Report
Clément Bassat ...
  • Gaetan Calabro
  • Jeremy Sallee
  • Mohamed Kaabouni
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 05-05-2023

LA VALEUR DU JOUR :
AKWEL : Démarre bien l’année – Acheter (1), obj. 21.0€ Cours: 14.2€ au 04/05/23
BONDUELLE : Guidance à nouveau abaissée – Acheter (1), obj. 23.0€ .........................Cours: 11.6€ au 04/05/23
DBV TECHNOLOGIES : Cashburn toujours bien maitrisé – Acheter (1), obj. 7.50€ ..................Cours: 2.90€ au 04/05/23
LNA SANTE : CA T1 en ligne, guidance confirmée / Contact – Acheter (1), obj. 40.0€ ................Cours: 30.8€ au 04/05/23
MEDINCELL : Nouvelles données de pharmacocinétique pour mdc-TJK – Acheter (1), obj. 18.7€ .........Cours: 8.33€ au 04/05/23
METABOLIC EXPLORER : T1 pénalisé par le retrait de la lysine / Contact – Conserver (3), obj. 1.20€ ......Cours: 0.93€ au 04/05/23
NANOBIOTIX : Partenariat imminent avec une big pharma – Conserver (3), obj. 2.30€ ................Cours: 1.66€ au 04/05/23
RUBIS : Bon début d’année – Acheter (1), obj. 35.1€ Cours: 25.7€ au 04/05/23
ET AUSSI : ESI GROUP, DONTNOD, CENERGY HOLDINGS…
Underlyings
DBV Technologies SA

DBV Technologies is a clinical-stage specialty biopharmaceutical company focused on immunotherapy. Co.'s therapeutic approach is based on epicutaneous immunotherapy (EPIT), its proprietary method of delivering biologically active compounds to immune systems through intact skin using a platform called Viaskin. Viaskin is an electrostatic patch that offers a self-administered, non-invasive immunotherapy to patients. Once applied on intact skin, Viaskin forms a condensation chamber that hydrates the skin and solubilizes the antigen, allowing it to penetrate the epidermis, where it's captured by Langerhans cells. Co.'s patients include infants and children suffering from severe food allergies.

LNA Sante SA

LNA Sante SA Formerly known as Le Noble Age. LNA Sante SA, formerly known as Le Noble Age SA is a France-based company that owns and operates retirement homes and complexes for elderly residents. The Company's residences provide care and assistance for elderly people with a variety of needs, from those with a high level of independence, to those who are completely dependent. LNA Sante SA is also engaged in real estate operations. The Company has residences in France and Belgium. LNA Sante SA operates through its several subsidiaries, including Le Parc de Diane Sarl, Institut Medicalise de Mar Vivo, Gerhome, Residence le Point du Jour and the home healthcare service provider ARAIR Assistance, as well as ARAIR Group's support and training services, among others.

MedinCell SA

Medincell SA. Medincell SA is a France-based manufacturer of biological products and pharmaceutical preparations. The Company is focused on the development of therapeutic solutions with worldwide access. The Company works on both for-profit and non-profit projects, in collaboration with partners ranging from pharmaceutical corporations to physicians, from biotechnology firms to academics and foundations. Its range of products consists of three products in development phase: mdc-IRM, a subcutaneous injection in phase III clinical study for the treatment of schizophrenia; mdc-CWM, an intra-articular injection in phase II clinical study for the treatment of post-surgical pain and inflammation; mdc-TJK, a subcutaneous injection for the treatment of schizophrenia, as well as a number of other products that are in the research phase, such as mdc-WWM, which is a subcutaneous injection for contraception, and mdc-ELK, a subcutaneous injection for the treatment of depression, among others.

METabolic EXplorer SA

Metabolic Explorer SA. Metabolic Explorer SA is a France-based biological chemistry company that specializes in the development of bioprocesses for the production of chemical compounds used in a range of products, such as textile fibers, paints, solvents, animal feed supplements and adhesives, among others. Metabolic Explorer SA offers chemicals, such as Glycolic acid, L-Methionine, MPG (1.2 Propanediol) and PDO (1.3 Propanediol). The Company markets its products mainly for three families of industrialists: Manufacturers of agro-resources, Existing producers of chemical compounds and Manufacturers employing chemical compounds. In addition, the Company is engaged in the research and development works and runs its own laboratory to develop micro-organisms.

Nanobiotix SA

Nanobiotix SA is a France-based oncology focused nanomedicine company. It is engaged in developing nanoparticle technology. It develops new tools for cancer which utilize a physical mode of action at the cellular level of the cancer cell. This disruptive approach may reshape future treatment opportunities. The Company's NanoXray technology comprises three products having the potential to cause a paradigm shift in cancer therapy. Specifically, NanoXray products may overcome the current limitations of standard of care in local therapy. Local treatment (surgery and radiotherapy) plays a seminal role in the potential cure and gives systemic treatment a better chance to increase life expectancy. NanoXray products are developed to selectively increase the efficacy of radiotherapy in the tumor cell. Nanobiotix is a spin-off of the State University of New York (SUNY) at Buffalo.

Rubis SCA

Rubis is a holding company based in France. Co., through its subsidiaries, is engaged in the bulk import, production or distribution process, and storage of petroleum products in Europe, the Caribbean, and Africa. Co. operates bulk liquid storage facilities for petroleum products, chemicals, fertilizers, edible oils and molasses, and foodstuffs, as well as distributes butane, propane, and petroleum products in wholesale and retail. Co.'s customers primarily include hypermarkets and supermarkets; oil companies; chemists; and traders and intermediaries of fuel, oil or gas, manures, and other liquids.

Provider
Portzamparc Sponsored
Portzamparc Sponsored

​Portzamparc is a subsidary of BNP Paribas which adapted the mission to contribute to responsible and sustainable growth of private clients, management companies and SMEs . They offer personalized support adapted to the objectives in particular for Small and Medium-Sized Enterprises.

Analysts
Clément Bassat

Gaetan Calabro

Jeremy Sallee

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

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