Exclusive extracts from this 25-page-long report:
- Who is the player?
Sanofi is a global healthcare provider with roots in 4 companies (Sanofi, Synthélabo, Hoechst and Rhone Poulenc) that were brought together in 2004 following the merger of Sanofi and Aventis. Lantus, the group's best-selling diabetes drug (~20% of net sales historically) has recently lost patent protection. The company is hoping to offset the anticipated drop in sales with a strong R&D pipeline, which counts 74 projects, including 37 new molecular entities (NMEs) and vaccines and 28 projects in late stage development, as of April 2018. [...]
- What are the player's strategies?
In a context of widespread M&A activity among pharmaceutical companies to boost product pipelines and strengthen R&D capabilities, Sanofi has extended its M&A strategy to other segments of its portfolio. On January 1, 2017, the swap between Sanofi's animal health and Boehringer Ingelheim's consumer healthcare businesses successfully closed in most markets, taking Sanofi's share of the global consumer healthcare market up to 4.2%. […]
- What are the player's strengths and weaknesses?
Diversified pharmaceuticals portfolio covering prescription medicine, OTC formulations and vaccines.
Broad geographical presence, with sales almost equally split between Europe, the US and Emerging Markets (~30% each, on average) […]
High dependence on Lantus (~20% of net sales historically), which has recently lost patent protections in the US. […]
- What is the player's financial position?
The financial indicators included in the report include: Consolidated net revenues, Consolidated operating income and margin, Consolidated net profit and margin, R&D spending and ratio, Sales by segment, Sales performance by segment, Sales by region, Sales performance by region, Profitability ratios, Liquidity ratios, Solvency ratios and Free cash flow and capital expenditure.