ODDO : ODDO BHF Nextcap Forum: Feedback from day two

Feedback of the companies present at the ODDO BHF Nextcap Forum Company Country Market cap. (m) Company Country Market cap. (m) Accsys Technologies € 124 Hoffmann Green € 62 Afyren € 72 Hornbach € 1 451 Altri € 1 058 IDI € 537 AMG € 550 Implenia CHF 973 AmRest PLN 3 544 Jacquet Metals € 494 Arcure € 29 Kloeckner & Co € 653 Arverne 194 Knaustabbert € 144 Austriacard Holdings € 188 Lna Santé € 270 Bastide € 218 Medincell € 398 Befesa € 1 116 Nacon € 63 CAF € 1 649 Nexity € 557 Carmat € 12 Austrian Post € 2 010 Cegedim € 152 Palfinger € 1 310 Claranova € 181...

ODDO : ODDO BHF Nextcap Forum 2025: Feedback

Our 14th edition of the ODDO BHF Nextcap Forum took place on 11 June in Paris, and on 12 June virtually. 96 companies and 170 investors were present for more than 700 meetings organized. Overall, we noted a still cautious tone from companies, with limited visibility on a solid rebound in a persistently uncertain market environment (geopolitical situation, US politics, etc.), even if there are some signs of recovery and certain sectors remain very well positioned (leisure, energy, defence). At the same time, completed and upcoming M&A activity continues to be very well received by the market. W...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 06/16/2025

Eutelsat: EUR1.35bn raise and step towards becoming a strategic French asset

Eutelsat has announced a EUR1.35bn equity raise, including a EUR716m reserved capital increase at EUR4/share and a EUR634m rights issue, underwritten by the French State, Bharti, CMA CGM, and FSP. The capital raise is not unexpected, given prior rumours and Eutelsat's financing needs. The higher su

Camurus: CAM2029 Ph2/3 in PLD met primary endpoint, follow up Ph3 TBD

Camurus reported topline data from its phase 2/3 POSITANO study (n=71) evaluating CAM2029 in PLD which met the primary endpoint showing stat. sig. relative reduction of the liver volume (htTLV) from baseline to week 53 of 4.3% (p=0.044) vs pbo, with corresponding relative reduction in total liver c

Medincell FY24: Uzedy TRx growth momentum; Runway to profitability

Medincell’s FY24 results primarily focused on balance sheet items and a recap of corporate achievements. Importantly, Uzedy’s TRx data continues to show sustained momentum, which we view as a key metric to forecast future growth - we maintain our expectation of accelerating sales into FY25 (FYe: US