Bryan Garnier - Semiconductors Hardware | Prefer equipment manufacturers amid reduced visibility

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Bryan Garnier

Frederic Yoboue

Semiconductors & Hardware | Prefer equipment manufacturers amid reduced visibility

This report completes our preliminary analysis of the COVID-19 crisis published on 12th March and discusses further the potential impacts on the semiconductor industry and our coverage.

08/04/2020 31 EN

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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.

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Analysts

Frederic Yoboue

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Oscar Haffen Lamm

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Egetis posted a positive US development update on Emcitate with 15 evaluable patients in the US ReTRIACt phase 3 study (vs 12 at previous update) and has submitted a pre-NDA meeting (Type B) request to the FDA, with plans to initiate the submission of the NDA for tiratricol (Emcitate) this year. As

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Damien Choplain ... (+2)

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Faron is advancing bexmarilimab (BEX) into a registrational phase 2/3 trial in HR-MDS following a positive EOP2 meeting with the FDA. We view the feedback of broadly positive, as the trial design remains largely unchanged, with a single study expected to support approvals in both frontline and rela

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Semiconductors & Hardware | Prefer equipment manufacturers amid reduced visibility

Cinclus Pharma: Q2 driven by BD progress, Phase 3 trial nearing initiation

Egetis: Submits pre-NDA meeting, positive recruitment update

Faron: Positive FDA feedback sends BEX into a registrational phase 2/3 study

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