French pharmaceutical giant Sanofi reported a robust third-quarter performance, exceeding consensus expectations, as Dupixent sales surged and new product launches contributed significantly to revenue. CEO Paul Hudson highlighted that innovation and portfolio diversification remain central to the company’s strategy.

Dupixent Sales Drive Specialty Growth

Sanofi’s flagship anti-inflammatory drug Dupixent, developed in partnership with Regeneron, generated €4.16 billion in revenue for the quarter, surpassing analyst estimates of €4 billion. The drug continues to see strong demand across multiple indications, including atopic dermatitis, asthma, chronic rhinosinusitis with nasal polyposis, eosinophilic esophagitis, and prurigo nodularis. Sanofi also emphasized the recent approval for chronic obstructive pulmonary disease (COPD), which is expected to further expand the drug’s market potential.

Hudson noted, “Dupixent is delivering across indications, and its performance validates our strategic focus on specialty care. We see strong momentum that will carry into 2026.”

New Product Launches Contribute to Growth

Sales from newly launched medicines reached €1 billion, up 57% year-over-year. Key contributors included ALTUVIIIO for hemophilia A, Nexviazyme for Pompe disease, and Rezurock for chronic graft-versus-host disease. These launches highlight Sanofi’s commitment to bringing innovative treatments to market and expanding its specialty care portfolio.

While vaccine sales declined 7.8% to €3.4 billion due to lower seasonal demand, the impact was partially offset by early deliveries of the respiratory syncytial virus (RSV) vaccine Beyfortus and influenza vaccines.

Investor Confidence Bolstered by Guidance and Pipeline

Sanofi reaffirmed its full-year guidance, projecting high single-digit sales growth and low double-digit earnings growth at constant currency rates. Analysts note that continued investment in research and development, alongside the company’s expanding specialty portfolio, positions Sanofi well for sustained revenue growth.

Hudson emphasized, “Our focus is on delivering innovative solutions that address unmet medical needs while maintaining disciplined execution across our business.”

Execution Defines Long-Term Outlook

With Dupixent maintaining strong sales momentum and new product launches demonstrating early success, Sanofi is reinforcing its position as a global leader in specialty pharmaceuticals. The company’s strategy balances near-term performance with long-term innovation, ensuring sustainable growth across multiple therapeutic areas.

Looking ahead, Sanofi will focus on expanding indications for Dupixent, accelerating uptake of recently approved therapies, and advancing pipeline candidates, signaling a patient-centric and innovation-driven approach to growth.