Sanofi Needs to Show Progress on Pipeline to Rebuild Investor Trust -- Market Talk

Dow Jones12-19

0652 GMT - Sanofi needs to show signs of pipeline progress after recent setbacks to regain investors' trust and for its shares to recover meaningfully, Berenberg analysts say in a research note. A trial failure and a delay to FDA approval for multiple sclerosis drug candidate tolebrutinib hit shares in the French pharmaceutical company, leaving them at the bottom end of their five-year trading range, according to Berenberg. "Sanofi continues to trade significantly below the value of marketed assets, offering the deepest discount in large pharma and implying a significant R&D discount," the analysts say. "We view this as overly negative given the pockets of success this year." The FDA decision on tolebrutinib as well as clinical-trial results for drug candidates amlitelimab, lunsekimig and duvakitug will be key for Sanofi next year, Berenberg says. (adria.calatayud@wsj.com)

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December 19, 2025 01:52 ET (06:52 GMT)

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