SAN FRANCISCO, Jan 14 (Reuters) - Sanofi chief
executive Paul Hudson said on Wednesday the U.S. is likely to
see a slight weakness in vaccine demand this year due to
misinformation and heightened scrutiny under the current
administration.
The Trump administration has in the last year upended
the process for recommending immunizations, with the U.S.
earlier this month
ending its longstanding guidance that all children receive
vaccines against flu and three other diseases.
While the benefits of immunisation remain clear, some
parents and patients may hesitate in the short term, Hudson said
at a media event during the J.P. Morgan Healthcare Conference.
The French drugmaker had reported a decline in vaccine sales
in the third quarter. The company has not yet provided guidance
for 2026 but expects demand to stabilise over time, Hudson said.
At the same time, the policy uncertainty has created
favourable conditions for vaccine-focused mergers and
acquisitions, as short-term investors stay on the sidelines, he
added.
"It's a good time to do vaccine M&A," he said, noting that
fewer bidders are competing for assets.
Looking ahead, he said combined flu-COVID vaccines could
drive the next wave of vaccine uptake from 2027 or 2028,
particularly among older adults.