Top picks Biotech : La prudence devra être de mise

Top picks Biotech : La prudence devra être de mise

ODDO : Un secteur en besoin de financement

La performance boursière du secteur lors de ce début 2023 a été de nouveau extrêmement hétérogène. Que ce soit en Europe ou aux Etats-Unis, le contexte macroéconomique et les difficultés de financement de certains acteurs ont conduit à privilégier les plus grosses capitalisations de la Biotech. Un rebond des opérations M&A se matérialise enfin ce qui devrait revigorer un secteur apathique. Les éléments moteurs ou freinant restent de vigueur à savoir, la clinique et la visibilité ...

ODDO : A sector in need of financing

Sector share performances at the start of 2023 were again extremely mixed. In both Europe and the US, the macroeconomic context and the financing difficulties faced by certain players led investors to prefer the largest biotech capitalisations. M&A deals are picking up at last, which should revive a lacklustre sector. The drivers and obstacles still apply, namely clinical results and financial visibility. For the sake of greater contrast in our target prices, we applied a beta of...

ODDO BHF Small & MIDCAP MORNING NEWS - 03/14/2023 Date Performance sin...

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ODDO BHF Small & MIDCAP MORNING NEWS - 14/03/2023 Date Performance dep...

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ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/03/2023

La notion d’Energy Security, apparue avec le conflit entre la Russie et l’Ukraine, vient renforcer celle de supercycle, plusieurs fois évoquée. La reprise des investissements n’est plus hypothétique et devrait se poursuivre au moins sur les 5 prochaines années, non seulement dans le GNL mais aussi en offshore. Nous relevons nos attentes de Capex 2022/26 de 10%, qui devraient dépasser le précédent point haut de 2014 à cet horizon. Dans ce contexte, nous privilégions Technip Energies, T...

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/14/2023

The idea of energy security, which emerged with the conflict between Russia and Ukraine, has strengthened that of the supercycle, as previously highlighted. The upturn in investment is no longer hypothetical and is set to continue over the next five years at least, not only in LNG but also offshore. We have raised our 2022-2026 capex expectations by 10%, with the previous high of 2014 set to be topped by then. Against this backdrop, we prefer Technip Energies, Technip FMC and Valloure...

ODDO : French and European biotechs broadly protected from SVB

>A marginal impact from SVB’ bankruptcy on the French biotechs - The bankruptcy of the American bank SVB announced last Friday has weighed on the technology and healthcare sectors. Indeed, SVB had a very strong focus of strong-growth technology stocks. Bearing in mind that we are talking about sectors that require a high level of financing it is legitimate to question the risk to the biotechnology sector in Europe. Moreover, we have contacted all of the groups in our...

ODDO : Biotechs françaises et européennes globalement protégées de SVB

>Un impact marginal de la faillite de SVB sur les biotechs françaises - La faillite de la banque américaine SVB annoncée vendredi dernier a pesé sur le secteur des Technologies et de la Santé. En effet, SVB avait un prisme très fort sur les valeurs de technologies à forte croissance. Sachant que nous parlons de secteurs où le besoin en financement est important, il est juste de se poser la question du risque sur le secteur des biotechnologies en Europe. Aussi, nous av...

PORTZAMPARC MIDCAP MIDDAY - 13-01-2023

ECOMIAM, MITHRA, QUANTUM GENOMICS, THERMADOR GROUP

La Matinale - 2023-01-13 - Portzamparc

POUJOULAT : Des résultats deux fois meilleurs que prévu – Renforcer (2), obj. 31.2€ Cours: 27.8€ au 12/01/23 ECOMIAM : Poursuite de la reprise de la croissance à surface de vente constante – Acheter (1), obj. 10.6€ Cours: 4.94€ au 12/01/23 MITHRA : Lancement de Myring aux USA sous le nom Haloettte – Acheter (1), obj. 15.0€ Cours: 3.31€ au 12/01/23 QUANTUM GENOMICS : Arrêt de suivi Cours: 0.17€ au 12/01/23 THERMADOR GROUPE : Belle surprise dans certaines filiales / Contact – Renforcer (2), obj...

INVEST SECURITIES - QUANTUM GENOMICS : La pression continue de monter...

Quantum Genomics: 1 director

A director at Quantum Genomics sold 943,072 shares at 0.380EUR and the significance rating of the trade was 77/100. 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 clearl...

INVEST SECURITIES - QUANTUM GENOMICS : Echec et mat pour firibastat, ...

La Matinale - 2022-10-31 - Portzamparc

INVENTIVA : AbbVie arrête le développement de ABBV-157 – Acheter (1), obj. 24.7€ Cours: 5.74€ au 28/10/22 NSE : Rebond de la croissance attendu en 2023 / Contact – Acheter (1) vs Conserver (3), obj. 17.8€ Cours: 14.6€ au 28/10/22 QUANTUM GENOMICS : Echec de firibastat en phase III – Vendre (5) vs Acheter (1) Cours: 0.32€ au 28/10/22 THERADIAG : Abaisse son objectif de CA 2026 – Conserver (3) vs Acheter (1), obj. 2.30€ Cours: 2.30€ au 28/10/22

Quantum Genomics - Firibastat misses endpoints in Phase III

Quantum Genomics has announced that results from the Phase III FRESH study, investigating the use of firibastat in treatment-resistant hypertension (TRH), are non-significant versus placebo. As a result, the company has terminated a second, longer-term Phase III trial (REFRESH) in TRH and will stop the development of firibastat in cardiology. The company will now focus on the development of new, undisclosed treatments. Management estimates the company will have €11m cash after the full discontin...

ODDO BHF Small & MIDCAP MORNING NEWS - 10/28/2022

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ODDO BHF Small & MIDCAP MORNING NEWS - 28/10/2022

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Quantum Genomics : Failure of the FRESH phase 3

>Statistically insignificant efficacy - Quantum Genomics announced this morning the failure of its FRESH phase 3 study evaluating firibastat in patients with refractory arterial hypertension. Without communicating the details of the results, the biotech announced that the firibastat efficacy data are statistically insignificant vs placebo (as a reminder, the study aimed to demonstrate the reduction in systolic blood pressure after 84 days of firibastat in patients wit...