INVEST SECURITIES - Sanofi : Un S2 qui s'annonce sous de meilleurs auspices - ACHAT, OC 85€
Suite à la publication du T2, nous mettons à jour notre modèle. La publication du T2 ne s'est pas révélée très surprenante: (i) une pression forte sur la franchise Diabète et SEP, (ii) une base de comparaison difficile pour la franchise Vaccins et (iii) un redressement de la marge brute du fait du mix produits. Nous maintenons notre recommandation ACHAT avec un S2 qui bénéficiera de l'intégration de Bioverativ et d'Ablynx, du retour à la croissance des Vaccins, de la montée en puissance de Dupixent et Praluent ainsi que de l'approbation de Cemiplimab.Sanofi is an integrated, global healthcare company focused on patient needs and engaged in the research, development, manufacture and marketing of healthcare products. Two segments make up Co.'s business: Pharmaceuticals and Vaccines. The Pharmaceuticals segment covers research, development, production and marketing of medicines, consisting of flagship products, plus a broad range of prescription medicines, generic medicines, and consumer health products. The Vaccines segment includes research, development, production and marketing of vaccines in five areas: pediatric vaccines, influenza vaccines, adult and adolescent booster vaccines, meningitis vaccines, and travel and endemic vaccines.
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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