Sanofi forecasts slight drop in U.S. vaccine demand this year
Sanofi CEO Paul Hudson forecasted slight U.S. vaccine demand weakness this year, attributing it to misinformation and increased regulatory scrutiny under the new administration. He cautioned that subdued immunization uptake could weigh on the company's near-term revenue growth for its U.S. vaccine business.
1. Sanofi Secures Regulatory Nod for Myqorzo and Redemplo in China
On January 15, 2026, China’s National Medical Products Administration granted marketing approval to Myqorzo (aficamten) for obstructive hypertrophic cardiomyopathy and to Redemplo (plozasiran) for familial chylomicronemia syndrome. The oHCM indication for Myqorzo was supported by the SEQUOIA-HCM Phase 3 trial (NCT05186818), which demonstrated a statistically significant improvement in peak oxygen uptake and a 45% reduction in exercise-induced symptoms versus placebo. Redemplo’s approval followed the PALISADE Phase 3 study (NCT05089084), in which patients with genetically confirmed FCS achieved a mean 75% reduction in triglyceride levels from baseline at 12 weeks, with over 80% of participants reaching target levels below 500 mg/dL. These approvals mark Sanofi’s third and fourth product launches in Greater China during the past 18 months and reinforce its strategy to target rare and severe cardiometabolic disorders.
2. CEO Flags Modest Downturn in U.S. Vaccine Demand
During the company’s January investor webcast, CEO Paul Hudson cautioned that U.S. vaccine uptake may soften slightly in 2026 due to widespread vaccine misinformation and heightened regulatory scrutiny under the current federal administration. He noted that U.S. immunization sales accounted for roughly 20% of Sanofi’s global revenues in 2025, and that a low‐single‐digit percentage decline in volumes could translate into a €100 million shortfall versus prior guidance. Hudson emphasised that the company will offset any near‐term headwinds by accelerating clinical development of next-generation influenza and RSV candidates and expanding its adult immunization portfolio through targeted public–private partnerships.