Sanofi Could Get Boost From Dupixent U.S. Price -- Market Talk

Dow Jones
04/10

1052 GMT - Sanofi's first-quarter results could get a boost from the U.S. net price of its Dupixent blockbuster drug jointly developed with Regeneron Pharmaceuticals, analysts at UBS say in a research note. The French drugmaker has signaled Dupixent U.S. prices in the first quarter won't see step down associated with increased patient copay assistance, while prescription data point to continued strong demand, according to UBS. "This trend is a surprise to us, and industry experts we have talked to," the analysts say. "We assume that this is likely a temporary event driven by prior rebate adjustments or reduced from free drug from recent launches [like chronic obstructive pulmonary disease] following updated insurance coverage." UBS estimates Dupixent first-quarter sales at 3.97 billion euros, out of 10.24 billion euros for the group overall. Shares rise 0.4%. (adria.calatayud@wsj.com)

 

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April 10, 2026 06:54 ET (10:54 GMT)

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