Sanofi Diabetes Decline Offset by Multiple Sclerosis Growth: JPM
(Bloomberg) -- JPMorgan’s Sanofi profitability analysis suggests falling profits from its diabetes treatment business is largely reflected in consensus and is offset by growth in the multiple sclerosis franchise, analysts including Richard Vosser write in client note.
- Upgrades stock to neutral and raises PT to EU87 from EU71
- No longer sees downside to consensus EPS, though risks to product launches, including Dupixent and Praluent remain
- MS franchise is driven by high incremental profitability from Aubagio sales until 2021 when assumes Aubagio faces genericisation, though sees risk before this date
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HALISTER1Source: BFW (Bloomberg First Word)
Tickers SAN FP (Sanofi)
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