Mise à disposition du Document d’Enregistrement Universel incluant le Rapport Financier 2023

Mise à disposition du Document d’Enregistrement Universel incluant le Rapport Financier 2023 Mise à disposition du Document d’Enregistrement Universel incluant le Rapport Financier 2023 Nantes, le 2 mai 2024 – OSE Immunotherapeutics SA (ISIN: FR0012127173; Mnémo: OSE) annonce la mise à disposition de son Document d’Enregistrement Universel 2023. Ce Document d’Enregistrement Universel a été déposé le 30 avril 2024 auprès de l’Autorité des Marchés Financiers. Il inclut notamment le rapport financier annuel, le rapport sur le gouvernement d’entreprise établi par le Conseil d’admini...

OSE Immunotherapeutics - AbbVie deal clears antitrust hurdle

OSE has announced that its licence agreement with AbbVie has cleared antitrust review and has become effective. As previously noted, this is expected to support OSE’s runway extension into 2026, past key milestones and readouts for in-house assets Tedopi (non-small cell lung cancer, US Phase III trials expected to commence in Q224) and Lusvertikimab (ulcerative colitis, Phase II readouts expected in mid-2024). Following the Federal Communications Commission (FCC) mandatory waiting period, OSE is expected to receive the negotiated US$48m upfront payment from AbbVie imminently, as part of its gl...

INVEST SECURITIES - OSE IMMUNO : Upfront de 48m$ confirmé, Ph III Tedopi sécurisée - ACHAT, OC 10€ vs 8,3€

Sylvania Platinum - Annual guidance maintained, despite strike

Sylvania has maintained annual production guidance despite Q324 results being affected by a 22-day strike, resulting in 10% lower production. The PGM basket price was stable during the quarter, with positive platinum momentum offset by palladium weakness and rhodium prices stable. Operating costs increased by 5.6%, in line with expectations. FY24 production guidance is for 75,000–76,000oz, despite the challenges in Q324. Our PGM outlook is unchanged from our moderated forecasts earlier in the year. We have cut our FY24 EPS forecast by 2.2% from 7.4p to 7.2p on the Q324 miss, but have lifted ou...

1Spatial - Investing in the transformational SaaS opportunity

1Spatial’s FY24 results reflected robust momentum for the enterprise business and continued improvement in the revenue mix, with investment in growth suppressing margin and cash generation. This investment phase will continue in FY25 to lay the foundation for transformational growth from 1Streetworks and in the US in the coming years. Our scenario analysis indicates the upside from successful execution is significant, with further wins for 1Streetworks and in the US being the key catalysts for more rapid, operationally geared growth to be priced in.

Datatec - FY24 underlying EPS more than doubles y-o-y

In a second more detailed trading update for FY24, Datatec confirmed revenue growth of 6% to $5.46bn, with Westcon International delivering excellent performance, Logicalis International having a strong H2 and Logicalis Latin America affected by difficult market conditions in Argentina and Brazil. The company also provided provisional EPS data, with reported EPS likely to come in ahead of our forecast and underlying EPS just below our forecast. We maintain our forecasts pending FY24 results on or around 27 May.