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Post by peppy on Nov 5, 2015 13:08:46 GMT -5
November 06, 2015 Sanofi will organize a Meet Management Seminar at its Headquarters in Paris on November 6, 2015.
A live webcast of the plenary session will be available from 8:30 to 10:00 am CET.
Senior management representatives will provide a business update and outline a roadmap towards 2020. We will also present the latest progress of our R&D pipeline. en.sanofi.com/investors/events/corporate/2015/2015-11-06_IR_Seminar_Meet_Management.aspx
screencast.com/t/2aTUSDAaRcJR
The Diabetes & Cardiovascular Global Business Unit will be led by Pascale Witz and will consist of
Sanofi’s Diabetes Care medicines as well as Cardiovascular, which includes Praluent (alirocumab),
which is currently under review by the U.S. FDA and the European Medicines Agency (EMA). hugin.info/152918/R/1938930/699258.pdf
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hd99
Newbie
Posts: 18 
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Post by hd99 on Nov 5, 2015 14:14:14 GMT -5
So I guess I'll stay up til 2:00AM EST !
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Post by rozale on Nov 5, 2015 14:41:12 GMT -5
I'm planning on waking up to listen to  . will there be a link to the webcast on the site? Or on their app? |
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Post by jbe on Nov 5, 2015 14:43:02 GMT -5
Will it all be in french??
Sanofi could do wonders for their business partner MNKD with a few positive comments, which are desperately needed at this time.
Or, they can completely ignore Afrezza, or scapegoat it, and leave MNKD to twist slowly in the wind....
Is Sanofi a partner, or an adversary?
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Post by boytroy88 on Nov 5, 2015 15:23:21 GMT -5
Slightly off topic but there is an article out this morning from FierceBiotech that SNY had inked a deal with a South Korean pharmaceutical company for three of the SK company's three diabetes treatment drugs...
What does that say about MNKD's future with SNY?
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Post by peppy on Nov 5, 2015 16:15:52 GMT -5
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Post by gamblerjag on Nov 5, 2015 23:36:55 GMT -5
Think I can stay up till 11:00 here on the west coast.. i'll listen while I watch repeats of 2 1/2 men.. need some guilty pleasure while I'm listening to the important stuff
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Post by uvula on Nov 5, 2015 23:42:30 GMT -5
I'm counting on you folks to have everything summarized for me when I wake up tomorrow. Good night and good luck everyone.
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Post by mnkdorbust on Nov 6, 2015 1:09:05 GMT -5
Just hoping it's in English as my French is bad |
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Post by blindhog1 on Nov 6, 2015 1:26:18 GMT -5
Just hoping it's in English as my French is bad My French is nonexistent. But since I'm up I'll push on to the beginning. I'll know in an hour.  |
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Post by whanley7 on Nov 6, 2015 1:29:12 GMT -5
Sanofi issued a PR about the event and Afrezza is not mentioned in it...
"The company will sustain its leadership in diabetes and cardiovascular, vaccines, rare diseases and emerging markets. In diabetes, Sanofi plans to develop its insulin franchise, which includes Lantus®, Toujeo® and LixiLan, strengthen its pipeline through external opportunities (e.g. in-licensing agreements with Lexicon and Hanmi5) and lead the market shift to managing diabetes outcomes. The collaboration with Google Life Sciences is a good example of the latter."
Sweet looks like we will be ignored again. Don't want to listen to the call anymore.
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Post by gwb on Nov 6, 2015 1:30:32 GMT -5
Sanofi Sets Out Strategic Roadmap for Long-term Growth
Middle area:
Press kits are intended for journalists for a professional use.
November 6, 2015
Download the pdf
Sanofi Sets Out Strategic Roadmap for Long-term Growth
Sales CAGR1 between +3% and +4% at CER over 2015-2020
Six major launches expected to generate aggregate peak sales of €12 bn to €14 bn2
Business EPS3 at CER expected to grow faster than sales beginning in 2018
Targeting cost savings of €1.5 bn to be largely reinvested for growth
Increase annual R&D investments up to €6 bn at CER by 2020
Explore strategic options for Merial, European generics business
Strong balance sheet and capital allocation to enhance growth and support progressive dividend
Paris, France - November 6, 2015 - Sanofi will host an Investor Relations seminar today ('Meet Sanofi Management') at which it will set out its strategic roadmap for the period 2015-2020 and its ambition to become the pre-eminent diversified global healthcare company. Through a process of refocusing and reshaping the organisation and investing in key launches and businesses, Sanofi expects to deliver a sales compound annual growth rate (CAGR) of between +3% and +4%4 over 2015-2020, with a target of mid-single digit growth4 in the second half of this period. Sanofi will provide today average expected sales trends for each Global Business Unit (GBU) which support the overall expected Group sales performance over 2015-2020. As a result of investments in launches, headwinds in diabetes and the phasing of cost savings, Sanofi does not expect to show any meaningful bottom line growth over 2016-2017. Beginning in 2018, however Sanofi expects to grow Business EPS faster than sales, reflecting its improved sales mix and the full capture of cost efficiencies.
"The pharmaceutical industry is undergoing a transformation unlike anything we've previously seen. Continued consolidation in the sector has created a more competitive environment over the last few years and, at the same time, science has never been more exciting. In this context, I am defining new priorities for Sanofi. The company will remain diversified, but with a portfolio refocused on areas where we can win, and innovation driven to improve lives of millions of people," said Olivier Brandicourt, M.D., Chief Executive Officer, Sanofi. "Along with a more streamlined and accountable organization, we are taking clear measures to ensure success as we launch a strong set of new medicines across several therapeutic areas. By building on the successes of these products, we are confident that Sanofi will be well-positioned for sustained, long-term growth. Sanofi is also seeking external opportunities to enhance its growth profile."
Sanofi's long term strategy rests on four pillars: reshape the portfolio, deliver outstanding launches, sustain innovation in R&D and simplify the organization.
Reshape the portfolio
Sanofi's diversified portfolio will be reshaped in three different ways:
Sustain leadership
The company will sustain its leadership in diabetes and cardiovascular, vaccines, rare diseases and emerging markets. In diabetes, Sanofi plans to develop its insulin franchise, which includes Lantus®, Toujeo® and LixiLan, strengthen its pipeline through external opportunities (e.g. in-licensing agreements with Lexicon and Hanmi5) and lead the market shift to managing diabetes outcomes. The collaboration with Google Life Sciences is a good example of the latter.
In the cardiovascular space, Sanofi is excited about the prospects for Praluent® and eagerly awaits the results of the ODYSSEY cardiovascular outcomes trial in 2016-2017 which should help to capture the drug's full potential.
In the vaccines field, the objective is to grow faster than the market through the company's Dengvaxia®, flu, pediatric and boosters vaccines.
Lastly, in emerging markets, the company intends to retain its number one position through greater focus on priority countries. In those regions, resource allocation will be prioritized, the industrial footprint will be adapted and dedicated innovations will be specifically developed.
Build competitive positions
Sanofi will build competitive positions in multiple sclerosis, oncology, immunology and consumer healthcare. In oncology, Sanofi plans to rebuild a competitive position by regaining critical mass. In order to achieve this goal, the company intends to maximize clinical assets like isatuximab in multiple myeloma, and restore a competitive pipeline through its strategic collaboration with Regeneron in immuno-oncology. In immunology, sarilumab in rheumatoid arthritis and dupilumab in atopic dermatitis and asthma will be the two pillars of a new franchise. In consumer healthcare, Sanofi plans to build scale through new categories of products and bolt-on acquisitions.
Explore strategic options
Sanofi will explore strategic options for its animal health and European generics businesses. In animal health, Merial has successfully returned to strong growth over the past six quarters and is currently one of the most profitable companies in its sector. Nevertheless synergies are limited with other Sanofi businesses. Strategic options will also be explored for generics in Europe where geographic synergies are limited and market complexity is increasing. All options will be considered for these businesses including retention in the Group.
Deliver outstanding launches
Sanofi's growth will be notably driven by the launches that are scheduled for the next five years. Up to 18 new products are on track to arrive on the market by 2020. Among these, Sanofi projects that six key launches (Toujeo®, Praluent®, Dengvaxia®, sarilumab, LixiLan and dupilumab) could generate aggregate peak sales of €12 bn to €14 bn by 20252.
Sustain innovation in R&D
Sanofi announced plans to continue to strengthen its R&D pipeline and evolve its R&D model based on project teams and alignment with its GBUs. The organization will also foster its existing R&D collaborations and increase its capacity for external innovation. At the meeting today, President of Global R&D Elias Zerhouni will provide an update on the next wave of promising pipeline assets.
Simplify the organization
As announced in July, Sanofi is in the process of simplifying its global organization. The move to five GBUs will start to be implemented beginning in January 2016 following mandatory labor consultations. In addition, Sanofi plans to reshape its plant network to match business evolution with increased emphasis on the growing biologics portfolio.
Simplification of the organization worldwide and a more focused portfolio should allow cost savings of €1.5 bn by 2018, which will be largely reinvested to support growth initiatives. With the benefit of these cost savings, the Group gross margin and SG&A ratio to sales in 2018 are each expected to be similar to their respective 2015 levels at CER. Reflecting the company's ambition to drive long term growth, the R&D ratio to sales is expected to rise slightly over the period 2015-2020 at CER. By 2020, Sanofi plans to increase its total annual R&D investments up to €6 bn at CER while maintaining financial discipline.
Capital allocation
At the meeting today, Chief Financial Officer Jérôme Contamine will outline Sanofi's priorities for capital allocation, which include organic capital expenditures in the business, business development (including M&A), maintaining progressive growth in the dividend, and opportunistic share buybacks. The company has a strong balance sheet with healthy free cash flow, low leverage and a low cost of borrowings. To supplement the organic growth prospects which will be discussed today, Sanofi intends to seek opportunities for external growth while maintaining the financial discipline and rigour to which it remains fully committed.
The Meet Sanofi Management: 2015-2020 Roadmap IR seminar will be held today, Friday November 6, 2015 at its Headquarters in Paris. It will begin at 8.30 am CET concluding at 3.45 pm CET.
A live webcast of the plenary session of the seminar will be available online from 8:30 to 10:00 am CET on
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Post by whanley7 on Nov 6, 2015 1:46:33 GMT -5
Sanofi calls out Afrezza for reduced revenue expectations in their Q3 call, but won't mention us in their roadmap PR? Wtf.
They are killing MNKD.
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Post by jpg on Nov 6, 2015 1:54:59 GMT -5
It certainly seems that way.
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Post by lakers on Nov 6, 2015 1:56:00 GMT -5
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. will there be a link to the webcast on the site? Or on their app?
