Gensight Biologics SA

GenSight Biologics is a clinical-stage biotechnology company based in France. Co. is engaged in discovering and developing novel therapies for mitochondrial and neurodegenerative diseases of the eye and central nervous system by combining a gene therapy-based approach with its core technology platforms of mitochondrial targeting sequence, or MTS, and optogenetics. Co.'s initial focus has been on developing therapies for severe retinal diseases, with the goal of preserving or restoring vision in patients suffering from sight-threatening ophthalmic diseases. Co.'s product pipeline comprises two candidates for the treatment of sight-threatening retinal degenerative diseases, GSO1O and GSO3O.
  • TickerSIGHT
  • ISINFR0013183985
  • ExchangeEuronext Paris
  • SectorPharmaceuticals & Biotechnology
  • CountryFrance
Alain William ...
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 07/10/2020

While the trajectory of the return of capacity in China may have kindled hope, we anticipate a further postponement of the recovery, with a 60% fall in traffic in 2020 and a rebound of just 40% in 2021. The relatively high multiples make the stocks vulnerable to potential disappointments, which leads us to be selective. We prefer defence stocks such as Thales and Leonardo. Airbus is our only positive recommendation in the civil aerospace segment. In the airline segment, we confirm our...

Martial Descoutures ...
  • Oussema Denguir

Gensight Biologics : Presentation confirms expectations concerning Lumevoq

>A clear lack of a therapeutic alternative - Gensight organised yesterday afternoon a press conference in the presence of Dr Nancy Newman (Emory Eye Center) and Dr Sean Donahue, PhD (Vanderbilt Children's Hospital). The aim was mainly to review the real requirements in Leber Hereditary Optic Neuropathy (LHON). This presentation mainly confirmed our opinion on the unmet needs in this pathology and the expectations that Gensight’s Lumevoq could trigger. The two experts ...

Martial Descoutures ...
  • Oussema Denguir

Gensight Biologics : Une présentation qui confirme les attentes de Lumevoq

>Un manque d’alternative thérapeutique évident - Gensight organisait hier après-midi une conférence en présence du Dr Nancy Newman (Emory Eye Center) et Dr Sean Donahue, PhD (Vanderbilt Children's Hospital). L’objectif était principalement de revenir sur les besoins réels dans la Neuropathie Optique Héréditaire de Leber (NOHL). Cette présentation a principalement pu confirmer notre opinion sur les besoins non satisfaits dans cette pathologie et ainsi les attentes que ...

Martial Descoutures ...
  • Oussema Denguir

Gensight Biologics : A minor impact on clinical and regulatory activity

>A minor impact on its clinical programme - Yesterday, Gensight's management discussed the impact of the current pandemic on its clinical and operating portfolio. The impact remains extremely moderate, unlike other companies in the industry. Indeed, the two major phase III trials REVERSE and RESCUE which will form the basis for the registration of Lumevoq (GS010) for the treatment of Leber hereditary optic neuropathy (LHON) have been completed. However, the long...

Martial Descoutures ...
  • Oussema Denguir

Gensight Biologics : Un impact mineur sur l’activité clinique et réglementaire

>Un impact mineur sur son programme clinique - Hier le management de Gensight revenait sur l’impact de la pandémie actuelle sur son portefeuille clinique et opérationnel. L’impact reste extrêmement modéré contrairement aux autres sociétés du secteur. En effet, les deux principaux essais de phase 3 REVERSE et RESCUE qui seront la base de l’enregistrement de Lumevoq (GS010) pour le traitement de la neuropathie optique héréditaire de Leber (LHON) ont été achevés. Le...

Christophe Chaput ...
  • Christophe-Raphaël Ganet
  • Fehmi Ben Naamane
  • Geoffroy Michalet
  • Hana Maalej
  • Hela Zarrouk
  • Jean Sassus
  • Jeremy Garnier
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Martial Descoutures
  • Nicolas Thorez
  • Oussema Denguir
  • Philippe Ourpatian
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 03/12/2020

While Data Respons is a quality target in our view, financial value creation is pre1eempted by the high price tag (16.5x EBIT), which implies a low ROIC (5.4%e in 2021e). Moreover, after this deal, exposure to the automotive, aerospace and oil sectors – the sectors hardest hit by the coronavirus – remains high (around 63% of revenues), while debt rises to a huge level for the sector. As a result, we lower our estimates for the existing scope and our target price (€ 35 vs € 59), and dow...

Alain William ...
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 07/10/2020

While the trajectory of the return of capacity in China may have kindled hope, we anticipate a further postponement of the recovery, with a 60% fall in traffic in 2020 and a rebound of just 40% in 2021. The relatively high multiples make the stocks vulnerable to potential disappointments, which leads us to be selective. We prefer defence stocks such as Thales and Leonardo. Airbus is our only positive recommendation in the civil aerospace segment. In the airline segment, we confirm our...

Alain William ...
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hana Maalej
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 10/07/2020

Si la trajectoire de retour des capacités en Chine a pu alimenter l’espoir, nous anticipons une reprise une nouvelle fois décalée dans le temps avec une chute du trafic de 60% en 2020 et un rebond limité à 40% en 2021. Les multiples relativement élevés rendent les titres vulnérables à d’éventuelles déceptions ce qui nous pousse à être sélectif. Nous privilégions les valeurs défense comme Thales et Leonardo. Airbus est notre seule recommandation positive sur le civil. Dans l’aérien, no...

Martial Descoutures ...
  • Oussema Denguir
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 04/07/2020

Given its strategic nature in the COVID-19 crisis, food retail has regained a defensive status, which seems justified in our view. This means we have only cut our 2020 forecasts by 3.2%. There are no financial issues in the sector. The valuations remain attractive. We are not changing our sector hierarchy. Ahold Delhaize is still our Top Pick, but we are steering clear of Metro (Reduce vs Neutral). - ...

Martial Descoutures ...
  • Oussema Denguir
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 07/04/2020

Stratégique face à la crise du COVID-19, la distribution alimentaire retrouve un statut défensif, qui nous semble justifié. Nous sommes conduits à baisser nos attentes 2020 que de 3.2%. Il n’y a pas de problématique financière dans le secteur. Les valorisations restent attractives. Nous ne modifions pas notre hiérarchie sectorielle : Ahold Delhaize reste notre top pick alors que nous restons à l’écart de Metro (Alléger vs Neutre). - ...

Alain William ...
  • Hana Maalej
  • Martial Descoutures
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 01/21/2020

We are initiating coverage on the five main market capitalisations of the luxury goods sector in Europe with a firmly positive bias on the three big names in the soft luxury segment, Hermès (Buy, target price € 776, Top Pick), LVMH (Buy, target price € 471) and Kering (Buy, target price € 654), for which we expect annual top-line growth to remain above +5% in the coming financial years, we are more cautious regarding Richemont (Reduce, target price CHF 73) and Swatch (Reduce, target ...

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Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

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