【Biotech Investment News】Sanofi’s Strategic Deals in 2025: A Comprehensive Summary

Key Pharma Moves: Sanofi’s Acquisitions and Collaborations in Q1–Q3 2025

In 2025, Sanofi has executed several key strategic acquisitions and licensing deals focused on immunology, neurology, and rare diseases. Here’s a summary of these deals and their strategic implications.

🧩 Summary of Sanofi’s 2025 Major Deals

1. Acquisition of Blueprint Medicines (USA)
   • Value: Up to $9.5B
   • Terms: $129/share + up to $6 CVR
   • Purpose: Strengthen rare disease portfolio (systemic mastocytosis)
   • Expected close: Q3 2025
2. Acquisition of Vigil Neuroscience (USA)
   • Value: $470M + up to $20M CVR ($8/share + $2 CVR)
   • Target: Alzheimer’s candidate VG-3927
   • Expected close: Q3 2025
3. Acquisition of DR-0201 (Dren Bio Subsidiary)
   • Terms: $600M upfront + up to $130M in milestones
   • Target: Bispecific engager for autoimmune diseases
   • Closed on: May 27, 2025
4. Licensing deal with Formation Bio (JAK/SYK inhibitor)
   • Value: €545M (~$632M)
   • Drug: Gusacitinib (for chronic hand eczema)
   • Purpose: New indication Phase trial execution

🔍 Strategic Context

• Sanofi is reducing reliance on Dupixent and pivoting toward rare/immune diseases.
• Deals expand Ayvakit franchise, complement early-stage pipeline, and add neuro assets.
• Collaboration with Formation Bio signals AI-driven development interest.

📅 Eyes on Q3 2025

Both Blueprint and Vigil deals are expected to close in Q3 2025 and are projected to contribute to EPS growth from 2026 onward.

🗣 My Insight

The global pharmaceutical industry faces a universal patent cliff. Sanofi’s focused investment strategy reflects the need for diversified modalities and speed. I will continue sharing insights and roundups on pharma and biotech M&A trends globally.

📚 Related Links

• Sanofi finds M&A fix for its multiple itches (Reuters)
• Sanofi to buy US blood disorder drugmaker for up to $9.5bn (FT)
• Vigil Neuroscience Stock Triples on Acquisition (Investopedia)