Sanofi (SAN)

Por gentileza de Clicktrader

Paris, Geneva and Nairobi. December 15, 2023. Sanofi, DNDi and the HAT-r-ACC consortium announce the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has adopted a positive scientific opinion of Fexinidazole Winthrop as first oral treatment of acute form of sleeping sickness (rhodesiense). This positive opinion is for the treatment in adults and children six years of age or older and weighing at least 20 kg, of both first-stage (haemo-lymphatic) and second-stage (meningo-encephalitic) Trypanosoma brucei (T.b.) rhodesiense sleeping sickness, an acute and lethal form of this parasitic disease found in Eastern and Southern Africa.

Estas las vendí a finales del año pasado pensando que malvendía

Las farmas se están cubriendo de gloria con sus spin offs

Sube el divi un 5.6% hasta 3.76€

4 Me gusta

menos mal que he acertado con alguna :smiley:

https://seekingalpha.com/news/4061034-sanofi-non-gaap-eps-of-166-revenue-of-1092b-initiates-fy24-outlook

Sanofi: strong Q1 performance and 2025 guidance confirmed

Paris, April 24, 2025

Q1 sales growth of 9.7% at CER1 and business EPS2 of €1.79

Pharma launches reached sales of €0.8 billion, up 43.8%, driven by ALTUVIIIO
Dupixent sales were €3.5 billion, up 20.3%
Vaccines sales were €1.3 billion, up 11.4%, driven by favorable Beyfortus phasing
Research and Development expenses reached €1.8 billion, up 6.9%
Selling, general and administrative expenses were €2.2 billion, up 3.8%
Business EPS was €1.79, up 15.7% at CER and up 17.0% reported; IFRS EPS was €1.52
Pipeline continued to deliver

Six regulatory approvals across medicines in immunology, rare diseases, and oncology
Recent new data from the mid-stage pipeline unlocks late-stage studies in asthma and skin diseases, broadening and deepening the scope in immunology
Sustainability strategy

Updated sustainability strategy focuses on access to healthcare, environmental impact, and resilience of healthcare systems. 70% of the portfolio and >75% of the pipeline target diseases that are impacted by climate and environmental challenges
Capital allocation

The closing of the sale of a controlling stake in Opella to CD&R is anticipated in Q23
Sanofi has agreed to acquire DR-0201, a targeted bispecific myeloid cell engager4
Guidance confirmed

In 2025, sales are anticipated to grow by a mid-to-high single-digit percentage at CER5. Sanofi confirms the expectation of a strong rebound in business EPS with growth at a low double-digit percentage at CER (before share buyback)6
Sanofi intends to complete a share buyback program in 2025 of €5 billion of which 72% was already repurchased

3 Me gusta

Está cotizando cerca de minimos del año con un PER de 17.
Me gustaría hacer una compra pero no se si aún bajará más.

3 Me gusta

Yo estoy igual, por pedir a mi me gustaría verla más cerca de los 80€.

Comienzo posición a 82,45, si bajase a unos 76 hago una segunda compra. Así ya tengo tres farmas junto con Novo y Unh. No se si completar con una cuarta si Rovi baja de 50 o quizá BMY si se acercase a los 40. No lo tengo claro, ya iremos viendo.

5 Me gusta

He visto esta noticia y me ha parecido curiosa:

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Pues si lo consigue, el mercado es inmenso :money_mouth_face:

Salu2

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