Avapritinib

iStock, lerbank Sanofi’s interim leadership sought on a Thursday earnings call to quell concerns that its sudden defense of Dupixent’s patents had anything to do with the departure of CEO Paul Hudson. Sanofi’s interim leadership defended Dupixent’s patent strategy from all sides on Thursday, as analysts wondered why the sudden urgency to talk about the upcoming loss of exclusivity during a first quarter earnings call. Veteran analyst Steve Scala of TD Cowen wondered if the departure of CEO Paul Hudson may be behind the abrupt change of direction or if Sanofi’s pipeline has become less certain. “We’ve always been consistently saying that we have a very strong patent portfolio and that we tend to vigorously defend Dupixent,” explained general counsel Roy Papatheodorou on the call. The drug is approved for a variety of inflammatory diseases, including atopic dermatitis, asthma and chronic rhinosinusitis. The patent expiry is approaching, but Papatheodorou said the drug is covered by a web of patents extending out as far as 2045. “There is a logic that we talk about it, because we get nearer to the LOE [loss of exclusivity] and we see that there is a very strong appetite from the investor community to understand what’s coming after Dupxient,” said CFO François Roger. “I don’t think there is any defensive view on that matter.” Rather than any shift in strategy, the matter of Dupixent’s patent protection “was just put in writing,” Papatheodorou insisted, as the future of the Regeneron alliance that resulted in Dupixent is changing. In the next few years, Regeneron will reimburse less of the development costs, stepping down to zero by 2027. Vaccines Sanofi Moves Away From mRNA Flu Vaccine as CEO Projects Confidence Despite Sanofi CEO Paul Hudson’s confidence in vaccines, the French pharma has cut at least one mRNA flu shot program. January 30, 2026 · 2 min read · Tristan Manalac Read more Interim CEO Olivier Charmeil put to bed the idea that Hudson’s departure had anything to do with the new disclosures. “It has nothing to do with the change of CEO.” Hudson had, in fact, pledged to provide an update on Dupixent’s future in the first half of 2026. Roger’s assertion that Dupixent is a “major product for us” could be considered an understatement. The immunology therapy is by far Sanofi’s best-selling product, bringing in €4.2 billion ($4.9 billion) for the quarter, an increase of nearly 31%. No other products in the pharma’s portfolio reached $1 billion in the quarter. Sanofi and partner Regeneron are indeed working on follow-up programs with an eye toward Dupixent’s LOE period. Key to this next phase is itepekimab, which last year failed to meet analysts’ sky high expectations in a Phase 3 chronic obstructive pulmonary disorder trial. Updating the situation on the earnings call, Sanofi’s leadership said that discussions are underway with the FDA on the design of a third Phase 3 trial. Additional late-stage readouts are expected in 2027 for itepekimab in chronic rhinosinusitis with nasal polyps. Time for change Overall, Sanofi’s sales grew 13%, with newly launched products like Ayvakit, Altuviiio and Sarclisa combining for €1.2 billion ($1.4 billion). After a period of decline , vaccine sales picked up by 2% to €1.3 billion ($1.5 billion). Total revenue reached €11.2 billion ($13.9 billion), beating analyst consensus by 3%. People Sanofi Shares Decline as Paul Hudson Removed as CEO, Making Way For Merck KGaA’s Belén Garijo The sudden departure stands in contrast to other EU pharma leaders who have been given much longer transitions in recent months, including GSK’s Emma Walmsley and Novo Nordisk’s Lars Fruergaard Jørgensen. February 12, 2026 · 2 min read · Annalee Armstrong Read more The Thursday call was the first without Hudson, who was suddenly let go in February to make way for Merck KGaA’s Belén Garijo. She will take the helm in the coming weeks. In the meantime, Charmeil, a longtime Sanofi veteran, has been serving as interim chief executive. He advised Garijo, herself a Sanofi alum, not to rush any strategic pivots. “Take some time to make the right diagnostic. I think the company has considerably changed in the last five to 10 years. The way the company has modernized is very impressive,” Charmeil said. He cited the company’s improved presence in the U.S. and better prioritization—initiatives that occurred under Hudson’s leadership. “It’s going to be a period after the diagnostic where she needs, of course, to be decisive,” he said. “And knowing her, I know that she will make the right choices.”

Share Q1 2026: double-digit sales and business EPS growth Paris, April 23, 2026 Q1 sales growth of 13.6% at CER1 and business earnings per share (EPS)2 of €1.88 Pharma launches sales increased by 49.6%, reaching €1.2 billion, driven primarily by Ayvakit, ALTUVIIIO, and Sarclisa Dupixent sales increased by 30.8% to €4.2 billion, a strong start to 2026 Vaccines sales increased by 2.1% to €1.3 billion, benefiting from Heplisav-B Research and Development expenses reached €1.7 billion, up by 1.5% Selling and general expenses reached €2.3 billion, up by 11.6%, mainly due to the effect of recent acquisitions Business EPS was €1.88, up by 14.0% at CER; 5.0% at actual exchange rates; IFRS EPS €1.34 Pipeline progress Five regulatory approvals, all in immunology Positive pipeline readouts: venglustat in the rare disease GD3 (phase 3) and lunsekimig in respiratory diseases (phase 2) Two regulatory submission acceptances, one phase 3 study start, four regulatory designations (breakthrough, orphan) Capital allocation Completion of the Dynavax acquisition Completion of €921 million of the €1 billion share buyback programme Other major developments 25-year partnership with WHO3 in sleeping sickness: positive CHMP recommendation paves the way in Africa for acoziborole, the first single-dose oral treatment co-developed with DNDi4 Guidance affirmed In 2026, sales are expected to grow by a high single-digit percentage at CER. Business EPS at CER is expected to grow slightly faster than sales (before share buyback), delivering profitable growth.5 Olivier Charmeil, interim Chief Executive Officer: “We had a strong start to 2026 with double-digit sales and business EPS growth. Sales increased by 13.6%, supported by Pharma launches and recent acquisitions. Dupixent sales were above the €4 billion quarterly mark again and grew by 30.8%. Business EPS was up by 14.0%, reflecting a measured growth of 7.0% in total operating expenses. We obtained five regulatory approvals, all in immunology, achieved one positive phase 3 study readout for venglustat in rare diseases, and reported encouraging phase 2 data for lunsekimig in respiratory diseases. We reiterate our guidance for 2026: we continue to expect sales to grow by a high single-digit percentage and business EPS to grow slightly faster than sales, at constant exchange rates, delivering profitable growth. We are looking forward to welcoming Belén Garijo as the new CEO of Sanofi from next month.” 1 Changes in net sales are at constant exchange rates (CER) unless stated otherwise (definition in Appendix 8). 2 To facilitate an understanding of operational performance, Sanofi comments on the business net income, a non-IFRS financial measure (definition in Appendix 8). The income statement is in Appendix 3 and a reconciliation of IFRS net income to business net income is in Appendix 4. 3 World Health Organization. 4 Drugs for Neglected Diseases initiative. 5 Applying April 2026 average currency exchange rates, the currency impacts are estimated at c.-2% on sales and at c.-3% on business EPS. 6 Free cash flow is a non-IFRS financial measure (definition in Appendix 8). Attachment Press release Share These cookies are necessary for the website to function and cannot be switched off in our systems. 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