
Stock Movers NatWest Rises, Sanofi Climbs, Saab Surges
Oct 24, 2025
NatWest shines with its highest earnings in a decade and raises its guidance for the year. Sanofi reports a profit surge, fueled by strong sales of its popular drugs, despite challenges in vaccine performance. Meanwhile, Saab capitalizes on geopolitical uncertainty, boosting its revenue forecast with a record order backlog. Tune in for insights on how these companies are navigating market shifts!
AI Snips
Chapters
Transcript
Episode notes
NatWest's Strong Quarter Signals Resilience
- NatWest raised guidance after beating estimates and reporting its highest earnings in at least a decade.
- The bank's stronger net interest margin and lower loan provisions signaled resilient UK consumer finances for now.
Dupixent Drives Sanofi While Vaccines Lag
- Sanofi's profit beat was driven by record Dupixent sales, underlining the drug's central role.
- Weakness in its vaccine business from price competition and lower US uptake offset some gains and poses future risk.
Sanofi In Talks Over U.S. Tariff Relief
- Sanofi hasn't struck a U.S. drug-pricing tariff deal yet but remains in talks with authorities.
- The company's stance contrasts with peers who've accepted price concessions for tariff relief.
