ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 06/19/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 19/06/2025

Azelis Group NV : Cautious into Q2 25 results

Amoéba Exemption from obligation to destroy trial crops in France

The French regulator ANSES has granted an exemption for Amoéba's biocontrol product Axpera, allowing crop trials without the usual requirement to destroy the harvest. This exemption, which applies to both open-field and greenhouse crops affected by various diseases, supports ongoing evaluations and follows recent regulatory milestones in France and the EU. While no material commercial sales are expected yet in 2025, the move is seen as another strong endorsement of Amoéba's innovative technology and a step closer to full market approval, reinforcing our confidence in the company's future poten...

Morning Notes : GIMBb BB, WDP BB

: GIMBb BB, WDP BB

ADA amylin monotherapy highlights Zealand, Novo, Lilly

The American Diabetes Association (ADA) conference was held 20-23 June, 2025 and contained a number of highly anticipated updates in the obesity pipeline. We summarise the key amylin monotherapy datasets in this note including data from Zealand from petrelintide's phase 1b showing higher weight loss in females, Lilly's eloralintide full presentation, which shows that the higher doses which showed competitive weight loss and generated excitement following the abstract release also come with headaches and depressive mood side effects, and Novo's CagriSema phase 3 full data publication, which in ...