Sanofi's Dupixent sales surge 30.8% to €4.17 billion in first quarter of 2026

Earnings

โดย Zacks Investment Research·Read original

Summary · why it matters

Sanofi's Dupixent, co-developed with Regeneron, generated sales of €4.17 billion in the first quarter of 2026, a 30.8% year-over-year increase. The drug is now approved for nine inflammatory diseases, including a recent expansion into chronic obstructive pulmonary disease, which management sees as a major growth driver given the large patient population. Sanofi expects Dupixent to achieve around €22 billion in sales by 2030, supported by a three-pronged strategy of defending its patent portfolio, extending the product lifecycle with improved dosing, and innovating new molecules. Despite a crowded market, Dupixent holds the number one new-to-brand prescription share across all its approved indications in the United States and benefits from extensive real-world evidence and broad physician familiarity. Sanofi's stock has declined 12.6% year to date, and the company currently trades at 8.35 times forward earnings, below the industry average of 17.06.

Regeneron Pharmaceuticals Inc ▲

Impact on stocks 4

Biotech & Genomic Medicine± Mixed · 3 stocks

Regeneron Pharmaceuticals Inc

▲ PositiveDemandrelevance

Dupixent sales surged 30.8% to €4.17B, co-developed with Regeneron, driving revenue and growth expectations.

▼ NegativeCompetitionrelevance

Dupixent's strong sales and market leadership in inflammatory diseases pose competitive pressure on AbbVie's Humira and Skyrizi.

▼ NegativeCompetitionrelevance

Dupixent's dominance in inflammatory diseases, including COPD expansion, competes with Pfizer's Xeljanz and other pipeline assets.

Health Care▲ · 1 stocks

▲ PositiveDemandrelevance

Dupixent sales surged 30.8% to €4.17B, with strong growth outlook and market leadership.