reports
- Research Department
IBERIAN DAILY 30 MAY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS. End of tariffs? European stock markets saw decreasing performance, with the exception of the Ibex, ending with slight drops after reciprocal tariffs were blocked by a US court. Thus, in the STOXX 600 most sectors (15/20) ended with drops, led by Utilities and Household vs. the bigger gains of Banks and Basic Resources. On the macro side, in Spain, April’s retail sales rose to the highest level in 2025. In the US the second reading of the 1Q’25 GDP improved 0.1pp to -0.2% ...
- Research Department
INFORME DIARIO 30 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS. EUROPA: SANOFI. ¿Portazo a los aranceles? En una jornada de más a menos las bolsas europeas, a excepción del Ibex, terminaron con ligeras caídas tras el bloqueo a los aranceles recíprocos que dictaminó un tribunal de EE.UU. En el STOXX 600 la mayoría de los sectores (15/20) cerraron con pérdidas, lideradas por los defensivos Utilites y Hogar frente a las mayores ganancias de Bancos y R. Básicos. Por el lado macro, en España las ventas al po...
Press Release: Itepekimab met the primary endpoint in one of two COPD ...
Press Release: Itepekimab met the primary endpoint in one of two COPD phase 3 studies Itepekimab met the primary endpoint in one of two COPD phase 3 studies AERIFY-1 study met its primary endpoint of a statistically significant reduction in moderate or severe exacerbations in former smokers regardless of eosinophilic phenotype and provided a clinically meaningful benefitAERIFY-2 study, a second Phase 3 study, did not meet the primary endpoint despite a benefit seen earlier in the studyItepekimab was generally well tolerated in both AERIFY-1 and AERIFY-2Sanofi and Regeneron are assessing th...
Communiqué de presse : L’itépekimab a satisfait au critère d’évaluatio...
Communiqué de presse : L’itépekimab a satisfait au critère d’évaluation principal dans l’une des deux études de phase 3 sur la BPCO L’itépekimab a satisfait au critère d’évaluation principal dans l’une des deux études de phase 3 sur la BPCO L’étude AERIFY-1 a atteint son objectif principal, à savoir une réduction statistiquement significative des exacerbations modérées ou sévères chez les anciens fumeurs, et a apporté un bénéfice cliniquement significatif.L’étude AERIFY-2, seconde étude de phase 3, n’a pas atteint son objectif principal, malgré un bénéfice observé plus tôt dans l’étude. Un...
Press Release: Beyfortus public health advantage bolstered by first re...
Press Release: Beyfortus public health advantage bolstered by first real-world comparison of infant vs maternal RSV immunization programs Beyfortus public health advantage bolstered by first real-world comparison of infant vs maternal RSV immunization programs Late-breaking data show infant respiratory syncytial virus (RSV) hospitalizations reduced by 69% in Spain following Beyfortus-only immunization targeted to all infants and 26.7% in the UK following RSVpreF-only maternal vaccination Newly presented durability data show Beyfortus sustained efficacy of 83% through six months in babies...
Communiqué de presse : L’avantage de Beyfortus pour la santé publique ...
Communiqué de presse : L’avantage de Beyfortus pour la santé publique renforcé par la première comparaison en situation réelle des programmes de vaccination infantile et maternelle contre le VRS L’avantage de Beyfortus pour la santé publique renforcé par la première comparaison en situation réelle des programmes de vaccination infantile et maternelle contre le VRS Des données de dernière minute montrent que les hospitalisations dues au virus respiratoire syncytial (VRS) chez les nourrissons ont diminué de 69 % en Espagne après vaccination par Beyfortus uniquement ciblant tous les nourrisso...
- Research Team ACF
KDST + NLSP Combined Core Investment Case 29052025
We consider the merged platform Kadimastem (KDST.TA) + NLS Pharmaceutics (NLSP:NasdaqCM). We provide an investment case analysis and a selection of merged metrics prior to any synergies. The merger creates a cross-platform pre-revenue biotech with lead programs including a proprietary stem-differentiation platform capable of delivering scalable therapies for replacing lost or damaged cells; IsletRx could revolutionize insulin production for Type 1 diabetes (T1D) patients; AstroRx® targets neurod...
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TDOC TELADOC HEALTH INC.
PODD INSULET CORPORATION
ORMP ORAMED PHARMACEUTICALS
MDT MEDTRONIC PLC
LLY ELI LILLY AND COMPANY
SAN SANOFI
TILS TIZIANA LIFE SCIENCES
CRSP CRISPR THERAPEUTICS AG
SENS SENSEONICS HOLDINGS
TNDM TANDEM DIABETES CARE
NOVO NOVO NORDISK A/S-B
SANA SANA BIOTECHNOLOGY
HIMS HIMS AND HERS HEALTH INC (A)
KDST.TA:TASE KADIMASTEM
NLSP:NasdaqCM NLS PHARMACEUTICS
CRSP (NASDAQ) CRISPR THERAPEUTICS
TLSA TIZIANA LIFE SCIENCES LTD
Communiqué de presse : Sanofi finalise l’acquisition du DR-0201
Communiqué de presse : Sanofi finalise l’acquisition du DR-0201 Sanofi finalise l’acquisition du DR-0201 Paris, le 27 mars 2025. Sanofi annonce la finalisation de l’acquisition du DR-0201, un anticorps bispécifique ciblé qui engage les cellules myéloïdes, à Dren Bio, Inc., société biopharmaceutique privée au stade clinique. Cette acquisition renforce l’ambition de Sanofi de devenir le leader mondial de l’immunologie et élargit son portefeuille de R&D en immunologie, déjà parmi les plus avancés du secteur. Le DR-0201, désormais SAR448501, a démontré sa capacité à induire une déplétio...
Press Release: Sanofi completes acquisition of DR-0201
Press Release: Sanofi completes acquisition of DR-0201 Sanofi completes acquisition of DR-0201 Paris, May 27, 2025. Sanofi announces the completion of its , a targeted bispecific myeloid cell engager, from Dren Bio, Inc., a private clinical-stage biopharmaceutical company. The acquisition bolsters Sanofi’s ambition to become the foremost immunology company and broadens the company’s leading immunology pipeline. DR-0201, now named SAR448501, has shown robust B-cell depletion in pre-clinical and early clinical studies. The potential first-in-class targeted bispecific myeloid cell engage...
- Research Department
INFORME DIARIO 23 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, GRIFOLS, INDRA, OHLA. Pausa en las subidas Los mercados europeos tomaron beneficios más preocupados por la deriva de la rentabilidad de la curva estadounidense. Así, todos los sectores del STOXX 600 terminaron en rojo siendo Químicas y Hogar los mejores, mientras que B. Consumo y Autos terminaron con las caídas más profundas. Por el lado macro, en la Eurozona el PMI preliminar de manufacturas se recuperó en mayo algo más de lo esperado mi...
- Research Department
IBERIAN DAILY 23 MAY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAIXABANK, GRIFOLS, INDRA, OHLA. Rallies take a breather European markets saw profit taking, more concerned with the US debt curve. Thus, all sectors in the STOXX 600 ended in the red, with Chemicals and Household Goods being the best performers, whereas Consumer Goods and Autos ended with the biggest drops. On the macro side, in the euro zone May’s preliminary manufacturing PMI recovered slightly more than expected, whereas the services index fell unexpectedly to a low since Feb’...
Press Release: Sanofi to acquire Vigil Neuroscience, Inc., adding a ne...
Press Release: Sanofi to acquire Vigil Neuroscience, Inc., adding a new investigational medicine to treat Alzheimer’s disease to the neurology pipeline Sanofi to acquire Vigil Neuroscience, Inc., adding a new investigational medicine to treat Alzheimer’s disease to the neurology pipeline Paris, May 22, 2025. Sanofi announced today that it has entered into an agreement to acquire Vigil Neuroscience, Inc. (“Vigil”), a publicly traded clinical-stage biotechnology company focused on developing novel therapies for neurodegenerative diseases. This acquisition in neurology, one of Sanofi’s four ...
Communiqué de presse : Sanofi va acquérir Vigil Neuroscience, Inc. et ...
Communiqué de presse : Sanofi va acquérir Vigil Neuroscience, Inc. et ajouter un nouveau médicament expérimental pour le traitement de la maladie d’Alzheimer à son portefeuille en neurologie Sanofi va acquérir Vigil Neuroscience, Inc. et ajouter un nouveau médicament expérimental pour le traitement de la maladie d’Alzheimer à son portefeuille en neurologie Paris, le 22 mai 2025. Sanofi annonce aujourd’hui avoir conclu un accord en vue de l’acquisition de Vigil Neuroscience, Inc. (ci-après « Vigil »), une société de biotechnologie cotée en bourse spécialisée dans le développement de médi...
Sanofi: Information concerning the total number of voting rights and s...
Sanofi: Information concerning the total number of voting rights and shares - April 2025 Information concerning the total number of voting rights and shares, provided pursuant to article L. 233-8 II of the Code de commerce (the French Commercial Code) and article 223-16 of the Règlement général de l’Autorité des Marchés Financiers (Regulation of the French stock market authority) Sanofia French société anonyme with a registered share capital of €2,452,461,656Registered office : 46, avenue de la Grande Armée - 75017 Paris - FranceRegistered at the Paris Commercial and Companies Registry und...
Sanofi: Informations relatives au nombre de droits de vote et d'action...
Sanofi: Informations relatives au nombre de droits de vote et d'actions - Avril 2025 Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L. 233-8 II du Code de commerce et l’article 223-16 du Règlement général de l’Autorité des Marchés Financiers SanofiSociété anonyme au capital de 2 452 461 656 euros Siège social : 46, avenue de la Grande Armée - 75017 Paris395 030 844 R.C.S. Paris DateNombre d’actions composant le capital Nombre réel de droits de vote (déduction faite des actions auto-détenues)Nombre théorique de droits de vote (y compris actions a...
- Luis Arredondo
GRIFOLS: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
1Q'25 vs. 1Q'24 Results Sales: € 1.786 Bn (+9.8% vs. +6.1% BS(e) and +6.9% consensus); EBITDA: € 400.0 M (+29.0% vs. +20.2% BS(e) and +25.8% consensus); EBIT: € 268.86 M (+31.9% vs. +25.1% BS(e) and +29.0% consensus); Net Profit: € 60.0 M (+185.7% vs. +121.2% BS(e) and +128.6% consensus);
- Luis Arredondo
GRIFOLS: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'25 vs 1T'24: Ventas: 1.786 M euros (+9,8% vs +6,1% BS(e) y +6,9% consenso); EBITDA: 400,0 M euros (+29,0% vs +20,2% BS(e) y +25,8% consenso); EBIT: 268,86 M euros (+31,9% vs +25,1% BS(e) y +29,0% consenso); BDI: 60,0 M euros (+185,7% vs +121,2% BS(e) y +128,6% consenso).
- Research Department
IBERIAN DAILY 13 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ACS, ELECTRICITY AND GAS SECTOR, GRIFOLS. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’25 results to be released over the coming days in Spain. Markets become euphoric The agreement between the US and China to lower tariffs fuelled global stock markets again. In the STOXX 600, most sectors (14/20) ended the week with gains, led by ...
- Research Department
INFORME DIARIO 13 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, GRIFOLS, ACCIONA, ACCIONA ENERGÍA, SECTOR ELÉCTRICO Y GASISTA. EUROPA: BAYER, MUNICH RE. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’25 que se publicarán en España y Europa en los próximos días. El mercado se pone en modo eufórico El acuerdo entre EE.UU. y China para reducir los aranceles impuls...
- Dominic Rose
- Naresh Chouhan
MFN Drug Pricing - Impact and Implementation (Thematic, 5pgs)
Ahead of today’s signing of an Executive Order to introduce a Most Favoured Nation approach to drug pricing in the US, we show that net pricing in the EU is c.50% lower than in the US & which companies have most to lose from MFN. We also show that, in reality,
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