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Team Pharma

ODDO : Un secteur en besoin de financement

La performance boursière du secteur lors de ce début 2023 a été de nouveau extrêmement hétérogène. Que ce soit en Europe ou aux Etats-Unis, le contexte macroéconomique et les difficultés de financement de certains acteurs ont conduit à privilégier les plus grosses capitalisations de la Biotech. Un rebond des opérations M&A se matérialise enfin ce qui devrait revigorer un secteur apathique. Les éléments moteurs ou freinant restent de vigueur à savoir, la clinique et la visibilité ...
Underlyings
Abivax SA

ABIVAX is a clinical stage biopharmaceutical company focusing on the discovery, development and commercialization of novel anti-viral compounds and therapeutic vaccines against severe and life threatening infectious diseases. ABIVAX utilizes RNA-protein interaction interference and cytotoxic TH1 cell amplification to generate therapies to help patients clear viruses like HIV, HBV and HPV. The Company's product pipeline comprises ABX 203, which is the therapeutic vaccine candidate obtained from the Centre for Genetic Engineering and Biotechnology, Cuba (CIGB) and is intended for patients with chronic hepatitis B disease; and ABX196, the adjuvant for therapeutic vaccines, among others.

Adocia SA

ADOCIA is a biotechnology company based in France. Co. specializes in the development of formulations for already-approved therapeutic proteins with a primary focus on insulins and treatments for diabetic foot ulcers. Co.'s biotherapy products are used in tissue regeneration and for treating chronic diseases. Co.'s proprietary BioChaperone® technological platform is designed to enhance the effectiveness and safety of therapeutic proteins in areas such as wound Healing, diabetes, ulcers and monoclonal antibody creation. Co. also maintains activities in the formulation of monoclonal antibodies for the treatment of various chronic pathologies (oncology, inflammation, etc.).

AELIS FARMA SA

BENEVOLENTAI

Cellectis SA

Cellectis is a gene-editing company employing its core proprietary technologies to develop products in the field of immuno-oncology. UCART19 is Co.'s lead product. UCART19 is an engineered T-cell product which drives its ability to target and kill CD19-bearing cells, such as B-cell malignancies. Co. is also developing wholly-owned product candidates UCART123, UCARTCS1 and UCART38, which are in various stages of development. UCART 123, UCARTCS1 and UCART38 are engineered T-cell products that bear CARs that seek to kill cells expressing targets CD123, CS1 and CD38, respectively, which are found in other hematologic tumors, such as acute myeloid leukemia, or AML, and multiple myeloma, or MM.

Cosmo Pharmaceuticals NV

Cosmo Pharmaceuticals N.V. is a specialty pharmaceutical company. The Company develops therapies for gastrointestinal disorders. The Company's clinical development pipeline specifically addresses treatments for inflammatory bowel diseases, colorectal cancer diagnosis and colonoscopy. It has developed a medical device for polyp excision and is developing a product for the detection of colon cancer. Its pipeline includes Lialda/Mezavant/Mesavancol, which is indicated for mild to moderate ulcerative colitis; Uceris/Cortiment, which is indicated for mild to moderate ulcerative colitis; Zacol NMX, which is indicated for intestinal disorders; Rifamycin SV MMX, which is indicated for Travelers' Diarrhea and uncomplicated diverticulitis, among others; CB-17-01, which is indicated for chromoendoscopy for colorectal cancer prevention in surveillance patients; CB-17-04, which is a sub mucosal injectable composition, and CB-01-12, which is an antibody anti-tumor necrosis factor (TNF) alpha drug.

Dermapharm Holding SE

Dermapharm Holding SE. Dermapharm Holding SE is a Germany-based company engaged in manufacturing of patent-free branded pharmaceuticals. The Company operates through two segments: Branded pharmaceuticals and other healthcare products, which includes in-house development, in-house production, and distribution of branded pharmaceuticals and other healthcare products, and Parallel import business, which operates under the axicorp brand. It holds around 950 marketing authorizations for more than 250 active pharmaceutical ingredients, which are marketed as pharmaceuticals, dietary supplements or supplemental balanced diets. The Company offers its products through a number of brands, including Dekristol, Ampho Moronal, Keltican, Tromcardin, among others. It is active primarily in Germany, Switzerland and Austria. Additionally, it operates production facility in Germany. Trommsdorff & GmbH Co KG is a subsidiary of the Company.

Evotec SE

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.

Genfit SA

Genfit is a biopharmaceutical company engaged in the discovery and development of drugs and biomarkers in therapeutic areas of high unmet need due to the lack of effective treatments or diagnostic tools and/or due to the increasing number of patients worldwide. Co. concentrates its research and development efforts to participate in the commercialization of treatment solutions and diagnostic tools to fight certain metabolic, inflammatory, autoimmune or fibrotic diseases affecting especially the liver (such as non-alcoholic steatohepatitis or "NASH").

Gensight Biologics SA

GenSight Biologics is a clinical-stage biotechnology company based in France. Co. is engaged in discovering and developing novel therapies for mitochondrial and neurodegenerative diseases of the eye and central nervous system by combining a gene therapy-based approach with its core technology platforms of mitochondrial targeting sequence, or MTS, and optogenetics. Co.'s initial focus has been on developing therapies for severe retinal diseases, with the goal of preserving or restoring vision in patients suffering from sight-threatening ophthalmic diseases. Co.'s product pipeline comprises two candidates for the treatment of sight-threatening retinal degenerative diseases, GSO1O and GSO3O.

Innate Pharma SA Class A

Innate Pharma S.A. is a biopharmaceutical Company developing immunotherapy drugs for cancer and inflammatory diseases. Co. specializes in the development of new monoclonal antibodies targeting receptors and pathways controlling the activation of innate immunity cells. Also, Co. has three product-candidates resulting from its research platform are being tested in clinical trials; two of these by Co.'s partners, Bristol-Myers Squibb and Novo Nordisk A/S. Co. focuses on immunopharmacology and antibody technology. Co. has a panel of molecular and cellular assays and in vivo models for assessing the pharmacodynamics, the pharmacotoxicology and efficacy of drug candidates.

MedinCell SA

Medincell SA. Medincell SA is a France-based manufacturer of biological products and pharmaceutical preparations. The Company is focused on the development of therapeutic solutions with worldwide access. The Company works on both for-profit and non-profit projects, in collaboration with partners ranging from pharmaceutical corporations to physicians, from biotechnology firms to academics and foundations. Its range of products consists of three products in development phase: mdc-IRM, a subcutaneous injection in phase III clinical study for the treatment of schizophrenia; mdc-CWM, an intra-articular injection in phase II clinical study for the treatment of post-surgical pain and inflammation; mdc-TJK, a subcutaneous injection for the treatment of schizophrenia, as well as a number of other products that are in the research phase, such as mdc-WWM, which is a subcutaneous injection for contraception, and mdc-ELK, a subcutaneous injection for the treatment of depression, among others.

MorphoSys AG

MorphoSys is engaged in development and commercialization of antibodies for therapeutic applications. Co. operates in two segments: Partnered Discovery, which operates therapeutic development programs for drug candidates in cooperation with biotechnology and pharmaceutical companies; and Proprietary Development, which is engaged in the development of therapeutic antibodies in the area of inflammatory disease and oncology on a proprietary basis. As of Dec 31 2013, Co.'s proprietary antibody compounds in clinical trials included MOR103 in the areas of rheumatoid arthritis and multiple sclerosis; MOR202 in the field of multiple myeloma; and MOR208 in the field of malignant B-cell diseases.

OSE Immunotherapeutics SA

Ose Immunotherapeutics SA, formerly Orphan Synergy Europe Pharma SA, is a France-based company principally engaged in the clinical stage biotechnological sector. The Company develops immunotherapy products against invasive or metastatic late-stage cancers. The Company offers a technology, called Memopi, which helps the immune system to eliminate malignant cells; it re-educates the body's immunological memory so that the immune system (and particularly T cytotoxic cells) attacks tumor cells by increasing the patient's specific cytotoxic T response against their cancer. The Company's main product, Texopi, is a patented combination of ten epitopes, selected and optimized from five tumor associated antigens.

PAION AG

Poxel SA

Poxel is a clinical-stage biopharmaceutical company focused on the development of treatments for type 2 diabetes and metabolic disease. Co.'s two drug candidates, Imeglimin and PXL770, are intended to complement and augment existing type 2 diabetes therapies, including in patients who no longer fully respond to such therapies, with the goal of helping patients better control their type 2 diabetes and reduce potentially disabling or fatal complications.

Quantum Genomics

Quantum Gernomics is a biotechnology firm specializing in the development of innovative drugs to combat cardiovascular diseases. Run by professionals in creating and managing technological start-ups and drug development, as well as researchers and inventors, Co. has established contractual relations with institutions of academic excellence in France (Inserm, CollA

Theranexus SA

Theranexus SA is a France-based company engaged in the healthcare industry. The Company is a biopharmaceutical entity that develops drug candidates to be used in the treatment of central nervous system (CNS) disorders, including epilepsy, narcolepsy, Parkinson's disease, Alzheimer's disease, neuropathic pain and psychiatric disorders. Its patented technology is aimed at increasing the efficacy of CNS drugs, which are approved and available on the market. The Company's technology is protected, scalable and versatile, and used to generate high value-added proprietary drug candidates for different conditions, while reducing time-to-market and market entry costs and risks in comparison with standard drug development processes. Theranexus SA operates in the domestic market.

Transgene SA

Transgene is a biopharmaceutical company that designs and develops immunotherapy and virotherapy products for the treatment of cancers and infectious diseases. Co. is developing three anti-cancer products that are in clinical trials: (cancer of the lungs, liver and oropharynx); two anti-infectious immunotherapy products also in clinical trials: (hepatitis B and C). Co. also has products in the pre-clinical development stage. Co. operates in a single business segment, the research and development of therapeutic vaccines and immunotherapy products. Co. does not have any products on the market. Substantially all of its operations are conducted in France.

Valbiotis SA

Valbiotis SA Formerly known as Valbiotis SAS. Valbiotis SA is a France-based company engaged in the biotechnology industry. The Company specializes in developing nutrition solutions designed to prevent cardiometabolic diseases and provide nutritional support for patients. It seeks to develop solutions designed to prevent type 2 diabetes, NASH, (non-alcoholic steatohepatitis) and obesity and to offer nutritional support. The Company prevents disease by developing products that reduce the risk factors of irreversible chronic diseases. It provides patient support through new-generation medical nutrition solutions containing patented substances with clinically proven effects. Its products are plant-based and undergo strict scientific and clinical tests in collaboration with academic research centers.

Valneva SE

Valneva, together with its subsidiaries, is focused on vaccine development and antibody discovery. Co. generates revenue from both its marketed product, a vaccine for the prevention of Japanese encephalitis (IXIARO®/JESPECT®), commercial partnerships around a portfolio of product candidates and licensed technology platforms (EB66® cell line, VIVA,Screen antibody discovery technology, and the IC31® adjuvant) developed by Co. Related business activities include product research and development, regulatory and clinical activities, manufacturing of commercial product and advanced clinical product candidates, as well as administrative, corporate development, and marketing and sales activities.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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