Sanofi Lifts Guidance as Dupixent Fuels Quarter, Vaccine Milestone Pays Out
Published on 11/13/2026 at 05:41 | Editorial boerse-global.de
Sanofi has raised its sights for the full year after a third quarter in which currency-adjusted sales climbed 14.3%, with revenue reaching EUR 14.44 billion. Adjusted earnings per share for the period came in at EUR 3.55. The French drugmaker now projects low-double-digit revenue growth at constant exchange rates for 2026, alongside a mid-teens percentage increase in adjusted EPS on the same currency-neutral basis.
The upgrade, announced on 30 October, drew a swift response from the analyst community. BNP Paribas Exane moved Sanofi from "Neutral" to "Outperform" on Monday, lifting its price target to EUR 102 from EUR 79. The broker pointed to a third quarter that beat expectations on the strength of Dupixent. UBS also raised its target that day, to EUR 88 from EUR 78, though it kept a neutral rating, with coverage noting lingering investor unease about growth once Dupixent's contribution fades.
Shares finished yesterday at EUR 87.74, up 0.9%.
Should investors sell immediately? Or is it worth buying Sanofi?
Separately, Sanofi published its total share and voting rights figures for October 2026 today.
Vaccine Programme Hits a Payment Trigger
On the development side, Sanofi confirmed on 28 October that a fifth patient had been dosed in a European Phase 3 trial of its combined influenza and Covid-19 vaccine. Under its arrangement with Novavax, that enrolment step triggered a $125 million milestone payment to the US vaccine specialist. A further $75 million is due to Novavax once the transfer of manufacturing technology is complete — a separate condition from the trial-progress payment already unlocked.
Research Pact Targets Respiratory Genetics in the Gulf
Sanofi and the Khalifa University of Science and Technology signed a strategic research agreement on 4 November, according to media reports. The partners will study genetic links to asthma and chronic obstructive pulmonary disease (COPD) in the United Arab Emirates. Ethics committee approval and regulatory clearance in Abu Dhabi are already in place for the study, which focuses on genomic associations with the two respiratory conditions. No new therapy was announced alongside the collaboration.
FDA Voucher Programme Under Scrutiny
Reuters reported yesterday that the US Food and Drug Administration has paused its voucher-based programme for expedited drug reviews. The news agency cited the review of Sanofi's Tzield as an illustration of how the executive council weighs in on the approval process, noting that the programme originated with the agency's commissioner.
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Sanofi Stock: New Analysis - 13 November
Fresh Sanofi information released. What's the impact for investors? Our latest independent report examines recent figures and market trends.
