reports
Press Release: Sarclisa recommended for EU approval by the CHMP to tre...
Press Release: Sarclisa recommended for EU approval by the CHMP to treat transplant-ineligible newly diagnosed multiple myeloma Sarclisa recommended for EU approval by the CHMP to treat transplant-ineligible newly diagnosed multiple myeloma Recommendation based on IMROZ phase 3 study demonstrating Sarclisa in combination with VRd significantly improved progression-free survival, compared to standard-of-care VRd aloneIf approved, Sarclisa would be the first anti-CD38 therapy in the EU available for use in combination with VRd for adult patients with transplant-ineligible NDMM Paris, Nov...
Communiqué de presse : Sarclisa : approbation recommandée par le CHMP ...
Communiqué de presse : Sarclisa : approbation recommandée par le CHMP dans l’UE pour le traitement du myélome multiple nouvellement diagnostiqué non éligible à une greffe Sarclisa : approbation recommandée par le CHMP dans l’UE pour le traitement du myélome multiple nouvellement diagnostiqué non éligible à une greffe Recommandation fondée sur les résultats de l’étude de phase III IMROZ ayant démontré que le Sarclisa, en association avec le protocole VRd, améliore significativement la survie sans progression, comparativement au protocole VRd seul. S’il est approuvé, le Sarclisa sera le pr...
- Chaima Ferrandon
- Sven Edelfelt
FGR EIFFAGE SA
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
DTE DEUTSCHE TELEKOM AG
TIT TELECOM ITALIA S.P.A.
HLAG HAPAG-LLOYD AG
SIE SIEMENS AG
ASML ASML HOLDING NV
ALG ALLEGRO.EU SA
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Chaima Ferrandon
- Sven Edelfelt
FGR EIFFAGE SA
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
DTE DEUTSCHE TELEKOM AG
TIT TELECOM ITALIA S.P.A.
HLAG HAPAG-LLOYD AG
SIE SIEMENS AG
ASML ASML HOLDING NV
ALG ALLEGRO.EU SA
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Damien Choplain
- Martial Descoutures
Sanofi : Road show feedback: focus on growth and renewal of the pipeli...
>Growth in 2025 despite dilution due to the expected Opella transaction - Last week, we hosted a road show for Sanofi in the US with CFO, Mr François Roger. It was an opportunity recap the three topics currently driving investor interest in the stock: 1/ the sale of a controlling stake in Opella and allocation of the proceeds; 2/ pipeline progress with multiple potential blockbuster candidates; and 3/ the group’s short to med-term growth outlook. The first topic ...
- Damien Choplain
- Martial Descoutures
Sanofi : Feedback RS : croissance et renouveau du pipeline à l’honneur
>Croissance en 2025 malgré la dilution mécanique d’Opella - Nous organisions la semaine dernière le roadshow Sanofi avec son CFO, M François Roger, aux Etats-Unis. Ce rendez-vous a permis de revenir sur les trois aspects qui alimentent le marché aujourd’hui: 1/ séparation d’Opella et réallocation du capital ; 2/ évolution du pipeline et 3/ croissance court et moyen terme du groupe. Le premier point abordé concerne la vente d’Opella, Consumer business, pour un m...
Press Release: Dupixent approved in the EU as the first and only medic...
Press Release: Dupixent approved in the EU as the first and only medicine for young children with eosinophilic esophagitis Dupixent approved in the EU as the first and only medicine for young children with eosinophilic esophagitis Approval based on phase 3 data showing significantly more children aged one to 11 years on Dupixent achieved histological disease remission at 16 weeks compared to placebo, which was sustained up to one yearDupixent is the first-ever medicine in the EU indicated to treat these young patients, who persistently struggle to eat at a critical stage in life where g...
Communiqué de presse : Dupixent, premier et seul médicament approuvé d...
Communiqué de presse : Dupixent, premier et seul médicament approuvé dans l’UE pour le traitement de l’œsophagite à éosinophiles du jeune enfant Dupixent, premier et seul médicament approuvé dans l’UE pour le traitement de l’œsophagite à éosinophiles du jeune enfant Approbation fondée sur des données de phase III montrant qu’un nombre significativement supérieur d’enfants âgés de 12 mois à 11 ans ont présenté une rémission histologique après 16 semaines de traitement par Dupixent, comparativement au placebo, avec des résultats qui se sont maintenus pendant une durée pouvant atteindre un...
Sanofi: 1 director
A director at Sanofi bought 500 shares at 97.530EUR 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 C...
- Dominic Rose
- Naresh Chouhan
Obesity Thematic - A Deep-Dive into Amylin
In the coming days at Obesity Week, we will see multiple datasets from amylin assets that could help to further support our belief that amylin combinations could become a material MOA in the Obesity market. Ahead of the Cagrisema P3 readout, we dig deep into the potential for amylin and show: 1) It has a superior tolerability profile, 2) Could preserve lean muscle mass and 3) Could be neuroprotective. We analyse the majority of the clinical data available on these drugs & show that the full prom...
- Dominic Rose
- Naresh Chouhan
Sanofi - Set to Enter the Obesity Space? (BUY, TP EUR120, 10 pgs)
As the market mulls the impact of the Opella deal, we consider how Sanofi may deploy the €8bn of cash. We believe entering into the obesity space by acquiring rights to an amylin asset would be a smart deal for Sanofi given: 1) The timing of the Dupixent patent loss, 2) SAN’s drug development expertise in cardiometabolic, 3) SAN’s significant ex-US cardiometabolic footprint, 4) SAN’s US rebating expertise, & 5) Its significant manufacturing expertise, which is proving to be crucial. We believe i...
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Ahmed Ben Salem
AC ACCOR SA
EQNR EQUINOR ASA
DG VINCI SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
KNEBV KONE OYJ CLASS B
ORA ORANGE SA
SK SEB SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
SW SODEXO SA
ENI ENI S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
SY1 SYMRISE AG
BOL BOLLORE SA
BKT BANKINTER SA
MOCORP METSO OUTOTEC OYJ
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
SIK SIKA AG
DSY DASSAULT SYSTEMES SA
EPI A EPIROC AB
SGSN SGS SA
FER FERROVIAL SA
- Damien Choplain
- Martial Descoutures
Sanofi : Q3 driven by vaccines and insulin
>Strong Q3 driven by good phasing of vaccine shipments - Sanofi this morning reported its Q3 2024 results, which beat expectations in terms of both sales and core EPS, despite a very negative forex impact (-3.4% on the topline and -5.4% on the bottom line). In short, the group’s total sales came in at € 13,438m in Q3, vs € 12,634m expected (+12.3%; +15.7% at constant forex), its core EBIT at € 4,607m, vs € 4,032m expected (14.4%; 19.9% at constant forex), and its core...
- Damien Choplain
- Martial Descoutures
Sanofi : Le T3 bénéficie des vaccins et de l’insuline
>Un T3 solide orienté par un bon phasing des envois de vaccins - Sanofi publie ce matin ses résultats du T3 24 qui s’avèrent au-dessus des attentes à la fois au niveau des ventes que de son Core BPA, malgré un l’effet changes très négatif attendu(-3.4% en topline et -5.4% en bottom line) . Brièvement, les ventes totales du groupe lors de ce T3 ressortent à 13 438 M€ vs 12 634 M€ att (+12.3% ; +15.7% à tcc), son core EBIT à 4 607M€ vs 4 032 M€ att (14.4% ; 19.9% tcc) p...
Press Release: Dupixent late-breaking positive phase 3 data in chronic...
Press Release: Dupixent late-breaking positive phase 3 data in chronic spontaneous urticaria to be presented at ACAAI Dupixent late-breaking positive phase 3 data in chronic spontaneous urticaria to be presented at ACAAI Dupixent significantly reduced itch and hive activity from baseline; 41% of patients achieved well-controlled disease status Confirmatory data to support US regulatory resubmission by year-end; if approved, Dupixent would be the first new targeted treatment for people living with chronic spontaneous urticaria in more than 10 yearsMore than 300,000 people in the US suffe...
Communiqué de presse : Dupixent : Présentation de nouvelles données po...
Communiqué de presse : Dupixent : Présentation de nouvelles données positives de phase III dans le traitement de l’urticaire chronique spontanée au Congrès de l’ACAAI Dupixent : Présentation de nouvelles données positives de phase III dans le traitement de l’urticaire chronique spontanée au Congrès de l’ACAAI Le Dupixent a permis de réduire significativement le prurit et l’activité de l’urticaire par rapport aux scores à l’inclusion ; un bon niveau de contrôle de la maladie a pu être obtenu chez 41 % des patients. Des données confirmatoires qui seront présentées à l’appui du renouvellem...
- Team Pharma
ODDO : Feedback from the MS Expert Access event: still many areas for ...
Last week, we organised an Expert Access event on multiple sclerosis (MS) with the participation of Dr Géraldine Androdias, a neurologist at Lyon University Hospital. Dr Androdias presented the key points of the ECTRIMS 2024 conference, as well as new trends in treating the illness. We note an unmet need in the primary progressive and secondary progressive forms, a real interest for the BTKi class with the greater penetration of the blood-brain barrier, and expectations for the a...
- Team Pharma
ODDO : Feedback Expert Access SEP : encore de nombreux axes d’améliora...
Nous avons organisé la semaine dernière un Expert Access autour de la sclérose en plaques (SEP) avec la participation du Dr Géraldine Androdias, médecin neurologue au CHU de Lyon. Le Dr Androdias a présenté les points saillants du congrès de l’ECTRIMS 2024 ainsi que les nouvelles tendances dans la prise en charge de la maladie. Nous retenons un besoin insatisfait dans les formes progressives et secondairement progressives, un vrai intérêt de la classe des BTKi avec le passage acc...
- Baptiste Lebacq
- Bruno Cavalier
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
VOE VOESTALPINE AG
SAN SANOFI
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
JDEP JDE PEET'S NV
ALIV SDB AUTOLIV INC.
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