Why did Sanofi replace Paul Hudson?

Reports cite pipeline setbacks and investor pressure for a clearer growth plan. The board moved to reset strategy, naming Belen Garijo to refocus late‑stage priorities and spending. The change aims to improve confidence in execution and address U.S. pricing risks that affect returns [source](https://www.statnews.com/2026/02/12/sanofi-ceo-replaced-paul-hudson-belen-garijo/).

What does Belen Garijo’s appointment mean for U.S. investors?

Expect a focus on R&D discipline, a tighter late‑stage plan, and measured costs. For the ADR, SNY, this can mean near‑term volatility but potential upside if targets are credible. U.S. policy risks on drug prices remain a swing factor for margins and cash returns [source](https://www.reuters.com/business/healthcare-pharmaceuticals/sanofis-new-ceo-needs-fix-drug-pipeline-navigate-trump-2026-02-13/).

Is SNY attractive after today’s drop?

Sanofi trades around a 12.43 TTM P/E with a 4.70% dividend yield and 1.36 P/B. Those are supportive if execution improves. The bear case is more pipeline delays and policy pressure. Position sizing and patience matter while the new CEO outlines priorities.

What key dates should I watch for Sanofi?

Watch April 23, 2026 for earnings and April 29 for Belen Garijo’s first day as CEO. Investors should listen for a pipeline review, cost targets, and capital allocation plans. These updates can drive short‑term price action and set expectations for the year.

Global Market Insights

SNY Stock Today, February 13: CEO Ousted; Garijo Tapped to Fix Pipeline

ByDanny Kontos February 13, 2026February 13, 2026

Sanofi CEO Paul Hudson is out, and Belen Garijo will take the helm on April 29 after Sanofi pipeline setbacks raised pressure for change. For U.S. investors, the ADR, SNY, fell as traders priced in a reset on R&D and costs. We outline what Garijo inherits, how policy risks in the U.S. may affect pricing, and the near‑term stock setup. We also flag key dates and levels to watch so you can react quickly.