UBS Pan-European Conference   “Capturing the Emerging Trend”  Hanspeter Spek, President - Global operations               ...
Forward Looking StatementsThis presentation contains forward-looking statements as defined in the Private Securities Litig...
Agenda Emerging Markets opportunity Sanofi’s leadership                                3
Growth Contribution from Emerging Marketsto Global Pharma Market Expected to be >70% Opportunities and Challenges         ...
Macro Factors Point to Strong Growthin Emerging Markets                                                                   ...
Agenda Emerging Markets opportunity Sanofi’s leadership                                6
Sanofi - An Unparalleled Leadership Positionin Emerging Markets Sanofi’s Performance in Emerging Markets(1, 2)            ...
Sanofi Sales in Emerging Markets Overtake Salesin Traditional Markets                                                     ...
Sanofi Benefits from a Broad Emerging Markets Presenceand Enjoys a Strong Performance in BRIC                             ...
Well Poised to Capture Growthin Other Fast Growing Economies      €10.1bn   Total Emerging   Markets Sales       in 2011  ...
Sanofi is the #1 Healthcare Company in Emerging Markets                             Sanofi’s Scorecard in Emerging Markets...
Significant Contribution from Legacy Brandsin Emerging Markets despite Generic Competition   Legacy Brands in    2011 Sale...
Growing Exposure to Emerging Markets witha Broad and Diversified Offering  Emerging Market Sales and % Represented by Emer...
Building a Tailored Portfolio in Emerging Marketsthrough Multiple Acquisitions and Partnerships Adjusting our Offerings to...
Key Success Factors to Sustain our UnmatchedLeadership Position in Emerging Markets    Historical      ● Leverage unique a...
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2012 - UBS Emerging Markets Conference

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2012 - Ubs Pan European Conference

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2012 - UBS Emerging Markets Conference

  1. 1. UBS Pan-European Conference “Capturing the Emerging Trend” Hanspeter Spek, President - Global operations June 1st, 2012
  2. 2. Forward Looking StatementsThis presentation contains forward-looking statements as defined in the Private Securities Litigation Reform Act of1995, as amended. Forward-looking statements are statements that are not historical facts. These statementsinclude projections and estimates and their underlying assumptions, statements regarding plans, objectives,intentions and expectations with respect to future financial results, events, operations, services, productdevelopment and potential, and statements regarding future performance. Forward-looking statements aregenerally identified by the words "expects", "anticipates", "believes", "intends", "estimates", "plans" and similarexpressions. Although Sanofis management believes that the expectations reflected in such forward-lookingstatements are reasonable, investors are cautioned that forward-looking information and statements are subjectto various risks and uncertainties, many of which are difficult to predict and generally beyond the control of Sanofi,that could cause actual results and developments to differ materially from those expressed in, or implied orprojected by, the forward-looking information and statements. These risks and uncertainties include among otherthings, the uncertainties inherent in research and development, future clinical data and analysis, including postmarketing, decisions by regulatory authorities, such as the FDA or the EMA, regarding whether and when toapprove any drug, device or biological application that may be filed for any such product candidates as well astheir decisions regarding labeling and other matters that could affect the availability or commercial potential ofsuch product candidates, the absence of guarantee that the product candidates if approved will be commerciallysuccessful, the future approval and commercial success of therapeutic alternatives, the Groups ability to benefitfrom external growth opportunities, trends in exchange rates and prevailing interest rates, the impact of costcontainment policies and subsequent changes thereto, the average number of shares outstanding as well asthose discussed or identified in the public filings with the SEC and the AMF made by Sanofi, including those listedunder "Risk Factors" and "Cautionary Statement Regarding Forward-Looking Statements" in Sanofis annualreport on Form 20-F for the year ended December 31, 2011. Other than as required by applicable law, Sanofidoes not undertake any obligation to update or revise any forward-looking information or statements. 2
  3. 3. Agenda Emerging Markets opportunity Sanofi’s leadership 3
  4. 4. Growth Contribution from Emerging Marketsto Global Pharma Market Expected to be >70% Opportunities and Challenges World Pharmaceutical Market(1) Sales Split Contribution● Growing and aging populations to Growth €837bn● Shift from acute to chronic diseases €656bn● Need for greater access to medicines 64% 26%● Cost burden on governments 74% and healthcare reforms● Largely out-of-pocket markets 36% 74%● Increased investment from all 26% market players 2010 2015e Mature Markets (2) Emerging Markets (1) IMS Market Prognosis, 2011-2015 (2 ) World less North America (USA, Canada), Western Europe (France, Germany, UK, Italy, Spain, Greece, Cyprus, Malta, Belgium, Luxembourg, Portugal, Holland, Austria, Switzerland, Sweden, Ireland, Finland, Norway, Iceland, Denmark), Japan, Australia and New Zealand 4
  5. 5. Macro Factors Point to Strong Growthin Emerging Markets Emerging Markets Population(1) 6bn Estimated GDP growth 2010-2015(2) 5-9% Healthcare expenditure as % of GDP(3) 5-6% Estimated Pharmaceutical Market growth CAGR 2010-2015(4) 13-16% Annual birth cohorts(5) 120m Large middle class by 2030(6) ~2bn (1) IMF; CIA The World Factbook (2) IMF; internal analysis (3) IMF; WHO 2008 (4) IMS Pharmerging Markets CAGR 2010-2015 (5) WHO, World Population Prospects: The 2010 revision; CIA The World Factbook 5 (6) Brookings Institution; Goldman Sachs
  6. 6. Agenda Emerging Markets opportunity Sanofi’s leadership 6
  7. 7. Sanofi - An Unparalleled Leadership Positionin Emerging Markets Sanofi’s Performance in Emerging Markets(1, 2) €10.1bn +16% +9% €5.0bn 2005 2006 2007 2008 2009 2010 2011 (1) World less North America (USA, Canada), Western Europe (France, Germany, UK, Italy, Spain, Greece, Cyprus, Malta, Belgium, Luxembourg, Portugal, Holland, Austria, Switzerland, Sweden, Ireland, Finland, Norway, Iceland, Denmark), Japan, Australia and New Zealand (2) Emerging Markets sales of €10,133m, up +10.1% at CER in 2011 7
  8. 8. Sanofi Sales in Emerging Markets Overtake Salesin Traditional Markets (3) Emerging United Western ROW Markets 2) (1, States Europe €10,133m €9,957m €9,130m €4,169m +10.1% at CER +6.8% at CER -4.0% at CER +13.8% at CER 12.5% 29.8% 30.3% 27.3% Note: Sales growth excluding A/H1N1 and Genzyme is : +10.4% for Emerging Markets, -5.7% for U.S., -10.5% for Western Europe, +6.3% for ROW (1) World less North America (USA, Canada), Western Europe (France, Germany, UK, Italy, Spain, Greece, Cyprus, Malta, Belgium, Luxembourg, Portugal, Holland, Austria, Switzerland, Sweden, Ireland, Finland, Norway, Iceland, Denmark), Japan, Australia and New Zealand (2) Emerging Markets represented 30.3% of Sanofi sales in 2011 vs. 24% in 2008 (3) Japan, Canada, Australia and New Zealand 8
  9. 9. Sanofi Benefits from a Broad Emerging Markets Presenceand Enjoys a Strong Performance in BRIC (1) Emerging Markets FY 2011 Sales Split +18.1% -0.4% +15.7% +8.4% BRIC (Brazil, Russia, India, China) €3,467m +19.8% at CER excluding Genzyme and A/H1N1 (1) Growth at CER excluding Genzyme and A/H1N1 9 9
  10. 10. Well Poised to Capture Growthin Other Fast Growing Economies €10.1bn Total Emerging Markets Sales in 2011 Sanofi Leadership Large Countries Position Population with Scale outside BRIC(1) BRIC 34.2% #1 in Africa and 10 Non-BRIC Middle East ## countries with 65.8% ~3bn #2 in CEE sales between #2 in LatAm €100m and €500m #4 in Asia in 2010 BRIC: Brazil, Russia, India, China (1) IMS MIDAS MAT Q1 2011 10
  11. 11. Sanofi is the #1 Healthcare Company in Emerging Markets Sanofi’s Scorecard in Emerging MarketsNumber one A top position Largest One of the A wide A commercialcompany in in most of the proportion of biggest sales network of presence in a Emerging fast growing sales generated forces in industrial sites large number Markets by economies in Emerging Emerging across of Emergingmarket share Markets Markets Emerging Markets among peers Markets #1 #1 ~100 with in BRIC >30% ~21,000 48 countries with 5.4% market and of global sales industrial commercial share (1) non-BRIC sales people (2) sites (2) presence (1) IMS MIDAS FY 2011 (2) December 2011 11
  12. 12. Significant Contribution from Legacy Brandsin Emerging Markets despite Generic Competition Legacy Brands in 2011 Sales in % of Global Product 2011 Sales Growth Emerging Markets Emerging Markets Sales in 2011 (at CER) €706m 35% +11.9% €551m 26% +14.1% €363m 28% +6.7% €294m 32% -24.5% €228m 52% +8.7% €227m 59% +11.3% €181m 48% +0.2% €162m 15% +9.5% 12
  13. 13. Growing Exposure to Emerging Markets witha Broad and Diversified Offering Emerging Market Sales and % Represented by Emerging Markets per Segment (1) Merial sales not consolidated in 2008 (2) Pharmaceuticals sales excluding Diabetes, CHC and Generics 13
  14. 14. Building a Tailored Portfolio in Emerging Marketsthrough Multiple Acquisitions and Partnerships Adjusting our Offerings to Local Needs in Fast Growing Market Segments ● A total of 17 deals since 2008 ● Addressing income disparities Generics ● Tapping into out-of-pocket and markets Consumer Health Care ● Adding local brands ● Invested a total of around €3.7bn in acquisitions 14
  15. 15. Key Success Factors to Sustain our UnmatchedLeadership Position in Emerging Markets Historical ● Leverage unique accumulated experience presence and diversified product portfolio Market reach ● Expand sales forces to address rural areas Manufacturing ● Grow network of industrial sites to serve increasing volume capacity Quality of ● Attract, train and retain local management talent management Tapping into ● Broaden R&D networks in Asia local innovation Bolt-on ● Continue to enlarge our portfolio by successfully acquisitions identifying and integrating M&A targets 15
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