LA VALEUR DU JOUR : HERIGE : A plein régime / Contact – Acheter (1), obj. 61.0€ Cours: 42.4€ au 08/02/22 MAAT PHARMA : S'allie à Skyepharma pour monter une usine aux normes cGMP – Acheter (1), obj. 15.3€ Cours: 11.6€ au 08/02/22 ONCODESIGN : Entre en collaboration de recherche avec SEngine – Acheter (1), obj. 16.5€ Cours: 10.1€ au 08/02/22 ET AUSSI : ALTAMIR, CRCAM ILE DE RANCE, SCOR…
MANITOU: Good things to come / Contact - Strong Buy (1), TP: €35.0 ALTEN: Still very strong / Confcall - Buy (2), TP: €154.6 DERICHEBOURG: Another very good quarter - Strong Buy (1), TP: €12.7 GTT: LNG fuel confirms its emerging success - Strong Buy (1), TP: €88.7 ONCODESIGN: BU service drives the business - Strong Buy (1), TP: €16.5 SES IMAGOTAG: Very good Q4, above expectations / Confcall - Hold (3), TP: €64.7 WAVESTONE: Scenario confirmed after a good Q3 / Confcall - Hold (3), TP: €48.6
LA VALEUR DU JOUR : MANITOU : Du bon tout de suite et à venir / Contact – Acheter (1), obj. 35.0€ .......................Cours: 30.3€ au 27/01/22 ALTEN : Encore très solide / Confcall – Renforcer (2), obj. 154.6€ ..............................Cours: 140.5€ au 27/01/22 ATEME : T4 affecté par les contraintes d'approvisionnement / Contact – Acheter (1), obj. 18.6€ .............Cours: 12.7€ au 27/01/22 BALYO : En ligne mais commandes inférieures, retour de la croissance en 22 / Contact – Conserver (...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
ONCODESIGN - CORPORATE | EUR15(+47%) R&D day feedback: On track to push multiple assets into clinical stage next year Oncodesing’s three BU are moving at full steam Oncodesign will further fund ODS-101 to maximize its lead asset’s value Servier aims to start LRRK2 Phase I studies next summer
ONCODESIGN - CORPORATE | EUR15(+18%) Drug candidate’s selection triggers a EUR2m milestone payment from Servier LRRK2 programme in Parkinson’s disease targets IND in 2022 Not first-in-class but aims to become best-in-class R&D day to be held on June 24
ONCODESIGN - CORPORATE | EUR15 (+8%) COVID-19 did not undermine Oncodesign’s mid-term prospects Challenging year due to COVID but 2021 may hold good surprises A solid H2 and a promising 2021 based on a strong order book Significant upsides to our scenario should come from the Pharma BU We maintain our EUR15 TP
ONCODESIGN - CORPORATE | EUR15 Resilient performance from the Service BU in 1H but 2020 guidance is at risk Our cautious approach to Service BU sales has paid off Good surprises should come from the Pharma BU EUR15 FV confirmed with free upsides on the table
ONCODESIGN - CORPORATE | EUR15(+39%) Feedback Investor Day: ODS-101 a promising opportunity but still a long way to go RIPK2: an untapped opportunity in inflammatory diseases ODS-101: Oncodesign’s flagship should reach clinic in 2022 CPI-induced colitis: a proof-of-concept indication
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