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Oscar Haffen Lamm
  • Oscar Haffen Lamm

MedinCell and iM4TB to initiate development of a Macozinone LAI in tub...

MedinCell and iM4TB to initiate the development of a LAI version of Macozinone for the treatment of tuberculosis, a potential first-in-class which has shown promising results in past phase 1/2 studies. The value add of a long-acting formulation in tuberculosis is clear, considering that current tre

Jerôme Bodin
  • Jerôme Bodin

Ströer SE & Co. KGaA : The trend remains very strong, pending the grou...

We organised a two-day roadshow with management in London and Paris. This event shows that the operational trend remains very strong for OOH, and we reiterate our organic growth estimate of 9% in 2025. Ströer remains an exception in terms of advertising growth in Europe. Negotiations for the divestment of this division (plus digital) are still ongoing but are complex. An outcome in 2025 seems credible to us and we remain convinced that a gradual dismantling of Ströer should take place. These two...

Jerôme Bodin
  • Jerôme Bodin

Ströer SE & Co. KGaA : La tendance reste très bonne, en attendant la r...

Nous avons organisé un roadshow de 2 jours avec le management à Londres et Paris. Il ressort de cet événement que la tendance opérationnelle reste très bonne sur l’OOH et nous réitérons notre estimation de croissance organique de 9% pour 2025e. Ströer reste une exception de croissance publicitaire en Europe. Les négociations pour la cession de ce pôle (+ le digital) sont toujours en cours mais sont complexes. Une issue en 2025 nous semble crédible et nous restons convaincus qu’un démantèlement p...

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