SNY Sanofi American Depositary Shares (Each representing one-half of one ordinary share) Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
14:00
04 авг
04 авг
Pfizer plans to start a Phase 3 trial for a bispecific antibody directly vs. Dupixent, powered for superiority, in a head-to-head setting. — A potential weekly alternative to Dupixent could challenge Sanofi's franchise in atopic dermatitis and asthma.
Сред.
12:00
31 июл
31 июл
Moderna's flu vaccine (mRNA-1010) has the capability to update its strain selection in under two months, a potential flexibility advantage over incumbent flu vaccines in response to late-season strain mismatches. — A late strain update capability could allow Moderna to offer a better-matched vaccine in a given season, potentially shifting market share from incumbent flu vaccine makers.
Сред.
12:30
30 июл
30 июл
The full repayment of the Sanofi development balance will boost Sanofi collaboration revenue from Q3 onwards, with the company recording its full share of collaboration profits. — A new, higher-margin, recurring profit share kicks in following the repayment.
Выс.
08:25
30 июл
30 июл
Sanofi reported better-than-expected profit growth and raised its guidance due to strong demand.
Sanofi reported better-than-expected profit growth and raised its guidance due to strong demand for its top-selling drug Dupixent.
16:52
27 июл
27 июл
The author discloses a short position in SLS based on a high probability of trial failure.
The author discloses a short position in SLS based on a high probability of trial failure and expresses bearish views on CAPR and INBX while maintaining a portfolio of long biotech positions and watching several others for potential additions.
03:59
27 июл
27 июл
The author speculates on a chain of events involving SNY halting a drug trial benefiting NKTR.
The author speculates on a chain of events involving SNY halting a drug trial benefiting NKTR and potentially leading to an ABVX acquisition, but presents it as a humorous hypothetical rather than a concrete position.
22:34
26 июл
26 июл
Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week.
Peak earnings season begins with 177 S&P 500 companies reporting Q2 results this week, including mega caps like Apple, Amazon, and Microsoft.
01:28
26 июл
26 июл
The author provides a speculative likelihood matrix of potential acquirers for ABVX.
The author provides a speculative likelihood matrix of potential acquirers for ABVX, framing the list as research context rather than an explicit trade recommendation.
Низ.
18:34
25 июл
25 июл
The author speculates that a clinical trial halt for Sanofi could benefit Nektar Therapeutics.
The author speculates that a clinical trial halt for Sanofi could benefit Nektar Therapeutics and potentially trigger an acquisition of Abivax.
Низ.
17:29
25 июл
25 июл
The author discusses potential acquisition interest in ABVX by major pharmaceutical companies.
The author discusses potential acquisition interest in ABVX by major pharmaceutical companies like SNY and JNJ to maintain market relevance.
Низ.
15:20
24 июл
24 июл
Author notes Sanofi already invested in Bionyra with HLE IL23 and TL1a.
Author notes Sanofi already invested in Bionyra with HLE IL23 and TL1a, suggesting no reason to pursue SYRE or ORKA at extreme expense.
12:51
24 июл
24 июл
Author argues SNY already has relevant assets and sees no reason to pursue SYRE or ORKA at high.
Author argues SNY already has relevant assets and sees no reason to pursue SYRE or ORKA at high cost, but does not state a personal position.
Низ.
12:36
24 июл
24 июл
Author questions the rationale behind SNY's potential acquisition of SYRE given overlapping.
Author questions the rationale behind SNY's potential acquisition of SYRE given overlapping assets, expressing skepticism without taking a directional position.
Низ.
11:16
24 июл
24 июл
Avoid SNY: author says Sanofi has lost amlitelimab, riliprubart.
Avoid SNY: author says Sanofi has lost amlitelimab, riliprubart, and faces Dupixent LOE pressure, implying pipeline/revenue holes; bearish view without explicit short.
Низ.
11:07
24 июл
24 июл
Avoid SNY: author says Sanofi discontinued amlitelimab over safety concerns after previously.
Avoid SNY: author says Sanofi discontinued amlitelimab over safety concerns after previously promoting it as a multi-billion-dollar peak sales drug; negative company/pipeline view without explicit short.
Сред.
05:41
24 июл
24 июл
SNY announced it will not submit amlitelimab for atopic dermatitis globally.
SNY announced it will not submit amlitelimab for atopic dermatitis globally; a regulatory setback event for the drug.
Низ.
16:58
16 июл
16 июл
AlphaSense reports that AI in healthcare is delivering measurable ROI across pharma, payers.
AlphaSense reports that AI in healthcare is delivering measurable ROI across pharma, payers, and providers with real-world implementations at UnitedHealth, Eli Lilly, and Sanofi.
09:56
26 июн
26 июн
Sanofi is under investigation by European Commission watchdogs over suspicions it illegally.
Sanofi is under investigation by European Commission watchdogs over suspicions it illegally disparaged a rival flu vaccine.
09:50
26 июн
26 июн
The European Union has launched a formal antitrust investigation into Sanofi over alleged.
The European Union has launched a formal antitrust investigation into Sanofi over alleged misleading claims against CSL Seqirus' flu vaccine.
15:13
22 июн
22 июн
Автор ставит под сомнение высокие оценки компаний.
Автор ставит под сомнение высокие оценки компаний, занимающихся HLE моноклональными антителами (mAb), таких как SYRE и ORKA, отмечая инвестиции со стороны SNY, однако не выражает личной позиции или явного направленного прогноза.
Низ.
11:53
22 июн
22 июн
Автор объявляет мишень OX40 мертвой и ставит под сомнение продолжение разработки препарата.
Автор объявляет мишень OX40 мертвой и ставит под сомнение продолжение разработки препарата Amlitelimab компанией SNY, однако не выражает личной позиции и не дает рекомендаций по торговым операциям.
Низ.
03:40
17 июн
17 июн
Автор представляет фактический анализ активности в сфере слияний и поглощений (M&A) в.
Автор представляет фактический анализ активности в сфере слияний и поглощений (M&A) в биотехнологическом секторе после Covid, отмечая, что многие крупные фармацевтические компании еще не заключили значимых сделок, однако не выражает личной позиции или прогнозов относительно торговых операций.
Низ.
13:50
10 июн
10 июн
Author dismisses M&A speculation for SNY, calling company-specific deal predictions a fool's.
Author dismisses M&A speculation for SNY, calling company-specific deal predictions a fool's errand without taking a directional position.
Низ.
12:06
10 июн
10 июн
Speaker highlights pipeline disappointments for SNY’s I&I drugs.
Speaker highlights pipeline disappointments for SNY’s I&I drugs, implying a need for M&A to fill gaps; no directional trade.
Сред.
06:23
10 июн
10 июн
Sanofi halts a late-stage trial of an experimental drug, increasing pressure on its new CEO.
03:24
07 июн
07 июн
Sanofi's AI deal with Owkin highlights the company's research and development shift.
Sanofi's AI deal with Owkin highlights the company's research and development shift and valuation focus according to a Yahoo report.
12:56
08 мая
08 мая
Adam May argues Nektar Therapeutics' bold Phase 3 strategy for Rezpeg in atopic dermatitis.
Adam May argues Nektar Therapeutics' bold Phase 3 strategy for Rezpeg in atopic dermatitis, including a biologic-refractory trial no pharma giant has run, could drive over $5B in peak sales and make NKTR a glaring M&A candidate at current prices.
Выс.
19:05
29 апр
29 апр
Adam May replies to Benjo McKazuie by simply listing the tickers $AZN, $LLY.
Adam May replies to Benjo McKazuie by simply listing the tickers $AZN, $LLY, and $SNY without any directional opinion or market context.
Низ.
12:30
29 апр
29 апр
Sanofi collaboration revenue will step up starting Q3 2026 as the development balance is fully repaid, materially boosting Regeneron's recognized revenue. — This is a significant, durable revenue tailwind for Regeneron from Q3 onwards.
Выс.
Об аналитическом покрытии SNY
Buzzberg отслеживает SNY (Sanofi American Depositary Shares (Each representing one-half of one ordinary share)) в 7 источниках. Бычьих сигналов: 0, медвежьих: 1, от 14 аналитиков. Сентимент смешанный с уклоном в медвежий. Всего отслеживаются 42 торговые идеи. За последние 7 дней: наблюдение: 4. Последние спикеры: Chris Boshoff, Stephen Hoge, Dr. Leonard Schleifer.