Slide 1: Business Finance Pipeline
Business Finance Pipeline Appendices
Slide 2: Results Q3 2024
Business Finance Pipeline Appendices Results Q3 2024 October 25, 2024
Slide 3: Forward-looking statements
Business Finance Pipeline Appendices Forward-looking statements This document contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements are statements that are not historical facts. These statements include projecti
Slide 4: Agenda
Business Finance Pipeline Appendices Agenda 01 Business Paul Hudson 02 Finance François Roger 03 Pipeline Houman Ashrafian 04 Q&A Presenters and Brian Foard, Olivier Charmeil, Thomas Triomphe, Julie Van Ongevalle, and Roy Papatheodorou 4 Investor Relations
Slide 5: Q3: 15.7% sales growth boosted by vaccines phasing; business EPS guidance raised
Business Finance Pipeline Appendices Q3: 15.7% sales growth boosted by vaccines phasing; business EPS guidance raised to reflect strong business performance Dupixent Pharma launches1 • Dupixent: strong growth across €3.5bn indications and geographies €0.7bn +24% • Pharma launches: strong +67% broad-
Slide 6: Dupixent continues strong growth, on track for ~€13bn in 2024
Business Finance Pipeline Appendices Dupixent continues strong growth, on track for ~€13bn in 2024 Sales (€m) Q3 performance 3,476 Global growth of 24% #1 NBRx market driven by strong demand share across ALL approved indications2 2,847 2,314 >1,000,000 patients on therapy worldwide US 2,556 (+19%)1
Slide 7: Dupixent: strong execution to drive growth
Business Finance Pipeline Appendices Dupixent: strong execution to drive growth Drive market Transform Deepen growth through standard of care indication breadth increased penetration in new indications in launched in biologic-eligible (COPD, BP, CSU…) countries1 patients Ambition to grow sales at lo
Slide 8: New launches: contributing close to €3bn sales YTD
Business Finance Pipeline Appendices New launches: contributing close to €3bn sales YTD Sales (€m) Q3 YTD 645 845 172 452 163 483 131 338 114 341 63 176 41 113 281 831 15 36 €1,372m €2,867m All changes at CER and for Q3 2024 unless stated otherwise. 1. On October 4, 2024, Recordati announced the acq
Slide 9: Beyfortus and Fluzone HD establish high-efficacy standards
Business Finance Pipeline Appendices Beyfortus and Fluzone HD establish high-efficacy standards with the strongest level of evidence to date Continuing to expand outstanding body of evidence Randomized controlled trials required to substantiate • Protection sustained over 180 days1: 83% efficacy new
Slide 10: Living wage pledge
Business Finance Pipeline Appendices Living wage pledge Sanofi ensures a living wage for all its employees, going beyond minimum wage standards Methodology established by Fairwage Network1 to determine living wage levels Aim Improve employee health, well-being, and contribute positively to local eco
Slide 11: Finance
Business Finance Pipeline Appendices Finance Q3 2024
Slide 12: Strong momentum further boosted by early vaccines delivery
Business Finance Pipeline Appendices Strong momentum further boosted by early vaccines delivery Sales (€m) +12.3% reported +15.7% 13,844 -406 13,438 790 1,090 11,964 Q3 2023 Pharma & CHC Vaccines Currency Q3 2024 Q3 2024 reported at CER reported All changes at CER and for Q3 2024 unless stated other
Slide 13: Group P&L
Business Finance Pipeline Appendices Group P&L (€m) Q3 2023 Q3 2024 % change Sales Net sales 11,964 13,438 +15.7% +15.7%; boosted by flu and Beyfortus sales phasing; solid, underlying double-digit growth Other revenues 734 719 -0.7% Gross profit 8,858 10,074 +17.4% Gross margin Gross margin % 74.0%1
Slide 14: Business dynamics to consider for the remainder of 2024
Business Finance Pipeline Appendices Business dynamics to consider for the remainder of 2024 Sales P&L Q4 Beyfortus Sales similar to Q3 Other revenues One-off COVID-19 sales of €400m in Q4 2023 2024 Costs Continued step-up in development; increased investments in S&M to support sales and digitalizat
Slide 15: Sanofi in exclusive negotiation to sell a controlling stake of Opella
Business Finance Pipeline Appendices Sanofi in exclusive negotiation to sell a controlling stake of Opella Potential transaction for a 50% controlling Clear strategy for value creation stake of Opella Sanofi to retain a significant stake and a large part of future value creation. Sanofi to become a
Slide 16: Pipeline
Business Finance Pipeline Appendices Pipeline
Slide 17: Pipeline: Q3 milestones
Business Finance Pipeline Appendices Pipeline: Q3 milestones Regulatory approvals New business developments Dupixent COPD (US, CN), CRSwNP adolescents (US) • Equity investment in MeiraGTx, a clinical-stage genetic medicine company Sarclisa NDMM, TI (US) • Equity investment in Ventyx, a clinical-stag
Slide 18: tolebrutinib: unprecedented effect on disability in nrSPMS
Business Finance Pipeline Appendices tolebrutinib: unprecedented effect on disability in nrSPMS Primary endpoint met: 31% delay in time to onset • Number of participants who experienced confirmed disability of 6-month confirmed disability progression improvement increased by nearly two-fold with tol
Slide 19: amlitelimab: 68-week STREAM-AD phase 2b results in atopic dermatitis
Business Finance Pipeline Appendices amlitelimab: 68-week STREAM-AD phase 2b results confirmed long-term safety profile in atopic dermatitis No dose dependency in safety observed across dose arms Current clinical profile n (%) of participants with ≥1 TEAE Week 0-68 part 2 safety population (n=186) •
Slide 20: Immunology: committed to improve standard of care
Business Finance Pipeline Appendices Immunology: committed to improve standard of care IRAK4 rilzabrutinib IRAK4 TNFR1si rilzabrutinib eclitasertib TNFR1si Oral phase 2 phase 2 phase 2 phase 2 phase 2 phase 2 phase 2 in UC TNFa/ lunsekimig lunsekimig duvakitug OX40L phase 2 phase 2 phase 2b phase 2
Slide 21: Pipeline: upcoming news flow
Business Finance Pipeline Appendices Pipeline: upcoming news flow lunsekimig – asthma Oral TNFR1si – RA itepekimab – COPD Oral TNFR1si – psoriasis AAT recombinant Fc – venglustat – Fabry disease TNFa/OX40L – HS SP0087 – rabies AATD duvakitug – IBD amlitelimab – HS IRAK4 degrader – AD SP0230 – mening
Slide 22: Q&A session
Business Finance Pipeline Appendices Q&A session To ask a question By zoom By phone Any problems? Click on the Raise and lower your Email us: Raise hand icon hand: dial *9 investor.relations@sanofi.com Check your audio device Unmute and mute is well connected your microphone: dial *6
Slide 23: Finance appendices
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Finance appendices
Slide 24: Sales biopharma
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Sales biopharma Q3 2024 (€m) Change Dupixent 3,476 23.8% Influenza vaccines 1,913 10.9% Polio/Pertussis/Hib vaccines & Boosters 760 2.0% RSV vaccines (Beyfortus) 645 381.8% Meningitis, Travel and
Slide 25: Currency impact
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Currency impact Sales (€m) Business EPS (€) -238 -0.08 -406 -484 -0.13 -0.14 -444 -799 -0.19 -0.22 -922 -0.27 Q2 Q3 Q4 Q1 Q2 Q3 Q2 Q3 Q4 Q1 Q2 Q3 2023 2024 2023 2024 25 Investor Relations
Slide 26: Currency sensitivity and exposure
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Currency sensitivity and exposure 2024 business EPS currency sensitivity Currency exposure on Q3 2024 sales Currency Change Business EPS sensitivity Others 12.6% US Dollar + 0.05 USD/EUR - EUR 0.
Slide 27: Net debt
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Net debt1 (€m) 351 11,483 2,507 4,704 7,793 1,182 710 -5,099 -665 Net debt FCF before Proceeds Asset Restructuring Dividends paid Acquisitions4 Other5 Net debt December 31, restructuring, from ac
Slide 28: Pipeline appendices
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Pipeline appendices
Slide 29: Pipeline: Q3 changes
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Pipeline: Q3 changes New in Removed in Regulatory Phase 2 Regulatory Phase 3 Phase 2 Submission MenQuadfi – Meningitis six weeks+ (US) amlitelimab – Celiac disease Approval Dupixent – COPD (US, C
Slide 30: Pipeline: registration and phase 3
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Pipeline: registration and phase 3 Registration Chronic obstructive pulmonary disease (JP) DupixentA IL4/IL13 mAb Chronic spontaneous urticaria (EU) fitusiran1 RNAi targeting anti-thrombin Hemoph
Slide 31: Pipeline: phase 2
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Pipeline: phase 2 Immunology Other immunology DupixentA IL4/IL13 mAb Ulcerative colitis frexalimabB,1 CD40L mAb Type 1 diabetes itepekimabA IL33 mAb Bronchiectasis riliprubart6 C1s inhibitor Anti
Slide 32: Pipeline: phase 1
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Pipeline: phase 1 Immunology Oncology SAR444336 Non-beta IL2 SynthorinTM Inflammatory indication SAR444881J ILT2 mAb Solid tumors SAR445611 CX3CR1 Nanobody® VHH Inflammatory indication SAR4458773
Slide 33: Pipeline: regulatory designations since 2020
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Pipeline: regulatory designations since 2020 Orphan drug designation Fast-track designation (US) Breakthrough therapy designation Priority review Dupixent – BP, EoE (US) itepekimab – COPD Dupixen
Slide 34: Collaborations
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Collaborations Ref Name Developed in collaboration with… A Dupixent itepekimab Regeneron Kevzara B frexalimab ImmuNext C ExPEC9V Vaccine Janssen Pharmaceuticals D eclitasertib Denali E SAR444656
Slide 35: Abbreviations
Business Finance Pipeline Appendices Finance appendices Pipeline appendices Collaborations Abbreviations Abbreviations AAT Alpha-1-antitrypsine FSHD Facioscapulohumeral muscular dystrophy PCV Pneumococcal conjugate vaccine AATD Alpha-1-antitrypsine deficiency GCS Glucosylceramide synthase pJIA Polya
Slide 36: Business Finance Pipeline
Business Finance Pipeline Appendices