Sanofi SA at Bank of America Merrill Lynch Global Healthcare Conference Transcript
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It's really great to be here. As we said before, it's more of a way point. I think Paul actually used that terminology way point. Now again, you go back to what we said in immunology day. We have big ambitions in the immunology space to be leaders in that space. But it starts with what we're doing with dupilumab, kind of cross indications and so on and so forth. So we guided to more of a waypoint for $10 billion plus before. And then we -- our newest way point, I would say, so it's probably not a fair comparison to like consensus necessarily, but our newest way point is $13 billion plus, doesn't include COPD. Does it -- your question about does it take into consideration cannibalization -- no, not really. I mean, as we think about it, it's more about -- the fundamentals of this is more about the market growth.
So if you think about all these indications that we've gone into thus far, atopic dermatitis being the first one, so let's just pick on that one. It's about that market growing. We have a bio
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