Slides
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ESG investor roadshow June 26, 2025
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2 Forward-Looking Statements ESG Investor Roadshow This presentation contains certain statements and other information that constitute forward -looking statements under applicable securities laws, including the U.S. Private Securities Litigation Reform Act of 1995, as amended. Forward -looking statements are statements that are not historical facts. These statements include proje ctions and estimates and their underlying assumptions, statements regarding plans, strategies, objectives, intentions, and expectations with respect to future financial results, product devel opment, goals, objectives, aspirations, plans and targets regarding environmental, social and governance (ESG) and sustainability matters, roll -out of sustainability and renewable projects, prospe cts and opportunities, and advancement of strategic growth initiatives, and other statements regarding future performance. Forward -looking statements are generally identified by the words “expects”, “ anticipates”, “believes”, “intends”, “estimates”, “plans”, predicts”, “forecast”, “seeks” “strives”, “ambition”, “goal”, “target”, “objective,” or the negative of these terms and similar expressi ons. Although Sanofi’s management believes that the expectations reflected in such forward-looking statements are reasonable, investors are cautioned that forward -looking information and statements are subj ect to various risks and uncertainties, many of which are difficult to predict and generally beyond the control of Sanofi or are even unknown, that could cause actual results and developments to d iffer materially from those expressed in, or implied or projected by, the forward-looking information and statements. These risks and uncertainties include among other things, Sanofi’s ability to successfully implement its ESG efforts or meet its goals, targets and objectives, or whether the changes it implements in connection with its ESG efforts generate the intended effects; risks related to climate change, which could have an adverse e ffect on global temperatures; weather patterns and the frequency and severity of extreme weather and natural disasters; the risk that climate change or legal, regulatory or market measures to ad dress climate change may negatively affect Sanofi’s business and results of operations or ability to carry out or meet its sustainability plans; increasing scrutiny and rapidly evolving expectations , including by governmental and non -governmental organizations, consumer advocacy groups, third -party interest groups, investors, consumers, customers, employees and other stakeholders, regarding Sanof i’s ESG practices and performance; and increased regulatory requirements around ESG in various jurisdictions around the world, including new and emerging standards for tracking and repo rting on ESG matters, which have not been harmonized and continue to evolve. Moreover, such risks and uncertainties also include the technically complex manufacturing of Sanofi’s products and th e impact of supply interruptions, product recalls or inventory losses caused by unforeseen events; risks from Sanofi’s handling of hazardous materials; reputational issues related to ESG matters or our inability to successfully implement ESG strategies, reach ESG goals, or meet the expectations of stakeholders; volatile economic, geopolitical and market conditions; and the impact that g lobal crises may have on Sanofi, its customers, suppliers, vendors, and other business partners, and the financial condition of any one of them, as well as on its employees and on the global econom y as a whole. In light of the significant uncertainties inherent in the statements and other information contained in this presentation, in vestors should not regard these statements as a representation or warranty by Sanofi or any other person that Sanofi will achieve its goals, objectives, aspirations, metrics, plans or targets in any s pecified time frame or at all, including with respect to ESG and sustainability matters. In addition, historical, current, and forward -looking environmental and other ESG or sustainability -related statements may be based on standards for measuring progress that are still developing, internal controls and processes that continue to evolve, and assumptions that are subject to change in the future , including future laws and rulemaking. Sanofi plans to continue to evaluate its goals, objectives, aspirations, metrics, plans and targets and its approach to them and may make adjustments it deems necessary in light of such considerations. The risks and uncertainties also include the uncertainties discussed or identified in the public filings with the SEC and the AMF made by Sanofi, including those listed under “Risk Factors” and “Cautionary Statement Regarding Forward -Looking Statements” in Sanofi’s annual report on Form 20 -F for the year ended December 3 1, 2024. The forward -looking statements in this presentation are made as of the date hereof, and other than as required by applicable law, Sanofi does not undertake any obligation to upd ate or revise any forward -looking information or statements.
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3 ESG Investor Roadshow ESG investor roadshow agenda Our sustainability strategy Audrey Duval and Sandrine Bouttier-Stref Access to healthcare Christelle Saghbini and Jon Fairest Environmental impact Annabelle Harreguy and Tarja Stenvall Q&A Resilience of healthcare systems Sandrine Bouttier-Stref and Marta Diez Taking the lead in inclusion Jennifer Veevers Q&A 01 02 03 04 05 06 07
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Speakers Jon Fairest Head of Global Health Unit Annabelle Harreguy Head of Global Health, Safety and Environment, Manufacturing & Supply Tarja Stenvall Head of Established Products Franchise, General Medicines Sandrine Bouttier-Stref Head of Corporate Social Responsibility/Sustainability Christelle Saghbini Head of International Pharma Access to healthcare Environmental impact Jennifer Veevers Head of Culture Marta Diez Torca Global Manager Vaccines Iberia Resilience of healthcare systems Taking the lead in inclusion Audrey Duval Executive Vice President, Corporate Affairs
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5 Execution of the social impact strategy since 2021 ESG Investor Roadshow Affordable access Innovation for unmet medical needs Planet care In and beyond the workplace Global access plans initiated IPV doses supplied to UNICEF and GAVI countries in 2024 Childhood cancer medicines in pre- clinical assessment, 1 in clinical study Of our executives and 46% of our senior leaders are women Volunteering hours completed by Sanofi employees in 2024 12 120k 33m 3 85% 43% 105K All figures from Q4 2024. For abbreviations, please see slide 46. Global Health Unit launched Vials donated for rare disease patients Of renewable electricity on Sanofi sites 85% 55% Reduction of GHG emissions (Scope 1&2) Of syringe vaccines are blister free 47%
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6 Advancing our sustainability strategy, creating value through broad engagement Building on achievements to raise ambitions Flagship time-bound commitments reached or well - advanced in 2025 Build on progress to level up ambitions Creating value for the business Further embed sustainability in the Group strategy and business way of working Ensure sustainability fundamentals are in place across the value chain to drive responsible business Moving from flagships to One Sanofi ambition Involve all GBUs and functions in new strategic approach Move from diversified commitments to a more integrated, holistic effort ESG Investor Roadshow For abbreviations, please see slide 46.
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7 We feel an urgency to act on the impact of the environmental crisis on health • Sanofi established leadership on topic of environment and health • Urgency of the climate crisis becoming more apparent Globally, air pollution alone is responsible for 7 million premature deaths annually1. Environmental challenges impact human health and healthcare systems’ resilience by… …exacerbating certain diseases …putting healthcare systems under stress …impacting especially vulnerable populations We need to act now. ESG Investor Roadshow 1. “The Lancet Commission on pollution and health.” The Lancet 462-512. 2. World Health Organization 3.6 billion people live in areas highly susceptible to climate change2.
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8 Environmental crisis is also a health crisis 1. According to availability and robustness of literature review (Dec. 2023). / Illustrative link between environmental factors, symptoms of environmental change and impacted disease areas (non-exhaustive). For more information, see our Document Center: Climate-related Financial Disclosures on Risks and Opportunities related to Climate Change (TCFD) Factsheet. 2. Furman, D., Campisi, J., Verdin, E., Carrera-Bastos, P., Targ, S., Franceschi, C., Ferrucci, L., Gilroy, D., Fasano, A., Miller, G., Miller, A., Mantovani, A., Weyand, C., Barzilai, N., Goronzy, J., Rando, T., Effros, R., Lucia, A., Kleinstreuer, N. and Slavich, G., 2019. Chronic inflammation in the etiology of disease across the life span. Nature Medicine, 25(12), pp.1822-1832. Climate change, air pollution and biodiversity loss disproportionally affect patients with respiratory and cardiovascular conditions Research shows that various environmental factors put the human metabolism and immune system under stress often resulting in inflammatory conditions, which already contribute to more than half of deaths worldwide2 Main impacted therapeutic areas1 5 Key Environmental hazards1 ESG Investor Roadshow A growing body of evidence supports the critical impact climate change is having on human health.
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9 Our portfolio and pipeline is already tackling diseases exacerbated by environmental change ESG Investor Roadshow As a leading immunology company, we will leverage our medicines and vaccines to address these challenges are targeted at diseases exacerbated by at least one environmental hazard 70% of our portfolio indications 78% of our R&D pipeline Source : Sanofi internal data based on Clarivate literature review (2023)
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10 Sanofi’s ambition: tackle the impact of environmental challenges on health and healthcare Sanofi’s refreshed sustainability strategy: a breath of fresh AIR Access to Healthcare Building access to care programs for populations most affected by diseases exacerbated by environmental challenges Reducing healthcare environmental footprint while improving resilience Resilience of healthcare systems Understand how our treatments can support decarbonization of patient care pathways Drive collective efforts to reduce healthcare systems’ environmental footprints Reducing environmental impact across the value chain while adapting to climate change Environmental Impact Fight climate change with Net Zero 2045 Lead in sustainable resource use and circularity Foster sustainability by design via eco-design Adapt to climate and nature-related challenges AIREngage company-wide respiratory care program Expand access to diabetes care Evidence the link of environment and health through scientific knowledge ESG Investor Roadshow
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Sustainable and equitable access to healthcare ESG investor roadshow June 2025
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12 Sustainable and equitable access to healthcare at Sanofi Classic business model Inclusive business model Philanthropy & humanitarian Full value recognition Humanitarian aid & donation (Foundation S) Patient reach supported by heathcare system strengthening Ad-hoc patient response Affordable access solutions Not-for-profit (Global Health Unit) Patient reach conditioned by payer’s willingness/ability to pay Business approaches Non-business approaches Sustainable Targeted support All geographies: HICs/ UMICs/out-of-pocket in LMICs UMICs, LMICs, vulnerable communities in HICs 40 countries with high unmet needs (LMICs & LICs) Displaced and vulnerable populations worldwide (emergency or crisis) Primary objectives for Sanofi Sustainable patient impact Sustainable business impact Access to healthcare for vulnerable communities within and across countries Focused effort through a systematic data-driven approach ESG Investor Roadshow For abbreviations, please see slide 46.
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Environmental challenges are disproportionally affecting the health of vulnerable populations Global Health organizations have emphasized the need to take action to mitigate the impact of respiratory diseases on vulnerable populations Worsening environmental challenges A lack of health system readiness Health inequalities The impact on respiratory health • Respiratory diseases caused over 8 million deaths worldwide in 20211 • The COPD burden is 1.5-3 times greater in disadvantaged populations2 • Nearly 90% of COPD deaths in those under 70 years of age occur in low- and middle-income countries (LMIC)3 The triple threat for vulnerable populations 13 ESG Investor Roadshow 1. World Health Organization newsroom/fact sheet on climate change/key facts Oct 12,2023 2. PubMed (2016), “Health inequalities in respiratory conditions” 3. Word Health Organization Oct 12,2023. For abbreviations, please see slide 46.
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Enforcing the prevention and management of chronic and infectious respiratory diseases in vulnerable populations impacted by environmental change Sanofi One Respiratory access to healthcare program Screening & diagnosis Awareness & education Impact mitigation Policy shaping Preparing and shaping markets and healthcare systems Drive urgency for the prevention and treatment of respiratory diseases Close the gaps to access to care for vulnerable patients Strengthen health systems’ capacities and capabilities Priority areas of strategic focus Capability building 1 2 3 14 ESG Investor Roadshow
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15 Sanofi in the US piloting equitable access programs for respiratory conditions 1. For entities with two seasons of data provided, period of analysis 2023-24 vs 2022-23. For abbreviations, please see slide 46. Aims to improve influenza and COVID vaccination rates in underserved communities Amplifies trusted voices that deliver trusted messages on the importance of vaccination Improved local vaccine coverage rate by 10% year-on-year1 Uncover innovative solutions to respiratory and lung health in vulnerable communities Launch of an Innovation Awards program with Community Health Centers Driving Equity in Flu Vaccination Community Health Center Innovation Awards >28 states >85 clinics 30,000+ Local health champions 100+ community pharmacists >50 Faith-based organizations ESG Investor Roadshow
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16 Access to Diabetes Care: holistic access solutions For abbreviations, please see slide 46. Comprehensive care programs Kids and Diabetes in School Program (KiDS) Mobile medical units • Access to diabetes care for vulnerable populations • Capacity building and provision of high- quality analogue insulins • Engaged in Ghana, Nigeria and South Africa in partnership with Ministries of Health >500 HCP trained >116k Patients reached 687k children reached 27k teachers trained 500k Beneficiaries (51% women) 45k Referred to health centers • Diabetes prevention and education at school in 20+ countries • Partnership with the International Diabetes Federation (IDF) for over 12 years • Policy shaping in India and Egypt • Mobile diabetes and hypertension diagnosis and oral cancer screening units • Prevention of NCDs • Deployed in 500 villages in India ESG Investor Roadshow
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17 Global Health Unit, an integrated not-for-profit business model… focusing on non-communicable diseases Source: Sanofi DDD CDC & others. For abbreviations, please see slide 46. Treatment available at accessible prices Health system strengthening Impact Investment funding • Unique go-to-market model to improve access • Shaping sustainable market • Partnering across the value chain to ensure improved access for patients • Margin reinvested at 100% • Co-designing and financing programs • Treatment & value chain • Patient care • HCP Empowerment • Impact investment fund • Technical assistance through employee engagement 3 strategic pillars 40 countries ESG Investor Roadshow
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2022 2023 2024 2025 2026 2027 2028 2029 2030 Target (Accumulated) 18 Source: Internal Sales 2022-April 2025. 1. These objectives are tied our inaugural 2022 Sustainability linked bond. The coupon amounts are linked to achieving at least 1.5 million patients provided with essential medicines by Sanofi's Global Health Unit for treating non-communicable diseases in 40 of the world's poorest countries between 2022-2026. For abbreviations, please see slide 46. Impact, our dedicated brand 931k Patients reached with NCD treatments1 … in 33 out of the 40 GHU countries 2M Actual (Accumulated Q1 25) Treatments available at accessible prices Making a difference for our patients in LMICs 159 Regulatory approvals across 18 counties ~126k Packs sold (single pack technology) ESG Investor Roadshow
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supported by CEO Round Table 19 Strengthening health system 117 Projects across 40 countries 254 2,335k 18k Optimizing NCD Supply Chains and tracking for Treatment Success Project spotlight Health facilities upskilled to optimize access & availability of NCD treatments1 Beneficiaries reached with NCD Patient Care Programs1 HCPs & CHWs received NCD training1 Leveraging 76 partnerships to deliver “Impact” where it’s needed most Improve supply chain management for NCD medicines (38 Facilities) Patient tracking to ensure treatment adherence (2100 Patients) 1. Source - SmartSheet Project results 2022 - Q1 2025 (*2022 - Q4 2024 reach). For abbreviations, please see slide 46. ESG Investor Roadshow Tanzania
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Impact Investment Fund: supporting the scale up of inclusive businesses improving care at the last mile 9.6m$ invested in 7 companies operating in > 15 countries > 10m patients indirectly reached with improved access to treatments through facilities Impact first long-term capital playing a significant catalytic role Additionality: Beyond capital, strong non-financial support provided Investees highlights Leading tech platform in South-East Asia supporting fragmented pharmacies in improving patient care and availability of affordable medicines. Transforming community pharmacies into primary care providers in Sub Saharan Africa by providing innovative services, including screening and teleconsultation. Digital platform leveraging a vast agents network to improve access to essential health products and services in underserved communities in East Africa B2B pharmaceutical marketplace offering convenient order taking, and fast delivery of medicines to the last mile facilities in Tanzania 20 ESG Investor Roadshow
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Environmental Impact ESG investor roadshow June 2025
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With purpose and determination, we are driving a meaningful change that embeds environmental sustainability in our day-to-day operations and across our value chain. How we minimize our environmental impact 22 Limiting our impact on nature Championing sustainable resources use and circularity Fighting climate change Towards Net Zero by 20451 While adapting our business to the complex climate and nature -related challenges that we face ESG Investor Roadshow 1. 90% reduction of greenhouse gas emissions across our value chain by 2045 compared to 2019 Innovating with purpose Environmental sustainability by design for our medicines and vaccines through eco-design
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Reducing our GHG emissions towards net zero by 2045 1. Absolute scope 3 GHG from purchased goods and services, capital goods, fuel and energy related activities, upstream transportation and distribution, waste generated in operations, business travel and employee commuting. Vs. a 2019 baseline. For abbreviations, please see slide 46. 23 SBTi reduction targets: -55% for scopes 1 & 2 by 2030 SBTi reduction targets1: -30% for scope 3 by 2030 TOWARD NET ZERO: -90% reduction of greenhouse gas emissions across our value chain by 2045 compared to 2019 -10% in 2024 vs. 2019 -47% in 2024 vs. 2019 Fighting Climate Change ESG Investor Roadshow
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Offsetting our residual emissions from 2030 through our community-focused carbon offsetting program Fighting Climate Change NEPAL INDIA 20,000 Hectares of Agroforestry • Sequesters ~4,5 MtCO2e3 • Reinforces food security • Improves climate resilience • Prevents deforestation 24 Key Points • Estimated emissions are based on actual data from 2019-2024. • Reduction trajectory pathway is in line with SBTi requirements • We'll be updating our roadmap over time as new technologies become available and carbon market trends evolve 5,000,000 4,000,000 2,000,000 0 -2,000,000 -4,000,000 Baseline 2019 5 MtCO2e All scopes Carbon Neutrality Trajectory 3.3 MtCO2e Residual emissions Net Zero 2045 500 KtCO2e Residual emissions -90% GHG emissions vs. 2019 2030 20452019 2022 Offset program kick-off Scopes 1 & 2 Scope 3 Carbon offsetting projects ESG Investor Roadshow 100,000 energy-saving biomass cookstoves • Avoids ~1,2 MtCO2e3 • Prevents deforestation • Improves health • Creates jobs Main guiding criteria for offsetting projects1: Examples of projects (signed in 2025): • High-quality projects aligned with latest methodologies • Reputed certification standards (e.g Gold Standard, Verra, and co-benefits double certification through CCB) • Delivery of co-benefits for communities and environment 5 projects in 4 countries2 1. Ongoing contractualization to develop additional carbon avoidance and sequestration programs 2. India, Nepal, Kenya, Mozambique. 3. Forecasted carbon avoidance/sequestration across the project lifespan of 10 to 20 years For abbreviations, please see slide 46.
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Fostering sustainable resource use and circularity Optimize and turn waste into resources Think of water as a valuable local resource Preserve biodiversity Pharmaceuticals in the environment Limiting our Impact on nature 2024 results 89% Reused, recycled or recovered 1% Landfill rate 2024 results -22% Freshwater withdrawal vs. 2019 60% Priority sites with water efficiency plans and context-based targets 2024 results 70% Progress on priority sites Biodiversity Management Plan Impact and dependency analysis ongoing 2024 results 85% of top-100 selling medicines assessed for PIE 25 ESG Investor Roadshow For abbreviations, please see slide 46.
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Adapting our business to the complex climate and nature-related challenges we face ESG Investor Roadshow26 Leveraging prospective modelling and regular financial impacts assessment: • Mitigate our dependencies to increasingly scrace nature-based raw material and water ressources • Solve climate-related disruptions in logistics flows • Protect our facilities against the growing number of natural disasters Target 2040 80% exposed industrial sites to be covered by a mitigation plan vs heavy precipitation Target 2040 80% exposed logistics hubs to be covered by a mitigation plan vs climate-related weather events Target 2025 100% sites located in areas of water stress, covered by CAPA (corrective and preventive action) Adaptation
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ESG Investor Roadshow27 Nature resilience analysis ongoing using the LEAP approach in line with TNFD recommendations Locate Evaluate Assess Commodities risks’ Tier 1 suppliers Own operations Ongoing mitigation actions • Switch to sourcing certified cellulose/carton/paper • Started substitution of horseshoe crab with synthetic alternatives for endotoxin tests • Relocation of sourcing pig derivatives to lower-risk geographies Analysis will determine materiality for future actions Adaptation Assessing our impact and dependencies on biodiversity For abbreviations, please see slide 46.
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28 Environmental sustainability by design for our medicines and vaccines through Eco-design Our objectives Adopt an Eco-design approach • From 2025 for 100% of our new products • By 2030 for our 20 top-selling products 27 Environmental Life- Cycle Assessments completed (out of which 14 in 2024) Our 2024 results Innovating with purpose Raw materials Product end-of-life treatment Use phase Manufacturing Packaging and devices Storage and Distribution Assessing and reducing our products’ impact throughout their lifecycle 28 30% of our 20 top-selling medicines and vaccines are following an eco-design approach ESG Investor Roadshow
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Take Back Programs • Pilots in several European countries • On-going discussions with industry Reusable Pens Eco- Design With our insulins, we are serious about championing sustainability through Eco-Design and Circularity Million insulin pens manufactured in 2024 450 29 AllStar® (Lantus) TouStar® (Toujeo) EcoStar Connect Eco-Claim RePen 2025 2026 2027 2028 2029 2030 Approx. equivalent to 60 disposable pens1 1. Lantus Innovating with purpose ESG Investor Roadshow Toujeo Eco-Claim issued in 2025 with significant reduction in carbon footprint, water and resource use Toujeo Lantus Launch Ramp up Pilot Program
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2nd vs. 1st generation API, energy, device and solvents Creating business value through continuous improvement 3030 0.00 0.50 1.00 1.50 2.00 2.50 3.00 3.50 4.00 4.50 5.00 Climate change (kgCO2eq) Dupixent, 1 dose -53% 0.00E+00 1.00E-04 2.00E-04 3.00E-04 4.00E-04 5.00E-04 6.00E-04 7.00E-04 8.00E-04 9.00E-04 1.00E-03 -48% Ecotox freshwater (CTUe) Dupixent, 1 dose 0 500 1,000 1,500 2,000 2,500 Climate change (kgCO2eq) -53% 0 5 10 15 20 25 30 -51% Non-Renewable Energy Use (GJ) Results for 1 year of treatment DS DP Device and packaging Storage and distribution Use End of LifeDS DP Device Packaging Storage and distribution End of lifeUse FDS 1G EUR FDS 2G EUR FDS 1G EUR FDS 2G EUR Eloctate ALTUVIIIO Eloctate ALTUVIIIO Innovating with purpose ESG Investor Roadshow Dupixent -53% CO2 impact vs 2019 ALTUVIIIO -53% CO2 impact vs Eloctate ALTUVIIIO not critically reviewed. For abbreviations, please see slide 46.
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Q&A session part 1 Jon Fairest Head of Global Health Unit Annabelle Harreguy Head of Global Health, Safety and Environment, Manufacturing & Supply Christelle Saghbini Head of International Pharma Access to healthcare Environmental impact Jennifer Veevers Head of Culture Marta Diez Torca Global Manager Vaccines Iberia Resilience of healthcare systems Taking the lead in inclusion Tarja Stenvall Head of Established Products Franchise, General Medicines Sandrine Bouttier-Stref Head of Corporate Social Responsibility/Sustainability Audrey Duval Executive Vice President, Corporate Affairs
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Resilience of Healthcare systems ESG investor roadshow June 2025
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33 Healthcare sector emissions What’s at stake? 33 The healthcare sector accounts for 5% of global carbon emissions 5% R&D 50% Products & supply chain 45% Patient Care Pathway (PCP) ESG Investor Roadshow
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Driving decarbonization in healthcare: Sanofi is leading the SMI Patient Care Pathway Decarbonization Working Group Building a collaborative ecosystem (academics, policy makers, civil society, business leaders) 1 Healthcare policies Encouraging the +90 countries that are part of the WHO ATACH Alliance to prioritize healthcare policies aligned with 2030 and 2045 goals. 2 Developing a common framework to measure carbon emissions reductions throughout the patient journey. 3 Recognition of environmental factors in the evaluation of medicines, vaccines, and programs. Sustainable “low carbon” health systems “Net Zero” emissions 2030 2045 34 4 Working together for greater impact Working closely with representatives of patients, hospitals, academics, NGOs, payers, insurers and others. ESG Investor Roadshow For abbreviations, please see slide 46.
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Patient care pathway action levers Reducing heat and power emissions in fleets and facilities. Diagnosing early Preventing disease onset Optimizing disease management Improving intervention efficiency Delivering care remotely Using lower emissions treatmentsEarly diagnosis reduces the burden on health systems and subsequently lowers emissions. Preventing disease is the most cost- effective way to reduce the burden of disease. Avoiding disease progression helps reduce the burden on health systems. Reducing unnecessary or inappropriate prescriptions. Reducing the need for patient travel helps lower emissions. Limiting treatments and procedures with a large carbon footprint. Improving prevention and care Delivering care differently Decarbonizing fleets Seven levers of decarbonization 35 ESG Investor Roadshow
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Integrating environmental insights into our R&D tools Better understanding of environmental impacts on human health Comprehensive dataset on environmental changes and impacted therapeutic areas Integrated into our existing R&D assessment tools Using insights for strategic and informed decisions throughout the R&D process With a comprehensive understanding of the implications of a changing environment on human health we are better equipped to consider environment factors as a part of our strategy. 36 ESG Investor Roadshow
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Beyfortus - niversimab Beyfortus: simplifying and expanding RSV protection to all infants • Long-acting monoclonal antibody approved by the EMA in 2022 to prevent serious lower respiratory tract disease caused by RSV in infants during their 1st RSV season5 • Beyfortus is currently available in ~25 countries • Beyfortus was used in 2023-24 season in Spain at population level, reaching 92.3% coverage in infants born during the season and 87.8% in infants under 6 months born before the RSV season6 100% eligible population 338,000 infants < 1 yo7 palivizumab ~1.5% eligible population ~4,800 infants (high-risk)7 RSV is a leading cause of hospitalization in infants1-2 born before or during the RSV season3–4 3737 1. Leader S et al. The Journal of pediatrics. 2003;143(5 Suppl):S127-32. 2.Sanchez-Luna M. et al. Curr Med Res Opin. 2016;32(4):693-8. 3. Demont C et al. BMC Infect Dis 2021; 21(1):730. 4. Mira-Iglesias A et al. Influenza Other Respir Viruses 2022; 16(2): 328–339 5. Keam SJ. Drugs. 2023 Feb;83(2):181-187. 6. Spanish Ministry of Health (2024). Available at:https://www.sanidad.gob.es/areas/promocionPrevencion/vacunaciones/comoTrabajamos/docs/VRS_infantil.pdfb. 7. Gil-Prieto R, et al. BMC Infect Dis. 2024 Sep 6;24(1):924. For abbreviations, please see slide 46. ESG Investor Roadshow
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vs standard of care Avoided disease burden healthcare utilisation vs standard of care Assessing Beyfortus Net GHG impact along the Patient Care Pathway Additional emissions linked to Beyfortus broader population coverage vs SoC are offset by the significant reduction of RSV burden of disease Net impact Less healthcare utilisation Less related patient transportation Emissions differential avoided between Beyfortus and SoC along the PCP Patient care pathway of Beyfortus vs SoC Broader population coverage 38 ~318k additional injections ~152k additional visits Avoided 118k PC visits Avoided 21k ER visits Avoided 16k specialists' visits Avoided 65k hospitalizations & ICU days Drug uptake patient journey 1 2 ~-75% ESG Investor Roadshow Sources: Sanofi Beyfortus health-economic model, CVA analysis. Gil-Prieto et al. 2024 (link). For abbreviations, please see slide 46.
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RSV-related emissions with Beyfortus Avoided HCRU emissions due to Beyfortus implementation Additional PCP emissions due to Beyfortus uptake RSV-related emissions with palivizumab ~10.3 ktons CO2 / year ~-7.8 ktons CO2eq / year ~5.4 ktons CO2eq / year ~+2.9 ktons CO2eq / year 14k single flights per passenger from Madrid to New York City avoided1 Sources: Sanofi Beyfortus health-economic model, Gil-Prieto et al. 2024 (link), CVA analysis: ICAO 2024 data, CVA analysis 1. Equivalent CO2eq emissions per passenger of 0.344 t CO2eq /flight. ICAO 2024 data, For abbreviations, please see slide 46. 39 Net GHG impact for Beyfortus in Spain, in ktons CO2eq / year Beyfortus allows to reduce the RSV-related emissions by 47% when applied to the whole infant population < 1y.o. in Spain The implementation of Beyfortus in Spain results in -4.9 ktons CO2eq per year -47% ESG Investor Roadshow
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Other examples of Sanofi PCP action levers for decarbonization 1. Bricout H. et al. Modelling the impact on carbon emissions of using a high dose influenza vaccine instead of standard dose among 65 years and older adults in France, SFSE 2023, 23-25 October 2023, Paris, France. For abbreviations, please see slide 46. 5 to 33Kt CO2 avoided in emissions / year in France Up to -9% in emissions vs Soc = eq. to 51,900 return flights between Paris and New York. 23t CO2 avoided for 100 patients vs SoC Up to -53% in emissions vs Soc = eq. to 300 Round trips by car between Boston and New York. FR Efluelda The high-dose flu vaccine for the elderly could reduce CO2 emissions up to 9% compared to the standard dose 1. US Dupixent Dupixent for atopic dermatitis in the US could reduce CO2 emissions by avoiding outpatient consultations and patient travel. 40 ESG Investor Roadshow
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Taking the lead in inclusion ESG investor roadshow June 2025
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We are continually pushing forward 42 ESG Investor Roadshow From competence to confidence 2021-2024 Diversity edge Unleashed an unrelenting drive to improve culture and competence, to reflect the patients we serve. Dec 2024 – July 2025 Designing the next chapter with >200 Sanofians, interviews, focus groups, and workshops. 2025-2030 Belong. Beyond Boundaries Drive innovation further and serve patients better by embedding inclusion and foster belonging within entire business.
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Patients People Places Build fairness for all in healthcare Lead the industry with inclusive research, access, and advocacy to ensure patients, across different markets, can see themselves in the future of medicine . Ensure widespread ownership Make inclusion a shared, everyday responsibility driven by data, modelled by leaders and supported across all levels. Create a Sanofi standard of inclusion in our workplaces and communities Hardwire inclusion into how we develop, design and deliver. Rebuilding trust in healthcare Access to healthcare Representa- tion in clinical trials Active inclusion felt across Sanofi Inclusive leadership is embedded Fair representation in our workforce Being psycho- logically safe at work Accessibility for all Building opportunities for individuals and businesses % evolution to close the healthcare trust gap in each “A Million Conversations” country 2M NCD patients treated in low- and middle- income countries 100% of our studies will implement inclusive strategies1 Upper quartile of high performing companies Upper quartile of high performing companies Reflecting the demographics of each countryand qualified workforce2 Trust and psychological safety Index in TRT is at best-in-class level Physical and digital access in the workplace is in upper quartile 16,000 jobs created within small and medium enterprises3 ESG Investor Roadshow 1. That proportionally reflect the patient population demographics in each respective regions/country. 2. Subject to local laws/regulation. (vs OECD /census data / self-ID campaigns) 3. Based on every $1M spent = 10 jobs For abbreviations, please see slide 46. 43 By 2030 we will have inclusion embedded into every decision and process, fostering belonging that drives innovation, trust, and better outcomes for patients. Belong. Beyond Boundaries
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44 ESG Investor Roadshow Key take aways Sanofi’s refreshed sustainability strategy, AIR, tackles the impact of environmental challenges on health and healthcare • Access to healthcare We tackle access to care for conditions exacerbated by environmental change, including respiratory conditions and diabetes and via our Global Health Unit • Environmental Impact We aim to minimize the environmental impact of products and activities across our value chain and adapt our business to climate- and nature-related challenges • Resilience of healthcare systems We lead collective efforts and product studies to reduce healthcare systems’ environmental footprint Inclusion: Our new strategy “Belong. Beyond Boundaries” aims to embed fairness, opportunity and respect in decisions and processes at Sanofi, for patients, employees and our communities
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Q&A session Part 2 Jon Fairest Head of Global Health Unit Annabelle Harreguy Head of Global Health, Safety and Environment, Manufacturing & Supply Tarja Stenvall Head of Established Products Franchise, General Medecines Christelle Saghbini Head of International Pharma Access to healthcare Environmental impact Jennifer Veevers Head of Culture Marta Diez Torca Global Manager Vaccines Iberia Resilience of healthcare systems Taking the lead in inclusion Sandrine Bouttier-Stref Head of Corporate Social Responsibility/Sustainability Audrey Duval Executive Vice President, Corporate Affairs
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46 ESG Investor Roadshow AIR Access, Impact, Resilience (Sanofi's sustainability strategy) ARR Afforestation, Reforestation and Revegetation ATACH Alliance for Transformative Action on Climate and Health BDP Bulk Drug Substance CO2eq Carbon dioxide equivalent COPD Chronic Obstructive Pulmonary Disease CSR Corporate Social Responsibility CTUe Comparative Toxic Unit ecotoxicity DS Drug Substance DP Drug Product EMA European Medicines Agency ER Emergency Room FDS Finished Drug Substance GAVI Global Alliance for Vaccines and Immunization GBU Global Business Unit GHG Greenhouse Gas GHU Global Health Unit GJ Gigajoule HCP Healthcare Professional HIC High Income Countries HCRU Healthcare Resource Utilization ICU Intensive Care Unit IDF International Diabetes Federation IPV Inactivated Polio Vaccine KiDS Kids and Diabetes in School Program KtCO2e Kilotonne of CO2 equivalent LCA Life Cycle Assessment LEAP Locate, Evaluate, Assess, Prepare (TNFD approach) LIC Low Income Countries LMIC Lower Middle Income Countries MOH Ministry of Health MtCO2e Megatonne of CO2 equivalent NCD Non-Communicable Disease PC Primary Care PCP Patient Care Pathway PIE Pharmaceuticals in the Environment R&D Research and Development RSV Respiratory Syncytial Virus SBTi Science Based Target initiative SMI Sustainable Markets Initiative SoC Standard of Care TNFD Taskforce on Nature-related Financial Disclosures UMIC Upper Middle Income Countries VCR Vaccine Coverage Rate WHO World Health Organization 2G Second Generation Abbreviations