SAN.PA · Sanofi S.A.
EURO STOXX 50 · Euronext Paris
Risiko 5/10 · Pharma Major · €79.38 ▲ 2.04%
Kennzahlen
- Price €79.38
- Market cap €95.0B
- P/E (ttm) 20.05
- Div yield 5.30%
- 52-wk range €71.25 – €91.15
Wichtigste Risiken
- Dupixent patent cliff / biosimilar risk (Revenue concentration, ~40% of sales) — HIGH
- GLP-1 competitive displacement (Obesity pipeline behind Novo and Lilly) — HIGH
- R&D pipeline execution (Late-stage failures in oncology and immunology) — MED
- Vaccine franchise pricing pressure (Flu and Beyfortus reimbursement negotiations) — MED
Fazit
Dupixent's blockbuster status buys time, but Sanofi must demonstrate a credible post-patent pipeline before the 2031 biosimilar window to sustain current valuations.
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