Driven by R&D, Sanofi is actively enhancing their portfolio management and capital allocation. As of 30 September, 2025, the company experienced 8.7% growth in sales, generating $4.55bn from 12 different newly launched medicines and vaccines in 2025. The key driver in this revenue can be attributed to Altuviiio, Sanofi’s new blockbuster drug indicated for hemophilia A, which generated $975m in 2025.
At the 44th Annual J.P. Morgan Healthcare Conference, Sanofi’s growth and projection for 2026 up until the end of the decade were presented by speakers within the company at the conference in San Francisco, California on 12 January, 2026.
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Sanofi has highlighted a significant strategy plan till the end of the decade, currently demonstrating a high single-digit growth profile, expected to rise to double-digits and maintained for the next 5 years. Dupixent is expected to lose market exclusivity in 2031; therefore, increased investment into R&D will be necessary to offset the anticipated revenue losses. Sanofi’s pipeline consists of several drugs that span a wide range of therapy areas, including immunology, rare diseases/oncology, neurology, and vaccines. Immunology is their leading therapy area, with drugs like amlitelimab, duvakitug, and lunsekimig projected to collectively generate over $1.9bn by 2031. All three drugs are currently undergoing Phase III clinical trials for indications including atopic dermatitis, ulcerative colitis, and chronic obstructive pulmonary disease, respectively.
Sanofi currently has 8-12 assets within Phase I clinical trials but have a greater number of programs undergoing mid to late-stage clinical trials. These drugs are looking to enter the market between 2028-2030, allowing Sanofi to remain competitive within a highly saturated market, and ultimately offsetting revenue losses coming from the loss of exclusivity of Dupixent.
Regulation within the US remains an important consideration for Sanofi, specifically on drug pricing and vaccine policies. US pricing negotiations are challenging but manageable, as ongoing complexities around global pricing adjustments continue to attract insurer and regulatory attention, which could affect future launches. For vaccines, the evolving RSV policy has increased focus on pediatric immunity following the launch of Beyfortus, a single-dose monoclonal antibody treatment. The use of evidence-based communication was highlighted to support long-term vaccination uptake.
Overall, Sanofi has a clear line of site to 2030 and beyond, giving a company a good standpoint with a focus on R&D, increasing partnerships in the future to advance pipelines, increased cash flow, and a good balance sheet within the company. Furthermore, the company invested $52.4bn into business development and M&A, with aims to aggressively increase its Phase I output, with a plan to derisk its mid to late-stage pipeline. The company is well positioned to offset upcoming losses of exclusivity through the advancements within its pipeline whilst continuously accelerating its R&D and business development efforts within the international pharmaceutical landscape.
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