Insulin glargine (Sanofi)

7 月 31 日，赛诺菲发布 2025 年 Q2 和上半年财报：第二季度，销售额为 99.94 亿欧元（约 110 亿美元），增长 10.1%（按固定汇率计算，下同）；上半年，销售额为 198.89 亿欧元（约 219 亿美元），增长 9.9%。汇率按 2015 H1 平均汇率计算，1 欧元=1.1004 美元。从地区来看，上半年：美国市场收入最多，为 95.35 亿欧元，增长 16.4%；欧洲市场销售额为 41.44 亿欧元，增长 1.8%；中国市场收入为 13.88 亿欧元，增长 0.1%。截图来源：赛诺菲财报，下同制药业务新上市的 8 款药品，Q2 收入 8.97 亿欧元，增长 39.8%；上半年收入 17.44 亿欧元，增长 41.7%。其中，ALTUVIIIO（A 型血友病药物）增速最快，Q2 销售额为 2.91 亿欧元，增长 91.8%；上半年销售额为 5.42 亿欧元，增长 95.4%。自免药物领域，Dupixent（度普利尤单抗）上半年销售额为 73.12 亿欧元（约 80 亿美元），增长 20.7%。全球销售额的增长得益于所有获批适应症持续强劲的需求，包括特应性皮炎 (AD)、哮喘、伴有鼻息肉的慢性鼻窦炎、嗜酸性食管炎、结节性痒疹、慢性自发性荨麻疹、慢性阻塞性肺病 (COPD) 和大疱性类天疱疮。其它产品中，增速在 10% 以上的药物有三款，分别为：Lantus（甘精胰岛素），上半年销售额为 8.76 亿欧元，增长 17.7%；Toujeo（新一代基础胰岛素），上半年销售额为 6.92 亿欧元，增长 10.3%；Alprolix（B 型血友病药物），上半年销售额为 3.05 亿欧元，增长 13.7%。疫苗业务疫苗业务，Q2 销售额为 12.14 亿欧元，增长 10.3%；上半年销售额为 25.40 亿欧元，增长 10.9%。其中，脊髓灰质炎/百日咳/乙型流感嗜血杆菌 (PPH) 基础疫苗和加强疫苗是主力军，上半年创造了 13.61 亿欧元的收入，占到了疫苗收入的一半以上。管线进展赛诺菲目前在四大主要疾病领域（免疫学、罕见病、神经病学以及肿瘤学）和疫苗领域拥有 82 个在研项目，其中包括 40 个潜在的新药和疫苗。2025 下半年有望迎来多项里程碑进展。2025 上半年 MNC 财报季进行中，Insight 数据库整理了已披露的半年报，扫描下方二维码，回复关键词 MNC半年报 即可免费获取（持续更新中...）。封面来源：企业logo免责声明：本文仅作信息分享，不代表 Insight 立场和观点，也不作治疗方案推荐和介绍。如有需求，请咨询和联系正规医疗机构。编辑：馨药PR 稿对接：微信 insightxb投稿：微信 insightxb；邮箱 insight@dxy.cn

iStock, wildpixel For now, Sanofi’s U.S. inventory is insulating the company from a potential 15% tariff on drugs shipped from the EU. Sanofi CFO François Roger has expressed confidence that tariffs will have little impact on the company in 2025. Speaking on Sanofi’s second-quarter results earnings call, Roger said it is difficult to predict the impact because of uncertainty about what actions the White House will take. The trade deal with the European Union establishes a 15% tariff on imports from Europe, where Sanofi is based, but CEO Paul Hudson told investors it remains unclear whether “it’s a 15% tariff with a caveat or a 15-plus or a 15-less.” Amid the uncertainty, Sanofi has run various scenarios based on the proposals reported in the media to understand how tariffs could affect finances in 2025. The models suggest Sanofi has little to fear for now. “We did not factor it in our guidance, but it will have a limited impact on 2025 because we already have inventory in place in the U.S.,” Roger said. “With what we know today and what we read in the media, we don’t think that it will impact our guidance in any way for 2025.” Hudson fielded a broader question about tariffs, Most Favored Nation pricing and the balance in funding for innovative drugs between the U.S. and Europe. Hudson said nobody knows what will happen but Sanofi is prepared for delivering guidance this year, “so don’t feel we’re casual about it because we’re absolutely not.” President Donald Trump has accused other countries of freeloading, fueling debate about differences in drug prices and healthcare spending between the U.S. and EU. Hudson made the case for EU countries putting in place the budgets to ensure patients can access innovative therapies. “There’s a lot of people who could contribute to economies and GDP if medicines were made available to them,” Hudson said. “I’m as interested in budgets for health giving access to innovation for more patients as I am in the price conversation. We will see where it nets out. As a healthcare company, we’d like to see more patients get access.” Hudson was speaking after Sanofi reported 10.1% sales growth at a constant exchange rate in the second quarter. The growth led Sanofi to predict a high single-digit percentage increase in sales for the full year. Sanofi’s revised forecast narrows its 2025 outlook at the top end of the previously predicted mid-to-high single-digit range. Dupixent drove growth in the second quarter. Supported by its launch in chronic obstructive pulmonary disease, Dupixent sales grew more than 20% to 3.8 billion euros ($4.3 billion). Sales of three of Sanofi’s other main medicines—Lantus, Toujeo and Praluent—grew by 10% or more. Sanofi attributed the growth in sales of the long-acting insulin Lantus to windfall sales due to the unavailability of competing medicines. Sales of nine newly launched medicines and vaccines rose 47.3%. Hemophilia A therapy Altuviiio led the way with revenues of 291 million euros ($333 million), an increase of more than 90% over the second quarter of 2024. Sanofi said growth of Altuviiio, which the FDA approved in 2023, was driven by patients switching from older plasma-derived and recombinant factor medicines and to a lesser extent from non-factor drugs.