Dupixent Is Still Booming. Sanofi's CEO Is Already Planning for Life Without It

What happened

Sanofi reported third-quarter sales of $16.623 billion (14.444 billion euros), up 16.2% from a year earlier. Dupixent sales rose 34.8% to 5.7 billion euros, while vaccine sales fell 6.6% to 3.2 billion euros. Adjusted earnings beat expectations.

Confirmed

Global impact / market context

Sanofi's growth now leans heavily on one drug, Dupixent, which will eventually lose patent protection, meaning cheaper copies can enter. The CEO is preparing for that day by protecting profit and changing how research money is spent, so future revenue does not fall sharply.

Analyst inference

Vaccine and Beyfortus sales weakened, including a smaller order from the U.S. Centers for Disease Control and Prevention, showing that non-Dupixent products are not offsetting the reliance on one treatment. Investors are therefore judging Sanofi on whether new drugs and deals can replace Dupixent revenue before its patent expires.

Analyst inference

What to watch

1. Watch Dupixent sales growth, which reached 34.8% to 5.7 billion euros this quarter, because it remains the main driver of Sanofi's overall revenue and profit. Confirmed
2. Watch management's stated plan to improve research productivity and pursue business development and acquisitions, which the CEO called critical to complement Sanofi's transformation after Dupixent. Proposed
3. Watch whether vaccine and Beyfortus weakness continues, including lower orders from the U.S. Centers for Disease Control and Prevention, since continued declines would leave Sanofi even more dependent on Dupixent before patent protection ends. Analyst inference

Evidence

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