Added to YB: 2025-12-18
Pitch date: 2025-12-16
SAN.PA [bullish]
Sanofi
+2.01%
current return
Author Info
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Company Info
Sanofi engages in the research, development, manufacture, and marketing of therapeutic solutions. It provides immunology and inflammation, rare diseases, neurology, oncology, and other medicines and vaccines.
Market Cap
EUR 98.1B
Pitch Price
EUR 80.50
Price Target
N/A
Dividend
4.86%
EV/EBITDA
8.73
P/E
15.44
EV/Sales
2.42
Sector
Pharmaceuticals
Category
value
Sanofi (SAN France): setbacks in MS add to the noise, but the long-term case remains intact
SAN.PA (update): MS drug tolebrutinib failed Phase 3 trial, FDA delay pushes approval to 2026, adding pipeline concerns. However, trades <10x forward P/E (30% discount to EU peers) despite solid immunology/vaccine franchises delivering steady growth. Mgmt focus on cost control & returns provides earnings floor. Structural undervaluation story intact.
Read full article (2 min)