Report
Dylan Van Haaften ...
  • Eric Le Berrigaud
  • Jean-Jacques Le Fur
  • Olga Smolentseva
  • Victor Floc’h

Q3 Top Picks: AZ stays in, UCB, DBV and Valneva new additions

HEALTHCARE | Top Picks Q3 2021


Q3 Top Picks: AZ stays in, UCB, DBV and Valneva new additions


-> Looking back at Q2 2021

-> What to expect in Q3?

-> Our selection of picks for the opening quarter
Underlyings
AstraZeneca PLC

AstraZeneca is a holding company. Through its subsidiaries, Co. operates as a biopharmaceutical company engaged in discovering, developing, manufacturing and commercializing its pipeline of small molecule and biologic prescription medicines, including targeted business development through collaboration, in-licensing and acquisitions. Co. is focused on three main therapy areas: Oncology, Cardiovascular and Metabolic Diseases, and Respiratory. Co. is also selectively active in autoimmunity, infection and neuroscience. In addition, Co. works across small molecules, oligonucleotides and other drug platforms, as well as biologic medicines.

DBV Technologies SA

DBV Technologies is a clinical-stage specialty biopharmaceutical company focused on immunotherapy. Co.'s therapeutic approach is based on epicutaneous immunotherapy (EPIT), its proprietary method of delivering biologically active compounds to immune systems through intact skin using a platform called Viaskin. Viaskin is an electrostatic patch that offers a self-administered, non-invasive immunotherapy to patients. Once applied on intact skin, Viaskin forms a condensation chamber that hydrates the skin and solubilizes the antigen, allowing it to penetrate the epidermis, where it's captured by Langerhans cells. Co.'s patients include infants and children suffering from severe food allergies.

UCB S.A.

UCB is a global biopharmaceutical company focused on severe diseases in two therapeutic areas, namely central nervous system disorders and immunology. In the area of central nervous system disorders, Co. is focused on advanced Parkinson's disease, epilepsy, restless legs syndrome and epilepsy. In the area of immunology disorders, Co. is focused on rheumatoid arthritis, axial spondyloarthritis, psoriatic arthritis, systemic lupus erythematosus, juvenile idiopathic arthritis, post-menopausal osteoporosis, systemic lupus erythematosus and immunological diseases.

Valneva SE

Valneva, together with its subsidiaries, is focused on vaccine development and antibody discovery. Co. generates revenue from both its marketed product, a vaccine for the prevention of Japanese encephalitis (IXIARO®/JESPECT®), commercial partnerships around a portfolio of product candidates and licensed technology platforms (EB66® cell line, VIVA,Screen antibody discovery technology, and the IC31® adjuvant) developed by Co. Related business activities include product research and development, regulatory and clinical activities, manufacturing of commercial product and advanced clinical product candidates, as well as administrative, corporate development, and marketing and sales activities.

Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Dylan Van Haaften

Eric Le Berrigaud

Jean-Jacques Le Fur

Olga Smolentseva

Victor Floc’h

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