reports
- Dominic Rose
- Naresh Chouhan
Novartis - 15% Above Consensus (HOLD, TP CHF 110)
New analysis on Scemblix, the IgAN franchise & Zolgensma means we upgrade our 2028 EPS by 13% & are 15% above cons. We show Scemblix could hit $5bn at peak & following analysis of the IgAN franchise, we forecast $5bn sales in 2028 ($2.7bn above cons). Whilst 2025 EPS needs to fall by 2-3% to account for FX (and possibly Part D reform), we see significant potential for upgrades as the year progresses and Scemblix, Kisqali, Kesimpta & Cosentyx in HS continue to outperform. We see further upside fr...
Press Release: Opella reaches study milestone for Cialis
Press Release: Opella reaches study milestone for Cialis Opella reaches study milestone for Cialis Paris, January 21, 2025. Opella, Sanofi’s Consumer Healthcare business, announced that the US Food and Drug Administration (FDA) has lifted a clinical hold on its planned actual use trial (AUT) to support the switch of Cialis (tadalafil) from a prescription to an over-the-counter medicine. This decision allows for the initiation of the AUT and makes Cialis the first PDE-5 inhibitor to achieve this milestone. AUTs evaluate the use of the medicine under real-world conditions to identi...
Communiqué de presse : Opella : étape clé franchie pour l’étude consac...
Communiqué de presse : Opella : étape clé franchie pour l’étude consacrée au Cialis Opella : étape clé franchie pour l’étude consacrée au Cialis Paris, le 21 janvier 2025. Opella, l’activité Santé Grand Public de Sanofi, annonce que la Food and Drug Administration (FDA) des États-Unis a levé la suspension clinique dont faisait l’objet l’essai en condition réelle d'utilisation qu’elle entend mener pour appuyer la demande de transfert du Cialis (tadalafil) sur le marché de l'automédication. Cette décision permet le lancement de cet essai et fait du Cialis le premier inhibiteur PDE-5 auqu...
- Baptiste Salaville
- Bruno Cavalier
- Jerôme Bodin
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
1COV COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
BAS BASF SE
SAN SANOFI
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
AZN ASTRAZENECA PLC
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
GSK GSK PLC
STM STABILUS SE
TUI TUI AG
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
R3NK RENK GROUP AG
AGN AEGON N.V.
QGEN QIAGEN N.V.
CVC CVC CAPITAL PARTNERS PLC
SHA SCHAEFFLER AG
- Baptiste Salaville
- Bruno Cavalier
- Jerôme Bodin
FME FRESENIUS MEDICAL CARE AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
1COV COVESTRO AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
ADS ADIDAS AG
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
GBF BILFINGER SE
RHM RHEINMETALL AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
PSM PROSIEBENSAT.1 MEDIA SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
BOSS HUGO BOSS AG
SDF K+S AG
NOEJ NORMA GROUP SE
BAS BASF SE
SAN SANOFI
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
DEZ DEUTZ AG
AIXA AIXTRON SE
KRN KRONES AG
NEM NEMETSCHEK SE
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
JUN3 JUNGHEINRICH AG PREF
AZN ASTRAZENECA PLC
DUE DURR AG
JST JOST WERKE AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
GSK GSK PLC
STM STABILUS SE
TUI TUI AG
NOVO B NOVO NORDISK A/S
SCHOTT PHARMA AG
R3NK RENK GROUP AG
AGN AEGON N.V.
QGEN QIAGEN N.V.
CVC CVC CAPITAL PARTNERS PLC
SHA SCHAEFFLER AG
- Team Pharma
- Team Pharma
- Delphine Brault
- Quentin Borie
CA CARREFOUR SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ROG ROCHE HOLDING LTD
NOVN NOVARTIS AG
WTB WHITBREAD PLC
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ZAL ZALANDO SE
ALO ALSTOM SA
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
RIO RIO TINTO PLC
AZN ASTRAZENECA PLC
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
GSK GSK PLC
NOVO B NOVO NORDISK A/S
- Team Pharma
- Ahmed Ben Salem
FP TOTAL SE
CA CARREFOUR SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ROG ROCHE HOLDING LTD
NOVN NOVARTIS AG
WTB WHITBREAD PLC
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ZAL ZALANDO SE
ALO ALSTOM SA
GEBN GEBERIT AG
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SKF B SKF AB CLASS B
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TLGO TALGO SA
RIO RIO TINTO PLC
AZN ASTRAZENECA PLC
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
GSK GSK PLC
NOVO B NOVO NORDISK A/S
- Team Pharma
Sanofi: Information concerning the total number of voting rights and s...
Sanofi: Information concerning the total number of voting rights and shares – November 2024 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 2,537,214,304 €Registered office : 46, avenue de la Grande Armée - 75017 Paris - FranceRegistered at the Paris Commercial and Companies Regist...
Sanofi: Informations relatives au nombre de droits de vote et d'action...
Sanofi: Informations relatives au nombre de droits de vote et d'actions - Novembre 2024 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 2 537 214 304 €Siège social : 46, avenue de la Grande Armée - 75017 Paris395 030 844 R.C.S. Paris Date Nombre d’actions composant le capital Nombre réel de droits de vote (déduction faite des actions auto-détenues) Nombre théorique de droits de vote (y co...
Press Release: Sarclisa obtains first approval in China for the treatm...
Press Release: Sarclisa obtains first approval in China for the treatment of adult patients with relapsed or refractory multiple myeloma Sarclisa obtains first approval in China for the treatment of adult patients with relapsed or refractory multiple myeloma Approval based on positive pivotal ICARIA-MM phase 3 study using the China-based IsaFiRsT real-world study as bridging data, which demonstrated Sarclisa and the standard treatment Pd, improved responses and long-term outcomes compared to Pd alone in R/R MM patients Sarclisa-Pd is currently recommended by the Chinese Society of Clinical...
- Research Department
INFORME DIARIO 09 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SACYR, UNICAJA. EUROPA: SANOFI. Ligeros retrocesos en bolsa por la subida de la TIR Las bolsas europeas, que abrieron con ligeras subidas, se acabaron dando la vuelta tras la apertura de Wall Street a la espera de la publicación de los datos de empleo americanos mañana y con la mirada puesta en la rentabilidad de la deuda. Se mantiene la indefinición en estos primeros compases del año y prosigue el debate sobre los niveles de valoración ...
Press Release: New Sarclisa subcutaneous formulation met co-primary en...
Press Release: New Sarclisa subcutaneous formulation met co-primary endpoints in the IRAKLIA phase 3 study in multiple myeloma New Sarclisa subcutaneous formulation met co-primary endpoints in the IRAKLIA phase 3 study in multiple myeloma Sarclisa SC formulation added to Pd for the treatment of R/R MM met the co-primary endpoints in the IRAKLIA phase 3 study, demonstrating non-inferiority compared to Sarclisa IV IRAKLIA is the first global phase 3 study to evaluate the SC administration of a cancer treatment via an OBDSOBDS is an alternative delivery method designed to improve the patient...
Communiqué de presse : La nouvelle formulation sous-cutanée du Sarclis...
Communiqué de presse : La nouvelle formulation sous-cutanée du Sarclisa a satisfait aux co-critères d’évaluation primaires de l’étude de phase III IRAKLIA dans le myélome multiple La nouvelle formulation sous-cutanée du Sarclisa a satisfait aux co-critères d’évaluation primaires de l’étude de phase III IRAKLIA dans le myélome multiple Le Sarclisa en formulation sous-cutanée et en association avec le schéma Pd pour le traitement du myélome multiple réfractaire ou en rechute a satisfait aux co-critères d’évaluation primaires de l’étude de phase III IRAKLIA et démontré sa non-infériorité au ...
Press Release: Sanofi initiates phase 3 program for PCV21 and expands ...
Press Release: Sanofi initiates phase 3 program for PCV21 and expands collaboration with SK bioscience for next-generation pneumococcal conjugate vaccines Sanofi initiates phase 3 program for PCV21 and expands collaboration with SK bioscience for next-generation pneumococcal conjugate vaccines Pneumococcal disease remains a major global health challenge despite the availability of current vaccines This 21-valent pneumococcal conjugate vaccine (PCV21) is the first pneumococcal conjugate vaccine candidate with more than 20 serotypes to enter phase 3 in infants & toddlers Paris, December ...
Communiqué de presse : Sanofi lance un programme de phase III pour son...
Communiqué de presse : Sanofi lance un programme de phase III pour son vaccin VPC21 et élargit sa collaboration avec SK Bioscience afin de développer une nouvelle génération de vaccins pneumococciques conjugués Sanofi lance un programme de phase III pour son vaccin VPC21 et élargit sa collaboration avec SK Bioscience afin de développer une nouvelle génération de vaccins pneumococciques conjugués Les infections à pneumocoques demeurent un enjeu majeur de santé publique malgré les vaccins actuellement disponibles. Ce vaccin pneumococcique conjugué 21-valent (VPC21) est le premier candidat-...
- Rune Majlund Dahl
Novo Nordisk (Buy, TP: DKK1040.00) - Disappointing CagriSema data
In REDEFINE-1, CagriSema reached a 22.7% product estimand weight loss, shy of expectations. We expect a launch in 2026, but have lowered our estimate of its sales potential. In our view, the flexible protocol affected efficacy, prompting Novo Nordisk to initiate a new phase III trial in 2025. We reiterate our BUY, but have cut our target price to DKK1,040 (1,150).
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