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: FAGR BB, IVA FP, SOF BB, ENRGY BB
: BREB BB, OPTI BB, EXM BB, SOLB BB, WDP BB, DEME BB, JDEP NA, ENRGY BB
Yesterday, Inventiva hosted a CMD which highlighted the potential of lanifibranor in MASH. Our main takeaways are i) the number of diagnosed/treated MASH patients is on the rise, a trend that is expected to continue, ii) the future of the MASH landscape will involve combination therapies with GLP-1 likely being the backbone, and iii) lanifibranor is well positioned to reach a broader set of prescribers incl. endocrinologists thanks to its mechanism and metabolic benefits. We reiterate our € 8 TP and BUY.
Titan America received Miami-Dade County's Notice of Acceptance for lintel products, which paves the way for Titan America to further extend its vertical integration into the lintel market. We remind that Titan recently reported resilient 1H25 results with EBITDA up 2% y/y, which was about 1% better than our forecast. We continue to remain optimistic on TITAN's prospects in the US and remind that only one third of Titan America's sales is imported in the US (with future tariff rate settled at 15%). Additionally, the US remains a net-import market in which c. 24% of consumption is imported, imp...
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