Juiced for bigger returns

Q1 in-line, pos outlook

Q1: Sales and adj. EBITDA in line.Positive outlook: Sales gorwth and better GM on lower cost + Go 2

Carbios: offtake agreements with L'Oréal and L'Occitane en Provence

Yesterday, Carbios announced it has signed two multi-year offtake agreements for biorecycled PET from its Longlaville plant with L’Oréal and L’Occitane en Provence, confirming market demand for high-quality enzymatically recycled PET. These contracts mark a preliminary step in Carbios’ plans to res

Mgmt lunch takeaways: CTCL pivotal in sight, BI-1206 triplet poised to improve

Yesterday, we attended a lunch organised by BioInvent's management, where the team provided updated colour on lead programs BI-1808 in CTCL and BI-1206 in NHL. An important strategic focus for the company is the advancement of BI-1808 in CTCL, where early signs of clinical activity in both Sézary S

Eyewear: what caught our eyes in Q1 publications

Against macro uncertainty and a fluid tariff backdrop, the O&E industry has played its defensive role with an average performance of +15% YTD (vs. soft luxury sample at -5% and sportswear at -11%), supported by reassuring Q1 publications, proactive tariff mitigation initiatives and reiterated F