Sanofi
Note: This is a daily stock update and the information stands true as of 12/02/26, 09:00 CET.
Company Update:
Expert Opinion:
This is good news and could spark renewed interest from the market in the name. More changes may be needed at the board but this is a first step in the right direction. Valuation is now attractive, Sanofi trading on PE26 of 12.1x with a 5.1% dividend yield.
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Company Update:
Sanofi’s board has decided not to renew the mandate of its CEO, Paul Hudson, who will step down in the next few days. Given Mr. Hudson’s struggles in finding a successor to the lynchpin immunology drug Dupixent and turning the group into a more innovative company than it was, this decision from the board doesn’t surprise us. The investors remain frustrated with the repeated R&D failures despite the firm pumping more money into R&D over the last two/three years.
Now, Belén Garijo (Spanish nationality, age 65) will take the top position in April 2026. Ms. Garijo comes from Merck KGaA, where she joined in 2011 and became CEO in 2021. She had also spent 15 years at Sanofi before joining Merck. While Sanofi’s board seems optimistic, there isn’t much to cheer about Merck’s share price performance (-9%) during the tenure of Ms. Garijo.
Because of this change of guard, we expect the share price to react positively today.
Expert Opinion:
This is good news and could spark renewed interest from the market in the name. More changes may be needed at the board but this is a first step in the right direction. Valuation is now attractive, Sanofi trading on PE26 of 12.1x with a 5.1% dividend yield.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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