Sanofi Unveils Growth Strategy, Ends Diabetes & CV Research

胰岛素巨头赛诺菲宣布退出糖尿病研究

2019-12-12 11:26:56 YAHOO!FINANCE

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France-based pharma giant,Sanofi SNY announced a new strategic framework at its Capital Markets Dayin a bid to drive innovation and growth at the company under the leadership of Paul Hudson. The company appointed Hudson as its new chief executive officer in September. Hudson had previously led Swiss pharma giant, Novartis NVS. Sanofi announced plans to restructure the company‘s operations under three core global business units – Specialty Care (immunology, rare diseases, rare blood disorders, neurology and oncology), Vaccines and General Medicines (diabetes, cardiovascular, and established products). The company’s Consumer Healthcare will operate as a standalone business unit. This move will likely help the company to unlock shareholders’ value by forming a joint venture or conducting an outright sale among other options for the Consumer Healthcare unit. Importantly, the company announced that it is discontinuing all its research activities in diabetes and cardiovascular (“CV”) area. Sanofi enjoyed leadership positions in these two franchises but patent losses in recent years dented sales. Sales at Sanofi’s Diabetes and Cardiovascular franchises declined 7.9% and 4.6%, respectively, in the first nine months of 2019. The company plans to discontinue research in diabetes and CV areas, and does not plan to launch late-stage type II diabetes candidate, efpeglenatide, to help it focus on high growth franchises. In 2019, sales at the Specialty Care franchises grew the most with Immunology franchise leading the growth. Sanofi stated that it will focus on further development of key immunology drug, Dupixent. Please note that the company has collaboration with Regeneron Pharmaceuticals REGN for the development and commercialization of Dupixent. The drug is now annualizing at around €2 billion in sales after just around two years on the market. The frequent label expansion approvals are driving the drug’s sales higher with the positive trend expected to continue in the future quarters. The company expects peak sales of Dupixent to cross €10 billion. It expects sales of its Vaccines franchise to grow at mid-to-high single-digit CAGR from 2018 to 2025. Sanofi possesses one of the world’s leading vaccine operations. The company has also prioritized six investigational therapies, including fitusiran, venglustat & nirsevimab, and expects these to be potentially practice changing therapies in areas of high unmet patient need. These pipeline candidates will cater to patients with hemophilia, breast cancer, multiple sclerosis and several rare diseases. Along with these restructuring initiatives, Sanofi also announced a cost-saving plan, which is expected to generate €2 billion in savings. Sanofi expects business operating income margin to improve to 30% by 2022, which was 28.5% in the first nine months of 2019. In a separate press release, Sanofi announced an acquisition offer for clinical-stage biotech, Synthorx, Inc. THOR, of $2.5 billion. The buyout will strengthen its Oncology pipeline with the addition of an immuno-oncology candidate, THOR-707. Sanofi’s shares have gained 4.3% compared with the industry’s increase of 7.2%. The company’s shares have witnessed muted growth in the past five years. Although the new strategic framework seems positive for the company, its impact will be clear only after a few quarters. The successful development of pipeline candidates followed by strong commercialization will be necessary to boost shareholders’ value. Sanofi Price Sanofi price | Sanofi Quote Zacks Rank Sanofi currently carries a Zacks Rank #3 (Hold). (Strong Buy) stocks here.
总部位于法国的制药巨头赛诺菲(Sanofi) SNY 在其资本市场 Day 上宣布了一个新的战略框架,以推动公司在 Paul Hudson 领导下的创新和增长。该公司9月份任命哈德逊为新任首席执行官。此前, Hudson 曾领导瑞士制药巨头诺华公司( Novartis NVS )。 赛诺菲(Sanofi)宣布,计划重组公司在三个核心全球业务部门下的运营——特殊护理(免疫学、罕见病、罕见血疾病、神经学和肿瘤学)、疫苗和普通药品(糖尿病、心血管和已有产品)。该公司的消费者保健( Consumer Healthcare )将作为一个独立的业务部门运营。此举可能有助于该公司通过成立合资公司或直接出售消费者医疗保健部门的其他选择来释放股东价值。 重要的是,该公司宣布停止在糖尿病和心血管领域的所有研究活动。赛诺菲(Sanofi)在这两家特许经销商中担任领导职务,但近年来专利损失影响了销售。赛诺菲(Sanofi)的糖尿病和心血管特许经营权在2019年前9个月分别下降了7.9%和4.6%。公司计划停止在糖尿病和心血管领域的研究,不计划推出晚期 II 型糖尿病候选药物依帕替尼,以帮助其专注于高增长的特许经营权。 2019年,专科护理特许经营商的销售额增长最快,其中免疫学特许经营商的销售额增长最快。赛诺菲(Sanofi)表示,该公司将致力于重点免疫药物 Dupixent 的进一步开发。请注意,公司与再生元(Regeneron) Pharmaceuticals RENG 就 Dupixent 的开发和商业化进行了合作。在上市仅仅两年后,该药的年销售额约为20亿欧元。频繁的标签扩产批文推动药品销售走高,预计未来几个季度仍将保持积极趋势。 该公司预计 Dupixent 的最高销售额将超过100亿欧元。该公司预计,2018年至2025年,其疫苗业务的销售额将以中至高的个位数复合年增长率增长。赛诺菲(Sanofi)拥有全球领先的疫苗业务之一。 该公司还优先考虑了六种研究疗法,包括 fituusran 、 venglutstat 和 nirsevumab ,并预计这些疗法可能会在高未满足患者需求的领域进行改变。这些候选管道将为血友病、乳腺癌、多发性硬化症和几种罕见疾病的患者提供服务。 除了这些重组计划,赛诺菲(Sanofi)还宣布了一项成本节约计划,预计将节省20亿欧元。赛诺菲(Sanofi)预计到2022年营业收入利润率将提高至30%,2019年前9个月为28.5%。 在另一份新闻稿中,赛诺菲(Sanofi)宣布了一项收购要约,临床阶段生物技术, Synthorx , Inc . THOR ,25亿美元。本次收购将通过增加免疫肿瘤候选人 THOR-707,加强其肿瘤治疗管线。 赛诺菲(Sanofi)的股价上涨了4.3%,而该行业的股价上涨了7.2%。 该公司股价在过去5年里增长乏力。尽管新的战略框架对公司来说似乎是积极的,但它的影响在几个季度后才会显现出来。管道候选企业的成功发展以及强大的商业化将是提升股东价值的必要条件。 赛诺菲(Sanofi)价格 赛诺菲价格|赛诺菲(Sanofi)报价 扎克斯排名 赛诺菲(Sanofi)目前拥有 Zacks 排名第3位(持有)。这里的股票。

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