Latest news with #MenQuadfi
Yahoo
28-05-2025
- Business
- Yahoo
Sanofi (SNY)'s MenQuadfi Becomes First MenACWY Vaccine Approved for Ages 6 Weeks and Up
The U.S. FDA has approved an expanded indication for Sanofi (NASDAQ:SNY)'s quadrivalent meningococcal vaccine, MenQuadfi, now allowing its use in children as young as 6 weeks old. Previously approved for individuals aged 2 years and older, MenQuadfi by Sanofi (NASDAQ:SNY) becomes the only MenACWY vaccine available for people from 6 weeks of age with no upper age limit. The vaccine protects against invasive meningococcal disease (IMD) caused by Neisseria meningitidis serogroups A, C, W, and Y, a critical step, as infants are at the highest risk for IMD, which can be rapidly fatal. A closeup of a vial of the biotechnology company's vaccines. The new dosing schedule includes a 4-dose series for infants starting at 2, 4, 6, and 12–18 months, and a 2-dose series for those 6–23 months, with a single dose for those 2 years and older. Clinical trials involving over 6,000 participants demonstrated MenQuadfi's safety and strong immune response, comparable to other licensed vaccines. Sanofi (NASDAQ:SNY)'s vaccine is supplied as a ready-to-use liquid in single-dose vials, streamlining administration. This expansion comes amid a recent rise in U.S. meningococcal disease cases, particularly serogroup Y, which MenQuadfi covers. The CDC's Advisory Committee is expected to discuss implementation recommendations next month. While we acknowledge the potential of SNY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SNY and that has 100x upside potential, check out our report about this READ NEXT: and Disclosure: None.
The Hindu
27-05-2025
- Health
- The Hindu
US FDA approves use of Sanofi's meningococcal vaccine in infants
French drugmaker Sanofi said the U.S. Food and Drug Administration has approved its meningococcal vaccine for use in infants as young as six weeks, making it the first shot intended for the age group. The vaccine, branded as MenQuadfi, is already approved for individuals aged two years and older to protect against the four most common strains of meningococcal bacteria - A, C, W and Y, the company said on 23 May 2025. Meningococcal infections, caused by the Neisseria meningitidis bacteria, can cause serious, sometimes deadly, bloodstream infections, as well as severe swelling in the brain and spinal cord. British drugmaker GSK's shot Menveo is approved in children as young as two months and adults up to 55 years of age. "I think for convenience factor and accessibility... it is nice to have options," said Patty Sabey, a paediatrician with Stanford Medicine Children's Health, ahead of the decision. The approval was based on data from three late-stage studies involving more than 6,000 participants aged six weeks to 19 months, which showed that MenQuadfi was as effective as Menveo when co-administered with other routine paediatric vaccines. Sabey said meningococcal vaccine is not a routine vaccine for infants in the U.S. even though young infants, especially under one year, are at higher risk of infection. The U.S. Centers for Disease Control and Prevention currently recommends all adolescents aged 11 to 12 years should receive a meningococcal vaccine, followed by a booster dose at age 16 years. The agency also recommends that individuals aged two months and older who are at increased risk of the disease should receive the vaccine. According to preliminary data from the CDC, 503 confirmed and probable cases of meningococcal disease were reported last year, the highest since 2013.
Yahoo
13-05-2025
- Business
- Yahoo
Sanofi (SNY): A Bull Case Theory
We came across a bullish thesis on Sanofi (SNY) on Substack by Business Model Mastery. In this article, we will summarize the bulls' thesis on SNY. Sanofi (SNY)'s share was trading at $51.06 as of May 12th. SNY's trailing and forward P/E were 18.19 and 10.81 respectively according to Yahoo Finance. A biopharmaceutical research laboratory filled with scientists, illuminated by the glow of their equipment. Sanofi has engineered one of the most defensible pharmaceutical businesses in the world, anchored by a single drug that now fuels over 30% of its pharmaceutical revenue and powers a growing immunology empire across 11 disease areas. The centerpiece of this engine is Dupixent—a molecule that has transcended its original indication to become a €20 billion opportunity, with sales growing 33.9% year-over-year at constant exchange rates in 2024. Far from a conventional blockbuster, Dupixent targets the Type 2 inflammation pathway, a mechanism implicated across multiple chronic immune diseases. That broad biological applicability has allowed it to scale across atopic dermatitis, asthma, eosinophilic esophagitis, and more, with new indications still being added. Each regulatory approval deepens its reach and compounds its growth trajectory, effectively transforming the molecule into a platform asset. This success is supported by Sanofi's in-house biologics manufacturing network—an integrated moat that ensures control over quality, cost, and IP. With state-of-the-art facilities across France, Belgium, the U.S., and a new modular hub in Singapore, Sanofi avoids outsourcing and builds resilience against global supply chain volatility. This infrastructure supports not only Dupixent but a growing pipeline of monoclonals, including RSV treatments and oncology candidates. The vaccine business adds a second foundational pillar, with more than €7 billion in sales in 2024. Beyfortus, an RSV monoclonal developed in partnership with AstraZeneca, delivered a staggering €1.49 billion in its first year. Meanwhile, flu vaccines—anchored by deep public-sector distribution—generated €2.25 billion, and MenQuadfi, a meningitis vaccine, posted 50.5% growth. Despite some expected erosion in older General Medicines—down 4.8% due to pricing pressure and generic competition—the Specialty Care segment is more than compensating, growing 8.7% in 2024 and now contributing over half of pharma revenues. Rare disease products like Myozyme, Cerezyme, and Aldurazyme continue to generate steady revenue streams due to long-term, genetically-driven treatments where patient switching is rare and risky. Consumer Healthcare, often overlooked, contributed over €4 billion with stable 4.8% growth, led by brands like Allegra and Dulcolax. This segment's defensive characteristics—brand loyalty, regulatory insulation, and pricing power—make it a ballast during economic turbulence. Notably, it has been structurally carved out, giving Sanofi optionality for an IPO or spin-off. Sanofi's geographic balance further strengthens its position. Nearly half of its revenue comes from the U.S., which remains the most lucrative market due to better pricing power and reimbursement. While the EU and emerging markets bring regulatory constraints and volatility, Sanofi adapts through strategic contracting and local expertise. In the U.S., it contends with the growing influence of pharmacy benefit managers (PBMs) by offering competitive rebates and real-world evidence to secure formulary access. Looking ahead, Sanofi is quietly building next-gen platforms. Its acquisition of Translate Bio gives it internal mRNA capabilities, targeting flu and oncology—differentiated from headline-chasing competitors. Innovation is well-funded, with €7.39 billion invested in R&D in 2024, representing 18% of sales. Sanofi doesn't bet on one-off blockbusters—it builds systems that self-reinforce, from manufacturing to IP to regulatory expertise. As newer candidates like frexalimab and amlitelimab enter the pipeline, Sanofi's strategy becomes clear: create platforms, embed defensibility, and compound over time. This is not a company that merely sells drugs—it builds a biologics fortress. Sanofi (SNY) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held SNY at the end of the fourth quarter which was 32 in the previous quarter. While we acknowledge the risk and potential of SNY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than SNY but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
