Transgene S.A.

Transgene is a biopharmaceutical company that designs and develops immunotherapy and virotherapy products for the treatment of cancers and infectious diseases. Co. is developing three anti-cancer products that are in clinical trials: (cancer of the lungs, liver and oropharynx); two anti-infectious immunotherapy products also in clinical trials: (hepatitis B and C). Co. also has products in the pre-clinical development stage. Co. operates in a single business segment, the research and development of therapeutic vaccines and immunotherapy products. Co. does not have any products on the market. Substantially all of its operations are conducted in France.
  • TickerTNG
  • ISINFR0005175080
  • ExchangeEuronext Paris
  • SectorPharmaceuticals & Biotechnology
  • CountryFrance

Analysts

Thibaut Voglimacci-Stephanopoli

INVEST SECURITIES - TRANSGENE (NEUTRE vs ACHAT, OC 1,34€ vs 3,0€) : Fin de parcours pour TG4010

Ahmed Ben Salem ...
  • Alain William
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Jean-François Granjon
  • Martial Descoutures
  • Oussema Denguir
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF Small & MIDCAP MORNING NEWS - 12/13/2019

FFP’s diary might be very full in 2020: spin-off of Faurecia, merger between FCA and PSA, a probable acquisition of shares in Faurecia and newco to breach the 5% threshold and, last but not least, the Peugeot clan’s possible acquisition of a 2.5% stake in newco from Dongfeng as a means of reducing the latter's weight and ramping up the combined shareholding with BPI to match Exor's level. Buy (target price € 138 vs € 134): the merger offers significant leverage on FFP’s future valuati...

Ahmed Ben Salem ...
  • Alain William
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Jean-François Granjon
  • Martial Descoutures
  • Oussema Denguir
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF Small & MIDCAP MORNING NEWS - 13/12/2019

L’agenda de FFP risque d’être très chargé en 2020 : spin-off de Faurecia, fusion FCA-PSA, rachat probable de titres Faurecia et NewCo pour franchir le seuil de 5%, last but not least, rachat possible par le clan Peugeot de 2.5% de NewCo à Dongfeng : un moyen de réduire le poids de Dongfeng et de monter avec BPI au niveau de Exor. Achat (OC 138 € vs 134 €) : la fusion offre un levier important sur la valorisation future de FFP. - Cf. étude publiée hier soir. - ...

Jean-Jacques Le Fur

TRANSGENE: Failure of TG4010 – Value remains in the technology platforms | CORPORATE | EUR3,2 vs. EUR6,5 (+62%)

TRANSGENE - CORPORATE | EUR3,2 vs. EUR6,5 (+62%) Failure of TG4010 – Value remains in the technology platforms No additional efficacy seen with TG4010 combined with Opdivo Next step is in H1 2020 Value still lies in the technology platforms – FV EUR3.2 vs EUR6.5

Martial Descoutures ...
  • Oussema Denguir

Transgene : TG4010 fails – time to build a new equity story – Neutral vs Buy

>TG4010 fails in phase II in non-small cell lung cancer - TNG yesterday evening announced the eagerly-awaited result for the phase II trial of TG4010, its therapeutic vaccine developed in non-small cell lung cancer (NSCLC; with low expression of PDL1 (< 50%)). Unfortunately, it is negative, i.e. the efficacy of the drug falls short of the company’s expectations (data not revealed). To recap, TG4010 is the most advanced therapeutic vaccine in terms of develop...

Aurelien Sivignon ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Salma Bouraoui
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 11/15/2019

...

Aurelien Sivignon ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Jean-François Granjon
  • Jeremy Garnier
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Salma Bouraoui
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 15/11/2019

...

Christophe Chaput ...
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jerôme Bodin
  • Martial Descoutures
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 10/01/2019

Strong growth in liquefied natural gas (LNG) is being fuelled by energy demand and coal substitution. A record number of final investment decisions (FID) is expected in 2019, followed by another wave in 2020. Several projects are in competition and only the most competitive will succeed. This boom will benefit global producers. Shell (Buy) is the leading player in the LNG market and Total (Buy, Top pick), no. 2, boasts the biggest project pipeline. Service companies are expected to se...

Christophe Chaput ...
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jerôme Bodin
  • Martial Descoutures
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 01/10/2019

La forte croissance du gaz naturel liquéfié (GNL) est tirée par la demande énergétique et la substitution au charbon. Un record de FID (final investment decision) est prévu en 2019, suivi d’une nouvelle vague en 2020. Plusieurs projets sont en concurrence et seuls les plus compétitifs verront le jour. Cet engouement profitera aux producteurs globaux. Shell (Achat) est leader sur le marché du GNL et Total (Achat, Top pick), n°2, présente le plus important pipeline de projets. Les soci...

Anis Zgaya ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Florent Laroche-Joubert
  • Geoffroy Michalet
  • Jeremy Garnier
  • Jerôme Bodin
  • Khaled Ben Amor
  • Martial Descoutures
  • Nicolas Thorez
  • Pierre Corby

ODDO BHF Small & MIDCAP MORNING NEWS - 07/03/2019

After a break in 2018, the outlook for renewed dividend growth is underpinned by: 1/ strong solvency (CET1 = 21.9%) with capital generation set to outpace growth in RWA; and 2/ the expected recovery in earnings thanks to reduced margin pressures. Our target price of € 32.4 is derived from a DDM and the minimal (10%) probability of success for the legal action regarding the CCI. - ...

Increased risk weighs on TRANSGENE, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of TRANSGENE (FR), active in the Biotechnology industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date October 18, 2019, the closing price was EUR 1.77 and its target price was estimated at EUR 1.53.

Ford Equity International Rating and Forecast Report

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...

Expert Corporate Governance Service (ECGS)

Transgène - Assemblée Générale des actionnaires du 22 mai 2019

Proxinvest attire l'attention des actionnaires sur différents points : Tout d'abord les rémunérations attribuées et attribuables au Président Directeur Généraet Directeur Général Délégué manquent clairement de transparence. L'actionnaire ne peut pas appréhender l'exigence des rémunérations variables. (Résolutions 6 à 9) Ensuite les conventions réglementées semblent désavantageuses pour les actionnaires minoritaires, ce qui entraine une recommandation de vote négative sur le rapport présenté en résolution 15. Nous signalons l’élection de Mr Hedi Ben Brahim en remplacement de Mr Alain Mérieux...

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

Matthieu DRIOL

Analyse court terme - TRANSGENE SA : La tendance est haussière.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 3,250 €. La rupture de 2,760 € mettrait la tendance en danger.

Matthieu DRIOL

Short term view - TRANSGENE SA : The trend is bullish.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at €3.250. The break of €2.760 would endanger the trend.

Matthieu DRIOL

Analyse court terme - TRANSGENE SA : La tendance est haussière.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 3,250 €. La rupture de 2,760 € mettrait la tendance en danger.

Matthieu DRIOL

Short term view - TRANSGENE SA : The trend is bullish.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at €3.250. The break of €2.760 would endanger the trend.

Valérie GASTALDY

Analyse moyen terme - TRANSGENE SA : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 2,270 €, puis 1,642 €. Le franchissement de 5,350 € remettrait en cause la suite de la baisse.

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