AstraZeneca is a holding company. Through its subsidiaries, Co. operates as a biopharmaceutical company engaged in discovering, developing, manufacturing and commercializing its pipeline of small molecule and biologic prescription medicines, including targeted business development through collaboration, in-licensing and acquisitions. Co. is focused on three main therapy areas: Oncology, Cardiovascular and Metabolic Diseases, and Respiratory. Co. is also selectively active in autoimmunity, infection and neuroscience. In addition, Co. works across small molecules, oligonucleotides and other drug platforms, as well as biologic medicines.
Evotec is a holding company engaged as a drug discovery solutions company providing drug discovery capabilities to pharmaceutical and biotechnology companies as well as to academic institutions. These drug discovery solutions are provided in form of fee-for service work, integrated drug discovery alliances, development partnerships, licensing of drug candidates and consulting arrangements. Co. is primarily involved in the areas of neuroscience, pain, metabolic diseases, oncology and inflammation. Co. provides its drug discovery activities under the banners of EVT Execute, EVT Integrate and EVT Innovate. Co.'s operations are divided into two segments: EVT Execute and EVT Innovate.
GlaxoSmithKline is a global healthcare company. Co.'s segments include: Pharmaceuticals; Vaccines; and Consumer Healthcare. The Pharmaceuticals segment is focused on developing new medicines in respiratory, HIV, oncology and immuno-inflammation, with discovery research exploring these and other areas. The Vaccines segment has a portfolio and pipeline of vaccines to help protect people throughout life. Co. delivers vaccines to people living in over 160 countries. The Consumer Healthcare segment develops and markets consumer-preferred brands in oral health, pain relief, respiratory, nutrition/gastro-intestinal and skin health.
Lonza supplies services and products that range from active pharmaceutical ingredients and stem-cell therapies to drinking water sanitizers, from vitamin B compounds and organic personal care ingredients to agricultural products, and from industrial preservatives to microbial control solutions. Co. operates in two segments: Lonza Pharma & Biotech, which clusters all of Co.'s offerings for pharmaceutical markets, focuses on providing custom development, custom manufacturing, cell therapy, viral therapeutics and bioscience solutions; and Lonza Specialty Ingredients, which includes offerings in its consumer care, agro ingredients, industrial solutions, wood protection and water treatment.
Novartis is a multinational healthcare group based in Switzerland. Co. provides healthcare solutions that address the evolving needs of patients and societies worldwide. Co.'s broad portfolio includes innovative medicines, eye care products and cost-saving generic pharmaceuticals. Co.'s operations are organized along three operating divisions: Innovative Medicines Division; Sandoz Division; and Alcon Division. Co.'s operations are supported by the Novartis Institutes for BioMedical Research and Novartis Business Services.
Samsung Biologics is engaged in the manufacture of biological products. Co. provides CMO (Contract Manufacturing Organization) services that serve other domestic and international pharmaceutical companies on a contract basis to produce high-tech biomedicine as of the date when the business report is submitted. Co.is also engages in the research & development and commercialization of biosimilar products.
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.
Sartorius Stedim Biotech is a provider of equipment and services for the development, quality assurance and production processes of the biopharmaceutical industry. Co.'s solutions cover fermentation, filtration, purification, fluid management and lab technologies and membrane chromatography, including various conventional lab products to biopharmaceutical laboratories. Co.'s technologies, products and services are used to develop and manufacture medications and vaccines using biological methods. Co.'s products covers all upstream and downstream steps in the production of active pharmaceutical ingredients. It specializes in single-use products and offers technical consulting and services.
Wuxi Biologics Cayman Inc. WUXI BIOLOGICS (CAYMAN) INC. is an investment holding company. The Company along with its subsidiaries is mainly engaged in the discovery, research and development, manufacturing and sales of biologics products. The Company's primary products include the clinical active pharmaceutical ingredients, sterile liquid preparations, freeze-dried preparations, as well as small molecules antibiotics for injection drugs. The Company mainly distributes its products in the United States of America (USA) and the People's Republic of China (PRC) markets.
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>Q2 set for an automatic slowdown - On 21 July, Novartis is set to publish its Q2 results which should be impacted by an automatic slowdown. Q1 was marked by an increase in early purchases by patients with prescriptions covering a longer period than usual (+4% sales growth at constant forex i.e. $ 400m). The group was extremely reassuring on its stock management, and we anticipate no supply disruptions at this Q2 publication and for the end of the year. At this s...
Synergies are often a key part of the story when telecom M&A transactions are announced. But are they actually delivered? We go back and look at past deals to assess both absolute and relative performance and run through our findings in detail.
Our LBPN deep-dive leads us to believe there is considerable upside from new modalities, US & EU onshoring trends, the IBEX platform & the newly signed Moderna alliance. We increase our 2025 group sales forecasts by 13% and EBITDA forecasts by 15%. We are now 10% above consensus EBITDA in 2022 and 8% higher on sales. We do not include the Moderna COVID vaccine in our forecasts but show that it could add ~40% to 2021 EBIT (although adds 2-3% to company NPV). A number of imminent catalysts could boost the shares: LSI spin decision is due any day, MRNA COVID vaccine P2 data in Q320 & the new CEO ...
As we exit Q2, we now have several datapoints that show EU Pharma has been significantly impacted by COVID-19. We show that doctor visits and NBRx were down by around 40% YoY. However, there is considerable variation by therapy area and by clinical setting. Using a risk matrix and analysing >60 of the biggest drugs in EU Pharma, we analyse which companies are most at risk for 2Q20 & therefore will find hitting 2020 guidance to be all the more challenging. We show SAN & AZN are least impacted whilst GSK & Novartis fare worst. Surprisingly, ROG is impacted more than we expected...
We previously predicted that COVID-19 would have a multi-quarter impact on the economy & market expectations for a quick recovery were misplaced. However, due to Government mismanagement, such as late lockdowns, allowing inbound air travel from COVID hotspots, poor testing, limited ability to contact trace and seemingly poor preparedness for a 2nd wave, the impact of COVID-19 could well last into 2022. In this note we provide clear evidence that public confidence is unlikely to return irrespective of whether governments remove all restrictions and that the route out is neither linear nor will ...
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