reports
- Dominic Rose
- Naresh Chouhan
AZN - Underappreciated & Undervalued (BUY, TP £150, 20pgs)
With the baxdrostat P3 to be published on 30th August, we show that AZN’s pipeline upside is underappreciated, in part due to the significant complexity & sheer volume of readouts. We also show that Imfinzi peak sales are likely too low; we are $2bn higher than consensus in 2029. We expect consensus forecasts to materially increase after the full baxdrostat data on the 30th August, we are ~$2bn higher than consensus and see upside risk to our forecasts. AZN’s catalyst path is one of the best in ...
PRESS RELEASE: GAMESCOM 2025: NACON UNVEILS ITS LINE-UP
PRESS RELEASE: GAMESCOM 2025: NACON UNVEILS ITS LINE-UP GAMESCOM 2025: NACON UNVEILS ITS LINE-UP Lesquin, August 21, 2025 - As the latest edition of Gamescom hits its stride, NACON is showcasing at its booth all the games and accessories set to make headlines later this year, following a notable appearance at the Future Games Show. For three days, journalists, content creators, and partners are getting hands-on with the latest innovations, including the Revosim Pure racing wheel, now compatible with home consoles, and upcoming titles currently in development. Visit us at Market Point Hall...
COMMUNIQUE DE PRESSE: GAMESCOM 2025 : NACON DÉVOILE SON LINE-UP
COMMUNIQUE DE PRESSE: GAMESCOM 2025 : NACON DÉVOILE SON LINE-UP GAMESCOM 2025 : NACON DÉVOILE SON LINE-UP Lesquin, le 21 août 2025 - Alors que la nouvelle édition de la Gamescom bat son plein, NACON présente sur son stand tous les jeux et accessoires qui marqueront la fin d’année, après une apparition remarquée au Future Games Show. Pendant 3 jours, journalistes, créateurs de contenu et partenaires viennent prendre en main en avant-première les dernières nouveautés, telles que le volant Revosim Pure désormais compatible avec les consoles de salon, ainsi que les prochains jeux en cours d...
PRESS RELEASE: NACON ANNOUNCES UPCOMING OFFICIALLY LICENSED REVOSIM BU...
PRESS RELEASE: NACON ANNOUNCES UPCOMING OFFICIALLY LICENSED REVOSIM BUNDLE RS PURE FOR PLAYSTATION 5 NACON ANNOUNCES UPCOMING OFFICIALLY LICENSED REVOSIM BUNDLE RS PURE FOR PLAYSTATION 5 Lesquin, August 19th, 2025 – NACON is proud to announce that its upcoming Revosim RS PURE sim racing bundle has been officially licensed by Sony Interactive Entertainment for PlayStation®5 console. The Direct Drive bundle includes a 9Nm wheelbase, a 100kg Load Cell pedal set, and a fully customizable steering wheel. This new officially licensed bundle marks Revosim’s debut on PlayStation®5 console, combin...
COMMUNIQUE DE PRESSE: NACON ANNONCE LE PROCHAIN BUNDLE REVOSIM RS PURE...
COMMUNIQUE DE PRESSE: NACON ANNONCE LE PROCHAIN BUNDLE REVOSIM RS PURE OFFICIELLEMENT LICENCIÉ POUR PLAYSTATION 5 NACON ANNONCE LE PROCHAIN BUNDLE REVOSIM RS PURE OFFICIELLEMENT LICENCIÉ POUR PLAYSTATION 5 Lesquin, 19 août 2025 – NACON est fier d'annoncer que son prochain bundle de simracing Revosim RS PURE a été officiellement licencié par Sony Interactive Entertainment pour la console PlayStation®5. Le bundle Direct Drive comprend une base de volant 9Nm, un jeu de pédales Load Cell 100kg, et un volant entièrement personnalisable. Ce nouveau bundle officiellement licencié marque les débu...
PRESS RELEASE: NACON ANNOUNCES XBOX COMPATIBILITY FOR ITS REVOSIM SIM ...
PRESS RELEASE: NACON ANNOUNCES XBOX COMPATIBILITY FOR ITS REVOSIM SIM RACING ACCESSORIES NACON ANNOUNCES XBOX COMPATIBILITY FOR ITS REVOSIM SIM RACING ACCESSORIES Lesquin, August 19th, 2025 – Nacon, a licensee of Xbox, unveils a new suite of Revosim racing sim products for Xbox. As such, new peripherals that are fully compatible with Xbox Series X and Xbox Series S consoles will soon be available, continuing NACON's mission to offer racing enthusiasts ever greater immersion and performance. This announcement comes just a few weeks after the successful launch of the RS Pure, Revosim's fi...
COMMUNIQUE DE PRESSE: NACON ANNONCE LA COMPATIBILITÉ XBOX POUR SES ACC...
COMMUNIQUE DE PRESSE: NACON ANNONCE LA COMPATIBILITÉ XBOX POUR SES ACCESSOIRES SIMRACING REVOSIM NACON ANNONCE LA COMPATIBILITÉ XBOX POUR SES ACCESSOIRES SIMRACING REVOSIM Lesquin, 19 août 2025 – Nacon, licencié Xbox, dévoile une nouvelle gamme de produits de simulation de course Revosim pour Xbox. Ainsi, de nouveaux périphériques entièrement compatibles avec les consoles Xbox Series X et Xbox Series S seront bientôt disponibles, poursuivant la mission de NACON d'offrir aux passionnés de course toujours plus d'immersion et de performance. Cette annonce intervient quelques semaines seuleme...
Novo Nordisk A/S: Trading in Novo Nordisk shares by board members, exe...
Novo Nordisk A/S: Trading in Novo Nordisk shares by board members, executives and associated persons Bagsværd, Denmark, 19 August 2025 — This company announcement discloses the data of the transaction(s) made in Novo Nordisk shares by the company’s board members, executives and their associated persons in accordance with Article 19 of Regulation No. 596/2014 on market abuse. The company’s board members, executives and their associated persons have reported the transactions to Novo Nordisk. 1 Details of the person discharging managerial responsibilities/person closely associated a)Name of th...
Sanofi: Information concerning the total number of voting rights and s...
Sanofi: Information concerning the total number of voting rights and shares - July 2025 Information concerning the total number of voting rights and shares, provided pursuant to article L. 233-8 II of the Code de commerce (the French Commercial Code) and article 223-16 of the Règlement général de l’Autorité des Marchés Financiers (Regulation of the French stock market authority) Sanofia French société anonyme with a registered share capital of €2,454,937,946Registered office : 46, avenue de la Grande Armée - 75017 Paris - FranceRegistered at the Paris Commercial and Companies Registry unde...
Sanofi: Informations relatives au nombre de droits de vote et d'action...
Sanofi: Informations relatives au nombre de droits de vote et d'actions - Juillet 2025 Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L. 233-8 II du Code de commerce et l’article 223-16 du Règlement général de l’Autorité des Marchés Financiers SanofiSociété anonyme au capital de 2 454 937 946 euros Siège social : 46, avenue de la Grande Armée - 75017 Paris395 030 844 R.C.S. Paris DateNombre d’actions composant le capital Nombre réel de droits de vote (déduction faite des actions auto-détenues)Nombre théorique de droits de vote (y compris actions...
AstraZeneca: 1 director
A director at AstraZeneca sold 9,563 shares at 11,512p and the significance rating of the trade was 69/100. 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 showin...
- Thomas J. Schiessle
Weak economy delays "Profitability Restart" - 25 guidance correction -...
The Q2/25 KPIs show a deterioration in revenue and EBITDA margins - contrary to management and market expectations (revenue -6% YoY to €171.2m / margin: -4.08%; EPS €-0.25), but these are exaggerated due to phasing effects and reset savings. Revenue and margins in the "restart phase" starting Q3/25 are expected to expand. However, the necessary revival of customer demand in the pharma and biotech industry is still lacking (contractionary US R&D and industrial policy, hesitant investments). There...
- Thomas J. Schiessle
Schwache Konjunktur verzögert „Profitability Restart“ - 25er Guidance-...
Die Q2/25-KPIs zeigen - entgegen der Management- und Markt-Erwartung - eine Umsatz- und EBITDA Margen-Verschlechterung (Umsatz -6% YoY auf € 171,2 Mio./Marge: -4,08 %; EPS € -0,25), doch sind diese durch Phasing-Effekte und Reset-Einsparungen überzeichnet. Umsatz und Margen in der „Restart-Phase“ ab Q3/25 sollen ausgeweitet werden. Doch die dafür nötige wiederauflebende Kundennachfrage in Pharma- und Biotech-Industrie bleibt bis heute aus (kontraktive US-R&D- und Industriepolitik, zögerliche Inv...
Novo Nordisk A/S: Wegovy® approved in the US for the treatment of MASH
Novo Nordisk A/S: Wegovy® approved in the US for the treatment of MASH Bagsværd, Denmark, 15 August 2025 – Novo Nordisk today announced that the US Food and Drug Administration (FDA) has approved an additional indication for Wegovy® (semaglutide 2.4 mg) based on a supplemental New Drug Application (sNDA) for treatment of noncirrhotic metabolic dysfunction-associated steatohepatitis (MASH) in adults with moderate to advanced liver fibrosis (consistent with stages F2 to F3 fibrosis), in combination with a reduced calorie diet and increased physical activity. The accelerated approval is based...
Novartis AG: 2 directors
Two Directors at Novartis AG sold 5,473 shares at between 96.485CHF and 96.523CHF. The significance rating of the trade was 77/100. 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 ...
Press Release: Sanofi’s rilzabrutinib earns orphan designation in the ...
Press Release: Sanofi’s rilzabrutinib earns orphan designation in the EU for IgG4-related disease Sanofi’s rilzabrutinib earns orphan designation in the EU for IgG4-related disease Data from the positive Phase 2 study evaluating rilzabrutinib for the treatment of IgG4-related disease presented at EULAR 2025Additional orphan designation underscores Sanofi commitment to advancing new medicines in immune-mediated rare diseases Paris, August 14, 2025. The European Medicines Agency has granted orphan designation to rilzabrutinib, a reversible covalent Bruton’s tyrosine kinase (BTK) inhibitor, ...
Communiqué de presse : Le rilzabrutinib de Sanofi obtient la désignati...
Communiqué de presse : Le rilzabrutinib de Sanofi obtient la désignation de médicament orphelin dans l’UE pour la maladie liée aux IgG4 Le rilzabrutinib de Sanofi obtient la désignation de médicament orphelin dans l’UE pour la maladie liée aux IgG4 Données de l’étude positive de phase 2 évaluant le rilzabrutinib pour le traitement de la maladie liée aux IgG4 présentée à l’EULAR de 2025Cette nouvelle désignation de médicament orphelin souligne l’engagement de Sanofi en faveur du développement de nouveaux médicaments contre les maladies rares à médiation immunitaire Paris, le 14 août 2025. ...
- Maissa Keskes
- Stephane Houri
EVT EVOTEC SE
GYC GRAND CITY PROPERTIES SA
TPE PVA TEPLA AG
GLB GLANBIA PLC
LNZ LENZING AG
SIX2 SIXT SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
WIE WIENERBERGER AG
SEM SEMPERIT HOLDING AG
PAT PATRIZIA AG
KTCG KAPSCH TRAFFICCOM
FYB FORMYCON AG
JEN JENOPTIK AG
HGEA HGEARS AG
TUI TUI AG
R3NK RENK GROUP AG
AQ AQUILA PART PROD COM
SPG SPRINGER NATURE AG & CO. KGAA
- Maissa Keskes
- Stephane Houri
EVT EVOTEC SE
GYC GRAND CITY PROPERTIES SA
TPE PVA TEPLA AG
GLB GLANBIA PLC
LNZ LENZING AG
SIX2 SIXT SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
WIE WIENERBERGER AG
SEM SEMPERIT HOLDING AG
PAT PATRIZIA AG
KTCG KAPSCH TRAFFICCOM
FYB FORMYCON AG
JEN JENOPTIK AG
HGEA HGEARS AG
TUI TUI AG
R3NK RENK GROUP AG
AQ AQUILA PART PROD COM
SPG SPRINGER NATURE AG & CO. KGAA
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