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Victor Floc’h
  • Victor Floc’h

UPDATE SENSORION | Corporate, TP EUR6 |Game time for SENS-401

UPDATE SENSORION | Corporate, TP EUR6 |Game time for SENS-401 The most well-balanced equity story in hearing loss • Sensorion key investment highlights • SENS-401 in Sudden sensorineural hearing loss (SSNHL) • SENS-401 in Cisplatin-induced ototoxicity (CIO) • Inner ear is the next big thing in gene therapy • One of the broadest pipeline of inner ear gene tx • Valuation • We maintain our EUR6 TP

Victor Floc’h
  • Victor Floc’h

SENSORION - CORPORATE | EUR6(+217%) KOL Call Report: Cisplatin-induced...

SENSORION - CORPORATE | EUR6(+217%) KOL Call Report: Cisplatin-induced ototoxicity offers a promising opportunity for SENS-401 Dr. Schmitt highlighted the strong unmet medical need in this indication Chemotherapy’s lack of selectivity causes hearing loss A promising set of preclinical data supports SENS-401 in this indication CTA for NOTOXIS phase IIa trial should be submitted by year-end

Victor Floc’h
  • Victor Floc’h

SENSORION (CORPORATE, TP EUR6) | SENS-401’s Phase II enrollment comple...

SENSORION (CORPORATE, TP EUR6) | SENS-401’s Phase II enrollment completed, results expected in Jan ‘22

Victor Floc’h
  • Victor Floc’h

BONE THERAPEUTICS (CORPORATE, TP EUR2.5) | Cash until 1Q22 but ALLOB r...

BONE THERAPEUTICS (CORPORATE, TP EUR2.5) | Cash until 1Q22 but ALLOB results might shift to 2023

Victor Floc’h
  • Victor Floc’h

ONCODESIGN (CORPORATE, TP EUR15) | R&D collaboration signed with TiumB...

ONCODESIGN (CORPORATE, TP EUR15) | R&D collaboration signed with TiumBio in fibrosis

Dylan Van Haaften ... (+4)
  • Dylan Van Haaften
  • Jean-Jacques Le Fur
  • Olga Smolentseva
  • Victor Floc’h

Pharmaceuticals, Biotech: Q4 Top Picks: UCB stays in, Abivax and Medin...

Pharmaceuticals, Biotech Q4 Top Picks: UCB stays in, Abivax and Medincell new additions Will US drug pricing reform make a comeback in Q4? Our selection for Q4

Victor Floc’h
  • Victor Floc’h

GENEURO (BUY, TP EUR6) | Well financed until next inflexion point, Pro...

GENEURO (BUY, TP EUR6) | Well financed until next inflexion point, ProTEct-MS results in Q1 ‘22

Victor Floc’h
  • Victor Floc’h

SENSORION (CORPORATE, TP EUR6) | SENS-401’s Phase II well on track to ...

SENSORION (CORPORATE, TP EUR6) | SENS-401’s Phase II well on track to report results around year-end

Victor Floc’h
  • Victor Floc’h

GENEURO (BUY, TP EUR6) | New research collaboration signed in long-hau...

GENEURO (BUY, TP EUR6) | New research collaboration signed in long-haul COVID

Victor Floc’h
  • Victor Floc’h

NICOX (BUY, TP EUR17.5) | Signal of efficacy from NCX4251 is promising...

NICOX (BUY, TP EUR17.5) | Signal of efficacy from NCX4251 is promising but calls for FDA’s feedback,

Victor Floc’h
  • Victor Floc’h

GENEURO (BUY, TP EUR6) | First patient completed the ProTEct-MS study ...

GENEURO (BUY, TP EUR6) | First patient completed the ProTEct-MS study and entered the extension part

Victor Floc’h
  • Victor Floc’h

ONCODESIGN (CORPORATE, TP EUR15) | Solid H1 results almost reaching br...

ONCODESIGN (CORPORATE, TP EUR15) | Solid H1 results almost reaching break-even:

Victor Floc’h
  • Victor Floc’h

SENSORION - CORPORATE | EUR6(+192%) Sensorion and Sonova sign strategi...

SENSORION - CORPORATE | EUR6(+192%) Sensorion and Sonova sign strategic research collaboration A multi-year strategic collaboration A natural history study at the heart of this partnership A NHS provides critical information for rare and orphan diseases Once again confirms Sensorion’s leadership in hearing loss

Victor Floc’h
  • Victor Floc’h

THERANEXUS - CORPORATE | EUR20(+131%) BBDF-101 secures IND and moves i...

THERANEXUS - CORPORATE | EUR20(+131%) BBDF-101 secures IND and moves into clinic Phase III expected to start as soon as next year BBDF-101 is a perfect fit for Theranexus’ pipeline THN-102’s licensing deal remains an overhang for the equity story

Victor Floc’h
  • Victor Floc’h

SENSORION - CORPORATE | EUR6(+217%) Strong newsflow ahead, it’s time t...

SENSORION - CORPORATE | EUR6(+217%) Strong newsflow ahead, it’s time to jump in Several key catalysts expected in the short-term Sonova collaboration should be formerly signed in the near future The future of the Cochlear partnership should be announced soon SENS-401’s main inflexion point in sight Gene therapies are on track

Victor Floc’h
  • Victor Floc’h

BONE THERAPEUTICS: Now fully focused on its iMSC platform | CORPORATE ...

BONE THERAPEUTICS - CORPORATE | EUR2.5 VS. EUR5.5 (-5%) Now fully focused on its iMSC platform We are writing off the JTA-004’s opportunity for now Aiming to become a leader in cell therapy Cash runaway until end of Q2 2022

Victor Floc’h
  • Victor Floc’h

BONE THERAPEUTICS (CORPORATE, TP Under Review) | Disappointing results...

BONE THERAPEUTICS (CORPORATE, TP Under Review) | Disappointing results from JTA-004’s phase III study

Victor Floc’h
  • Victor Floc’h

BASILEA PHARMACEUTICA (BUY, TP CHF91) | Positive phase III results for...

BASILEA PHARMACEUTICA (BUY, TP CHF91) | Positive phase III results for Cresemba in Japan

Victor Floc’h
  • Victor Floc’h

NICOX (BUY, TP EUR17.5) | Multiple value-creating opportunities still ...

NICOX (BUY, TP EUR17.5) | Multiple value-creating opportunities still in sight as pipeline is fully owned:

Victor Floc’h
  • Victor Floc’h

GALAPAGOS (SELL, TP EUR71) | Mixed bag of results from GLPG

GALAPAGOS (SELL, TP EUR71) | Mixed bag of results from GLPG:

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