Sanofi Appoints New Head of Specialty Care
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy SNY?
Source: Newsfilter
- Leadership Transition: Sanofi has announced the appointment of Manuela Buxo as the new Head of Specialty Care, effective March 1, 2026, succeeding Brian Foard, who is leaving after nearly nine years, during which he led the global launch of key medicines like Dupixent.
- Experienced Successor: Manuela, currently leading the Global Immunology Alliance, has driven the global expansion of Dupixent and brings over 20 years of international healthcare experience, particularly in Specialty Care in Europe, which is expected to further enhance the dynamic development of the Specialty Care business.
- Strategic Continuity: Interim CEO Olivier Charmeil emphasized that Manuela's extensive experience and long-standing commitment to Sanofi will ensure business continuity while maintaining growth momentum in Specialty Care, reflecting the company's confidence in future developments.
- Specialty Care Priorities: Sanofi reaffirms its commitment to advancing its Specialty Care priorities and ensuring continuity of execution during this leadership transition to meet market demands and enhance patient care quality.
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Analyst Views on SNY
Wall Street analysts forecast SNY stock price to rise
5 Analyst Rating
2 Buy
3 Hold
0 Sell
Moderate Buy
Current: 46.430
Low
57.00
Averages
79.36
High
119.07
Current: 46.430
Low
57.00
Averages
79.36
High
119.07
About SNY
Sanofi SA is a France-based healthcare company based in France. The Company focuses on patient needs and engages in the research, development, manufacture, and marketing of therapeutic solutions. Its three operating segments are: Pharmaceuticals, Consumer Healthcare (CHC), and Vaccines. The Pharmaceuticals includes: Immunology, Multiple Sclerosis / Neurology, Oncology, Rare Diseases, Rare Blood Disorders, Cardiovascular, Diabetes, Established Prescription Products. The Vaccines segment comprises, for all geographical territories, the commercial operations of Sanofi Pasteur, together with research, development, and production activities dedicated to vaccines. The CHC segment comprises the commercial operations for Sanofi’s Consumer Healthcare products, together with research, development and production activities dedicated to those products. The Company’s products developed in collaboration or franchise include Dupixent, Aubagio, Lemtrada, Cerezyme, Lumizyme, Jevtana, Fabrazyme.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Large Study Cohort: Conducted in Galicia, Spain, the study included 11,796 immunized infants with a coverage rate of 94.4%, providing robust data supporting the vaccine's universal applicability and enhancing the effectiveness of public health policies.
- Sustained Impact: The findings reveal that Beyfortus significantly reduced RSV-related hospitalizations and outpatient illness burden during the first season, with a persistent reduction in hospitalizations observed in the second season, underscoring the vaccine's importance in long-term immunity.
- Enhanced Public Health Value: Approved for the prevention of RSV lower respiratory tract disease in infants, Beyfortus is expected to present further data at the RSVVW '26 conference, reinforcing its critical role in global public health and promoting the implementation of universal immunization programs.
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- Leadership Change: Sanofi has announced the appointment of Manuela Buxo as the new Head of Specialty Care, effective March 1, 2026, succeeding Brian Foard, who is leaving the company on February 28, 2026, after successfully launching key medicines like Dupixent globally.
- Experienced Successor: Manuela, currently leading the Global Immunology Alliance Franchise, brings over 20 years of international healthcare experience, particularly in Specialty Care in Europe, and her leadership is expected to further drive the dynamic development of Sanofi's Specialty Care business.
- Commitment to Business Continuity: Sanofi reaffirms its commitment to Specialty Care priorities during this transition, ensuring continuity of execution and maintaining competitive advantages in the market despite leadership changes.
- Positive Executive Remarks: Interim CEO Olivier Charmeil expressed gratitude for Brian's contributions and confidence in Manuela's extensive experience and long-standing commitment to Sanofi, believing she will ensure strong continuity and rapid progress for the business.
See More
Sanofi Appoints New Head of Specialty Care
- Leadership Transition: Sanofi has announced the appointment of Manuela Buxo as the new Head of Specialty Care, effective March 1, 2026, succeeding Brian Foard, who is leaving after nearly nine years, during which he led the global launch of key medicines like Dupixent.
- Experienced Successor: Manuela, currently leading the Global Immunology Alliance, has driven the global expansion of Dupixent and brings over 20 years of international healthcare experience, particularly in Specialty Care in Europe, which is expected to further enhance the dynamic development of the Specialty Care business.
- Strategic Continuity: Interim CEO Olivier Charmeil emphasized that Manuela's extensive experience and long-standing commitment to Sanofi will ensure business continuity while maintaining growth momentum in Specialty Care, reflecting the company's confidence in future developments.
- Specialty Care Priorities: Sanofi reaffirms its commitment to advancing its Specialty Care priorities and ensuring continuity of execution during this leadership transition to meet market demands and enhance patient care quality.
See More
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- Large Study Cohort: Conducted in Galicia, Spain, the study included 11,796 immunized infants with a coverage rate of 94.4%, providing robust data supporting the vaccine's universal applicability and enhancing the effectiveness of public health policies.
- Sustained Impact: The findings reveal that Beyfortus significantly reduced RSV-related hospitalizations and outpatient illness burden during the first season, with a persistent reduction in hospitalizations observed in the second season, underscoring the vaccine's importance in long-term immunity.
- Enhanced Public Health Value: Approved for the prevention of RSV lower respiratory tract disease in infants, Beyfortus is expected to present further data at the RSVVW '26 conference, reinforcing its critical role in global public health and promoting the implementation of universal immunization programs.
See More
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- Contract Extension: The collaboration agreement signed by Johnson & Johnson in January 2025 has been extended to mid-2026 under the same economic terms, including a fixed monthly management fee, driven by strong engagement and satisfaction metrics, reflecting ongoing confidence in the program's performance.
- Market Model Development: Trellus Health CEO Marla Dubinsky stated that the company is establishing a scalable go-to-market model for pharmaceuticals, focusing on disciplined execution, recurring revenue growth, and expansion in immunology and inflammation, showcasing a positive outlook for future developments.
- Financial Outlook: Trellus Health expects fiscal 2025 revenue to be approximately $545,000 and has reduced its monthly cash burn to around $400,000, demonstrating improved financial management and confidence in future growth prospects.
See More
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- Clinical Trial Results: Ocular Therapeutix reported that 74.1% of patients maintained vision at Week 36 in the SOL-1 Phase 3 trial for Axpaxli, compared to 65.9% in the Eylea group, with a risk difference of 17.5% (p=0.0006); however, the durability advantage fell short of expectations, potentially impacting its commercial outlook.
- Next Steps: The company intends to submit a New Drug Application (NDA) based on the SOL-1 data, and if approved, Axpaxli could become the first tyrosine kinase inhibitor (TKI) commercialized for wet AMD, potentially being the only therapy with a superiority label, which holds significant strategic implications.
- Market Reaction: Ocular Therapeutix shares fell 26.46% in premarket trading, currently priced at $6.62, reflecting market disappointment over the Axpaxli data, despite a 23.33% increase over the past 12 months, indicating a generally positive long-term trend.
- Analyst Ratings: The stock maintains a Buy rating with an average price target of $21.00, with Chardan Capital and Needham keeping their targets unchanged, while HC Wainwright raised its target to $21.00, reflecting analysts' optimistic outlook for the future.
See More
Sanofi Appoints New Head of Specialty Care
- Leadership Change: Sanofi has announced the appointment of Manuela Buxo as the new Head of Specialty Care, effective March 1, 2026, succeeding Brian Foard, who is leaving the company on February 28, 2026, after successfully launching key medicines like Dupixent globally.
- Experienced Successor: Manuela, currently leading the Global Immunology Alliance Franchise, brings over 20 years of international healthcare experience, particularly in Specialty Care in Europe, and her leadership is expected to further drive the dynamic development of Sanofi's Specialty Care business.
- Commitment to Business Continuity: Sanofi reaffirms its commitment to Specialty Care priorities during this transition, ensuring continuity of execution and maintaining competitive advantages in the market despite leadership changes.
- Positive Executive Remarks: Interim CEO Olivier Charmeil expressed gratitude for Brian's contributions and confidence in Manuela's extensive experience and long-standing commitment to Sanofi, believing she will ensure strong continuity and rapid progress for the business.
See More
Sanofi Appoints New Head of Specialty Care
- Leadership Transition: Sanofi has announced the appointment of Manuela Buxo as the new Head of Specialty Care, effective March 1, 2026, succeeding Brian Foard, who is leaving after nearly nine years, during which he led the global launch of key medicines like Dupixent.
- Experienced Successor: Manuela, currently leading the Global Immunology Alliance, has driven the global expansion of Dupixent and brings over 20 years of international healthcare experience, particularly in Specialty Care in Europe, which is expected to further enhance the dynamic development of the Specialty Care business.
- Strategic Continuity: Interim CEO Olivier Charmeil emphasized that Manuela's extensive experience and long-standing commitment to Sanofi will ensure business continuity while maintaining growth momentum in Specialty Care, reflecting the company's confidence in future developments.
- Specialty Care Priorities: Sanofi reaffirms its commitment to advancing its Specialty Care priorities and ensuring continuity of execution during this leadership transition to meet market demands and enhance patient care quality.
See More
Positive Data from Teva and Sanofi's IBD Study
- Significant Clinical Efficacy: The RELIEVE UCCD study by Teva and Sanofi revealed that 58% (900mg) and 47% (450mg) of ulcerative colitis patients achieved clinical remission, while 55% (900mg) and 41% (450mg) of Crohn's disease patients reached endoscopic response, indicating duvakitug's potential to transform IBD treatment.
- Good Tolerability: Among 130 patients, both doses of duvakitug demonstrated good tolerability with no severe adverse reactions reported during the 58-week treatment, enhancing the drug's market prospects and patient acceptance.
- Market Performance Analysis: Teva's stock is currently priced at $34.94, trading 6.3% below its 20-day simple moving average, indicating some short-term pressure; however, it has surged 105.07% over the past 12 months, nearing its 52-week high, reflecting market confidence in its long-term potential.
- Optimistic Analyst Ratings: Teva's stock carries a Buy rating with an average price target of $31.75, with Goldman Sachs raising its target to $45, and Barclays and Scotiabank adjusting theirs to $38 and $40 respectively, showcasing analysts' confidence in its future growth.
See More
