Le Glucagon, plus qu’un simple développement? - ACHAT - OC 91€
Avec sa plateforme technologique (BioChaperone) et une spécialisation dans les traitements du diabète, ADOCIA est souvent présenté comme une cible potentielle pour certains acteurs présents sur cette aire thérapeutique. Initialement, nous pensions que les synergies de portefeuilles étaient bien plus évidentes avec Lilly qu’avec Sanofi (un premier accord déjà signé, BC Combo comme extension de gamme…). Cependant suite à l’annonce de l’arrêt en phase I de SAR438544, un analogue stable du glucagon développé par SANOFI, nous pensons que les cartes sont rebattues. La technologie BioChaperone développée par ADOCIA fait selon nous dorénavant autant sens dans les mains de SANOFI que de Lilly. Nous maintenons notre recommandation à ACHAT avec un objectif de cours de 91€.ADOCIA is a biotechnology company based in France. Co. specializes in the development of formulations for already-approved therapeutic proteins with a primary focus on insulins and treatments for diabetic foot ulcers. Co.'s biotherapy products are used in tissue regeneration and for treating chronic diseases. Co.'s proprietary BioChaperone® technological platform is designed to enhance the effectiveness and safety of therapeutic proteins in areas such as wound Healing, diabetes, ulcers and monoclonal antibody creation. Co. also maintains activities in the formulation of monoclonal antibodies for the treatment of various chronic pathologies (oncology, inflammation, etc.).
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