Report
Isabel Carballo ...
  • Martial Descoutures

Grifols A : Reducing estimates on Grifols stand-alone to reflect a slower plasma supply recovery

>Plasma recovery in the US slower than initially expected - Grifols latest indication for plasma supply was given at its CMD 2021 last June when the company said it expected a +10-20% plasma volume growth this year as result of the lifting of the lockdowns. However, we believe several factors are affecting plasma sourcing in the US reducing the speed of recovery during H2 2021: 1/ challenging outbreak of the Delta variant in some states; 2/ US government stimulus prog...
Underlying
Grifols S.A. Class A

Grifols is engaged in developing, manufacturing and distributing a range of plasma derivative products. Plasma derivatives are proteins found in human plasma, which once isolated and purified, have therapeutic value. These protein-based therapies extend the lives of individuals who suffer from chronic and acute conditions. Co. also specializes in providing infusion solutions, nutrition products, medical devices, diagnostic instrumentation and reagents for use in hospitals and clinics. Co.'s products and services are used by healthcare providers in approximately 100 countries. Co.'s business is organized into three divisions: Bioscience, Diagnostic, Hospital and Raw Materials.

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
Isabel Carballo

Martial Descoutures

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