SEC filings · customer concentration · SNY

Who depends on Sanofi

2 listed suppliers report Sanofi as a customer worth 10% or more of their revenue, led by Novavax at 36%.

0major customers now
—of revenue from them
2listed suppliers depending on it
2011–2026years covered
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When a new annual report adds a 10% customer, drops one, or moves a share by 5 points or more, you get the change and the filing link. Up to 10 companies per address, no account, unsubscribe with one click.

Suppliers that depend on Sanofi

Listed companies whose annual report names Sanofi as a customer worth 10% or more of their revenue. If Sanofi cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
NovavaxNVAX36%▼ from 68%FY 2024: 68%FY 2025: 36%2 yearsFY 2025 · filed 26 Feb 2026
MacrogenicsMGNX33%newFY 2023: 10%FY 2025: 33%2 yearsFY 2025 · filed 9 Mar 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
ExelixisEXEL39%last FY 2011FY 2011: 39%1 yearFY 2011 · filed 20 Feb 2014

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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