Garijo Starts as Sanofi CEO with M&A Firepower
Key Questions
When does Belén Garijo start as Sanofi CEO?
Belén Garijo begins her role as Sanofi CEO on April 29. She takes over amid strong Q1 performance but faces challenges from Dupixent's dominance and patent risks.
What is Sanofi's M&A potential under the new CEO?
Sanofi has €25 billion in potential for mergers and acquisitions to acquire new assets. No major strategy changes are expected under Belén Garijo's leadership.
What key challenges does the new Sanofi CEO face regarding Dupixent?
Dupixent represents an $18 billion question for Sanofi, with Garijo tasked to protect or replace it amid dominance and patent risks. This situation offers a window to ease reliance on the drug and could spark multi-week stock swings on rumors.
Belén Garijo begins Apr 29 amid Q1 strength but Dupixent dominance/patent risks; €25B M&A potential for assets, no major strategy change expected. Fresh catalyst for multi-week swings on rumors.