Pharma Patent Cliffby readouts.io
Company · patent cliff and acquisitions

Sanofi’s patent cliff

Dupixent, the only Sanofi drug tracked here, made ≈$17.8B of its 2025 revenue (36%) and loses US exclusivity in 2031. Since 2023, Sanofi has closed 5 acquisitions of $1B or more, worth $17.1B in total. Products from those deals brought in $416M in 2025 (some only from their closing date).

Losing US exclusivity by 2030
NoneFirst tracked loss is 2031
By 2037
≈$17.8B36% of ≈$49.3B
Acquisitions since 2023
$17.1B5 deals of $1B or more
2025 sales from acquired products
$416MTzield and Ayvakit · partial year
Bought with an approved product
3 of 5Provention Bio, Blueprint Medicines and Dynavax Technologies

2025 revenue losing US exclusivity, by year

2031–2037
0%25%50%75%100%
2031
36%≈$17.8B · Dupixent

Bars are each drug's 2025 sales as a share of Sanofi’s total revenue (≈$49.3B). Total net sales €43.6B. Sanofi books Dupixent's global sales. Only drugs tracked here are counted, so full exposure can be higher. Tap a bar for the drug's page.

Acquisitions since 2023

ClosedCompany boughtValueAreaWhat it broughtAt closing
Apr 2023 Provention BioProvention, March 2023 · Sanofi, April 2023 $2.9B Cardiometabolic Tzield, which delays the onset of type 1 diabetes2025 sales: Tzield $71M. Converted from €63M at the 2025 average rate. Sanofi FY2025 Approved product
May 2024 InhibrxSanofi, May 2024 $1.7B Other SAR447537, a treatment in development for alpha-1 antitrypsin deficiencyPlus a CVR of $5 per share. Pipeline only
Jul 2025 Blueprint MedicinesSanofi, June 2025 · Sanofi, July 2025 $9.1B Immunology Ayvakit, the only approved drug for systemic mastocytosis, plus immunology pipeline drugs2025 sales: Ayvakit $345M. Converted from €305M at the 2025 average rate; from 18 July 2025 only. Sanofi FY2025 Approved product
Dec 2025 VicebioSanofi, December 2025 · PharmExec, July 2025 $1.15B Vaccines An early combination vaccine for RSV and human metapneumovirusUpfront payment; up to $0.45B more in milestones. Pipeline only
Feb 2026 Dynavax TechnologiesSanofi, December 2025 · Sanofi, February 2026 $2.2B Vaccines Heplisav-B, an adult hepatitis B vaccine, and a shingles vaccine in early trials Approved product
5 counted$17.1B

Acquisitions of whole companies closed since January 2023 with a headline price of $1B or more. Values are the price Sanofi announced, excluding milestone payments unless noted. Licensing deals are not included. Compare all 65 deals →

Losing vs buying, by area

AreaAt risk by 2037Acquisitions since 2023
Immunology≈$17.8B$9.1B
Vaccines–$3.35B
Cardiometabolic–$2.9B
Other–$1.7B

Immunology is where Sanofi has the most revenue at risk and where it has spent the most on acquisitions. At risk is 2025 sales of tracked drugs losing US exclusivity by 2037; acquisitions are the headline value of counted deals closed since 2023.

How to read this

The two figures measure different things. Revenue at risk is what the drugs earned in 2025. A deal's value is what Sanofi paid, not the sales it will bring in. 3 of the 5 companies it bought were already selling an approved product at closing (Provention Bio, Blueprint Medicines and Dynavax Technologies); the rest brought pipeline drugs whose sales are years away and may never arrive. The closest like-for-like figure is sales of the products Sanofi bought: $416M in 2025 (some only from their closing date), against ≈$17.8B of 2025 sales losing US exclusivity by 2037. So this page shows the figures side by side rather than claiming how much of the gap the deals fill.

Other companies

Sources

Revenue: Sanofi FY2025. Drug sales and dates are sourced on each drug's page; each deal links to Sanofi’s announcement or filing in the table above.

See all 45 drugs on the patent cliff →