Sanofi is expected to report Q3 2026 revenue of €12.55 billion and business EPS of €2.45, while the stock currently trades at €102.40 against an analyst target of €118.50. Investors are primarily focused on the performance of Dupixent, specifically its commercial uptake in the Chronic Obstructive Pulmonary Disease (COPD) indication following recent global rollouts.
The quarter highlights Sanofi’s strategic pivot toward immunology and inflammation (I&I), which has offset headwinds from generic competition in its legacy neurology portfolio. Management is also expected to provide a definitive update on the planned separation of the Opella consumer healthcare business, a move aimed at focusing the company on high-growth innovative medicines.