Report
Martial Descoutures

Sanofi : Une croissance et un momentum attractifs

>Une dynamique positive – Achat et OC de 91 € confirmés - Nous revenons ce matin sur notre thèse d’investissement de Sanofi basée sur : i/ une valorisation attractive avec un TMVA 18-22 des BPA de 9% vs 8% pour le reste du secteur ce qui lui confère un PEG attractif de 1.4x vs 1.7x (médiane du secteur excluant Bayer pour les deux), ii/ une dynamique positive et iii/ un newsflow commercial et clinique à CT. Nous réitérons notre opinion Achat et notre objectif de cours ...
Underlying
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.

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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Klaus Ringel
  • Klaus Ringel

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