reports
- Jonathan Moreland
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TFX TELEFLEX INCORPORATED
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
SHBI SHORE BANCSHARES INC.
PNFP PINNACLE FINANCIAL PARTNERS INC.
OPK OPKO HEALTH INC.
NSP INSPERITY INC.
NPO ENPRO INDUSTRIES INC.
MTDR MATADOR RESOURCES COMPANY
MMLP MARTIN MIDSTREAM PARTNERS L.P.
LLY ELI LILLY AND COMPANY
KMPR KEMPER CORPORATION
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
EIG EMPLOYERS HOLDINGS INC.
CNOB CONNECTONE BANCORP INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CDXS CODEXIS
ARW ARROW ELECTRONICS INC.
AMH AMERICAN HOMES 4 RENT CLASS A
CIVB CIVISTA BANCSHARES
OLN OLIN CORPORATION
ASUR ASURE SOFTWARE INC
BRO BROWN & BROWN INC.
CYRX CRYOPORT INC.
FTV FORTIVE CORP.
CLAR CLARUS CORPORATION
A2H9KJ NEO PERFORMANCE MATERIAL
OSPN ONESPAN
FXNC FIRST NATIONAL CORP. OF VIRGINIA
TROX TRONOX HOLDINGS PLC
MEC MAYVILLE ENGINEERING
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
XRX XEROX HOLDINGS CORPORATION
PINE ALPINE INCOME PROPERTY TRUST
WSC WILLSCOT MOBILE MINI HOLDINGS CORP
LRMR LARIMAR THERAPEUTICS INC
THRY THRYV HOLDINGS
DLHC DALEIGH HOLDINGS CORP
INTA INTAPP INC
PTLO PORTILLOS INC
BRBR BELLRING BRANDS INC
AUB ATLANTIC UNION BANKSHARES CORP
AURX NUO THERAPEUTICS
OI INC.
SIRI OWENS ILLINOIS INC.
XELB SIRIUS XM HLDGS INC NEW
MUSA XCEL BRANDS INC.
LNW METALS USA HOLDINGS CORP.
LIGHT & WONDER INC.
- Jonathan Moreland
PNFP PINNACLE FINANCIAL PARTNERS INC.
OPK OPKO HEALTH INC.
NPO ENPRO INDUSTRIES INC.
LLY ELI LILLY AND COMPANY
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
BRO BROWN & BROWN INC.
CRSP CRISPR THERAPEUTICS AG
OSPN ONESPAN
TROX TRONOX HOLDINGS PLC
MEC MAYVILLE ENGINEERING
PINE ALPINE INCOME PROPERTY TRUST
PTLO PORTILLOS INC
AUB ATLANTIC UNION BANKSHARES CORP
LNW LIGHT & WONDER INC.
- Dominic Rose
- Naresh Chouhan
Novo - Upgrade to HOLD (PT DKK300, 8pgs)
With the orfo’ data being on the lower side of expectations, we upgrade to Hold as the narrative is likely to be dominated by the potential upside for Novo. However, we remain convinced that: 1) The obesity market is nowhere near as big as the market believes, 2) Ozempic no’s are far too high & 3) Margin forecasts need to fall. Cons’ Ozempic forecasts will take time to fall & we will likely need the IRA price in November to force consensus lower. Therefore, we see limited S-T downside to our DKK...
Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to pre...
Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to present second quarter 2025 financial results Press Release – No. 11 / 2025 Zealand Pharma conference call on August 14 at 2pm CET (8am ET) to present second quarter 2025 financial results Copenhagen, Denmark, August 7, 2025 – Zealand Pharma A/S (Nasdaq Copenhagen: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, announced that it will host a conference call on August 14, 2025, at 2:00 pm CET (8:00 am ET) following the announcement of financia...
Communiqué de presse : Sanofi finalise l’acquisition de Vigil Neurosci...
Communiqué de presse : Sanofi finalise l’acquisition de Vigil Neuroscience, Inc. Sanofi finalise l’acquisition de Vigil Neuroscience, Inc. Paris, le 6 août 2025. Sanofi annonce la finalisation de (« Vigil »). Cette acquisition renforce le pipeline de Sanofi en neurologie avec le VG-3927, un nouvel agoniste oral de TREM2, qui sera évalué dans une étude clinique de phase 2 chez des patients atteints de la maladie d’Alzheimer. En outre, l’acquisition du pipeline préclinique de Vigil renforcera la recherche de Sanofi dans diverses maladies neurodégénératives. En juin 2024, Sanofi a réalisé u...
Press Release: Sanofi completes the acquisition of Vigil Neuroscience,...
Press Release: Sanofi completes the acquisition of Vigil Neuroscience, Inc. Sanofi completes the acquisition of Vigil Neuroscience, Inc. Paris, August 6, 2025. Sanofi announces the completion of (“Vigil”). This acquisition strengthens Sanofi’s early-stage pipeline in neurology with VG-3927, a novel, oral, small-molecule TREM2 agonist, which will be evaluated in a phase 2 clinical study in patients with Alzheimer’s disease. In addition, the acquisition of Vigil’s preclinical pipeline will further strengthen Sanofi’s research in various neurodegenerative diseases. In June 2024, Sanofi ...
Press release: Online availability of Sanofi’s half-year financial rep...
Press release: Online availability of Sanofi’s half-year financial report for 2025 Online availability of Sanofi’s half-year financial report for 2025 Paris, July 31, 2025. Sanofi announces that its half-year financial report for the period ending June 30, 2025 is now available and has been filed with the French market regulator Autorité des marchés financiers (AMF) and submitted to the U.S. Securities and Exchange Commission (SEC) under form 6-K. This document may be found on the company’s corporate website: and downloaded from the “Investors” page, under the heading “Regulated Inform...
Communiqué de presse : Mise en ligne du rapport financier semestriel 2...
Communiqué de presse : Mise en ligne du rapport financier semestriel 2025 de Sanofi Mise en ligne du rapport financier semestriel 2025 de Sanofi Paris, le 31 juillet 2025. Sanofi annonce aujourd’hui avoir mis à la disposition du public et déposé auprès de l’Autorité des marchés financiers (AMF) son rapport financier semestriel au 30 juin 2025. Le rapport financier semestriel peut être consulté sur le site internet de la société à l’adresse , dans l’espace Investisseurs, rubrique Information réglementée. À propos de Sanofi Sanofi est une entreprise biopharmaceutique qui innove en R&D ...
- Louis Boujard
- CFA
- Philippe Ourpatian
- Thomas Zlowodzki
AKE ARKEMA
LHN HOLCIM AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
AC ACCOR SA
VIE VEOLIA ENVIRONNEMENT SA
IPN IPSEN SA
RR. ROLLS-ROYCE HOLDINGS PLC
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
LI KLEPIERRE SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
EN BOUYGUES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
OMV OMV AG
KOMB KOMERCNI BANKA A.S.
ISP INTESA SANPAOLO S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
UCB UCB S.A.
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
NEM NEMETSCHEK SE
ARCAD ARCADIS NV
EDW EDP RENOVAVEIS SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI BANCO SANTANDER S.A.
RIO ANHEUSER-BUSCH INBEV SA/NV
LDO RIO TINTO PLC
SNP LEONARDO SPA
ARGX PETROM S.A.
SHL ARGEN-X SE
ULA SIEMENS HEALTHINEERS AG
KBX UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
NEXI KNORR-BREMSE AG
FDJ NEXI S.P.A.
SHEL LA FRANCAISE DES JEUX SA
P911 SHELL PLC
DSFIR DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ARM KONINKLIJKE DSM N.V.
TEN ARM HOLDINGS PLC
SYENS TENARIS S.A.
AAL SYENSQO
ANGLO AMERICAN PLC
- Louis Boujard
- CFA
- Philippe Ourpatian
AKE ARKEMA
LHN HOLCIM AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
AC ACCOR SA
VIE VEOLIA ENVIRONNEMENT SA
IPN IPSEN SA
RR. ROLLS-ROYCE HOLDINGS PLC
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
LI KLEPIERRE SA
RI PERNOD RICARD SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
EN BOUYGUES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
KOMB KOMERCNI BANKA A.S.
ISP INTESA SANPAOLO S.P.A.
SAN SANOFI
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
VER VERBUND AG CLASS A
CAP CAPGEMINI SE
UCB UCB S.A.
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
NEM NEMETSCHEK SE
ARCAD ARCADIS NV
EDW EDP RENOVAVEIS SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ABI BANCO SANTANDER S.A.
RIO ANHEUSER-BUSCH INBEV SA/NV
LDO RIO TINTO PLC
SNP LEONARDO SPA
ARGX PETROM S.A.
SHL ARGEN-X SE
ULA SIEMENS HEALTHINEERS AG
KBX UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
NEXI KNORR-BREMSE AG
FDJ NEXI S.P.A.
SHEL LA FRANCAISE DES JEUX SA
P911 SHELL PLC
DSFIR DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ARM KONINKLIJKE DSM N.V.
TEN ARM HOLDINGS PLC
SYENS TENARIS S.A.
AAL SYENSQO
ANGLO AMERICAN PLC
- Martial Descoutures
- Martial Descoutures
- Rafael Bonardell
SANOFI: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 9.994 M euros (-7,0% vs -9,2% BS(e) y -9,0% consenso); EBIT: 2.461 M euros (-12,5% vs -9,5% BS(e) y -8,6% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 19.889 M euros (-6,2% vs -7,4% BS(e) y -7,3% consenso); EBIT: 5.363 M euros (-5,2% vs -3,7% BS(e) y -3,2% consenso).
- Research Department
INFORME DIARIO 31 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, SECTOR ELÉCTRICO, VISCOFAN. EUROPA: AB INBEV, AIRBUS, BMW, ING GROEP, SANOFI, SAFRAN, SOCIETE GENERALE, VINCI. 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. 2T’25 que se publicarán en España y Europa en los próximos días. El crecimien...
DG VINCI SA
GLE SOCIETE GENERALE S.A. CLASS A
SAN SANOFI
SAF SAFRAN S.A.
AIR AIRBUS SE
VIS VISCOFAN S.A.
FDR FLUIDRA S.A.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
MEL MELIA HOTELS INTERNATIONAL S.A.
HOME NEINOR HOMES SA
MTL ARCELORMITTAL
INGA ING GROEP N.V.
RE21 RED ELECTRICA CORP. S.A.
Communiqué de presse : T2 : croissance à deux chiffres desventes, nett...
Communiqué de presse : T2 : croissance à deux chiffres desventes, nette progression du BNPA des activités ; perspectives de ventes 2025 revues à la hausse avec une croissance désormais attendue dans le haut de la fourchette à un chiffre T2 : croissance à deux chiffres des ventes, nette progression du BNPA des activités ; perspectives de ventes 2025 revues à la hausse avec une croissance désormais attendue dans le haut de la fourchette à un chiffre Paris, le 31 juillet 2025 Ventes du T2 en progression de 10,1 % à TCC1 et BNPA2 des activités de 1,59 euro Les ventes des nouveaux lancemen...
Press Release: Q2: double-digit sales and solid business EPS growth. 2...
Press Release: Q2: double-digit sales and solid business EPS growth. 2025 sales guidance is now high single-digit growth, at upper end of range Q2: double-digit sales and solid business EPS growth. 2025 sales guidance is now high single-digit growth, at upper end of range Paris, July 31, 2025 Q2 sales growth of 10.1% at CER1 and business EPS2 of €1.59 Pharma launches increased sales by 39.8%, reaching €0.9 billion, driven by ALTUVIIIO Dupixent sales increased by 21.1% to €3.8 billion, supported by the COPD launch Vaccines sales increased by 10.3% to €1.2 billion Research and Develop...
- Dominic Rose
- Naresh Chouhan
Novo - Oversize Downgrade - PT Cut to DKK300 (SELL, TP DKK300 [350], 8...
Whilst our downgrade to Sell [here] was predicated on reduced Ozempic sales & significantly below cons. forecasts, the magnitude of the ’25 profit warning has led to a material reset of our forecasts & we are now >30% below cons. EBIT in 2029. We expect the debate to now focus on valuation given we model just 5% 25-30 CAGR sales growth & sema accounts for 60% of 2030 EBIT. Worryingly, our EPS declines in 2027 having cut our sales forecasts by 4-9% & EBIT forecasts by 6%-13%. We are now 27% below...
Press Release: Sanofi’s SAR446523, a GPRC5D monoclonal antibody, earns...
Press Release: Sanofi’s SAR446523, a GPRC5D monoclonal antibody, earns orphan drug designation in the US for multiple myeloma Sanofi’s SAR446523, a GPRC5D monoclonal antibody, earns orphan drug designation in the US for multiple myeloma Designation granted for IgG1-based GPRC5D monoclonal antibody for the potential treatment of patients with relapsed or refractory multiple myeloma Paris, July 30, 2025. The US Food and Drug Administration (FDA) has granted orphan drug designation to SAR446523, an IgG1-based Antibody-Dependent Cellular Cytotoxicity-enhanced (ADCC) monoclonal antibody (mA...
Communiqué de presse: Le SAR446523 de Sanofi, un anticorps monoclonal ...
Communiqué de presse: Le SAR446523 de Sanofi, un anticorps monoclonal anti-GPRC5D, se voit accorder la désignation médicament orphelin pour le myélome multiple aux États-Unis Le SAR446523 de Sanofi, un anticorps monoclonal anti-GPRC5D, se voit accorder la désignation médicament orphelin pour le myélome multiple aux États-Unis Désignation accordée pour l’anticorps monoclonal GPRC5D à base d’immunoglobulines G pour le traitement potentiel des patients atteints de myélome multiple récidivant ou réfractaire. Paris, le 30 juillet 2025. La Food and Drug Administration (FDA) des États-Unis a acc...
- ABGSC Healthcare Research
- Morten Larsen
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