Résultats « topline » de sotagliflozin - ACHAT - OC 93€
LEXICON publiait vendredi après-midi ses premiers résultats de Sotagliflozin chez les patients atteints d’un diabète de type 1. Pour rappel, SANOFI avait pris en licence le produit en novembre dernier après avoir versé un upfront de 300m$. Ce SGLT1-SGLT2 a montré une réduction statistiquement significative de 0,49% (400mg) du taux de glucose sanguin (p<0,001). Le but à travers ce partenariat est de diversifier son portefeuille produits dans les traitements du Diabète afin de limiter son « insulino dépendance ». Cependant, dans un contexte de pression sur les prix aux US, nous ne voyons pas SANOFI réaliser une acquisition transformante dans cette aire thérapeutique. Nous maintenons notre recommandation ACHAT avec un objectif de cours de 93€, en considérant cet actif, tout comme le partenariat en Immuno-Oncologie avec Regeneron, comme des options libres à notre valorisation.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.
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