Accord win-win entre 2 spécialistes européens - DIASORIN (NEUTRE, OC 74€ vs 72€), QIAGEN (NEUTRE, OC 29€)
Suite à l'annonce du partenariat sur QTF, nous ajustons nos estimations sur les 2 groupes en intégrant également l'impact négatif de la régulation PAMA sur les taux de remboursements US de QTF sur le segment outpatient. Pour QIAGEN, nous alignons nos estimations d'imposition avec la guidance formulée. Après mise à jour des devises, nos BNA restent quasi inchangés pour DIASORIN, alors que la contribution positive de l'accord sur QTF ne permet pas de compenser l'impact négatif de la réforme fiscale et de la régulation PAMA pour QIAGEN. Nos recommandations NEUTRE demeurent inchangées. Objectif sur DIASORIN relevé à 74€ (vs 72€) et objectif sur QIAGEN de 29€ réitéré.Qiagen is provider of Sample to Insight solutions to transform biological materials into valuable molecular insights. Co.'s sample technologies process DNA, RNA and proteins from blood, tissue and other materials. Assay technologies make these biomolecules visible and ready for analysis. Bioinformatics software interprets data. Automation solutions unite these together in molecular testing workflows. Co. provides these workflows to four classes: Molecular Diagnostics (human healthcare), Applied Testing (forensics, veterinary testing and food safety), Pharma (pharmaceutical and biotechnology companies) and Academia (life sciences research). Co. markets its products in more than 130 countries.
Since 2006, Invest Securities has become one of the leading players in investment services for funds and managers, to whom we offer a global and personalised service. Our track record differentiates us and proves our leadership in numerous promising sectors like property and growth companies.
Consisting of 13 different profiles (pharmacist, engineer, financier, etc), the DNA of our financial analysis office is value added and sector expertise. Through daily monitoring and detailed analyses of companies and sectors, we seek to provide a differentiating vision of our 120 stocks followed. Our ideas are circulated every day to nearly 1,000 professionals.
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