Sanofi: Trump's Vaccine Policy Won't Break The Story

ALLKA Research 3.55K Followers Follow Summary On August 10, Trump signed Executive Order 14420. But I believe the pressure on Sanofi stock from Trump's Gold Standard Childhood Vaccine Recommendations will be temporary. Sanofi is trading at a significant discount, with a non-GAAP P/E ratio [FWD] of 9.2x, 53.2% below the sector median. Also, Sanofi raised its 2026 sales growth guidance from high single-digit to around 10% at CER. In this article, I explain why Sanofi, one of my top picks in immune-mediated inflammatory diseases and vaccines, still offers an attractive risk/reward profile. BluIz60/iStock Editorial via Getty Images As you may know, on July 30, Sanofi ( SNY ) released its Q2 earnings . It showed higher sales growth rates for its IMIDs franchise, Rezurock, and Altuviiio than I had projected under my 'base case' scenario. This article was written by ALLKA Research 3.55K Followers Follow With over two decades of dedicated experience in investment, Allka Research has been a guiding force for individuals seeking lucrative opportunities. Its conservative approach sets it apart, consistently unearthing undervalued assets within the realms of ETFs, commodities, technology, and pharmaceutical companies.Allka Research's journey in the investment landscape is marked by a commitment to delivering substantial returns and strategic insights to its clients. In a world filled with complexities, Allka Research thrives on simplifying investment strategies, ensuring accessibility for both seasoned investors and those just starting.Driven by an unwavering passion for empowering others financially, Allka Research seeks to share its wealth of knowledge through Seeking Alpha. Its mission is to contribute thought-provoking analyses and informed perspectives to the Seeking Alpha community. With a desire to demystify the intricacies of investing, Allka Research aims to inspire confidence in its readers, fostering a community of informed investors who can navigate the markets with intelligence and understanding. Join Allka Research on this exciting journey of discovery and wealth creation as it continues to unravel the secrets of the financial world on Seeking Alpha. Analyst’s Disclosure: I/we have a beneficial long position in the shares of LEGN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.