SNY Sanofi ADR

Sanofi has announced its acquisition of Dynavax for approximately $2.2 billion, aiming to strengthen its vaccine pipeline with Dynavax's hepatitis B vaccine, HEPLISAV-B. This move comes amidst significant changes in US vaccine policy and gives Sanofi a presence in the hepatitis B vaccine market, which it previously lacked. Dynavax's promising shingles vaccine candidate, Z-1018, also offers an additional future growth opportunity for Sanofi.

Sanofi has announced its acquisition of Dynavax, a hepatitis B vaccine manufacturer, for approximately $2.2 billion. This deal adds Dynavax's HEPLISAV-B vaccine and a shingles vaccine candidate, Z-1018, to Sanofi's portfolio, enhancing its offerings in the infectious disease vaccine market. HEPLISAV-B, which generated significant sales in 2024, provides a key revenue stream, while the shingles candidate shows promise against GSK's Shingrix.

Sanofi has agreed to acquire Dynavax Technologies for approximately $2.2 billion, paying $15.50 per share in cash. This deal will add Dynavax's approved adult hepatitis B vaccine, Heplisav-B, and its promising shingles prophylactic, Z-1018, to Sanofi's vaccine portfolio. The acquisition follows a dispute between Dynavax and activist investor Deep Track Capital and aligns with Sanofi's strategy of expanding its immunization offerings.

Dynavax Technologies has agreed to a $2.2 billion buyout from Sanofi, marking a significant merger in the Bay Area life sciences sector. This acquisition follows a year of investor pressure on Emeryville-based Dynavax. This deal is part of a larger trend of mergers and acquisitions among life sciences companies in the region.

The FDA delivered an early complete response letter for Sanofi's oral multiple sclerosis candidate tolebrutinib, rejecting its application months ahead of schedule. This decision caught Sanofi by surprise, despite previous setbacks with tolebrutinib, and underscores the challenges in developing treatments for non-relapsing secondary progressive MS. Sanofi expressed disappointment, highlighting the unmet medical need and the drug's prior Breakthrough Therapy Designation.

Sanofi has secured the first-ever EU approval for its BTK inhibitor, Wayrilz (rilzabrutinib), treating adult immune thrombocytopenia patients refractory to other treatments. This approval, granted on December 23, 2025, follows successful Phase 3 LUNA 3 data and prior approvals in the US and UAE, expanding Sanofi's rare disease and immunology portfolio. Wayrilz, an oral daily therapy, is expected to offer rapid and durable platelet responses and improved quality of life for patients.