Report
Martial Descoutures

Novartis : Mécaniquement plus délicat

>Un T2 qui devrait montrer un ralentissement mécanique - Le 21 juillet prochain, Novartis publiera ses résultats du T2 qui devraient être impactés par un ralentissement mécanique de son activité. Le T1 avait été marqué par l’augmentation d’achats anticipés par les patients avec des ordonnances couvrant une période plus longue que la normale (+4% de croissance des ventes à tcc ie 400 M$). Le management s’était vu extrêmement rassurant sur la gestion des stocks, aussi n...
Underlying
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.

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
Martial Descoutures

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