reports
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Juan Ros-Padilla
Almirall SA : Q3 results in line. FY 2024 guidance reiterated. Uninspi...
>Sales gain some momentum, but margins deteriorate on launch costs - Sales reached € 231m (+10% y-o-y vs +7% in Q2 2024 and +7% in Q1 2024), broadly in line with our estimates and the consensus. As regards its recent product launches: Ilumetri posted strong double-digit growth, even slightly accelerating q-o-q, despite facing a hard comp (+24% in Q3 vs +22% in Q2 2024 and +36% in Q3 2023), Ebglyss’ contribution to sales was € 10m equating to a +178% q-o-q growth. The ...
- Luis Arredondo
- Luis Arredondo
ALMIRALL: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 230.4 M (+10.5% vs. +10.3% BS(e) and +10.3% consensus); EBITDA: € 37.7 M (+1.9% vs. +1.6% BS(e) and +2.2% consensus); EBIT: € 2.6 M (-56% vs. -56% BS(e) and -31% consensus); Net Profit: € -5.5 M (vs. € 0 M BS(e) and € 0 M consensus); 9M'24 vs. 9M'23 Results Sales: € 727.6 M (+7.9% vs. +7.8% BS(e) and +7.8% consensus); EBITDA: € 142.2 M (+2.8% vs. +2.7% BS(e) and +3.0% consensus); EBIT: € 38.5 M (-13.3% vs. -13.3% BS(e) and -9.9% consensus); Net Profit: € 9.9 M (-...
- Luis Arredondo
ALMIRALL: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 230,4 M euros (+10,5% vs +10,3% BS(e) y +10,3% consenso); EBITDA: 37,7 M euros (+1,9% vs 1,6% BS(e) y +2,2% consenso); EBIT: 2,6 M euros (-56% vs -56% BS(e) y -31% consenso); BDI: -5,5 M euros (vs 0 M euros BS(e) y 0 M euros consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 727,6 M euros (+7,9% vs +7,8% BS(e) y +7,8% consenso); EBITDA: 142,2 M euros (+2,8% vs +2,7% BS(e) y +3,0% consenso); EBIT: 38,5 M euros (-13,3% vs -13,3% BS(e) y -9,9% consenso); BDI: 9,9 M euros...
Almirall’s Nine-Month 2024 Results: Almirall Reports Strong Performanc...
BARCELONA, Spain--(BUSINESS WIRE)-- , a global biopharmaceutical company based in Barcelona, today announced its year to date financial results at the third quarter of 2024. Almirall continued to deliver strong sales growth in the first nine months of 2024 which were driven by the dermatology business, and especially the biologics portfolio in Europe. Net Sales increased by 7.9% YoY to a total of €727.6 MM, EBITDA was €142.2 MM (increase of 2.9% YoY) driven by higher sales growth, with a gross margin of 64,8%. Dermatology sales in Europe increased by 21.9% to a total of €355.2 MM. Almirall re-...
- Research Department
INFORME DIARIO 11 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CELLNEX, GRIFOLS, GRUPO SAN JOSE. 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. 3T’24 que se publicarán en España y Europa en los próximos días. Trump lleva a los índices americanos a nuevos máximos históricos Semana marcada por las elecciones en EE.UU., las reuniones sin sorpresas de la Fed ...
- Research Department
IBERIAN DAILY 11 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ALMIRALL, CELLNEX, ELECTRICITY SECTOR, GRIFOLS, GRUPO SANJOSE. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’24 results to be released over the coming days in Spain. Trump leads US indices to all-time highs The week was marked by the US election, the meetings (with no surprises) from the Fed and BoS and Friday’s disappointment due to the lack of fiscal stimul...
- Charlotte Vaisse
- Jerôme Bodin
- Marc Lavaud
ODDO BHF Small & MIDCAP MORNING NEWS - 10/18/2024
The recovery in growth in the IT & engineering services sector is undermined by the still mixed macroeconomic climate and the setbacks in the automotive and aerospace sectors. The improvement in sector momentum will therefore be minimal in H2 2024 with a growing decorrelation between the US which should be robust and a stagnating Europe. This leads us to adopt a more cautious approach on companies in our sector (revision to our 2025 growth estimates for 12 companies) and to prefer Acc...
- Charlotte Vaisse
- Jerôme Bodin
- Marc Lavaud
ODDO BHF Small & MIDCAP MORNING NEWS - 18/10/2024
La reprise de la croissance du secteur IT & Engineering Services est mise à mal par un contexte macro toujours mitigé et par les déboires des secteurs Auto et Aéro. Ainsi, l’amélioration de la dynamique du secteur sera minimale au S2 2024 et probablement aussi au S1 2025, avec une décorrélation grandissante entre les US qui devraient être solides et une Europe stagnante. Ceci nous amène à adopter une approche plus prudente pour les sociétés de notre secteur (révision de croissance 202...
- Juan Ros-Padilla
Almirall SA : Q3 earnings preview: dull, low seasonal quarter. Focus r...
>Sales to post some acceleration vs the pace seen in H1 2024 while margins contract on launch costs - The company is due to publish its Q3 2024 results on 11 November before the market opens. We expect total sales to grow 9% y-o-y to € 229m (vs +7% in Q2 and +7% in Q1), while the absolute figure is c.10% below the Q1 and Q2 due to the usual low seasonality of Q3. At the EBITDA level, we expect a very modest expansion of +2% to € 38m, negatively impacted launch costs....
Almirall Announces Completion of Decentralized Regulatory Approval Pro...
BARCELONA, Spain--(BUSINESS WIRE)-- Almirall, S.A. (ALM), a global pharmaceutical company dedicated to medical dermatology announced today the successful completion of the decentralized regulatory procedure in Europe for efinaconazole, a triazole antifungal compound indicated for the treatment of fungal infection of the nail, known as onychomycosis, under the trade name of Jublia®. This press release features multimedia. View the full release here: Almirall HQ in Barcelona (Photo: Business Wire) Onychomycosis affects approximately 5.5%1of the global population and accounts for 50% of all nail ...
De nouvelles données montrent qu'EBGLYSS® (Lebrikizumab) d'Almirall a ...
BARCELONE, Espagne--(BUSINESS WIRE)-- Plus de 80 % des adultes et des adolescents affectés par une dermatite atopique modérée à sévère qui ont réagi au traitement par lebrikizumab lors de la 16ᵉ semaine dans les essais ADvocate 1 et 2 en monothérapie, et ayant poursuivi le traitement pendant trois ans ont connu une amélioration constante de la clairance cutanée avec une dose d'entretien mensuelle. Almirall S.A. (BME : ALM) a annoncé ces nouveaux résultats à long terme issus de l'étude d'extension à long terme ADjoin, qui seront présentés en tant que « late breaker » au congrès de l'Académie eu...
New Data Show Almirall´s EBGLYSS® (Lebrikizumab) Provided Sustained Di...
BARCELONA, Spain--(BUSINESS WIRE)-- More than 80 percent of adults and adolescents with moderate-to-severe atopic dermatitis who responded to lebrikizumab treatment at Week 16 in the ADvocate 1 and 2 monotherapy trials and continued treatment for up to three years experienced sustained skin clearance with monthly maintenance dosing. Almirall S.A. (BME: ALM) announced these new long-term results from the ADjoin long-term extension study, which will be presented as a late breaker at the European Academy of Dermatology and Venereology (EADV) Congress from Sept. 25-28 in Amsterdam, Netherlands.1 T...
Almirall to Present New Data on Biologics for Psoriasis and Atopic Der...
BARCELONA, Spain--(BUSINESS WIRE)-- Almirall, S.A. (ALM), a global pharmaceutical company dedicated to medical dermatology, today announced its participation in the 33rd Congress of the European Academy of Dermatology and Venereology (EADV), taking place in Amsterdam from September 25 to 28, 2024. This year, Almirall marks its 80th anniversary, celebrating eight decades of innovation and commitment to delivering products positively impacting people’s health and lives. At the congress, Almirall will present 34 abstracts detailing the latest research on lebrikizumab for moderate-to-severe atopi...
- Research Department
IBERIAN DAILY 12 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ALMIRALL, CAIXABANK, CELLNEX, MAPFRE. Caution remains due to risk of US recession in a highly volatile week After the week started out with sharp drops (in view of fears of a recession stemming from the US employment data the week before and the rate hike in Japan), the stock markets began to recover. However, towards the end of the week doubts returned, and on Friday, after rising slightly through mid-session, European stock markets lost almost all the ground gained during the af...
- Research Department
INFORME DIARIO 12 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CELLNEX, MAPFRE. Persiste la cautela con respecto a una recesión en EE.UU. en una semana con mucha volatilidad Tras un inicio de semana con fuertes correcciones (ante el miedo a la recesión desatado por los datos de empleo americanos de la semana anterior y la subida de tipos en Japón, que llevó a deshacer operaciones de carry trade en todos los mercados), las bolsas fueron recuperándose. No obstante, hacia el final de la semana volvieron...
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