Sanofi Tops Q3 2026 Expectations as Dupixent Sales Reach $6.36 Billion
As seen on the 24/7 Wall St. homepage on October 30, 2026.
Dupixent sales jumped 34.8% to $6.36 billion, beating expectations and lifting full-year guidance. Management is already spending the windfall, expanding the Regeneron alliance to protect earnings through Dupixent's eventual loss of exclusivity.
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Sanofi's third-quarter adjusted earnings per share of $3.97 came in well above expectations, with revenue of $16.15 billion also exceeding expectations.
Dupixent carried the quarter, with sales rising to $6.36 billion on strong underlying demand and favorable gross-to-net price adjustments. Pharma launches and a richer product mix lifted business operating income margin to 37.6%.
Management raised full-year 2026 guidance to low-teens sales growth and mid-teens business EPS growth at constant exchange rates. CEO Belén Garijo credited cost discipline alongside commercial momentum.
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Sanofi is already managing its post-Dupixent trajectory for the next decade, using R&D productivity, business development, and M&A as the primary levers. It expanded its Regeneron alliance in immunology and agreed with Cheplapharm to transfer legacy medicines starting in Q1 2027.
A dense Q4 catalyst calendar follows: regulatory decisions for Dupixent in children with chronic spontaneous urticaria in Japan, venglustat in GD3 in the U.S., and two vaccine filings. Phase 3 Sarclisa data in transplant-eligible multiple myeloma and a Nexviazyme submission in infant-onset Pompe disease are due before year-end.