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Sanofi (SNY) Presents at Goldman Sachs 46th Annual Global Healthcare Conference Transcript
SNYSanofi(SNY) Seeking Alpha·2025-06-11 00:21

Core Insights - Sanofi's Specialty Care division is positioned for significant growth, focusing on immunology, oncology, neurology, and rare diseases [3][4] - The company anticipates dupilumab to achieve a compound annual growth rate (CAGR) in the double digits from 2023 to 2030, potentially generating around EUR 22 billion by 2030 [4] Company Overview - Sanofi has streamlined its business units from four to three following the sale of its Consumer Health Opella, now comprising General Medicines, Vaccines, and Specialty Care [3] - The Specialty Care business unit is expected to drive growth through recently launched products such as ALTUVIIIO and Qfitlia, alongside the expanding indications for SARCLISA in oncology and multiple myeloma [4]