SNY Stock Recent News

--Completion of GLP toxicology studies associated with a $50 million payment to Recludix under the collaboration with Sanofi

Sanofi SA (ADR) (NYSE:SNY) is placing a major bet on rare immune disorders with its $9.1bn acquisition of US biotech firm Blueprint Medicines, part of a wider push to become a global leader in immunology. The deal gives Sanofi access to Blueprint's lead drug Ayvakit, the only approved treatment for systemic mastocytosis, a rare and often debilitating disease caused by the uncontrolled growth and activation of mast cells, a type of immune cell.

French pharma group Sanofi has agreed to buy US-based Blueprint Medicines Corporation , a biopharmaceutical company specializing in systemic mastocytosis, a rare immunological disease, the companies said on Monday.

The deal includes a drug approved in the U.S. and the EU for systemic mastocytosis, a rare immunology disease, as well as an early-stage immunology pipeline, the companies said.

Sanofi to acquire Blueprint Medicines, expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology

Sanofi to acquire Blueprint Medicines, expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology

Sanofi to acquire Blueprint Medicines, expanding portfolio in rare immunological disease and adding early-stage pipeline in immunology

Sanofi faces setbacks after itepekimab's Phase 3 COPD failure, removing a key growth prospect and highlighting reliance on Dupixent. Despite challenges, Sanofi is attractively valued, with my DCF analysis showing the stock is undervalued by about 12%. Sanofi's future growth hinges on Dupixent, but the looming patent cliff and biosimilar competition pose significant risks.

Itepekimab's inconsistent phase 3 results represent a setback for Regeneron Pharmaceuticals and Sanofi. The results do not support regulatory submissions and a 3-4 year approval delay, and lower peak sales potential looks like a best-case scenario for itepekimab. Regeneron faces a greater impact, as it is losing an important growth driver in the second half of the decade.

Regeneron and SNY's itepekimab meets the primary endpoint in one COPD trial but misses in another, leaving future plans under review.