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What smart money is saying about SanofiFrance flag

SAN.PA · Healthcare · Drug Manufacturers - General · Market cap $104.88B

1 fund in our archive has pitched Sanofi — most recently Oakmark International Fund in December 2025.

Company profile

Sanofi is a global healthcare enterprise dedicated to the research, development, manufacturing, and commercialization of therapeutic solutions across the United States, Europe, and other international markets. Its business is structured into three primary divisions: Pharmaceuticals, Vaccines, and Consumer Healthcare. The Pharmaceuticals segment delivers specialized treatments, encompassing human monoclonal antibodies and therapies for a range of conditions such as multiple sclerosis, neurological disorders, various inflammatory and immunological diseases, rare disorders, oncology, and rare blood conditions. This division also provides medications for diabetes, cardiovascular health, and a portfolio of established prescription drugs. Through its Vaccines division, Sanofi supplies crucial immunizations, including pediatric vaccines for diseases like poliomyelitis, pertussis, and Hib, alongside adult vaccines addressing influenza, booster needs, meningitis, and those required for travel or endemic regions. The Consumer Healthcare portfolio features over-the-counter remedies for common ailments such as allergies, coughs and colds, and pain relief. It also includes products for liver care, general physical and mental wellness, probiotics, digestive health, and nutritional support. Additionally, this segment offers personal care items like daily body lotions, anti-itch products, moisturizing and soothing lotions, body and foot creams, and powders for eczema. Sanofi maintains an active pipeline with numerous pharmaceutical products and vaccines currently undergoing various stages of development. The company has forged strategic alliances, including a collaboration with GlaxoSmithKline for the development of a recombinant Covid-19 vaccine, a research partnership with Stanford University School of Medicine aimed at advancing immunology and inflammation knowledge, and a collaboration and license option agreement with Prellis Biologics, Inc. Founded in 1973 and headquartered in Paris, France, the company operated as Sanofi-Aventis before rebranding to Sanofi in May 2011.

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Letters

Fund activity · 2 positions

  • HoldsOldfield Partners Overstone Global Equity Fund
    June 2026
    Sanofi was a detractor this quarter.
    Read the letterSanofi
  • HoldsBrown Advisory International Value Select Strategy
    June 2026

    Listed in Brown Advisory International Value Select Strategy’s reported holdings.

    Read the letterSanofi

Fund coverage · 1 thesis

  • Oakmark International Fund
    December 2025

    Sanofi is a global pharma company prioritizing innovation with a promising pipeline and long runway for growth despite market concerns and recent volatility.

    Read the full thesis

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