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Damien Choplain ... (+2)
  • Damien Choplain
  • Martial Descoutures
Damien Choplain ... (+2)
  • Damien Choplain
  • Martial Descoutures
Rafael Bonardell
  • Rafael Bonardell

SANOFI: RDOS. 1T’25 Y CAMBIO DE RECOMENDACIÓN A SOBREPONDERAR Y DE P.O...

Rdos. 1T'25 vs 1T'24: Ventas: 9.895 M euros (+10,8% vs +7,5% BS(e) y +8,5% consenso); EBIT: 2.902 M euros (+20,1% vs +12,0% BS(e) y +12,5% consenso).

Guy Sips ... (+10)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi

Morning Notes : FLOW NA, FUR NA, GLPG NA, KIN BB, KPN NA, XFAB FP, AZE...

: FLOW NA, FUR NA, GLPG NA, KIN BB, KPN NA, XFAB FP, AZE BB, IMCD NA, ONWD BB, AUTL US, EXO NA, ZEAL DC, PHVS US

Research Department
  • 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

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...

 PRESS RELEASE

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

Zealand Pharma announces first participant enrolled in Phase 2b ZUPREM...

Zealand Pharma announces first participant enrolled in Phase 2b ZUPREME-2 trial of petrelintide in people with overweight or obesity and type 2 diabetes Press release – No. 6 / 2025 Zealand Pharma announces first participant enrolled in Phase 2b ZUPREME-2 trial of petrelintide in people with overweight or obesity and type 2 diabetes The Phase 2b ZUPREME-2 trial investigates the efficacy and safety of petrelintide in participants with overweight or obesity and type 2 diabetes. The ZUPREME-2 trial is designed to evaluate three doses of petrelintide up to 9 mg over 28 weeks of treatment. Co...

 PRESS RELEASE

Zealand Pharma appoints Utpal Singh as Chief Scientific Officer to dri...

Zealand Pharma appoints Utpal Singh as Chief Scientific Officer to drive next-generation peptide therapeutics discovery Press release – No. 5 / 2025 Zealand Pharma appoints Utpal Singh as Chief Scientific Officer to drive next-generation peptide therapeutics discovery Utpal joins Zealand Pharma at a pivotal moment as it aims to become a leader in the management of obesity and related complications He will lead the discovery and clinical translation of peptide medicines, investing in new technologies including data and computational science Utpal to expand the global scientific team to d...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan

Novo - Worrying Times (SELL, TP DKK350 [460], 13pgs)

Following the orfo’ P3 data, latest Wegovy scrips & rapidly faltering Ozempic growth, we conduct a wholesale review of our obesity market model, Wegovy & Ozempic scrip models & our Novo financial model. The outcome of this analysis is that we downgrade our 2030 sales by 20% and EPS by 24%. We now assume Novo only achieve a 25% obesity market share by 2030. We are 19% below consensus sales & 23% below EPS in 2030. We also provide a detailed hypothesis as to why US obesity demand growth is so lack...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

 PRESS RELEASE

Transactions in Zealand Pharma shares and/or related securities by per...

Transactions in Zealand Pharma shares and/or related securities by persons discharging managerial responsibilities and/or their closely associated persons Company announcement – No. 10 / 2025 Transactions in Zealand Pharma shares and/or related securities by persons discharging managerial responsibilities and/or their closely associated persons Copenhagen, Denmark, April 19, 2025 – Zealand Pharma A/S ("the Company" or “Zealand Pharma”) (Nasdaq: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, has received inf...

 PRESS RELEASE

Zealand Pharma launches long-term incentive programs for Zealand Pharm...

Zealand Pharma launches long-term incentive programs for Zealand Pharma’s Board of Directors, Corporate Management and employees for 2025 Company announcement – No. 9 / 2025 Zealand Pharma launches long-term incentive programs for Zealand Pharma’s Board of Directors, Corporate Management and employees for 2025 Copenhagen, Denmark, April 19, 2025 – Zealand Pharma A/S ("the Company" or “Zealand Pharma”) (Nasdaq: ZEAL) (CVR-no. 20045078), a biotechnology company focused on the discovery and development of innovative peptide-based medicines, announces the implementation of long-term incen...

 PRESS RELEASE

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 ...

 PRESS RELEASE

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 ... (+2)
  • 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

Pelham Smithers
  • Pelham Smithers

PSA Healthcare / Pharma: Pfizer GLP-1 Drug Failure Puts Light on Upcom...

Pelham Smithers sees the Pfizer news as positive for Chugai and also draws attention to Nxera.

 PRESS RELEASE

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...

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