Report
Arnaud Despre ...
  • Augustin Socié
  • Clément Bassat
  • Gaetan Calabro
  • Jeremy Sallee
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Royot
  • Nicolas Montel

La Matinale - 2022-09-22 - Portzamparc

REWORLD MEDIA : Confirme sa résilience ! - Contact – Acheter (1), obj. 10.6€ Cours: 6.63€ au 21/09/22
DBV TECHNOLOGIES : La FDA suspend partiellement VITESSE (ph 3) avant son lancement – Acheter (1), obj. 5.60€ Cours: 4.19€ au 21/09/22
ECOSLOPS : Conformes à nos attentes – Acheter (1), obj. 14.1€ Cours: 8.74€ au 21/09/22
GUERBET : Maintient sa guidance et annonce l'approbation de Gadopiclénol par la FDA – Acheter (1), obj. 28.2€ Cours: 17.5€ au 21/09/22
HEXAOM : Le BtoB éclipse le reste – Acheter (1), obj. 35€ Cours: 20.8€ au 21/09/22
INFOTEL : Ne connaît pas la crise – Renforcer (2) vs Conserver (3), obj. 56.9€ Cours: 50.0€ au 21/09/22
INVENTIVA : Deal de plus de 300 M$ en Chine – Acheter (1), obj. 29.3€ Cours: 4.07€ au 21/09/22
LHYFE : Le pipeline se densifie / Contact– Acheter (1), obj. 10.5€ Cours: 8.00€ au 21/09/22
NANOBIOTIX : Nanobiotix établit la dose recommandée de NBTXTR3 en Immunooncologie – Acheter (1), obj. 12.1€ Cours: 4.00€ au 21/09/22
PRODWAYS : Collaboration avec Henkel – Acheter (1), obj. 4.00€ Cours: 3.62€ au 21/09/22
QUADIENT : Embarque DHL au UK pour sa division PLS / Contact– Acheter (1), obj. 34.0€ Cours: 14.6€ au 21/09/2
COLLECTE / DECOLLECTE : Pas d’inflexion
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.

Ecoslops SA

Ecoslops SA. Ecoslops SA is a France-based company principally engaged in the converting pertroleum residues from shipping (slops and sludge) in new marine fuels recycled. The Company offers seaports, residues collectors, ship-owners and bunker suppliers with a technology to recycle oily waste of ships. Ecoslops SA is active in promoting the development of the P2R unit by its incorporation in a more global plant: Oil Waste Processing Plant (OW2P). The OW2P technology combines a refining petroleum process (P2R) with appropriate clean water. The Company recycles the waste in order to be used in electricity production and steam production among others. The Company's fuel production is located in the port of Sines, Portugal.

Guerbet SA

Guerbet is a French pharmaceutical group that develops, markets, and provides maintenance services for medical equipment and devices destined for diagnostic and interventional imaging. Co.'s portfolio comprises media solutions covering MRI, X-rays and products devoted to International Radiology and Theranostics and medical devices. Co. organizes its operation by product family covering Magnetic Resonance Imaging (MRI), X-rays (XR) and Interventional Radiology and Theranostics (IRT). The MRI family includes Dotarem® and Artirem®; Co.'s X-ray product family includes Xenetix®, Optiray®/Optiject®, Oxilan®, and Telebrix®; and the IRT product family has Lipiodol®, Bleu Patente V and Hexabrix®.

HEXAOM SA

Maisons France Confort sells and builds built-to-order detached family homes (with the land purchased separately by the customer). Co.'s houses are presented in a catalogue. The plans are adapted and personalized for each customer by means of CAD (Computer Assisted Design) applications. The catalogues are designed around a centralized concept, but include regional variants. As of Dec 31 2010, the retail prices, excluding the land, of Co.'s houses vary between Euro70,000 and Euro800,000 including taxes, with the average selling price being Euro116,000 including taxes for an average living area of 98 sq. m.

Inventiva SA

Inventiva is a clinical stage biotechnology research company delivering therapies in the areas of oncology, fibrosis and rare diseases. The most advanced clinical programs (IVA337 for systemic sclerosis in Non-Alcoholic Steato-Hepatitis and IVA336 for Maroteaux-Lamy syndrome-MPS VI) have demonstrated efficacy in relevant in vivo and in vitro models as well as safety in phase I and phase II clinical trials. Using its in-house drug discovery platform, which covers target validation, screening, chemistry, ADME and pharmacology, Co. is developing an internal oncology and fibrosis discovery pipeline with approaches centered on transcription factors, epigenetics targets and nuclear receptors.

LHYFE S.A.

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.

Prodways Group SA

Prodways Group SA. Prodways Group SA is a France-based company engaged in the industrial machinery sector. The Company focuses its activities on the industrial three-dimensional (3D) printing market and more specifically on ''rapid manufacturing'' 3D printing for industrial series production. The Company designs, manufactures and sells products for various industries, including automotive, dental, molding, medical, jewelry and luxury, aerospace and defense, architectural and design, consumer products and academic and research. It offers its customers multi-technology, multi-application industrial solutions, 3D printing systems and a wide range of composite, hybrid and powder products. In addition, it also develops its own manufacturing for the podiatry (orthopaedic soles) and dentistry (orthodontic pieces and dental trays) markets that is sold directly to healthcare professionals. It operates through Avenao Industrie and Interson-Protac.

Quadient SA

Neopost supplies mailroom equipment, offering products for franking, folding & inserting, addressing, address cleansing, tracking, tracing letters, parcels & the supply chain. Co. also offers various services, including consulting, maintenance, financial services & online service. Co.'s activities can be summed up to 2 segments: Mailroom Solutions & Communication & Shipping Solutions, divided into 9 operations: Automated mail opening, Management of incoming mail & traceability of important mail, Address printers, Automated insertion equipment, Intelligent franking, Financing solutions, Data quality, Customer Communication Management and Shipping Solutions, mainly in Europe & North America.

ReWorld Media SA

Reworld Media SA is a France-based company engaged in the online information services sector. It specializes in publishing Internet sites for the general public dedicated to sustainable development. In addition, it develops and sells content and animations for Web portals and implements sensitization means and tools for companies and local administrations. The Company operates two Websites: Developpementdurable.com, which is engaged in the publishing of economic, social, environmental and political news, and GchangeTout.com, dedicated to products and services exchange between individuals. It has also developed a platform reworld.com, dedicated to sustainable development.

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Analysts
Arnaud Despre

Augustin Socié

Clément Bassat

Gaetan Calabro

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

Nicolas Montel

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