Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

After The Twists And Turns, Sanofi Still A Value

It's been an interesting few days for Sanofi (SNY) and its shareholders. While the shares were thumped last week on what was seen as disappointing guidance, Monday saw a rebound on news of regulatory troubles at rival Novo Nordisk (NVO). Through it all, Sanofi still looks like a relative value and may in fact be one of the best bargains in the Big Pharma space.

Q4 Results Come In Fine, But Guidance "Disappoints"

Sanofi closed the year on a so-so note, but expectations weren't calling for particularly robust performance as the company absorbs some patent-related challenges to revenue and profits.

Revenue was flat as reported and down 2% operationally. While top-seller Lantus was up 23% in...

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