Sep 14, 2022 / 08:55AM GMT
Brian Foard - Sanofi - Global Lead Dermatology & Respiratory
(technical difficulty)
It's really great to be here. As we said before, it's more of a way point. I think Paul actually used that terminology way point. Now again, you go back to what we said in immunology day. We have big ambitions in the immunology space to be leaders in that space. But it starts with what we're doing with dupilumab, kind of cross indications and so on and so forth. So we guided to more of a waypoint for $10 billion plus before. And then we -- our newest way point, I would say, so it's probably not a fair comparison to like consensus necessarily, but our newest way point is $13 billion plus, doesn't include COPD. Does it -- your question about does it take into consideration cannibalization -- no, not really. I mean, as we think about it, it's more about -- the fundamentals of this is more about the market growth.
So if you think about all these indications that we've gone into thus far, atopic dermatitis being the first one, so let's just pick on that one. It's about that market growing. We have a bio
Sanofi SA at Bank of America Merrill Lynch Global Healthcare Conference Transcript
Feb 09, 2024
Already have an account? Log in
Get the full story
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent 
4.6 out of 5 
Trustpilot
Trustpilot
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers