Sanofi's Dupixent Sales Growth Set to Moderate -- Market Talk

Dow Jones04-27

0931 GMT - Sanofi benefited from continued growth in sales of its blockbuster drug Dupixent, but this is set to moderate in coming quarters, UBS analysts say in a research note. The performance of the drug for asthma and skin conditions highlights its continuing potential in eczema and recently added indications, but year-earlier comparisons will get tougher as 2026 progresses, according to UBS. While the French drugmaker sought to reassure on its plans to manage the Dupixent lifecycle, there was limited tangible detail beyond its ambitions to extend dosing in asthma and pursuing a rigorous patent defense, UBS says. "After a period of disappointing pipeline newsflow, improving replacement power is key for investors regaining confidence in Sanofi, in our view." Shares fall 0.4%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

April 27, 2026 05:32 ET (09:32 GMT)

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While the French drugmaker sought to reassure on its plans to manage the Dupixent lifecycle, there was limited tangible detail beyond its ambitions to extend dosing in asthma and pursuing a rigorous patent defense, UBS says. \"After a period of disappointing pipeline newsflow, improving replacement power is key for investors regaining confidence in <a href=\"https://laohu8.com/S/SNYNF\">Sanofi</a>, in our view.\" Shares fall 0.4%. 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The performance of the drug for asthma and skin conditions highlights its continuing potential in eczema and recently added indications, but year-earlier comparisons will get tougher as 2026 progresses, according to UBS. While the French drugmaker sought to reassure on its plans to manage the Dupixent lifecycle, there was limited tangible detail beyond its ambitions to extend dosing in asthma and pursuing a rigorous patent defense, UBS says. \"After a period of disappointing pipeline newsflow, improving replacement power is key for investors regaining confidence in <a href=\"https://laohu8.com/S/SNYNF\">Sanofi</a>, in our view.\" Shares fall 0.4%. 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