reports
Press Release: Dupixent® late-breaking data from NOTUS confirmatory ph...
Press Release: Dupixent® late-breaking data from NOTUS confirmatory phase 3 COPD study presented at ATS and published in NEJM Dupixent® late-breaking data from NOTUS confirmatory phase 3 COPD study presented at ATS and published in NEJM NOTUS results confirm landmark data from the phase 3 BOREAS study and show Dupixent significantly reduced exacerbations by 34% and improved lung function, compared to placebo, in uncontrolled chronic obstructive pulmonary disease (COPD) with evidence of type 2 inflammationData support the potential of Dupixent as the first new treatment approach in mo...
Communiqué de presse : Présentation à l’ATS et publication dans le NEJ...
Communiqué de presse : Présentation à l’ATS et publication dans le NEJM des données de dernière heure de l’étude confirmatoire de phase III NOTUS relative à Dupixent® dans le traitement de la BPCO Présentation à l’ATS et publication dans le NEJM des données de dernière heure de l’étude confirmatoire de phase III NOTUS relative à Dupixent® dans le traitement de la BPCO Les résultats de l’étude NOTUS confirment les données décisives de l’étude de phase III BOREAS et montrent que, dans le traitement de la bronchopneumopathie chronique obstructive (BPCO) avec signature inflammatoire de ty...
- Michael B. Schäfer
ODDO BHF Small & MIDCAP MORNING NEWS - 05/17/2024
Growth momentum remains solid, and the publication of Q1 sales bodes well for the future (12.5% organic growth, including 27% for Aerospace). Margins are set to pick up in 2024 (by an estimated 110bp), with the underlying operating profit expected to jump 33%. With good visibility for Aerospace, medium-term potential for Automotive and profitable growth for Medical, we estimate the potential for margin improvement at no less than 500bp in the medium term. We are raising our underlying...
DBG DERICHEBOURG SA
ALCAR CARMAT SA
TPE PVA TEPLA AG
NEX NEXANS SA
ERG ERG S.P.A.
WIE WIENERBERGER AG
GREEN GREENYARD NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
NVG NAVIGATOR COMPANY SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SIFG SIF HOLDING NV
TMV TEAMVIEWER AG
VK VALLOUREC SA
FPE3 FUCHS PETROLUB SE
- Michael B. Schäfer
ODDO BHF Small & MIDCAP MORNING NEWS - 17/05/2024
La dynamique de croissance reste solide et la publication du CA T1 est de bon augure (croissance organique de 12.5% dont 27% pour l’Aerospace). 2024 devrait voir un redressement des marges (+110 pb estimés) pour un ROC attendu en hausse de 33%. A l’appui d’une bonne visibilité pour l’aéronautique, d’un potentiel MT pour l’automobile et d’une croissance profitable pour le Médical, nous estimons le potentiel d’amélioration des marges à au moins 500 pb à MT. Nous relevons nos estimations...
DBG DERICHEBOURG SA
ALCAR CARMAT SA
TPE PVA TEPLA AG
NEX NEXANS SA
ERG ERG S.P.A.
WIE WIENERBERGER AG
GREEN GREENYARD NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
NVG NAVIGATOR COMPANY SA
COL INMOBILIARIA COLONIAL SOCIMI SA
SIFG SIF HOLDING NV
TMV TEAMVIEWER AG
VK VALLOUREC SA
FPE3 FUCHS PETROLUB SE
- Ana Arjona-Martinez
- Antonio Rodriguez Vicens
FCC : Spin-off of Real estate and Cement divisions
>New shares to be listed before end-2024 - FCC has announced that it will spin-off its Real estate and Cement businesses and give the shares back to its shareholders, all subject to the shares in the new vehicle being listed in Spain. The rationale for such a deal is boosting the company’s strategic focus while providing more visibility and financial flexibility to shareholders who will have the new shares in the new vehicle while maintaining the shares in FCC, compri...
- Research Department
IBERIAN DAILY 17 MAY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BANKING SECTOR, CELLNEX, COLONIAL, FCC, GRIFOLS, MERLIN PROPERTIES, OHLA. European stock markets pause for a break European stock markets saw moderate corrections after several sessions of gains that led the Stoxx 600 to record highs and the Ibex to 2015 highs above 11,300 pints. In the STOXX 600, Insurance and Basic Resources were the best performers vs. the losses of Autos and industrials. On the macro side, in the US, April’s industrial output stagnated, contrary to expectatio...
- Research Department
INFORME DIARIO 17 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, COLONIAL, FCC, MERLIN PROPERTIES, GRIFOLS, OHLA, SECTOR BANCARIO ESPAÑA. EUROPA: PROSUS. Respiro en las bolsas europeas Jornada de pérdidas moderadas en Europa, tras varios días de subidas que han llevado al STOXX 600 a máximos históricos y al Ibex a máximos de 2015, superando los 11.300 puntos. Dentro del STOXX 600, Seguros y R. Básicos mostraron el mejor comportamiento frente a las pérdidas de Autos e Industriales. Desde la macro, en la E...
Press Release: Sanofi adds over €1 billion for biomanufacturing to €2....
Press Release: Sanofi adds over €1 billion for biomanufacturing to €2.5 billion already committed in major projects in France to support health sovereignty Sanofi adds over €1 billion for biomanufacturing to €2.5 billion already committed in major projects in France to support health sovereignty Paris, May 13, 2024. As the largest private contributor to the security and independence of France's health ecosystem, Sanofi today announces an investment of more than €1 billion to create new bioproduction capacity at its sites in Vitry-sur-Seine (Val de Marne), Le Trait (Seine-Maritime) a...
Press Release: Sanofi and Novavax announce co-exclusive licensing agre...
Press Release: Sanofi and Novavax announce co-exclusive licensing agreement to co-commercialize COVID-19 vaccine and develop novel flu-COVID-19 combination vaccines Sanofi and Novavax announce co-exclusive licensing agreement to co-commercialize COVID-19 vaccine and develop novel flu-COVID-19 combination vaccines Agreement provides patients with broader access to a protein-based non-mRNA adjuvanted COVID-19 vaccine through combined commercial strength, from 2025 onwards Accelerates potential for development of a novel flu-COVID-19 combination product based on authorized vaccines with ...
Communiqué de presse : Sanofi et Novavax concluent un accord de licenc...
Communiqué de presse : Sanofi et Novavax concluent un accord de licence co-exclusif pour la co-commercialisation d’un vaccin COVID-19 et le développement de vaccins combinés grippe - COVID-19 Sanofi et Novavax concluent un accord de licence co-exclusif pour la co-commercialisation d’un vaccin COVID-19 et le développement de vaccins combinés grippe - COVID-19 L’accord, qui combinera la puissance commerciale des deux entreprises, permettra aux patients de bénéficier à partir de 2025 d’un meilleur accès à un vaccin adjuvanté à base de protéines, non-ARNm, contre la COVID-19 Accélération du ...
- Dominic Rose
- Naresh Chouhan
Sanofi - The Path to €120 (BUY, TP EUR120 [110], 7pgs)
This new analysis shows how Sanofi shares get to €120 (+c.30%) by end 2025. We have conducted a foundational analysis that investors can refer to over the next 18mths as Sanofi releases at least 15 P2 & P3 pipeline readouts. We show the upside potential from every single readout and show that just 4 drugs could add €18/share upon successful readouts. In addition to multiple readouts, the likely Consumer Health spin in Q4, the tolebrutinib overhang being resolved one way or another and a strong C...
Press Release: Beyfortus real-world evidence published in The Lancet s...
Press Release: Beyfortus real-world evidence published in The Lancet shows 82% reduction in infant RSV hospitalizations Beyfortus real-world evidence published in The Lancet shows 82% reduction in infant RSV hospitalizations New real-world evidence shows Beyfortus (nirsevimab) substantially reduced RSV lower respiratory tract disease and hospitalizations in infants during the 2023-2024 RSV season, versus no intervention1-6Results add to the consistent high efficacy of Beyfortus against medically attended RSV lower respiratory tract disease, shown in the pivotal clinical studies and the o...
Communiqué de presse : Des données de vie réelle concernant Beyfortus ...
Communiqué de presse : Des données de vie réelle concernant Beyfortus publiées dans The Lancet montrent une réduction de 82 % des hospitalisations de nourrissons dues au VRS Des données de vie réelle concernant Beyfortus publiées dans The Lancet montrent une réduction de 82 % des hospitalisations de nourrissons dues au VRS De nouvelles données de vie réelle montrent que Beyfortus (nirsevimab) a permis de réduire sensiblement les infections des voies respiratoires inférieures dues au VRS chez les nourrissons, de même que les hospitalisations, au cours de la saison virale 2023-2024, compa...
Sanofi: 1 director
A director at Sanofi bought 1,000 shares at 91.380EUR and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing...
Press Release: Annual General Meeting of April 30, 2024
Press Release: Annual General Meeting of April 30, 2024 Annual General Meeting of April 30, 2024 Approval of the financial statements for the fiscal year 2023Distribution of a cash dividend of €3.76 per share, with payment as of May 15, 2024Board composition: renewal of two Directors and appointment of three new Independent Directors Paris, April 30, 2024. The Combined General Shareholders’ Meeting of Sanofi was held on April 30, 2024, under the chairmanship of Frédéric Oudéa. All resolutions submitted to the vote were adopted by the shareholders. The General Meeting approved the indi...
Communiqué de presse : Assemblée Générale Annuelle du 30 avril 2024
Communiqué de presse : Assemblée Générale Annuelle du 30 avril 2024 Assemblée Générale Annuelle du 30 avril 2024 Approbation des comptes sociaux et des comptes consolidés de l’exercice 2023Distribution d’un dividende en numéraire de 3,76 euros par action, dont la mise en paiement interviendra le 15 mai 2024Composition du Conseil d’administration : renouvellement de deux administrateurs et nomination de trois nouveaux administrateurs indépendants Paris, le 30 avril 2024. L’Assemblée Générale Mixte des actionnaires de Sanofi s’est réunie le 30 avril 2024, sous la présidence de Frédéric ...
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 30/04/2024 Date Performance dep...
L’offre de BHP sur Anglo American a confirmé l’intérêt des minières pour le cuivre dans un contexte de tensions croissantes sur la production et de difficultés à faire aboutir les projets. Les perspectives d’Anglo (Neutre) dans le cuivre sont désormais mieux valorisées, c’est aussi le cas de BHP (Neutre vs Sous-performance) mais pas encore assez, selon nous, sur Rio Tinto (Surperformance vs Neutre). En aval, Nexans et Montana Aerospace sont nos valeurs préférées (Surperformance) vs Au...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Jean Danjou
- Oliver Metzger
ODDO BHF Small & MIDCAP MORNING NEWS - 04/30/2024
BHP's bid for Anglo American has confirmed interest from miners in copper in the context of increasingly challenged production and difficulties in fully completing projects. Anglo’s (Neutral) prospects in copper are now better valued and this is also the case for BHP (Neutral vs Underperform) although not so for Rio Tinto (Outperform vs Neutral). Downstream, Nexans and Montana Aerospace are our Top Picks (Outperform) vs Aurubis, Rexel and Prysmian (Neutral). - ...
CRI CHARGEURS SA
VCT VICAT-CIMENTS VICAT SA
FLY SOCIETE FONCIERE LYONNAISE SA
TYRES NOKIAN RENKAAT OYJ
VETO VETOQUINOL SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
GMM GRAMMER AG
FIE FIELMANN AG
DEZ DEUTZ AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
ARCAD ARCADIS NV
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
ROYAL VOPAK NV
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
MOR MORPHOSYS AG
NFN NFON AG
WAVE WAVESTONE SA
NACON NACON SASU
ALHRS HYDROGEN REFUELING SOLUTIONS
ANTIN ANTIN INFRASTRUCTURE PARTNERS
FPE3 FUCHS PETROLUB SE
EXN EXCLUSIVE NETWORKS SA
WAGA WAGA ENERGY SA
- Luis Arredondo
- Ana Arjona-Martinez
- Antonio Rodriguez Vicens
FCC : Solid results continue throughout the different divisions
>Good results maintain a positive trend, as has been the case over the last few quarters - FCC’s Q1 results were in line with the consensus and with our estimates at the P&L: revenues amounted to € 2,186m (€ 37m or 2% above our estimates and in line with the € 2,178m expected by consensus, just € 7m or 0.3% above) and EBITDA to € 355m (€ 7m or 2% above our estimates). The operating margins in Water and Environmental Services, the most relevant ones for valuation pur...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.