Analysts' Opinions Are Mixed on These Healthcare Stocks: Ocular Therapeutix (NASDAQ: OCUL) and Sanofi (NASDAQ: SNY)We met with Sanofi's CFO yesterday in Boston and discussed a wide range of topics. This note summarizes the highlights. Separately, we have updated our model post Q4 results and other recent news. CEO Management noted CEO transition followed a deliberate Board review of what the company has achieved under Sanofi's outgoing CEO and what is required to succeed in the next decade. Under outgoing leadership, the company successfully commercialized a mega-blockbuster brand in Dupixent, delivered consistent profitable growth, and meaningfully streamlined the company's manufacturing footprint. Conversely, R&D output, scientific rigor, and better transparency were identified as areas which could benefit from fresh leadership.