Sanofi (NASDAQ:SNY) Goldman Sachs 46th Annual Global Healthcare Conference Call June 10, 2025 4:00 PM ET
Company Participants
Brian Foard – Executive VP & Head of Specialty Care
Conference Call Participants
James Patrick Quigley – Goldman Sachs Group, Inc., Research Division
James Patrick Quigley
Excellent. So welcome, everybody. I’m James Quigley from Goldman Sachs. I’m the European pharma analyst, and it’s a pleasure to welcome you all to this session with Sanofi. We’re joined today by the Head of Specialty Care, Brian Foard. Brian, thank you for joining us.
Brian Foard
My pleasure.
Question-and-Answer Session
James Patrick Quigley
And just to kick it off, could you just give a quick overview of your role at Sanofi, what you’re sort of responsible for and what your goals are for the Specialty division?
Brian Foard
Yes. So I run the Specialty Care business unit. So as you know, we have — previously had 4. Recently, with the recent sale of our Consumer Health Opella, we now have 3. So General Medicines, Vaccines and Specialty Care. So I run our Specialty Care business unit, which is basically made up of immunology, oncology, neurology and rare diseases. And I think as we’ve shared before, we’re in a really interesting space these days where we have significant growth drivers of the organization fit within Specialty Care.
So things, of course, like dupilumab, as we’ve said, that would have double-digit CAGR growth from ’23 through 2030, delivering around EUR 22 billion by that 2030 time frame. And then we’ve got other assets that we’ve recently launched like ALTUVIIIO, recently Qfitlia. We’ve got SARCLISA that’s growing and continuing to expand its indications from an oncology and multiple myeloma standpoint. So it’s really a growth story for us across each of those areas, including even neurology, where we’re expecting our kind of reentrant into the MS space with the upcoming
