Report
Martial Descoutures

Résultats mitigés de l'étude Fourier - ACHAT - OC 91€

Dans le cadre de l’ACC, Amgen publiait les résultats complets et tant attendus de son étude FOURIER évaluant l’effet cardiovasculaire de Repatha. Nous savions déjà que Repatha réduisait l’incidence des évènements CV majeurs, mais ne connaissions pas jusqu’alors la teneur de cette réduction. Avec une diminution de -15% du score MACE (évènements cardiovasculaires), ce résultat se révèle en dessous des attentes. Un travail est maintenant attendu entre AMGEN et les payeurs afin d'ajuster au mieux la population cible. Nous ne modifions pas à ce stade nos attentes sur Praluent de SANOFI avec un pic de ventes de 2,5Mds€. Nous maintenons notre recommandation à ACHAT.
Underlying
Sanofi

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.

Provider
Invest Securities
Invest Securities

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.

Analysts
Martial Descoutures

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