Report
Oliver Metzger

ODDO BHF Small & MIDCAP MORNING NEWS - 07/11/2024

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Underlyings
ABOUT YOU HLDG AG

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.).

Arcure SA

Arcure SA is a France-based company specialized in the technology sector. The Company develops a range of solutions for enhancing the autonomy of industrial machinery. Arcure SA serves companies operating within construction, transport, tunnels or urban cleanup, logistics and the mining sector. Its portfolio includes two main products: Blaxtair and Omega. Blaxtair offers solutions for securing the perimeter around mobile industrial machinery and robots by preventing collision in working environments. Omega is an advanced stereoscopic camera calculating the disparity map by providing metadata to the user. Additionally, thanks to its two sensors, Omega provides the disparity map and raw images at 20 frames per seconds. Apart from France, the Company also operates in a number of countries, which includes Japan, Chile and England, among others.

AstraZeneca PLC

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.

CompuGroup Medical SE & Co. KGaA

Gerresheimer AG

Gerresheimer is a holding company. Through its subsidiaries, Co. manufactures glass and plastic products for the pharma and healthcare industry. Co.'s operates in three divisions: Plastics & Devices, which its product portfolio includes products for the administration of medicines, such as insulin pens, inhalers, and prefillable syringes; Primary Packaging Glass, which produces glass primary packaging for medicines and cosmetics, such as pharma jars, ampoules, injection vials, cartridges, perfume flacons, and cream jars; and Life Science Research, which produces laboratory glassware for research, development, and analytics, such as beakers, Erlenmeyer flasks, and measuring cylinders.

Novartis AG

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.

NOVO NORDISK A/S

Roche Holding Ltd

Roche Holding is a healthcare company. Co. operates in two Divisions, Pharmaceuticals and Diagnostics. Co.'s pharmaceuticals division is comprised of two business segments Roche Pharmaceuticals and Chugai. Co.'s pharmaceuticals division provides therapies including Cotellic, in combination with Zelboraf for advanced melanoma, and Alecensa for a specific type of lung cancer. Co.'s diagnostics division consists of four business areas: Diabetes Care, Molecular Diagnostics, Professional Diagnostics and Tissue Diagnostics. Co.'s diagnostics division provides in vitro diagnostic tests, used by healthcare providers to screen, diagnose and monitor therapies.

Sanofi

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.

SIF HOLDING NV

Sif Holding NV is a company based in the Netherlands, which provides steel foundations to the offshore wind, oil and gas markets. The Company operates in two segments: the Offshore Wind segment focuses on manufacturing monopiles for offshore wind farms. Monopiles consist of a tubular structure, typically with conical, and are hammered into the seabed. The Oil and Gas segment specializes in the production of steel tubular parts for the offshore oil and gas industries, with focus on jackets and related structures. The Company focuses on the North Sea region and also manufactures parts for machines and civil engineering projects, such as tubulars used in the Maeslant storm surge barrier, tubular structures used in the London Eye, and foundations for jetties, which are mooring platforms for ships.

Sopra Steria Group SA

Sopra Steria Group is a global player in IT services, with operations in consulting, software development, and integration. In addition to France, Co. operates in the United Kingdom, Spain, Italy, Switzerland, Germany, and Belgium, assisting its clients in managing the transformation of their businesses and information systems. Co. divides its operation into three categories: Consulting, Systems and Solutions Integration, and Software Development; which it spreads among eight major verticals: Financial Services, Insurance and Social Welfare, Public Sector, Telecom Operators, Aerospace and Defense, Energy, Transport and Courier Services, and Retail.

TeamViewer AG

Teamviewer AG. TeamViewer AG is a Germany-based company engaged in the software development. The Company focuses primarily on the cloud-based technologies that enable online remote support and collaboration globally. The Company offers software solutions to remotely access and connect any computer, tablet, laptop, mobile device and Internet of Things (IoT) endpoint, such us industrial machines to allow remote control, management and monitoring of devices, as well as interaction and collaboration. Its product portfolio includes TeamViewer, TeamViewer Tensor, TeamViewer Pilot, TeamViewer loT, TeamViewer Remote Management, servicecamp and Bizz. The Company has offices in Europe, the United States and Asia Pacific.

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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.

Analysts
Oliver Metzger

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