SlideShare une entreprise Scribd logo
1  sur  24
Télécharger pour lire hors ligne
JP Morgan Healthcare Conference
Olivier Brandicourt – Chief Executive Officer
San Francisco - January 10, 2017
2
Forward Looking Statements
This presentation contains forward-looking statements as defined in the Private Securities Litigation Reform Act of
1995, as amended. Forward-looking statements are statements that are not historical facts. These statements include
projections and estimates and their underlying assumptions, statements regarding plans, objectives, intentions and
expectations with respect to future financial results, events, operations, services, product development and potential,
and statements regarding future performance. Forward-looking statements are generally identified by the words
“expects”, “anticipates”, “believes”, “intends”, “estimates”, “plans” and similar expressions. Although Sanofi’s
management believes that the expectations reflected in such forward-looking statements are reasonable, investors are
cautioned that forward-looking information and statements are subject to various risks and uncertainties, many of which
are difficult to predict and generally beyond the control of Sanofi, that could cause actual results and developments to
differ materially from those expressed in, or implied or projected by, the forward-looking information and statements.
These risks and uncertainties include among other things, the uncertainties inherent in research and development,
future clinical data and analysis, including post marketing, decisions by regulatory authorities, such as the FDA or the
EMA, regarding whether and when to approve any drug, device or biological application that may be filed for any such
product candidates as well as their decisions regarding labelling and other matters that could affect the availability or
commercial potential of such product candidates, the absence of guarantee that the product candidates if approved will
be commercially successful, the future approval and commercial success of therapeutic alternatives, the Company’s
ability to benefit from external growth opportunities and/or obtain regulatory clearances, risks associated with
intellectual property and any related pending or future litigation and the ultimate outcome of such litigation, trends in
exchange rates and prevailing interest rates, volatile economic conditions, the impact of cost containment initiatives
and subsequent changes thereto, the average number of shares outstanding as well as those discussed or identified in
the public filings with the SEC and the AMF made by Sanofi, including those listed under “Risk Factors” and
“Cautionary Statement Regarding Forward-Looking Statements” in Sanofi’s annual report on Form 20-F for the year
ended December 31, 2015. Other than as required by applicable law, Sanofi does not undertake any obligation to
update or revise any forward-looking information or statements.
3
Agenda
Reshaping the portfolio
Progress on our strategic roadmap in 2016
Focused on key product launches
Sustain innovation in R&D
Outlook
Focused on key launches: Toujeo®, Soliqua™, Praluent®, Dengvaxia®
2016: Sanofi Progressing on its Strategic Priorities
4
Vaccines JV in Europe discontinued(2); EU Generics to be carved out
5 NMEs(3) start Ph 3: isatuximab, PD-1, sotagliflozin, olipudase alfa, NeoGAA
Priority review granted for Dupixent® in Atopic Dermatitis
Streamlined GBU organization driving financial performance
Simplify
Reshape
Innovation
Launches
BI asset swap makes Sanofi a global leader in Consumer Healthcare(1)
(1) Sanofi and Boehringer Ingelheim confirm closing of business swap on January 1st, 2017
(2) Sanofi Pasteur and MSD end joint vaccines business in Europe on January 2nd, 2017
(3) NME: New Molecular Entity
Icons designed by Freepik
5
Agenda
Reshaping the portfolio
Progress on our strategic roadmap in 2016
Focused on key product launches
Sustain innovation in R&D
Outlook
Sanofi
Genzyme
(Specialty Care)
● Rare diseases
● Multiple Sclerosis
● Immunology
● Oncology
Shaping a Leading Portfolio of Diversified Businesses with
an Attractive Long-term Growth Profile
6
(1) YTD September at constant exchange rates (CER)
(2) Excluding Venezuela and Consumer Healthcare (CHC)
(3) On a comparable structure basis and excluding Venezuela
(4) BI sales for YTD September 2016
General
Medicines &
Emerging Markets
● Leader in EM
● EU Generics
(YTD Sep sales
€610m) carve-out
expected to take
12-24 months
Consumer
Healthcare
● Allergy
● Cough & Cold
● Digestive
● Pain
● VMS
€3,684m
+19.1%
Diabetes &
Cardiovascular
● Leading basal
insulin franchise
● PCSK9
9 Months 2016 Sales by Global Business Unit(1)
Sanofi
Pasteur
(Vaccines)
● Flu vaccine
● Polio/Pertussis/Hib
● Meningitis/
Pneumonia
● Dengue
€3,225m
+11.0%
€10,853m(2)
-1.8%
€4,687m
-3.9%
€2,496m
+2.3%(3)
+
Boehringer
Ingelheim(4)
€1,132m
4.4%
4.4%
4.4%
4.2%
3.5%
2.4%
1.9%
1.0%
73.8%
BI Asset Swap: A Strong Strategic Rationale for Our
Ambitions in Consumer Healthcare (CHC)
7
Other
Reckitt Benckiser
Pfizer
J&J
GSK
Takeda
P&G
Bayer +
(1) Nicholas Hall & Company, MAT Q3 2016
(2) Excludes BI CHC in China
● Market share of 4.4% in 2016(1,2)
● Leverage scale in a fragmented market
● Opportunity for strategic consolidation
● Expand global footprint
● Brand equity offers more sustainable
revenue streams
● No patent cliff
● ‘Ever-lasting’ brands
Sanofi to Become a Top Player in the €113bn OTC Market(1)
Reinforces ambition to be a diversified global healthcare
leader focused on human health
A Value Creating Transaction Based on Strong Financials
● Combined CHC global sales
of around €4.9bn in 2015(1)
● Focus on a portfolio of
high-value self medications
(1) Excludes Boehringer Ingelheim CHC in China; value of CHC sales in Venezuela have been reduced to nearly zero due to revision of foreign
exchange rates by both companies
● Synergies in advertising and
promotional activities
● Global commercial platform
for OTC launches and Rx
switches
● BOI margin contribution
expected to be around 30%
in 2018
● Expect transaction to be
business EPS neutral in 2017
and accretive in subsequent
years
BI Consumer Healthcare €6.7bn plus
gross cash payment €4.7bn
Sanofi Animal Health €11.4bn
8
Financial implications
Increased Scale in
CHC Business
Value creation
9
BI Transaction Increases Scale of Sanofi CHC Portfolio in
Attractive Categories and Important Geographies
● Highly complementary portfolio
boosts market position in priority
categories
● 6 iconic brands generate 60% of
BI CHC sales in 2015
● BI footprint complementary in
strategically important countries(2)
● Japan (€299m), U.S. (€186m) and
Germany (€162m)
(1) Nicholas Hall & Company, MAT Q3 2016
(2) BI sales in 2015
Global
size in
€bn(1)
33.1 #5 #3
19.6 #10 #6
16.2 #5 #1
15.4 #4 #2
3.8 #3 #2
1.0 #1 #1
+
Market Rank(1,2)
Sanofi
Global Categories
/
10
Agenda
Reshaping the portfolio
Progress on our strategic roadmap in 2016
Focused on key product launches
Sustain innovation in R&D
Outlook
11
®
Focus on 6 Major Launches to Drive Future Growth
12
- Capturing Share in Key Markets
(1) IMS Rapid weekly as of December 21th, 2016
(2) Market Share of the Basal insulin market in International Units for France, Germany, Spain, UK and Japan, in TRx
for the U.S.;
Toujeo® Market Share(1,2)
Top EU Countries, Japan and the U.S.
● Toujeo® generated sales €411m YTD
September 2016
● 6.8% TRx market share in the U.S.(1)
● Launched in 35 countries
● U.S. formulary status remains favorable
● >3/4 commercial lives covered in 2017
● Solid performance in top EU countries
despite introduction of biosimilar glargine
● Strong rebound in Japan following the
lifting of the 2-week prescription limitation
in September 2016
0%
5%
10%
15%
20%
W0 W10 W20 W30 W40 W50 W60 W70 W80 W90
France Germany UK Spain Japan U.S.
Week since launch
13
- Important Addition to our Diabetes Franchise
● U.S. FDA approval of Soliqua™ 100/33
● Once-daily fixed-ratio combination of Lantus® and
GLP-1 receptor agonist Adlyxin® (lixisenatide)
● Indicated for adults with type 2 diabetes
inadequately controlled on basal insulin
(less than 60 Units daily) or lixisenatide
● Administered with the SoloStar® pen device
● SOLIQUA™ 100/33 U.S. product profile
● Wide dosing range (15 to 60 units of insulin)
in a single pen
● Flexible switching regimen with recommended
starting dose of 15 or 30 units
● Positive CHMP opinion on SULIQUA™ in Nov 16;
EU regulatory decision anticipated in Jan 17
>50% of people with diabetes remain uncontrolled on basal insulin(1)
(1) Banegas JR, et al. Eur Heart J. 2011;32(17):2143-52, DOI: 10.1093/eurheartj/ehr080; Stark Casagrande S, et al. Diabetes Care. 2013;36(8):2271-9,
DOI: 10.2337/dc12-2258; Vouri SM, et al. J Manag Care Pharm. 2011;17(4):304-12, http://www.ncbi.nlm.nih.gov/pubmed/21534641
Launched in the U.S.
January 4, 2017
14
Praluent® is developed and commercialized in collaboration with Regeneron
(1) Internal estimates
(2) IMS Health
● Sanofi and Regeneron will appeal the District Court’s rulings in the Federal
Circuit Court of Appeals, including requesting a stay of the injunction
during the pendency of the appeal
● Will vigorously defend our case through the appeal process as we believe
that Amgen’s asserted patent claims are invalid and the facts and
controlling law support our position
● Praluent® continues to be available to patients
● More than 18,000 patients in the U.S. treated(1)
● Approximately 85% of prescriptions are dispensed at the low 75mg dose(2)
● ODYSSEY OUTCOMES trial expected to complete in late 2017 as planned
● DMC will continue to monitor study
● Focused on patients with the highest medical need
- Litigation and Product Update
Re-submission for Regulatory Review in
the U.S. expected in Q1 2017
15
U.S. launch preparation activities ongoing
Sarilumab is developed in collaboration with Regeneron Pharmaceuticals, Inc.
Sarilumab is an investigational agent under clinical development and its safety and efficacy has not been fully evaluated by any Regulatory Authority
(1) Subject to successful FDA prelicense inspection related to dupilumab
(2) Most frequently reported Treatment Emergent Adverse Events include serious infections, injection site erythema and neutropenia
(3) Based on one head to head superiority study comparing sarilumab and Humira in improving signs and symptoms of RA in adults (MONARCH).
A second confirmatory study has not been conducted. Neutropenia, which was not associated with infections, was more common with sarilumab than
Humira®. Not included in the initial BLA filed with FDA; Humira® (adalimumab) is an AbbVie brand
● Based on review of responses to the FDA 483 as
well as proposed corrective actions, the FDA has
classified the Le Trait ‘fill and finish’ facility as
“acceptable”
● Expect FDA inspection of Le Trait and re-submission
of sarilumab BLA in Q1 2017(1)
● IL-6 plays key roles in the local joint symptoms and
systemic manifestations of rheumatoid arthritis (RA)
● Positive Phase 3 efficacy/safety data in
methotrexate-inadequate responder (IR) and
difficult-to-treat TNF-IR populations(2)
● Positive sarilumab monotherapy efficacy data
compared to Humira® monotherapy(3)
16
First-in-Class Biologic for Adults with
Moderate to Severe Atopic Dermatitis
Atopic Dermatitis (AD)
● Characterized by intense itching
and recurrent eczematous lesions
● Multifactorial etiology involving
immune-mediated inflammation,
genetic factors, and environmental
triggers
● Although it often starts in infancy,
it is also highly prevalent in adults
IGA 4 IGA 1
● BSA affected: 86.5%
● EASI score: 51.5
● Pruritus NRS: 7
● AD duration: 48 years
● BSA affected: 2.5%
● EASI score: 3.1
● Pruritus NRS: 1.6
BLA accepted for priority review by the FDA with PDUFA date of March 29, 2017
®
Pictures from Phase 3 clinical trial provided for illustration purposes only to show
how the clinical parameters above may correlate to the clinical presentation of a patient.(1)
Dupixent® is developed in collaboration with Regeneron Pharmaceuticals, Inc.
Dupixent® is an investigational agent under clinical development and its safety and efficacy has not been fully evaluated by any Regulatory Authority
IGA: Investigator Global Assessment BSA: Body Surface Area EASI: Eczema Area and Severity Index NRS: Numerical Rating Scale
(1) Images are taken from one patient at baseline (left) and at 16 weeks (right). Results were not representative of all patients and individual results did
vary. In phase 3 clinical trials, the percentage of patients achieving an IGA score of 0 or 1 ranged from 36%-38%. Adverse events that were higher for
Dupixent® vs placebo included injection site reactions and conjunctivitis; Photo used with permission
Launch Focused on Patients with the
Highest Unmet Medical Need
17
Physician Focus
Target physicians
with experience
prescribing biologics
(i.e. Psoriasis)
Up to 7,000 doctors
in the U.S.
Patient Focus
Intolerant to or
inadequate response
to an existing therapy
(e.g. Topicals,
Oral/systemic steroids,
Immuno-suppressants)
Around 300,000
adult patients
in the U.S.
Dupixent® is developed in collaboration with Regeneron Pharmaceuticals, Inc.
Dupixent® is an investigational agent under clinical development and its safety and efficacy has not been fully evaluated by any Regulatory Authority
®
18
A Pipeline in One Product - Clinical Studies in Multiple
Indications Underway
Nasal polyposis
 Phase 3 started in Q4 2016
Asthma
 Phase 3 fully enrolled and U.S. submission
expected in Q4 2017
Atopic dermatitis (AD)
 Phase 3, March 29 FDA PDUFA Date
 Accepted for review by EMA in Dec 2016
Type 2, including Th-2 mediated diseases
DUPILUMAB
Eosinophilic esophagitis  Ph 2 data exp. H2 17
Food allergy  Phase 2 expected to start 2017
Additional
Indications
Pediatric expansion in AD(1) and Asthma
 Ph 3 studies in AD (age 6-11 and 12-17) and
Asthma (age 6-11) expected to start Q1 2017
(1) FDA Breakthrough designation for adults and pediatric moderate to severe atopic dermatitis
19
- Update on Launches in Endemic Countries
(1) Bolivia, Brazil, Cambodia, Costa Rica, El Salvador, Guatemala, Indonesia, Mexico, Paraguay, Peru, the Philippines, Thailand and Singapore
(2) http://www.who.int/wer/2016/wer9130.pdf?ua=1
● Dengvaxia® approved in 13 countries(1)
● License application filed in 31 endemic
countries including the U.S. FDA in Dec
2016
● ~750,000 people administered to date
● Sales of €50m in first 9 months of 2016
● Sales largely from Philippines and
Paraná state in Brazil
● Working on roll-out of immunization
program in other states of Brazil
WHO recommends vaccination in high disease burden geographies(2)
20
Agenda
Reshaping the portfolio
Progress on our strategic roadmap in 2016
Focused on key product launches
Outlook
Sustain innovation in R&D
21
Expanding Pipeline in Leadership Categories:
Diabetes and Rare Diseases
Sotagliflozin
● Dual SGLT1 and SGLT2
inhibitor(1)
● Limiting meal time glucose
absorption and increasing
renal glucose excretion
● Oral administration
● Favorable safety profile
● Positive Phase 3 data in
Type 1 diabetes announced
● Phase 3 program in Type 2
diabetes started in 2016
Olipudase alfa NeoGAA
● Rare genetic lysosomal
storage disorder:
Second-generation therapy
for Pompe disease
● NeoGAA(3) glycan structure
could potentially have
efficacy, safety and
convenience advantages
● First patient enrolled in
pivotal Phase 3 COMET
study in November 2016
● Rare genetic lysosomal
storage disorder:
Acid sphingomyelinase
deficiency, ASMD(2)
● FDA Breakthrough
Therapy designation
● Leveraging Sanofi
Genzyme’s strong
presence in hematology
● Pivotal Phase 2/3 trial
started in July 2016
(1) SGLT2 (sodium-glucose cotransporter type 2) is a transporter responsible for most of the glucose reabsorption performed by
the kidney; SGLT1 (sodium-glucose cotransporter type 1) is a transporter responsible for glucose and galactose absorption in
the gastrointestinal tract, and to a lesser extent than SGLT2, glucose reabsorption in the kidney
(2) Also known as Niemann-Pick Type B
(3) GAA: Genetic deficiency or dysfunction of the lysosomal enzyme acid alpha-glucosidase
22
Re-Building a Competitive Position in Oncology
MoA: Mechanism of Action
(1) HDeckert, et al. Clin Cancer Res 2014;20:4574–83.
(2) ICARIA-MM: A phase 3 randomized, open-label, multicenter study comparing Isatuximab (SAR650984) in Combination with Pomalidomide And Low-
Dose Dexamethasone verRsus Pomalidomide and Low-Dose Dexamethasone In patients with refractory or relapsed and refractory Multiple Myeloma
Isatuximab
(anti-CD38)
● Pivotal Phase 2/3 study in cutaneous squamous cell carcinoma ongoing
● Phase 2 study in basal cell carcinoma expected to start in H1 2017
● Start of Phase 2 study in non-small cell lung cancer planned for H1 2017
PD-1
(REGN2810)
Sanofi’s Antibody Drug Conjugates (ADCs) in Phase 1 complementary
to our multi-specific antibody platform and IO strategy
● Product profile potentially differentiated
● Targets unique epitope with a distinct combination MoA(1)
● Phase 3 study in relapsed/refractory multiple myeloma initiated in December(2)
● Potential indications beyond multiple myeloma being explored
23
Agenda
Reshaping the portfolio
Progress on our strategic roadmap in 2016
Focused on key product launches
Sustain innovation in R&D
Outlook
Driving Financial Performance on our 2020 Roadmap
 Deliver stated financial objectives
● FY2016 EPS guidance raised in October
● FY2017 guidance to be released on Feb 8th, 2017
 Achieve targeted cost savings
● At least €1.5bn by 2018
● Re-investment of savings will be scaled
 €3.5bn buy-back commitment by year-end 2017
● €1.7bn shares repurchased since Q3 results
● Potential additional opportunistic SBB
Financial
Targets
2016 - 2017
 Accelerate growth from
priority launches
 Continue to build scale
in priority businesses
 Capture margin
improvement
2018 - 2020
24
Accelerate
Growth

Contenu connexe

Tendances

2018/01 – JP Morgan Healthcare Conference
2018/01 – JP Morgan Healthcare Conference2018/01 – JP Morgan Healthcare Conference
2018/01 – JP Morgan Healthcare ConferenceSanofi
 
Q2 2014 Results by Sanofi
Q2 2014 Results by SanofiQ2 2014 Results by Sanofi
Q2 2014 Results by SanofiSanofi
 
Annual Results 2014
Annual Results 2014Annual Results 2014
Annual Results 2014Sanofi
 
Q1 2016 Results by Sanofi
Q1 2016 Results by SanofiQ1 2016 Results by Sanofi
Q1 2016 Results by SanofiSanofi
 
2016/02 - Leerink Partners HC
2016/02 - Leerink Partners HC2016/02 - Leerink Partners HC
2016/02 - Leerink Partners HCSanofi
 
Q3 2016 Results by Sanofi
Q3 2016 Results by Sanofi Q3 2016 Results by Sanofi
Q3 2016 Results by Sanofi Sanofi
 
Q3 2014 RESULTS by sanofi
 Q3 2014 RESULTS by sanofi Q3 2014 RESULTS by sanofi
Q3 2014 RESULTS by sanofiSanofi
 
2017/03 – IR call - Dupixent®
2017/03 – IR call - Dupixent®2017/03 – IR call - Dupixent®
2017/03 – IR call - Dupixent®Sanofi
 
Q3 2017 Results
Q3 2017 Results Q3 2017 Results
Q3 2017 Results Sanofi
 
2015/03 - IR - Diabetes
2015/03 - IR - Diabetes2015/03 - IR - Diabetes
2015/03 - IR - DiabetesSanofi
 
2015/11 - Meet Sanofi Management
2015/11 - Meet Sanofi Management2015/11 - Meet Sanofi Management
2015/11 - Meet Sanofi ManagementSanofi
 
2016/03 – Cowen HC Conference
2016/03 – Cowen HC Conference2016/03 – Cowen HC Conference
2016/03 – Cowen HC ConferenceSanofi
 
Sustaining innovation day 2017 presentation
Sustaining innovation day 2017 presentationSustaining innovation day 2017 presentation
Sustaining innovation day 2017 presentationSanofi
 
Annual Results 2015
Annual Results 2015Annual Results 2015
Annual Results 2015Sanofi
 
General Meeting 2018
General Meeting 2018General Meeting 2018
General Meeting 2018Sanofi
 
Q4 and Full Year 2019 Results
Q4 and Full Year 2019 ResultsQ4 and Full Year 2019 Results
Q4 and Full Year 2019 ResultsSanofi
 
Q1 2015 RESULTS by sanofi
Q1 2015 RESULTS by sanofiQ1 2015 RESULTS by sanofi
Q1 2015 RESULTS by sanofiSanofi
 
Q3 2019 Results
Q3 2019 ResultsQ3 2019 Results
Q3 2019 ResultsSanofi
 
Q2 2016 Results by Sanofi
Q2 2016 Results by SanofiQ2 2016 Results by Sanofi
Q2 2016 Results by SanofiSanofi
 
General Meeting 2016
General Meeting 2016General Meeting 2016
General Meeting 2016Sanofi
 

Tendances (20)

2018/01 – JP Morgan Healthcare Conference
2018/01 – JP Morgan Healthcare Conference2018/01 – JP Morgan Healthcare Conference
2018/01 – JP Morgan Healthcare Conference
 
Q2 2014 Results by Sanofi
Q2 2014 Results by SanofiQ2 2014 Results by Sanofi
Q2 2014 Results by Sanofi
 
Annual Results 2014
Annual Results 2014Annual Results 2014
Annual Results 2014
 
Q1 2016 Results by Sanofi
Q1 2016 Results by SanofiQ1 2016 Results by Sanofi
Q1 2016 Results by Sanofi
 
2016/02 - Leerink Partners HC
2016/02 - Leerink Partners HC2016/02 - Leerink Partners HC
2016/02 - Leerink Partners HC
 
Q3 2016 Results by Sanofi
Q3 2016 Results by Sanofi Q3 2016 Results by Sanofi
Q3 2016 Results by Sanofi
 
Q3 2014 RESULTS by sanofi
 Q3 2014 RESULTS by sanofi Q3 2014 RESULTS by sanofi
Q3 2014 RESULTS by sanofi
 
2017/03 – IR call - Dupixent®
2017/03 – IR call - Dupixent®2017/03 – IR call - Dupixent®
2017/03 – IR call - Dupixent®
 
Q3 2017 Results
Q3 2017 Results Q3 2017 Results
Q3 2017 Results
 
2015/03 - IR - Diabetes
2015/03 - IR - Diabetes2015/03 - IR - Diabetes
2015/03 - IR - Diabetes
 
2015/11 - Meet Sanofi Management
2015/11 - Meet Sanofi Management2015/11 - Meet Sanofi Management
2015/11 - Meet Sanofi Management
 
2016/03 – Cowen HC Conference
2016/03 – Cowen HC Conference2016/03 – Cowen HC Conference
2016/03 – Cowen HC Conference
 
Sustaining innovation day 2017 presentation
Sustaining innovation day 2017 presentationSustaining innovation day 2017 presentation
Sustaining innovation day 2017 presentation
 
Annual Results 2015
Annual Results 2015Annual Results 2015
Annual Results 2015
 
General Meeting 2018
General Meeting 2018General Meeting 2018
General Meeting 2018
 
Q4 and Full Year 2019 Results
Q4 and Full Year 2019 ResultsQ4 and Full Year 2019 Results
Q4 and Full Year 2019 Results
 
Q1 2015 RESULTS by sanofi
Q1 2015 RESULTS by sanofiQ1 2015 RESULTS by sanofi
Q1 2015 RESULTS by sanofi
 
Q3 2019 Results
Q3 2019 ResultsQ3 2019 Results
Q3 2019 Results
 
Q2 2016 Results by Sanofi
Q2 2016 Results by SanofiQ2 2016 Results by Sanofi
Q2 2016 Results by Sanofi
 
General Meeting 2016
General Meeting 2016General Meeting 2016
General Meeting 2016
 

Similaire à 2017/01 - JP Morgan HC Conference

2016/01 - JP Morgan HC Conference
2016/01 - JP Morgan HC Conference2016/01 - JP Morgan HC Conference
2016/01 - JP Morgan HC ConferenceSanofi
 
Q3 2015 RESULTS by Sanofi
Q3 2015 RESULTS by Sanofi Q3 2015 RESULTS by Sanofi
Q3 2015 RESULTS by Sanofi Sanofi
 
Q3 2020 Results
Q3 2020 ResultsQ3 2020 Results
Q3 2020 ResultsSanofi
 
Q3 2018 Results
Q3 2018 ResultsQ3 2018 Results
Q3 2018 ResultsSanofi
 
Q4 and FY 2017 Results
Q4 and FY 2017 ResultsQ4 and FY 2017 Results
Q4 and FY 2017 ResultsSanofi
 
Q1 2018 Results
Q1 2018 ResultsQ1 2018 Results
Q1 2018 ResultsSanofi
 
Second quarter 2022 results
Second quarter 2022 results Second quarter 2022 results
Second quarter 2022 results Sanofi
 
2019/01 – JP Morgan HC Conference
2019/01 – JP Morgan HC Conference  2019/01 – JP Morgan HC Conference
2019/01 – JP Morgan HC Conference Sanofi
 
Q2 2018 Results
Q2 2018 ResultsQ2 2018 Results
Q2 2018 ResultsSanofi
 
Q1 2014 Results par Sanofi
Q1 2014 Results par SanofiQ1 2014 Results par Sanofi
Q1 2014 Results par SanofiSanofi
 
Q1 2020 Results
Q1 2020 ResultsQ1 2020 Results
Q1 2020 ResultsSanofi
 
Q1 2019 Results
Q1 2019 ResultsQ1 2019 Results
Q1 2019 ResultsSanofi
 
2018/02 – Leerink Partners HC
2018/02 – Leerink Partners HC2018/02 – Leerink Partners HC
2018/02 – Leerink Partners HCSanofi
 
2015/05 – Deutsche Bank HC Conference
2015/05 – Deutsche Bank HC Conference2015/05 – Deutsche Bank HC Conference
2015/05 – Deutsche Bank HC ConferenceSanofi
 
2018/09 – BoA-ML HC Conference
2018/09 – BoA-ML HC Conference2018/09 – BoA-ML HC Conference
2018/09 – BoA-ML HC ConferenceSanofi
 
Sanofi Q4 and full year 2022 results
Sanofi Q4 and full year 2022 resultsSanofi Q4 and full year 2022 results
Sanofi Q4 and full year 2022 resultsSanofi
 
Q4 and Full Year 2018 Results
Q4 and Full Year 2018 ResultsQ4 and Full Year 2018 Results
Q4 and Full Year 2018 ResultsSanofi
 

Similaire à 2017/01 - JP Morgan HC Conference (18)

2016/01 - JP Morgan HC Conference
2016/01 - JP Morgan HC Conference2016/01 - JP Morgan HC Conference
2016/01 - JP Morgan HC Conference
 
Q3 2015 RESULTS by Sanofi
Q3 2015 RESULTS by Sanofi Q3 2015 RESULTS by Sanofi
Q3 2015 RESULTS by Sanofi
 
Q3 2020 Results
Q3 2020 ResultsQ3 2020 Results
Q3 2020 Results
 
Q3 2018 Results
Q3 2018 ResultsQ3 2018 Results
Q3 2018 Results
 
Q4 and FY 2017 Results
Q4 and FY 2017 ResultsQ4 and FY 2017 Results
Q4 and FY 2017 Results
 
Q1 2018 Results
Q1 2018 ResultsQ1 2018 Results
Q1 2018 Results
 
Second quarter 2022 results
Second quarter 2022 results Second quarter 2022 results
Second quarter 2022 results
 
2019/01 – JP Morgan HC Conference
2019/01 – JP Morgan HC Conference  2019/01 – JP Morgan HC Conference
2019/01 – JP Morgan HC Conference
 
Q2 2018 Results
Q2 2018 ResultsQ2 2018 Results
Q2 2018 Results
 
Q1 2014 Results par Sanofi
Q1 2014 Results par SanofiQ1 2014 Results par Sanofi
Q1 2014 Results par Sanofi
 
Q1 2020 Results
Q1 2020 ResultsQ1 2020 Results
Q1 2020 Results
 
Q1 2019 Results
Q1 2019 ResultsQ1 2019 Results
Q1 2019 Results
 
2018/02 – Leerink Partners HC
2018/02 – Leerink Partners HC2018/02 – Leerink Partners HC
2018/02 – Leerink Partners HC
 
2015/05 – Deutsche Bank HC Conference
2015/05 – Deutsche Bank HC Conference2015/05 – Deutsche Bank HC Conference
2015/05 – Deutsche Bank HC Conference
 
Global diabetes care_market_cmd2011
Global diabetes care_market_cmd2011Global diabetes care_market_cmd2011
Global diabetes care_market_cmd2011
 
2018/09 – BoA-ML HC Conference
2018/09 – BoA-ML HC Conference2018/09 – BoA-ML HC Conference
2018/09 – BoA-ML HC Conference
 
Sanofi Q4 and full year 2022 results
Sanofi Q4 and full year 2022 resultsSanofi Q4 and full year 2022 results
Sanofi Q4 and full year 2022 results
 
Q4 and Full Year 2018 Results
Q4 and Full Year 2018 ResultsQ4 and Full Year 2018 Results
Q4 and Full Year 2018 Results
 

Plus de Sanofi

Fourth quarter and full year 2023 results
Fourth quarter and full year 2023 resultsFourth quarter and full year 2023 results
Fourth quarter and full year 2023 resultsSanofi
 
Third quarter 2023 Results
Third quarter 2023 ResultsThird quarter 2023 Results
Third quarter 2023 ResultsSanofi
 
Q2 2023 results highlights
Q2 2023 results highlightsQ2 2023 results highlights
Q2 2023 results highlightsSanofi
 
Q2 2023 results highlights
Q2 2023 results highlightsQ2 2023 results highlights
Q2 2023 results highlightsSanofi
 
L’essentiel des résultats du T2 2023
L’essentiel des résultats du T2 2023L’essentiel des résultats du T2 2023
L’essentiel des résultats du T2 2023Sanofi
 
Q1 2023 results highlights
Q1 2023 results highlightsQ1 2023 results highlights
Q1 2023 results highlightsSanofi
 
First quarter 2023 results
First quarter 2023 resultsFirst quarter 2023 results
First quarter 2023 resultsSanofi
 
Q1 2023 results highlights
Q1 2023 results highlightsQ1 2023 results highlights
Q1 2023 results highlightsSanofi
 
2022 full-year results highlights
2022 full-year results highlights2022 full-year results highlights
2022 full-year results highlightsSanofi
 
L’essentiel des résultats annuels 2022
L’essentiel des résultats annuels 2022 L’essentiel des résultats annuels 2022
L’essentiel des résultats annuels 2022 Sanofi
 
Presentation of the Q3 2022 Results
Presentation of the Q3 2022 ResultsPresentation of the Q3 2022 Results
Presentation of the Q3 2022 ResultsSanofi
 
Q3 2022 Results
Q3 2022 ResultsQ3 2022 Results
Q3 2022 ResultsSanofi
 
Résultats financiers du 3e trimestre 2022
Résultats financiers du 3e trimestre 2022Résultats financiers du 3e trimestre 2022
Résultats financiers du 3e trimestre 2022Sanofi
 
Q1 First quarter results
Q1 First quarter resultsQ1 First quarter results
Q1 First quarter resultsSanofi
 
Résultats du premier trimestre 2022
Résultats du premier trimestre 2022Résultats du premier trimestre 2022
Résultats du premier trimestre 2022Sanofi
 
First quarter 2022 results
First quarter 2022 resultsFirst quarter 2022 results
First quarter 2022 resultsSanofi
 
Q4 and Full Year Results 2021
Q4 and Full Year Results 2021Q4 and Full Year Results 2021
Q4 and Full Year Results 2021Sanofi
 
Sanofi Q4 2021 Final Financial Results
Sanofi Q4 2021 Final Financial ResultsSanofi Q4 2021 Final Financial Results
Sanofi Q4 2021 Final Financial ResultsSanofi
 
Presentation Part 2 – Leading with innovation
Presentation Part 2 – Leading with innovationPresentation Part 2 – Leading with innovation
Presentation Part 2 – Leading with innovationSanofi
 
Presentation Part 1 – Growing current business
Presentation Part 1 – Growing current business Presentation Part 1 – Growing current business
Presentation Part 1 – Growing current business Sanofi
 

Plus de Sanofi (20)

Fourth quarter and full year 2023 results
Fourth quarter and full year 2023 resultsFourth quarter and full year 2023 results
Fourth quarter and full year 2023 results
 
Third quarter 2023 Results
Third quarter 2023 ResultsThird quarter 2023 Results
Third quarter 2023 Results
 
Q2 2023 results highlights
Q2 2023 results highlightsQ2 2023 results highlights
Q2 2023 results highlights
 
Q2 2023 results highlights
Q2 2023 results highlightsQ2 2023 results highlights
Q2 2023 results highlights
 
L’essentiel des résultats du T2 2023
L’essentiel des résultats du T2 2023L’essentiel des résultats du T2 2023
L’essentiel des résultats du T2 2023
 
Q1 2023 results highlights
Q1 2023 results highlightsQ1 2023 results highlights
Q1 2023 results highlights
 
First quarter 2023 results
First quarter 2023 resultsFirst quarter 2023 results
First quarter 2023 results
 
Q1 2023 results highlights
Q1 2023 results highlightsQ1 2023 results highlights
Q1 2023 results highlights
 
2022 full-year results highlights
2022 full-year results highlights2022 full-year results highlights
2022 full-year results highlights
 
L’essentiel des résultats annuels 2022
L’essentiel des résultats annuels 2022 L’essentiel des résultats annuels 2022
L’essentiel des résultats annuels 2022
 
Presentation of the Q3 2022 Results
Presentation of the Q3 2022 ResultsPresentation of the Q3 2022 Results
Presentation of the Q3 2022 Results
 
Q3 2022 Results
Q3 2022 ResultsQ3 2022 Results
Q3 2022 Results
 
Résultats financiers du 3e trimestre 2022
Résultats financiers du 3e trimestre 2022Résultats financiers du 3e trimestre 2022
Résultats financiers du 3e trimestre 2022
 
Q1 First quarter results
Q1 First quarter resultsQ1 First quarter results
Q1 First quarter results
 
Résultats du premier trimestre 2022
Résultats du premier trimestre 2022Résultats du premier trimestre 2022
Résultats du premier trimestre 2022
 
First quarter 2022 results
First quarter 2022 resultsFirst quarter 2022 results
First quarter 2022 results
 
Q4 and Full Year Results 2021
Q4 and Full Year Results 2021Q4 and Full Year Results 2021
Q4 and Full Year Results 2021
 
Sanofi Q4 2021 Final Financial Results
Sanofi Q4 2021 Final Financial ResultsSanofi Q4 2021 Final Financial Results
Sanofi Q4 2021 Final Financial Results
 
Presentation Part 2 – Leading with innovation
Presentation Part 2 – Leading with innovationPresentation Part 2 – Leading with innovation
Presentation Part 2 – Leading with innovation
 
Presentation Part 1 – Growing current business
Presentation Part 1 – Growing current business Presentation Part 1 – Growing current business
Presentation Part 1 – Growing current business
 

Dernier

Male Infertility, Antioxidants and Beyond
Male Infertility, Antioxidants and BeyondMale Infertility, Antioxidants and Beyond
Male Infertility, Antioxidants and BeyondSujoy Dasgupta
 
Clinical Research Informatics Year-in-Review 2024
Clinical Research Informatics Year-in-Review 2024Clinical Research Informatics Year-in-Review 2024
Clinical Research Informatics Year-in-Review 2024Peter Embi
 
Male Infertility Panel Discussion by Dr Sujoy Dasgupta
Male Infertility Panel Discussion by Dr Sujoy DasguptaMale Infertility Panel Discussion by Dr Sujoy Dasgupta
Male Infertility Panel Discussion by Dr Sujoy DasguptaSujoy Dasgupta
 
SGK RỐI LOẠN KALI MÁU CỰC KỲ QUAN TRỌNG.pdf
SGK RỐI LOẠN KALI MÁU CỰC KỲ QUAN TRỌNG.pdfSGK RỐI LOẠN KALI MÁU CỰC KỲ QUAN TRỌNG.pdf
SGK RỐI LOẠN KALI MÁU CỰC KỲ QUAN TRỌNG.pdfHongBiThi1
 
Generative AI in Health Care a scoping review and a persoanl experience.
Generative AI in Health Care a scoping review and a persoanl experience.Generative AI in Health Care a scoping review and a persoanl experience.
Generative AI in Health Care a scoping review and a persoanl experience.Vaikunthan Rajaratnam
 
Red Blood Cells_anemia & polycythemia.pdf
Red Blood Cells_anemia & polycythemia.pdfRed Blood Cells_anemia & polycythemia.pdf
Red Blood Cells_anemia & polycythemia.pdfMedicoseAcademics
 
Using Data Visualization in Public Health Communications
Using Data Visualization in Public Health CommunicationsUsing Data Visualization in Public Health Communications
Using Data Visualization in Public Health Communicationskatiequigley33
 
Bulimia nervosa ( Eating Disorders) Mental Health Nursing.
Bulimia nervosa ( Eating Disorders) Mental Health Nursing.Bulimia nervosa ( Eating Disorders) Mental Health Nursing.
Bulimia nervosa ( Eating Disorders) Mental Health Nursing.aarjukhadka22
 
AORTIC DISSECTION and management of aortic dissection
AORTIC DISSECTION and management of aortic dissectionAORTIC DISSECTION and management of aortic dissection
AORTIC DISSECTION and management of aortic dissectiondrhanifmohdali
 
ANATOMICAL FAETURES OF BONES FOR NURSING STUDENTS .pptx
ANATOMICAL FAETURES OF BONES  FOR NURSING STUDENTS .pptxANATOMICAL FAETURES OF BONES  FOR NURSING STUDENTS .pptx
ANATOMICAL FAETURES OF BONES FOR NURSING STUDENTS .pptxWINCY THIRUMURUGAN
 
How to cure cirrhosis and chronic hepatitis naturally
How to cure cirrhosis and chronic hepatitis naturallyHow to cure cirrhosis and chronic hepatitis naturally
How to cure cirrhosis and chronic hepatitis naturallyZurück zum Ursprung
 
Female Reproductive Physiology Before Pregnancy
Female Reproductive Physiology Before PregnancyFemale Reproductive Physiology Before Pregnancy
Female Reproductive Physiology Before PregnancyMedicoseAcademics
 
blood bank management system project report
blood bank management system project reportblood bank management system project report
blood bank management system project reportNARMADAPETROLEUMGAS
 
Trustworthiness of AI based predictions Aachen 2024
Trustworthiness of AI based predictions Aachen 2024Trustworthiness of AI based predictions Aachen 2024
Trustworthiness of AI based predictions Aachen 2024EwoutSteyerberg1
 
SGK NGẠT NƯỚC ĐHYHN RẤT LÀ HAY NHA .pdf
SGK NGẠT NƯỚC ĐHYHN RẤT LÀ HAY NHA    .pdfSGK NGẠT NƯỚC ĐHYHN RẤT LÀ HAY NHA    .pdf
SGK NGẠT NƯỚC ĐHYHN RẤT LÀ HAY NHA .pdfHongBiThi1
 
DNA nucleotides Blast in NCBI and Phylogeny using MEGA Xi.pptx
DNA nucleotides Blast in NCBI and Phylogeny using MEGA Xi.pptxDNA nucleotides Blast in NCBI and Phylogeny using MEGA Xi.pptx
DNA nucleotides Blast in NCBI and Phylogeny using MEGA Xi.pptxMAsifAhmad
 

Dernier (20)

GOUT UPDATE AHMED YEHIA 2024, case based approach with application of the lat...
GOUT UPDATE AHMED YEHIA 2024, case based approach with application of the lat...GOUT UPDATE AHMED YEHIA 2024, case based approach with application of the lat...
GOUT UPDATE AHMED YEHIA 2024, case based approach with application of the lat...
 
Biologic therapy ice breaking in rheumatology, Case based approach with appli...
Biologic therapy ice breaking in rheumatology, Case based approach with appli...Biologic therapy ice breaking in rheumatology, Case based approach with appli...
Biologic therapy ice breaking in rheumatology, Case based approach with appli...
 
Male Infertility, Antioxidants and Beyond
Male Infertility, Antioxidants and BeyondMale Infertility, Antioxidants and Beyond
Male Infertility, Antioxidants and Beyond
 
Clinical Research Informatics Year-in-Review 2024
Clinical Research Informatics Year-in-Review 2024Clinical Research Informatics Year-in-Review 2024
Clinical Research Informatics Year-in-Review 2024
 
Male Infertility Panel Discussion by Dr Sujoy Dasgupta
Male Infertility Panel Discussion by Dr Sujoy DasguptaMale Infertility Panel Discussion by Dr Sujoy Dasgupta
Male Infertility Panel Discussion by Dr Sujoy Dasgupta
 
SGK RỐI LOẠN KALI MÁU CỰC KỲ QUAN TRỌNG.pdf
SGK RỐI LOẠN KALI MÁU CỰC KỲ QUAN TRỌNG.pdfSGK RỐI LOẠN KALI MÁU CỰC KỲ QUAN TRỌNG.pdf
SGK RỐI LOẠN KALI MÁU CỰC KỲ QUAN TRỌNG.pdf
 
Generative AI in Health Care a scoping review and a persoanl experience.
Generative AI in Health Care a scoping review and a persoanl experience.Generative AI in Health Care a scoping review and a persoanl experience.
Generative AI in Health Care a scoping review and a persoanl experience.
 
Red Blood Cells_anemia & polycythemia.pdf
Red Blood Cells_anemia & polycythemia.pdfRed Blood Cells_anemia & polycythemia.pdf
Red Blood Cells_anemia & polycythemia.pdf
 
Using Data Visualization in Public Health Communications
Using Data Visualization in Public Health CommunicationsUsing Data Visualization in Public Health Communications
Using Data Visualization in Public Health Communications
 
Bulimia nervosa ( Eating Disorders) Mental Health Nursing.
Bulimia nervosa ( Eating Disorders) Mental Health Nursing.Bulimia nervosa ( Eating Disorders) Mental Health Nursing.
Bulimia nervosa ( Eating Disorders) Mental Health Nursing.
 
AORTIC DISSECTION and management of aortic dissection
AORTIC DISSECTION and management of aortic dissectionAORTIC DISSECTION and management of aortic dissection
AORTIC DISSECTION and management of aortic dissection
 
How to master Steroid (glucocorticoids) prescription, different scenarios, ca...
How to master Steroid (glucocorticoids) prescription, different scenarios, ca...How to master Steroid (glucocorticoids) prescription, different scenarios, ca...
How to master Steroid (glucocorticoids) prescription, different scenarios, ca...
 
ANATOMICAL FAETURES OF BONES FOR NURSING STUDENTS .pptx
ANATOMICAL FAETURES OF BONES  FOR NURSING STUDENTS .pptxANATOMICAL FAETURES OF BONES  FOR NURSING STUDENTS .pptx
ANATOMICAL FAETURES OF BONES FOR NURSING STUDENTS .pptx
 
How to cure cirrhosis and chronic hepatitis naturally
How to cure cirrhosis and chronic hepatitis naturallyHow to cure cirrhosis and chronic hepatitis naturally
How to cure cirrhosis and chronic hepatitis naturally
 
Immune labs basics part 1 acute phase reactants ESR, CRP Ahmed Yehia Ismaeel,...
Immune labs basics part 1 acute phase reactants ESR, CRP Ahmed Yehia Ismaeel,...Immune labs basics part 1 acute phase reactants ESR, CRP Ahmed Yehia Ismaeel,...
Immune labs basics part 1 acute phase reactants ESR, CRP Ahmed Yehia Ismaeel,...
 
Female Reproductive Physiology Before Pregnancy
Female Reproductive Physiology Before PregnancyFemale Reproductive Physiology Before Pregnancy
Female Reproductive Physiology Before Pregnancy
 
blood bank management system project report
blood bank management system project reportblood bank management system project report
blood bank management system project report
 
Trustworthiness of AI based predictions Aachen 2024
Trustworthiness of AI based predictions Aachen 2024Trustworthiness of AI based predictions Aachen 2024
Trustworthiness of AI based predictions Aachen 2024
 
SGK NGẠT NƯỚC ĐHYHN RẤT LÀ HAY NHA .pdf
SGK NGẠT NƯỚC ĐHYHN RẤT LÀ HAY NHA    .pdfSGK NGẠT NƯỚC ĐHYHN RẤT LÀ HAY NHA    .pdf
SGK NGẠT NƯỚC ĐHYHN RẤT LÀ HAY NHA .pdf
 
DNA nucleotides Blast in NCBI and Phylogeny using MEGA Xi.pptx
DNA nucleotides Blast in NCBI and Phylogeny using MEGA Xi.pptxDNA nucleotides Blast in NCBI and Phylogeny using MEGA Xi.pptx
DNA nucleotides Blast in NCBI and Phylogeny using MEGA Xi.pptx
 

2017/01 - JP Morgan HC Conference

  • 1. JP Morgan Healthcare Conference Olivier Brandicourt – Chief Executive Officer San Francisco - January 10, 2017
  • 2. 2 Forward Looking Statements This presentation contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements are statements that are not historical facts. These statements include projections and estimates and their underlying assumptions, statements regarding plans, objectives, intentions and expectations with respect to future financial results, events, operations, services, product development and potential, and statements regarding future performance. Forward-looking statements are generally identified by the words “expects”, “anticipates”, “believes”, “intends”, “estimates”, “plans” and similar expressions. Although Sanofi’s management believes that the expectations reflected in such forward-looking statements are reasonable, investors are cautioned that forward-looking information and statements are subject to various risks and uncertainties, many of which are difficult to predict and generally beyond the control of Sanofi, that could cause actual results and developments to differ materially from those expressed in, or implied or projected by, the forward-looking information and statements. These risks and uncertainties include among other things, the uncertainties inherent in research and development, future clinical data and analysis, including post marketing, decisions by regulatory authorities, such as the FDA or the EMA, regarding whether and when to approve any drug, device or biological application that may be filed for any such product candidates as well as their decisions regarding labelling and other matters that could affect the availability or commercial potential of such product candidates, the absence of guarantee that the product candidates if approved will be commercially successful, the future approval and commercial success of therapeutic alternatives, the Company’s ability to benefit from external growth opportunities and/or obtain regulatory clearances, risks associated with intellectual property and any related pending or future litigation and the ultimate outcome of such litigation, trends in exchange rates and prevailing interest rates, volatile economic conditions, the impact of cost containment initiatives and subsequent changes thereto, the average number of shares outstanding as well as those discussed or identified in the public filings with the SEC and the AMF made by Sanofi, including those listed under “Risk Factors” and “Cautionary Statement Regarding Forward-Looking Statements” in Sanofi’s annual report on Form 20-F for the year ended December 31, 2015. Other than as required by applicable law, Sanofi does not undertake any obligation to update or revise any forward-looking information or statements.
  • 3. 3 Agenda Reshaping the portfolio Progress on our strategic roadmap in 2016 Focused on key product launches Sustain innovation in R&D Outlook
  • 4. Focused on key launches: Toujeo®, Soliqua™, Praluent®, Dengvaxia® 2016: Sanofi Progressing on its Strategic Priorities 4 Vaccines JV in Europe discontinued(2); EU Generics to be carved out 5 NMEs(3) start Ph 3: isatuximab, PD-1, sotagliflozin, olipudase alfa, NeoGAA Priority review granted for Dupixent® in Atopic Dermatitis Streamlined GBU organization driving financial performance Simplify Reshape Innovation Launches BI asset swap makes Sanofi a global leader in Consumer Healthcare(1) (1) Sanofi and Boehringer Ingelheim confirm closing of business swap on January 1st, 2017 (2) Sanofi Pasteur and MSD end joint vaccines business in Europe on January 2nd, 2017 (3) NME: New Molecular Entity Icons designed by Freepik
  • 5. 5 Agenda Reshaping the portfolio Progress on our strategic roadmap in 2016 Focused on key product launches Sustain innovation in R&D Outlook
  • 6. Sanofi Genzyme (Specialty Care) ● Rare diseases ● Multiple Sclerosis ● Immunology ● Oncology Shaping a Leading Portfolio of Diversified Businesses with an Attractive Long-term Growth Profile 6 (1) YTD September at constant exchange rates (CER) (2) Excluding Venezuela and Consumer Healthcare (CHC) (3) On a comparable structure basis and excluding Venezuela (4) BI sales for YTD September 2016 General Medicines & Emerging Markets ● Leader in EM ● EU Generics (YTD Sep sales €610m) carve-out expected to take 12-24 months Consumer Healthcare ● Allergy ● Cough & Cold ● Digestive ● Pain ● VMS €3,684m +19.1% Diabetes & Cardiovascular ● Leading basal insulin franchise ● PCSK9 9 Months 2016 Sales by Global Business Unit(1) Sanofi Pasteur (Vaccines) ● Flu vaccine ● Polio/Pertussis/Hib ● Meningitis/ Pneumonia ● Dengue €3,225m +11.0% €10,853m(2) -1.8% €4,687m -3.9% €2,496m +2.3%(3) + Boehringer Ingelheim(4) €1,132m
  • 7. 4.4% 4.4% 4.4% 4.2% 3.5% 2.4% 1.9% 1.0% 73.8% BI Asset Swap: A Strong Strategic Rationale for Our Ambitions in Consumer Healthcare (CHC) 7 Other Reckitt Benckiser Pfizer J&J GSK Takeda P&G Bayer + (1) Nicholas Hall & Company, MAT Q3 2016 (2) Excludes BI CHC in China ● Market share of 4.4% in 2016(1,2) ● Leverage scale in a fragmented market ● Opportunity for strategic consolidation ● Expand global footprint ● Brand equity offers more sustainable revenue streams ● No patent cliff ● ‘Ever-lasting’ brands Sanofi to Become a Top Player in the €113bn OTC Market(1) Reinforces ambition to be a diversified global healthcare leader focused on human health
  • 8. A Value Creating Transaction Based on Strong Financials ● Combined CHC global sales of around €4.9bn in 2015(1) ● Focus on a portfolio of high-value self medications (1) Excludes Boehringer Ingelheim CHC in China; value of CHC sales in Venezuela have been reduced to nearly zero due to revision of foreign exchange rates by both companies ● Synergies in advertising and promotional activities ● Global commercial platform for OTC launches and Rx switches ● BOI margin contribution expected to be around 30% in 2018 ● Expect transaction to be business EPS neutral in 2017 and accretive in subsequent years BI Consumer Healthcare €6.7bn plus gross cash payment €4.7bn Sanofi Animal Health €11.4bn 8 Financial implications Increased Scale in CHC Business Value creation
  • 9. 9 BI Transaction Increases Scale of Sanofi CHC Portfolio in Attractive Categories and Important Geographies ● Highly complementary portfolio boosts market position in priority categories ● 6 iconic brands generate 60% of BI CHC sales in 2015 ● BI footprint complementary in strategically important countries(2) ● Japan (€299m), U.S. (€186m) and Germany (€162m) (1) Nicholas Hall & Company, MAT Q3 2016 (2) BI sales in 2015 Global size in €bn(1) 33.1 #5 #3 19.6 #10 #6 16.2 #5 #1 15.4 #4 #2 3.8 #3 #2 1.0 #1 #1 + Market Rank(1,2) Sanofi Global Categories /
  • 10. 10 Agenda Reshaping the portfolio Progress on our strategic roadmap in 2016 Focused on key product launches Sustain innovation in R&D Outlook
  • 11. 11 ® Focus on 6 Major Launches to Drive Future Growth
  • 12. 12 - Capturing Share in Key Markets (1) IMS Rapid weekly as of December 21th, 2016 (2) Market Share of the Basal insulin market in International Units for France, Germany, Spain, UK and Japan, in TRx for the U.S.; Toujeo® Market Share(1,2) Top EU Countries, Japan and the U.S. ● Toujeo® generated sales €411m YTD September 2016 ● 6.8% TRx market share in the U.S.(1) ● Launched in 35 countries ● U.S. formulary status remains favorable ● >3/4 commercial lives covered in 2017 ● Solid performance in top EU countries despite introduction of biosimilar glargine ● Strong rebound in Japan following the lifting of the 2-week prescription limitation in September 2016 0% 5% 10% 15% 20% W0 W10 W20 W30 W40 W50 W60 W70 W80 W90 France Germany UK Spain Japan U.S. Week since launch
  • 13. 13 - Important Addition to our Diabetes Franchise ● U.S. FDA approval of Soliqua™ 100/33 ● Once-daily fixed-ratio combination of Lantus® and GLP-1 receptor agonist Adlyxin® (lixisenatide) ● Indicated for adults with type 2 diabetes inadequately controlled on basal insulin (less than 60 Units daily) or lixisenatide ● Administered with the SoloStar® pen device ● SOLIQUA™ 100/33 U.S. product profile ● Wide dosing range (15 to 60 units of insulin) in a single pen ● Flexible switching regimen with recommended starting dose of 15 or 30 units ● Positive CHMP opinion on SULIQUA™ in Nov 16; EU regulatory decision anticipated in Jan 17 >50% of people with diabetes remain uncontrolled on basal insulin(1) (1) Banegas JR, et al. Eur Heart J. 2011;32(17):2143-52, DOI: 10.1093/eurheartj/ehr080; Stark Casagrande S, et al. Diabetes Care. 2013;36(8):2271-9, DOI: 10.2337/dc12-2258; Vouri SM, et al. J Manag Care Pharm. 2011;17(4):304-12, http://www.ncbi.nlm.nih.gov/pubmed/21534641 Launched in the U.S. January 4, 2017
  • 14. 14 Praluent® is developed and commercialized in collaboration with Regeneron (1) Internal estimates (2) IMS Health ● Sanofi and Regeneron will appeal the District Court’s rulings in the Federal Circuit Court of Appeals, including requesting a stay of the injunction during the pendency of the appeal ● Will vigorously defend our case through the appeal process as we believe that Amgen’s asserted patent claims are invalid and the facts and controlling law support our position ● Praluent® continues to be available to patients ● More than 18,000 patients in the U.S. treated(1) ● Approximately 85% of prescriptions are dispensed at the low 75mg dose(2) ● ODYSSEY OUTCOMES trial expected to complete in late 2017 as planned ● DMC will continue to monitor study ● Focused on patients with the highest medical need - Litigation and Product Update
  • 15. Re-submission for Regulatory Review in the U.S. expected in Q1 2017 15 U.S. launch preparation activities ongoing Sarilumab is developed in collaboration with Regeneron Pharmaceuticals, Inc. Sarilumab is an investigational agent under clinical development and its safety and efficacy has not been fully evaluated by any Regulatory Authority (1) Subject to successful FDA prelicense inspection related to dupilumab (2) Most frequently reported Treatment Emergent Adverse Events include serious infections, injection site erythema and neutropenia (3) Based on one head to head superiority study comparing sarilumab and Humira in improving signs and symptoms of RA in adults (MONARCH). A second confirmatory study has not been conducted. Neutropenia, which was not associated with infections, was more common with sarilumab than Humira®. Not included in the initial BLA filed with FDA; Humira® (adalimumab) is an AbbVie brand ● Based on review of responses to the FDA 483 as well as proposed corrective actions, the FDA has classified the Le Trait ‘fill and finish’ facility as “acceptable” ● Expect FDA inspection of Le Trait and re-submission of sarilumab BLA in Q1 2017(1) ● IL-6 plays key roles in the local joint symptoms and systemic manifestations of rheumatoid arthritis (RA) ● Positive Phase 3 efficacy/safety data in methotrexate-inadequate responder (IR) and difficult-to-treat TNF-IR populations(2) ● Positive sarilumab monotherapy efficacy data compared to Humira® monotherapy(3)
  • 16. 16 First-in-Class Biologic for Adults with Moderate to Severe Atopic Dermatitis Atopic Dermatitis (AD) ● Characterized by intense itching and recurrent eczematous lesions ● Multifactorial etiology involving immune-mediated inflammation, genetic factors, and environmental triggers ● Although it often starts in infancy, it is also highly prevalent in adults IGA 4 IGA 1 ● BSA affected: 86.5% ● EASI score: 51.5 ● Pruritus NRS: 7 ● AD duration: 48 years ● BSA affected: 2.5% ● EASI score: 3.1 ● Pruritus NRS: 1.6 BLA accepted for priority review by the FDA with PDUFA date of March 29, 2017 ® Pictures from Phase 3 clinical trial provided for illustration purposes only to show how the clinical parameters above may correlate to the clinical presentation of a patient.(1) Dupixent® is developed in collaboration with Regeneron Pharmaceuticals, Inc. Dupixent® is an investigational agent under clinical development and its safety and efficacy has not been fully evaluated by any Regulatory Authority IGA: Investigator Global Assessment BSA: Body Surface Area EASI: Eczema Area and Severity Index NRS: Numerical Rating Scale (1) Images are taken from one patient at baseline (left) and at 16 weeks (right). Results were not representative of all patients and individual results did vary. In phase 3 clinical trials, the percentage of patients achieving an IGA score of 0 or 1 ranged from 36%-38%. Adverse events that were higher for Dupixent® vs placebo included injection site reactions and conjunctivitis; Photo used with permission
  • 17. Launch Focused on Patients with the Highest Unmet Medical Need 17 Physician Focus Target physicians with experience prescribing biologics (i.e. Psoriasis) Up to 7,000 doctors in the U.S. Patient Focus Intolerant to or inadequate response to an existing therapy (e.g. Topicals, Oral/systemic steroids, Immuno-suppressants) Around 300,000 adult patients in the U.S. Dupixent® is developed in collaboration with Regeneron Pharmaceuticals, Inc. Dupixent® is an investigational agent under clinical development and its safety and efficacy has not been fully evaluated by any Regulatory Authority ®
  • 18. 18 A Pipeline in One Product - Clinical Studies in Multiple Indications Underway Nasal polyposis  Phase 3 started in Q4 2016 Asthma  Phase 3 fully enrolled and U.S. submission expected in Q4 2017 Atopic dermatitis (AD)  Phase 3, March 29 FDA PDUFA Date  Accepted for review by EMA in Dec 2016 Type 2, including Th-2 mediated diseases DUPILUMAB Eosinophilic esophagitis  Ph 2 data exp. H2 17 Food allergy  Phase 2 expected to start 2017 Additional Indications Pediatric expansion in AD(1) and Asthma  Ph 3 studies in AD (age 6-11 and 12-17) and Asthma (age 6-11) expected to start Q1 2017 (1) FDA Breakthrough designation for adults and pediatric moderate to severe atopic dermatitis
  • 19. 19 - Update on Launches in Endemic Countries (1) Bolivia, Brazil, Cambodia, Costa Rica, El Salvador, Guatemala, Indonesia, Mexico, Paraguay, Peru, the Philippines, Thailand and Singapore (2) http://www.who.int/wer/2016/wer9130.pdf?ua=1 ● Dengvaxia® approved in 13 countries(1) ● License application filed in 31 endemic countries including the U.S. FDA in Dec 2016 ● ~750,000 people administered to date ● Sales of €50m in first 9 months of 2016 ● Sales largely from Philippines and Paraná state in Brazil ● Working on roll-out of immunization program in other states of Brazil WHO recommends vaccination in high disease burden geographies(2)
  • 20. 20 Agenda Reshaping the portfolio Progress on our strategic roadmap in 2016 Focused on key product launches Outlook Sustain innovation in R&D
  • 21. 21 Expanding Pipeline in Leadership Categories: Diabetes and Rare Diseases Sotagliflozin ● Dual SGLT1 and SGLT2 inhibitor(1) ● Limiting meal time glucose absorption and increasing renal glucose excretion ● Oral administration ● Favorable safety profile ● Positive Phase 3 data in Type 1 diabetes announced ● Phase 3 program in Type 2 diabetes started in 2016 Olipudase alfa NeoGAA ● Rare genetic lysosomal storage disorder: Second-generation therapy for Pompe disease ● NeoGAA(3) glycan structure could potentially have efficacy, safety and convenience advantages ● First patient enrolled in pivotal Phase 3 COMET study in November 2016 ● Rare genetic lysosomal storage disorder: Acid sphingomyelinase deficiency, ASMD(2) ● FDA Breakthrough Therapy designation ● Leveraging Sanofi Genzyme’s strong presence in hematology ● Pivotal Phase 2/3 trial started in July 2016 (1) SGLT2 (sodium-glucose cotransporter type 2) is a transporter responsible for most of the glucose reabsorption performed by the kidney; SGLT1 (sodium-glucose cotransporter type 1) is a transporter responsible for glucose and galactose absorption in the gastrointestinal tract, and to a lesser extent than SGLT2, glucose reabsorption in the kidney (2) Also known as Niemann-Pick Type B (3) GAA: Genetic deficiency or dysfunction of the lysosomal enzyme acid alpha-glucosidase
  • 22. 22 Re-Building a Competitive Position in Oncology MoA: Mechanism of Action (1) HDeckert, et al. Clin Cancer Res 2014;20:4574–83. (2) ICARIA-MM: A phase 3 randomized, open-label, multicenter study comparing Isatuximab (SAR650984) in Combination with Pomalidomide And Low- Dose Dexamethasone verRsus Pomalidomide and Low-Dose Dexamethasone In patients with refractory or relapsed and refractory Multiple Myeloma Isatuximab (anti-CD38) ● Pivotal Phase 2/3 study in cutaneous squamous cell carcinoma ongoing ● Phase 2 study in basal cell carcinoma expected to start in H1 2017 ● Start of Phase 2 study in non-small cell lung cancer planned for H1 2017 PD-1 (REGN2810) Sanofi’s Antibody Drug Conjugates (ADCs) in Phase 1 complementary to our multi-specific antibody platform and IO strategy ● Product profile potentially differentiated ● Targets unique epitope with a distinct combination MoA(1) ● Phase 3 study in relapsed/refractory multiple myeloma initiated in December(2) ● Potential indications beyond multiple myeloma being explored
  • 23. 23 Agenda Reshaping the portfolio Progress on our strategic roadmap in 2016 Focused on key product launches Sustain innovation in R&D Outlook
  • 24. Driving Financial Performance on our 2020 Roadmap  Deliver stated financial objectives ● FY2016 EPS guidance raised in October ● FY2017 guidance to be released on Feb 8th, 2017  Achieve targeted cost savings ● At least €1.5bn by 2018 ● Re-investment of savings will be scaled  €3.5bn buy-back commitment by year-end 2017 ● €1.7bn shares repurchased since Q3 results ● Potential additional opportunistic SBB Financial Targets 2016 - 2017  Accelerate growth from priority launches  Continue to build scale in priority businesses  Capture margin improvement 2018 - 2020 24 Accelerate Growth