SANOFI SA — EXECUTIVE MEMO
"Building Momentum: Vaccines and AI Drug Discovery Strategy"
To: Executive Committee From: Chief Executive Officer Date: June 2030
SITUATION
Sanofi is executing well on three-pillar strategy: vaccines (RSV success), specialty care (growing 4-6%), AI drug discovery (accelerating).
RSV vaccine is blockbuster (€4.8B in 2030). AI drug discovery pipeline advancing. Company growing 26% since 2025.
Challenge: maintain momentum on vaccines while accelerating AI drug discovery to compete with Roche.
CURRENT STATE
Revenue: €55.8B (up 26% since 2025) Specialty care: 40% of revenue, 4-6% growth Vaccines: 20% of revenue, 6-8% growth RSV vaccine: €4.8B (growing 50%+ annually) Operating margin: 24.5%
KEY DECISIONS
1. Vaccine Portfolio Expansion - Invest €2-3B in dengue vaccine (next major opportunity) - Mpox vaccine commercialization - Lyme disease vaccine development - Target: vaccines 25% of revenue by 2035
2. AI Drug Discovery Acceleration - Hire 800+ computational scientists (catch up with Roche) - Invest €2-3B in AI R&D over 2030-2032 - Expand partnerships (Google, DeepMind, others) - Target: 12-15 Phase 1-2 programs annually by 2032
3. Generics Rationalization - Accept declining generics business - Divest underperforming assets - Focus capital on specialty/vaccines/AI
BOARD APPROVAL REQUIRED
- Vaccine expansion strategy (dengue, Mpox, Lyme)
- AI drug discovery acceleration (€2-3B R&D through 2032)
- Generics portfolio rationalization
- Hiring plan for computational scientists (800+)
Confidential board memo