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Posted by
Two Blokes Jul 15 -
Filed in
Stock
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2 views
Sanofi is a high-quality, undervalued pharma giant trading near 10x P/E, offering a compelling contrarian opportunity despite recent price declines. Strong cash flow, AA credit rating, and a 4.7% yield, plus a robust vaccine and rare disease portfolio, underpin my bullish thesis. Recent M&A, notably the Blueprint acquisition, enhances Sanofi's immunology and rare disease pipeline, supporting future growth and synergies.