reports
- Dominic Rose
- Naresh Chouhan
Intron Health - AI Impact on Pharma - Thematic (20pgs) - Winners/Loser...
Our Big Pharma AI thesis is the result of ~25 interviews with industry execs & >100hrs of research. We show ~10% of OPEX could be saved by AI within a few years & conclude the recent sector rally is wholly justified & could run further. We assess the winners & losers from AI adoption and discuss in detail some of the short, mid & long-term consequences. We evaluate the various AI use cases and quantify the potential benefit they may have. We break down SG&A & R&D activities & show where AI is im...
Press Release: Sanofi’s Board of Directors proposes the appointment o...
Press Release: Sanofi’s Board of Directors proposes the appointment of Christel Heydemann as an independent director Sanofi’s Board of Directors proposes the appointment of Christel Heydemann as an independent director Paris, March 5, 2026. The Board of Directors of Sanofi has decided to propose, at the next Annual General Meeting of shareholders scheduled for April 29, 2026, the appointment of Christel Heydemann as an independent director, as well as the renewal of the mandates of Christophe Babule and Jean-Paul Kress. Patrick Kron, independent director and Chairman of the Nomination,...
Communiqué de presse : Le Conseil d’administration de Sanofi propose l...
Communiqué de presse : Le Conseil d’administration de Sanofi propose la nomination de Christel Heydemann en qualité d’administratrice indépendante Le Conseil d’administration de Sanofi propose la nomination de Christel Heydemann en qualité d’administratrice indépendante Paris, le 5 mars 2026. Le Conseil d’administration de Sanofi a décidé de proposer, dans le cadre de la prochaine Assemblée générale des actionnaires prévue le 29 avril 2026, la nomination de Christel Heydemann en qualité d’administratrice indépendante et le renouvellement des mandats de Christophe Babule et Jean-P...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Dynamic Top Pick List Update March 2026: Removing Aedifica – Adding Pr...
The tariff war between US and China has eased, but with the Iran conflict and an erratic Trump, uncertainty will continue into 2027. Energy prices have gone ballistic, with gas prices doubling in Europe and has hit the cyclical stocks hard. The highly anticipated AI productivity gains also will have to transpire sooner or later or a US market correction becomes unavoidable. While the macro-economic impact has been limited so far, a prolonged uncertain situation will result in economic damage. We...
WKL WOLTERS KLUWER NV
EVS EVS BROADCAST EQUIPMENT SA
UCB UCB S.A.
DIE D'IETEREN SA
SOF SOFINA SA
IBAB ION BEAM APPLICATIONS SA
ROYAL VOPAK NV
AED AEDIFICA SA
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
ARGX ARGEN-X SE
WDP WAREHOUSES DE PAUW SCA
AZE AZELIS GROUP NV
DEME DEME GROUP NV
SHUR SHURGARD SELF STORAGE LIMITED
Press Release: Filing of an amendment to the French “Document d’Enregi...
Press Release: Filing of an amendment to the French “Document d’Enregistrement Universel” containing the Annual Financial Report Filing of an amendment to the French “Document d’Enregistrement Universel” containing the Annual Financial Report Paris, March 4, 2026. Sanofi announces today the filing of an amendment to its “Document d’Enregistrement Universel” containing its Annual Financial Report with the French market regulator Autorité des marchés financiers (AMF). This amendment notably includes additions to the report on corporate governance established in accordance with French law. ...
Communiqué de presse : Dépôt d’un amendement au Document d’Enregistrem...
Communiqué de presse : Dépôt d’un amendement au Document d’Enregistrement Universel 2025, contenant le Rapport Financier Annuel Dépôt d’un amendement au Document d’Enregistrement Universel 2025, contenant le Rapport Financier Annuel Paris, le 4 mars 2026. Sanofi annonce avoir déposé ce jour un amendement à son Document d’Enregistrement Universel 2025 contenant le Rapport Financier Annuel auprès de l’Autorité des marchés financiers (AMF) en France. Cet amendement intègre notamment des compléments au (i) rapport de gestion et au (ii) rapport sur le gouvernement d’entreprise. Le document pe...
- Jacob Mekhael
- Lynn Hautekeete
- Michiel Declercq
- Thibault Leneeuw
- Jacob Mekhael
UCB In-licenses preclinical bispecific TCE for B-cell autoimmune disea...
UCB and Antengene entered into an exclusive worldwide license agreement to further develop, manufacture and commercialize ATG-201, a preclinical CD19/CD3 bispecific T-cell engager. UCB will pay $ 80m in upfront and near-term milestone payments, development and commercial milestones of up to approx. $ 1.1bn, and royalties on future sales. ATG-201, being a bispecific T-cell engager, builds on UCB's autoimmune expertise, and given its potential to address a broad set of B-cell driven autoimmune dis...
Press Release: Sanofi’s rilzabrutinib earns orphan drug designation in...
Press Release: Sanofi’s rilzabrutinib earns orphan drug designation in Japan for IgG4-related disease Sanofi’s rilzabrutinib earns orphan drug designation in Japan for IgG4-related disease Designation based on positive data from a phase 2 study of rilzabrutinib in IgG4-RDThird global orphan drug designation for rilzabrutinib in IgG4-RD, underpinning Sanofi’s commitment to rare immune-mediated diseases Paris, March 2, 2026 – The Ministry of Health, Labour and Welfare (MHLW) in Japan has granted orphan drug designation to rilzabrutinib, a novel, oral, reversible covalent Bruton’s tyrosine ...
Communiqué de presse : Le rilzabrutinib de Sanofi obtient la désignati...
Communiqué de presse : Le rilzabrutinib de Sanofi obtient la désignation de médicament orphelin au Japon pour la maladie liée aux IgG4 Le rilzabrutinib de Sanofi obtient la désignation de médicament orphelin au Japon pour la maladie liée aux IgG4 La désignation s’appuie sur les données positives d’une étude de phase 2 sur le rilzabrutinib dans la maladie liée aux IgG4Il s’agit de la troisième désignation mondiale de médicament orphelin pour le rilzabrutinib dans le traitement de la maladie liée aux IgG4, soulignant l’engagement de Sanofi dans la lutte contre les maladies rares à médiation...
Press Release: Sanofi and Regeneron’s Dupixent recommended for EU appr...
Press Release: Sanofi and Regeneron’s Dupixent recommended for EU approval to treat chronic spontaneous urticaria in young children with ongoing symptoms despite treatment Sanofi and Regeneron’s Dupixent recommended for EU approval to treat chronic spontaneous urticaria in young children with ongoing symptoms despite treatment If approved, Dupixent would be the first targeted medicine in the EU indicated for children aged two to 11 years with CSU inadequately controlled by standard-of-care antihistamine treatment CSU is a chronic skin disease with underlying type 2 inflammation that can c...
Communiqué de presse : Dupixent de Sanofi et Regeneron recommandé pour...
Communiqué de presse : Dupixent de Sanofi et Regeneron recommandé pour approbation dans l'UE dans le traitement de l'urticaire chronique spontanée chez les jeunes enfants dont les symptômes persistent malgré un traitement Dupixent de Sanofi et Regeneron recommandé pour approbation dans l'UE dans le traitement de l'urticaire chronique spontanée chez les jeunes enfants dont les symptômes persistent malgré un traitement S’il est approuvé, Dupixent serait le premier médicament ciblé dans l’Union Européenne indiqué chez les enfants âgés de 2 à 11 ans atteints d’UCS insuffisamment contrôlées ...
Press Release: Acoziborole Winthrop, developed by DNDi and Sanofi, rec...
Press Release: Acoziborole Winthrop, developed by DNDi and Sanofi, receives CHMP positive opinion as three-tablet, single-dose treatment for most common form of sleeping sickness Acoziborole Winthrop, developed by DNDi and Sanofi, receives CHMP positive opinion as three-tablet, single-dose treatment for most common form of sleeping sickness Recommendation based on phase 2/3 study demonstrating up to 96 percent success rates at 18 months across both early and advanced stages of T.b. gambiense, the most common form of sleeping sicknessThe therapy, given as a single dose of three tablets, c...
Communiqué de presse: L’acoziborole Winthrop, développé par DNDi et Sa...
Communiqué de presse: L’acoziborole Winthrop, développé par DNDi et Sanofi, reçoit l’avis positif du CHMP comme traitement à dose unique à trois comprimés pour la forme la plus fréquente de la maladie du sommeil L’acoziborole Winthrop, développé par DNDi et Sanofi, reçoit l’avis positif du CHMP comme traitement à dose unique à trois comprimés pour la forme la plus fréquente de la maladie du sommeil La recommandation s’appuie sur une étude de phase 2/3, qui démontre jusqu’à 96 % de taux de réussite à 18 mois à des stades précoces et avancés de T.b. gambiense, la forme la plus courante de ...
- Ahmed Ben Salem
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- Ahmed Ben Salem
LHN HOLCIM AG
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- Sven Edelfelt
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DGE DIAGEO PLC
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PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
HEI HEIDELBERGCEMENT AG
UCB UCB S.A.
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WPP WPP PLC
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KGX KION GROUP AG
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
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ARGX ARGEN-X SE
HAG HENSOLDT AG
STLA STELLANTIS N.V.
CTPNV CTP NV
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