reports
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
AI AIR LIQUIDE SA
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
RI PERNOD RICARD SA
HO THALES SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
SZG SALZGITTER AG
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ASSA B ASSA ABLOY AB CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
AMAG AMAG AUSTRIA METALL AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
- Thomas Zlowodzki
AI AIR LIQUIDE SA
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
KPN ROYAL KPN NV
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
RI PERNOD RICARD SA
HO THALES SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
GYC GRAND CITY PROPERTIES SA
SZG SALZGITTER AG
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
KER KERING SA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
NDA AURUBIS AG
TEG TAG IMMOBILIEN AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LEG LEG IMMOBILIEN AG
ASSA B ASSA ABLOY AB CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
STM STMICROELECTRONICS NV
AMAG AMAG AUSTRIA METALL AG
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
- Rafael Bonardell
- Research Department
INFORME DIARIO 24 ABRIL + RDOS. ESPAÑA Y EUROPA 1T'25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, INDRA, SECTOR ELÉCTRICO. EUROPA: ADIDAS, AIR LIQUIDE, BNP, ENI, ESSILORLUXOTTICA, KERING, NOKIA. 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 optimismo vuelve a las bolsas europeas Fuerte rebote de las bolsas europeas, impulsad...
Press Release: Sanofi: strong Q1 performance and 2025 guidance confirm...
Press Release: Sanofi: strong Q1 performance and 2025 guidance confirmed Sanofi: strong Q1 performance and 2025 guidance confirmed Paris, April 24, 2025 Q1 sales growth of 9.7% at CER1 and business EPS2 of €1.79 Pharma launches reached sales of €0.8 billion, up 43.8%, driven by ALTUVIIIODupixent sales were €3.5 billion, up 20.3%Vaccines sales were €1.3 billion, up 11.4%, driven by favorable Beyfortus phasingResearch and Development expenses reached €1.8 billion, up 6.9%Selling, general and administrative expenses were €2.2 billion, up 3.8%Business EPS was €1.79, up 15.7% at CER and up 17...
Communiqué de presse : Sanofi : forte performance au T1 et confirmatio...
Communiqué de presse : Sanofi : forte performance au T1 et confirmation des perspectives pour 2025 Sanofi : forte performance au T1 et confirmation des perspectives pour 2025 Paris, le 24 avril 2025 Ventes du T1 en progression de 9,7 % à TCC1 et BNPA2 des activités de 1,79 euro Les ventes des nouveaux lancements pharmaceutiques atteignent 0,8 milliard d’euros (+43,8 %), portées par ALTUVIIIOLes ventes de Dupixent progressent à 3,5 milliards d’euros (+20,3 %)Les ventes des Vaccins augmentent à 1,3 milliard d’euros (+11,4 %), portées par des séquences favorables pour BeyfortusLes frais de ...
Press Release: Dupixent approved in the US as the first new targeted t...
Press Release: Dupixent approved in the US as the first new targeted therapy in over a decade for chronic spontaneous urticaria Dupixent approved in the US as the first new targeted therapy in over a decade for chronic spontaneous urticaria Approval based on phase 3 studies demonstrating Dupixent significantly reduced itch and hives compared to placeboIn the US, there are more than 300,000 adults and adolescents aged 12 years and older living with CSU who remain symptomatic despite antihistamine treatmentCSU is the seventh disease with underlying type 2 inflammation in which Dupixent is ...
Communiqué de presse : Le Dupixent devient le premier nouveau médicam...
Communiqué de presse : Le Dupixent devient le premier nouveau médicament ciblé approuvé aux États-Unis depuis plus de dix ans pour le traitement de l’urticaire chronique spontanée Le Dupixent devient le premier nouveau médicament ciblé approuvé aux États-Unis depuis plus de dix ans pour le traitement de l’urticaire chronique spontanée Aux États-Unis, le Dupixent est indiqué à plus de 300 000 adultes et adolescents âgés de 12 ans et plus souffrant d’urticaire chronique spontanée (UCS) qui restent symptomatiques malgré un traitement par antihistaminiques.Approbation fondée principalement s...
- Dominic Rose
- Naresh Chouhan
US Tariffs - Broad Tariffs are Highly Unlikely (7pgs)
Following a number of recent events, we discuss in this note what we think is the most likely outcome for the Pharma industry. We show that broad based tariffs on drugs are highly unlikely, that even if it were to happen, the impact of a 20% tariff is
Press Release: Sanofi’s respiratory pipeline advances with new data in...
Press Release: Sanofi’s respiratory pipeline advances with new data in asthma and plans for new clinical studies in COPD Sanofi’s respiratory pipeline advances with new data in asthma and plans for new clinical studies in COPD New phase 2 data for amlitelimab show efficacy in heterogeneous inflammatory asthmaLunsekimig now targeting chronic rhinosinusitis and COPD in addition to asthmaItepekimab expanding into chronic rhinosinusitis along with COPD and bronchiectasis; phase 3 readouts in COPD in H2 2025 and bronchiectasis in 2026 Paris, April 15, 2025. Sanofi today shared new progress...
Communiqué de presse : Le portefeuille de traitements contre les malad...
Communiqué de presse : Le portefeuille de traitements contre les maladies respiratoires de Sanofi s’enrichit de nouvelles données sur l’asthme et prévoit de nouvelles études cliniques sur la BPCO Le portefeuille de traitements contre les maladies respiratoires de Sanofi s’enrichit de nouvelles données sur l’asthme et prévoit de nouvelles études cliniques sur la BPCO De nouvelles données de phase II démontrent l’efficacité de l’amlitélimab dans le traitement de l’asthme inflammatoire hétérogèneLe lunsekimig cible désormais la rhinosinusite chronique et la BPCO en plus de l’asthme Les études...
Press Release: Tolebrutinib phase 3 data published in NEJM demonstrate...
Press Release: Tolebrutinib phase 3 data published in NEJM demonstrate benefit on disability progression in multiple sclerosis Tolebrutinib phase 3 data published in NEJM demonstrate benefit on disability progression in multiple sclerosis Results from the HERCULES phase 3 study showed delay in disability progression in people living with non-relapsing secondary progressive multiple sclerosisTolebrutinib has the potential to be the first therapy to modulate immunologic drivers of chronic inflammation behind the blood–brain barrier, a key driver of disability accumulation in MSTolebrutinib...
Communiqué de presse : Publication dans le NEJM de données de phase II...
Communiqué de presse : Publication dans le NEJM de données de phase III illustrant le bénéfice du tolebrutinib sur la progression du handicap dans la sclérose en plaques Publication dans le NEJM de données de phase III illustrant le bénéfice du tolebrutinib sur la progression du handicap dans la sclérose en plaques Les résultats de l’étude de phase III HERCULES montrent que le tolebrutinib retarde la progression du handicap chez les personnes présentant une sclérose en plaques secondairement progressive sans poussées. Le tolebrutinib a le potentiel d’être le premier médicament pouvant mo...
- Research Department
IBERIAN DAILY 07 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR. Sharp drops on stock markets after China’s response to Trump’s tariffs Donald Trump’s announcements of tariffs led to widespread losses in global stock markets after a minimum global tariff of 10% was announced for all goods imported to the US and specific rates were set for a list of countries, among them 20% for Europe and an additional 34% for China. In this regard, the market is awaiting Europe’s response after China imposed tariffs on Friday. In the STOXX...
Sanofi: 1 director
A director at Sanofi bought 500 shares at 110.050USD and the significance rating of the trade was 55/100. 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 ...
Sanofi: Information concerning the total number of voting rights and s...
Sanofi: Information concerning the total number of voting rights and shares - February 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 €2,467,152,142Registered office : 46, avenue de la Grande Armée - 75017 Paris - FranceRegistered at the Paris Commercial and Companies Registry ...
Sanofi: Informations relatives au nombre de droits de vote et d'action...
Sanofi: Informations relatives au nombre de droits de vote et d'actions - FEVRIER 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 2 467 152 142 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...
- Dominic Rose
- Naresh Chouhan
US Tariffs - Transfer Pricing Could Negate Impact (6pgs)
We show that Big Pharma would not have to shift a single element of supply chain to the US and can mitigate most, if not all, of a 20% tariff on drugs, just by changing their transfer pricing strategy. In a scenario where the US corporation tax rate falls to 15% but tariffs are 20%, we show that Big Pharma profits would be unchanged, while the US government tax take would more than double. The losers would be low tax jurisdictions like Ireland, but they would get to keep their manufacturing base...
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