Sanofi CEO warns of short-term vaccine demand weakness in US due to misinformation and administration scrutiny.

Sanofi's CEO, Paul Hudson, expects a slight weakness in US vaccine demand this year due to misinformation and heightened scrutiny under the current administration. The company reported a decline in vaccine sales in Q3 and expects demand to stabilize over time. Hudson believes that policy uncertainty has created favorable conditions for vaccine-focused M&A. Combined flu-COVID vaccines could drive the next wave of vaccine uptake from 2027 or 2028, particularly among older adults.