Report
Christophe-Raphaël Ganet

bioMérieux : Début 2021 solide, au-delà, la visibilité est faible – OC ajusté à 115 €

>Une visibilité sur 2021 encore incertaine et une tonalité prudente - De la conf call tenue hier, nous retenons :1/ Pour 2020. La base installée de FilmArray® (17300 systèmes dont 1400 au T4) conserve le même mix (1/3 de clients nouveaux) avec 23% hors USA (vs 19% en 2019).En 2020, la contribution COVID avant IS est estimée par BIM à ~174 M€e (pas d’indication pour 2021) reflétant la forte profitabilité (>35%e) des tests PCR (contribution COVID au niveau du ...
Underlying
BioMerieux SA

Co. specializes in the field of in vitro diagnostics for clinical and industrial applications. Co. designs, develops, manufactures and markets systems used in: Clinical Applications (the diagnosis of infectious diseases such as hepatitis, HIV, tuberculosis and respiratory illnesses, as well as pathologies such as cardiovascular diseases and cancers, based on the analysis of biological samples such as blood, saliva or urine); and Industrial Applications (microbiological analysis of samples of finished or semi-finished products (or of the environment), chiefly in the food processing and biopharmaceutical industries), detecting microorganisms in agri-food, pharmaceutical and cosmetic products.

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.

Analysts
Christophe-Raphaël Ganet

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