reports
- Eric Le Berrigaud
- Dylan Van Haaften
- Eric Le Berrigaud
- Jean-Jacques Le Fur
- Olga Smolentseva
- Victor Floc’h
- Eric Le Berrigaud
GENEURO - BUY | EUR6 (+67%) GeNeuro might investigate temelimab for lo...
GENEURO - BUY | EUR6 (+67%) GeNeuro might investigate temelimab for long covid Long covid is becoming an increasingly worrying condition GeNeuro confirms a link between HERV-W Env and Covid-19 Validation to come from a collaboration with FondaMental Foundation
- Eric Le Berrigaud
- Eric Le Berrigaud
NOVO NORDISK: Semaglutide 2.0mg and tirzepatide both beat Ozempic: wha...
NOVO NORDISK - BUY | DKK505(-2%) Semaglutide 2.0mg and tirzepatide both beat Ozempic: what’s now ? Data from SUSTAIN FORTE presented at ADA congress Tirzepatide is also superior to Ozempic, but to semaglutide 2.0mg too? Are dual agonists the future standard among GLP-1 compounds?
- Eric Le Berrigaud
POXEL: Major milestone as Twymeeg is approved in Japan | CORPORATE | E...
POXEL - CORPORATE | EUR14.8 VS. 14(+97%) Major milestone as Twymeeg is approved in Japan Imeglimine, now called Twymeeg, approved in Japan From Japan to all Asia ? A total of up to USD230m of milestones and royalties still to receive Minor adjustment to our TP
- Eric Le Berrigaud
ABIVAX: RA is now more than a simple option for ABX464 | BUY TOP PICKS...
ABIVAX - BUY TOP PICKS | EUR53 VS. 48(+64%) RA is now more than a simple option for ABX464 ABX464 meets primary endpoint in phase IIa RA study ABX464 looks competitive vs marketed drugs RA cannot be ignored any longer in a transaction Our TP is adjusted to EUR53
- Eric Le Berrigaud
- Eric Le Berrigaud
MEDINCELL: Key catalysts still to come by year-end | BUY | EUR17.6 VS....
MEDINCELL - BUY | EUR17.6 VS. EUR20.5 (+82%) Key catalysts still to come by year-end Strong balance sheet and cash run well into 2023 Teva’s agreement remains a key focus in the short-term The rest of the pipeline’s development is on track Our TP is adjusted downwards a bit
- Eric Le Berrigaud
MEDARTIS: Remove Medartis from top picks after strong performance | BU...
MEDARTIS - BUY | CHF80(-11%) Remove Medartis from top picks after strong performance Medartis doubled YTD, and returned 28% since entering top picks Extremities still offers great growth to LT investors Largest opportunities still ahead Retain BUY TP CHF80, inorganic growth key catalyst for share
- Eric Le Berrigaud
- Eric Le Berrigaud
- Eric Le Berrigaud
ASTRAZENECA - CONVICTION BUY TOP PICKS | 10500P(+30%) Treat early, tre...
ASTRAZENECA - CONVICTION BUY TOP PICKS | 10500P(+30%) Treat early, treat smart AZ reiterates its strong commitment to front-line treatments By organs, lung and breast come high on the agenda Haematology is progressing, the next wave too
- Eric Le Berrigaud
- Eric Le Berrigaud
- Eric Le Berrigaud
ABIVAX: ABX464 in UC: A second look confirms our first (very good) imp...
ABIVAX - BUY TOP PICKS | EUR48 (+55%) ABX464 in UC: A second look confirms our first (very good) impression Quick come-back with the top-line data and questions raised How should we read MMCS data by patient subgroups? Putting clinical remission numbers into perspective What’s about the hard endpoint of endoscopic improvement? What should we think about the absence of dose-response? Does interim IIb data makes ABX464 less attractive than IIa?
- Eric Le Berrigaud
ABIVAX: ABX464 hits the bar in phase IIb and is now phase III-ready in...
ABIVAX - BUY TOP PICKS | EUR48 VS. 39(+120%) ABX464 hits the bar in phase IIb and is now phase III-ready in UC ABX464 meets the primary endpoint of its phase IIb trial in UC All of the efficacy endpoints going into the right direction Unexpected strong results with the 25 mg dose First positive signs in the maintenance phase Increase in our TP
- Eric Le Berrigaud
- Eric Le Berrigaud
NOVO NORDISK: Very solid first quarter drives guidance upgrade | BUY |...
NOVO NORDISK - BUY | DKK490(+6%) Very solid first quarter drives guidance upgrade Q1 performance well ahead of CS expectations Rybelsus disappoints The P&L structure is in line with estimates Guidance is increased but new one is already reflected in CS numbers
- Eric Le Berrigaud
ASTRAZENECA: Strongly back on track | CONVICTION BUY TOP PICKS | 10500...
ASTRAZENECA - CONVICTION BUY TOP PICKS | 10500P(+42%) Strongly back on track Q1 2021 highlighted strong underlying performance Covid-19 vaccine is loss-making in Q1 but will face seasonality Alexion released a very strong first quarter too We stick to our strong call
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