Sanofi Price & Performance (SNY)

Sanofi has announced a deal to acquire Dren Bio’s DR-0201, a bispecific antibody targeting autoimmune diseases, for $600 million upfront and up to $1.3 billion in milestones. This move reinforces Sanofi’s ambition to lead in immunology, as the drug shows promise in resetting the immune system through deep B-cell depletion.123

Sanofi’s Dupixent is under priority review by the FDA for bullous pemphigoid, with a decision expected by June 2025. The drug’s success in reducing corticosteroid dependence could open new markets, while Sanofi’s stock performance remains strong, buoyed by technical indicators like a recent Golden Cross.45

Sanofi has delivered a 73% total return to investors over five years, with recent momentum showing a 24% rise in the past year alone. The company’s earnings per share growth outpaces its share price gains, signaling strong fundamentals despite market skepticism.6