Dupixent stirs Sanofi’s progress as vaccine gross sales cool
A 26.2% improve in gross sales for anti-inflammatory blockbuster Dupixent (dupilumab) ensured Sanofi had a powerful Q3, regardless of the corporate’s vaccine gross sales declining amid shifts in US coverage.
Sanofi is understood for its various vaccine portfolio, headed by flu, Covid-19, and respiratory syncytial virus (RSV) jabs. Gross sales for vaccines dropped by 7.8% to €3.4bn in Q3 2025 in comparison with Q3 2024, with the French drugmaker pointing significantly to decrease influenza gross sales. Lowered influenza gross sales have been attributed to market pressures and decrease US vaccination charges early within the season.
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In a Q3 convention name, Sanofi CEO Paul Hudson stated: “This efficiency compares to a excessive base within the earlier 12 months and displays the aggressive pricing strain in addition to the decrease flu immunisation charge within the US.”
Thomas Triomphe, who heads Sanofi’s vaccine division, stated: “Though we’re nonetheless in October, it’s truthful to say that the immunisation charge has been on the delicate aspect in the case of flu vaccination, significantly within the US.”
Regardless of this and the pricing pressures, the latter primarily originating from Germany, Triomphe added that Sanofi is “conserving very robust market share efficiency”.
Vaccines are at the moment a supply of uncertainty within the pharma trade, primarily as a result of modality being a constant goal for reform by President Trump’s administration. US Well being Secretary Robert F Kennedy (RFK) Jr has overseen a number of modifications to the regulatory vaccine panorama within the nation.
Amid the sector’s volatility, immunisation charges have fallen. Information from July 2025, reported by the CDC, indicated that childhood vaccination charges within the nation are persevering with to lower, with vaccination exemptions reaching an all-time excessive.
“There may be slightly little bit of damaging feeling about vaccines total. Just a little little bit of damaging buzz round vaccines,” Sanofi’s chief monetary officer François-Xavier Roger stated on a media name, as per Reuters.
Regardless of its vaccine enterprise stuttering, hovering gross sales for Dupixent meant Sanofi nonetheless loved a powerful quarter. Q3 gross sales elevated by 26.2% to €4.2bn for the monoclonal antibody, that means it broke the €4bn ceiling for the primary time in a single quarter. The drug’s gross sales helped push Sanofi’s complete gross sales to €12.4bn, up 7% from the identical interval in 2024.
Dupixent is ready to proceed offering a significant income stream for Sanofi, with the drug anticipated to lose patent safety in 2031. In that 12 months, Dupixent, which is co-marketed with Regeneron, is forecast to generate international gross sales of $25.4bn, in keeping with GlobalData’s Pharma Intelligence Middle.
GlobalData is the mum or dad firm of Pharmaceutical Expertise.
Nonetheless, Sanofi remains to be eyeing revenue avenues past Dupixent. The corporate elevated analysis spending by 4.9% in Q3 and spent $470m to amass Vigil Neuroscience in an Alzheimer’s illness push. The Vigil deal closed in August 2025.
US pricing discussions “ongoing”
Sanofi is continuous talks with the US authorities over drug pricing, as Trump seems to be to overtake the prices of prescription drugs within the nation.
Sanofi was one among a slew of massive pharma corporations that acquired a letter from Trump urging inside actions to chop drug costs.
“We’ve had ongoing dialogue with the US authorities, and certainly, a number of governments, since earlier than we acquired the letter again on the finish of July,” Hudson stated.
Hudson’s remarks echoed these made by Roche’s CEO Thomas Schinecker on 23 October throughout a Q3 convention name.
Pfizer and AstraZeneca grew to become the primary main pharma corporations to signal offers with Trump.
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