
Sanofi's New Leadership Faces Looming Patent Cliff
Sanofi's wide lineup of branded drugs and vaccines and robust pipeline creates strong cash flows and a narrow economic moat.
Sanofi's wide lineup of branded drugs and vaccines and robust pipeline creates strong cash flows and a narrow economic moat.
Immunology drug Dupixent holds strong pricing power and market share across several indications.
Sanofi suffered several disappointing readouts starting in 2025, adding pressure to develop or acquire assets that could replace Dupixent before its loss of exclusivity.
Metric | SNY | NVS | MRK |
|---|---|---|---|
Price/Earnings (Normalized) | 12.55 | 16.35 | 109.34 |
Price/Book Value | 1.40 | 8.13 | 8.09 |
Price/Sales | 1.97 | 5.36 | 5.41 |
Price/Cash Flow | 8.41 | 15.75 | 16.45 |
Metric | SNY | NVS | MRK |
|---|---|---|---|
Quick Ratio | 0.21 | 0.58 | 0.78 |
Current Ratio | 1.12 | 0.88 | 1.35 |
Interest Coverage | 9.10 | 8.78 | 3.33 |
Metric | SNY | NVS | MRK |
|---|---|---|---|
Return on Assets (Normalized) | 8.44% | 14.70% | 2.53% |
Return on Equity (Normalized) | 15.62% | 40.76% | 7.02% |
Return on Invested Capital (Normalized) | 12.02% | 21.22% | 4.79% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Eli Lilly and Co LLY | LOCK|XL^<@dh | LOCK|j^# | $1T | |||
| Johnson & Johnson JNJ | LOCK|BVY$&B! | LOCK|#v | $675B | |||
| AbbVie Inc ABBV | LOCK|#H%<n& | LOCK|p<g | $521B | |||
| Roche Holding AG ADR RHHBY | LOCK|^J#gL#R | LOCK|>D | $389B | |||
| Merck & Co Inc MRK | LOCK|zc@G$% | LOCK|Yp | $363B | |||
| Novartis AG ADR NVS | LOCK|<BgsP%& | LOCK|?Xs | $304B | |||
| AstraZeneca PLC AZN | LOCK|Btg>n$< | LOCK|#^ | $288B | |||
| Amgen Inc AMGN | LOCK|<vQ%<w#l | LOCK|Fv | $253B | |||
| Gilead Sciences Inc GILD | LOCK|sXk>%gB | LOCK|&MW | $211B | |||
| Novo Nordisk AS ADR NVO | LOCK|?&p&n$H | LOCK|f!Q | $180B |