MFN Drug Pricing - Impact and Implementation (Thematic, 5pgs)

Ahead of today’s signing of an Executive Order to introduce a Most Favoured Nation approach to drug pricing in the US, we show that net pricing in the EU is c.50% lower than in the US & which companies have most to lose from MFN. We also show that, in reality,

Novartis AG: 1 director

A director at Novartis AG sold 21,000 shares at 94.000CHF and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board m...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 04/29/2025

Camurus Q1: Beat on profitability, Buvidal/Brixadi momentum preserved

Camurus reported its Q1'25 results, with topline revenues of SEK558m (c. -6% vs css, primarily due to FX), and a beat on profitability with PBT coming in at SEK254m (c. +20% vs css). Buvidal maintained its growth momentum in Q1 with 3,000 new patients on treatment (vs. 4,000 in Q4, but consistent w

BioInvent: BI-1808 meets bar in CTCL; BI-1206 in NHL slightly below threshold

Yesterday afternoon, the company released new data from two programs: BI-1808 in CTCL and BI-1206 (triple combo with AZ's Calquence) in NHL. For BI-1808 in CTCL, the dataset now includes 8 patients (up from 4 previously), showing 1 new complete response (CR), 3 partial responses (PR), and 4 stable

HydrogenPro: Q1 results

HydrogenPro has reported Q1 2025 results this morning confirming challenging dynamics due to lacking and postponed investment decisions for green hydrogen production. Revenue came in at NOK22m in Q1 2025 (vs FY25 cons. at NOK469m), mostly derived from the SALCOS project with Andritz in Germany, for