Encore des questions sur Romosozumab - NEUTRE - OC 83€ (vs 80€)
Suite à la publication des résultats annuels et à la conférence téléphonique, nous ajustons à la hausse nos prévisions en termes de marge sur 2016-2018. De plus, nous augmentons notre probabilité de succès sur romosozumab qui passe de 50% à 75% considérant que les résultats topline publiés devraient permettre un dépôt du dossier d’enregistrement aux US. Cependant, nous ajustons à la baisse notre pic ventes qui passe de 2,2Mds€ à 2Mds€ au total (incluant les ventes d’Amgen). Dans l’attente des résultats complets de FRAME, nous maintenons notre recommandation à NEUTRE avec un objectif relevé à 83€ vs 80€ préc.UCB is a global biopharmaceutical company focused on severe diseases in two therapeutic areas, namely central nervous system disorders and immunology. In the area of central nervous system disorders, Co. is focused on advanced Parkinson's disease, epilepsy, restless legs syndrome and epilepsy. In the area of immunology disorders, Co. is focused on rheumatoid arthritis, axial spondyloarthritis, psoriatic arthritis, systemic lupus erythematosus, juvenile idiopathic arthritis, post-menopausal osteoporosis, systemic lupus erythematosus and immunological diseases.
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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