into 30% of Sanofi and 12% of BPI France.

-Growth target of at least 10% of profit per share in 2022.

-The dividend for 2021 is 3.33 euros.

Oncology supports laboratory performance

According to GlobalData, oncology generated $ 163 billion in revenue in 2021, up 11.9% (out of $ 613 billion across the industry). Its average annual growth rate has reached 15.4% in the last 20 years.This increasingly competitive segment is dominated by a few big names such as MSD (Merck & Co. Inc), Roche and BMS.

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Immuno-oncology, a specialty that has been driving this market for 10 years, supports research. GlobalData estimates that this segment could reach 180 billion in 2026. Major players are aiming to strengthen in this niche. Pfizer recently acquired Canadian biotechnology Trillium Therapeutics for $ 2.3 billion. Following this surgery, the American group gained two promising molecules in the treatment of blood cancer.

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