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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!
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INSIGHT

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.
INSIGHT

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.
INSIGHT

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.
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