reports
Novartis AG: 1 director
A director at Novartis AG sold 10,900 shares at 92.234CHF and the significance rating of the trade was 100/100. 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 sh...
- Dominic Rose
- Naresh Chouhan
EU Pharma 2025 Outlook - The Correction Was Due, Tread Carefully
In the aftermath of the H224 Healthcare correction, we look forward to 2025 with a more focused stock specific approach We show sector fundamentals have remained robust despite the correction. We see 4 key themes for the Pharma sector in 2025; 1) 2025 is a very strong year for important pipeline readouts, 2) The volume impact of Medicare Part D reform will dominate the narrative in H125 & continue to be a tailwind into 2026, 3) Margin expansion should be robust at a sector level, 4) Biotech M&A...
- Emmanuel Matot
- Marc Lavaud
- Michael B. Schäfer
- Marc Lavaud
- Michael B. Schäfer
- Damien Choplain
- Martial Descoutures
Novartis : Reassuring CMD on the medium to long-term outlook
>Prefer quality over quantity - At its CMD in London yesterday, Novartis confirmed its pure player positioning in innovative medicine and its strategy focused on four therapeutic areas (cardiovascular/renal, oncology, neuroscience and immunology), five technological platforms and four geographical regions (US, China, Germany, Japan). We note the ambition to continue to improve R&D productivity by reducing the time-to-market (in part thanks to the use of AI) and focus...
- Damien Choplain
- Martial Descoutures
Novartis : CMD rassurant sur les perspectives MT/LT
>Privilégier la qualité à la quantité - Dans le cadre de son CMD qui s’est tenu hier à Londres, Novartis a confirmé son positionnement pure player médecine innovante et sa stratégie centrée sur 4 aires thérapeutiques (cardiovasculaire/rénal, oncologie, neuroscience et immunologie), 5 plateformes technologiques et 4 zones géographiques (US, Chine, Allemagne, Japon). Nous notons une volonté de continuer à améliorer la productivité de la R&D en réduisant le time-to-mark...
AstraZeneca: 1 director
A director at AstraZeneca bought 1,500 shares at 126.796USD and the significance rating of the trade was 70/100. 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 s...
Sanofi: Information concerning the total number of voting rights and s...
Sanofi: Information concerning the total number of voting rights and shares - October 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 Companie...
Sanofi: Informations relatives au nombre de droits de vote et d'action...
Sanofi: Informations relatives au nombre de droits de vote et d'actions - Octobre 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 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 auto...
- Dominic Rose
- Naresh Chouhan
Novo - 2025 Growth Sensitivities (BUY, TP DKK1150, 8pgs)
Following management commentary on sales growth in 2025, we have calculated the implied sensitivity to Wegovy supply & the potential impact on consensus group sales. We show that high-teens group sales growth implies 40% US Wegovy sales growth in 2025. This is below consensus. Given our previous analysis [here] on falling Wegovy prices but higher volumes, the CTLT deal is now the most important catalyst, in our view: even more important than the cagrisema readout, which we forecast accounts for ...
- Research Department
INFORME DIARIO 15 NOVIEMBRE + RDOS. ESPAÑA 3T’24. PREVIEWS (ANÁLISIS B...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, CAIXABANK, COLONIAL, MERLIN. EUROPA: ASML, SANOFI. 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. 3T’24 que se publicarán en España y Europa en los próximos días. El BCE con el objetivo casi cumplido El Euro STOXX 50 tuvo su mejor día desde finales de septiembre mientras las ...
Press Release: Dupixent sBLA accepted for FDA review for the treatment...
Press Release: Dupixent sBLA accepted for FDA review for the treatment of chronic spontaneous urticaria Dupixent sBLA accepted for FDA review for the treatment of chronic spontaneous urticaria Resubmission includes new pivotal data which confirm Dupixent significantly reduced itch and hive activityMore than 300,000 people in the US suffer from chronic spontaneous urticaria (CSU) that is inadequately controlled by antihistaminesFDA decision expected by April 18, 2025; if approved, Dupixent would be the first targeted therapy for CSU in a decade Paris and Tarrytown, NY, November 15, 202...
Communiqué de presse : La FDA a accepté l’examen de la sBLA pour le Du...
Communiqué de presse : La FDA a accepté l’examen de la sBLA pour le Dupixent dans le traitement de l’urticaire chronique spontanée La FDA a accepté l’examen de la sBLA pour le Dupixent dans le traitement de l’urticaire chronique spontanée La nouvelle demande comprend de nouvelles données pivots qui confirment que Dupixent réduit considérablement les démangeaisons et l’activité de l’urticairePlus de 300 000 personnes aux États-Unis sont atteintes d’urticaire chronique spontanée (UCS) insuffisamment contrôlée par des antihistaminiquesLa décision de la FDA attendue d’ici le 18 avril 2025 ;...
Press Release: Sarclisa recommended for EU approval by the CHMP to tre...
Press Release: Sarclisa recommended for EU approval by the CHMP to treat transplant-ineligible newly diagnosed multiple myeloma Sarclisa recommended for EU approval by the CHMP to treat transplant-ineligible newly diagnosed multiple myeloma Recommendation based on IMROZ phase 3 study demonstrating Sarclisa in combination with VRd significantly improved progression-free survival, compared to standard-of-care VRd aloneIf approved, Sarclisa would be the first anti-CD38 therapy in the EU available for use in combination with VRd for adult patients with transplant-ineligible NDMM Paris, Nov...
Communiqué de presse : Sarclisa : approbation recommandée par le CHMP ...
Communiqué de presse : Sarclisa : approbation recommandée par le CHMP dans l’UE pour le traitement du myélome multiple nouvellement diagnostiqué non éligible à une greffe Sarclisa : approbation recommandée par le CHMP dans l’UE pour le traitement du myélome multiple nouvellement diagnostiqué non éligible à une greffe Recommandation fondée sur les résultats de l’étude de phase III IMROZ ayant démontré que le Sarclisa, en association avec le protocole VRd, améliore significativement la survie sans progression, comparativement au protocole VRd seul. S’il est approuvé, le Sarclisa sera le pr...
- Chaima Ferrandon
- Sven Edelfelt
FGR EIFFAGE SA
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
DTE DEUTSCHE TELEKOM AG
TIT TELECOM ITALIA S.P.A.
HLAG HAPAG-LLOYD AG
SIE SIEMENS AG
ASML ASML HOLDING NV
ALG ALLEGRO.EU SA
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Chaima Ferrandon
- Sven Edelfelt
FGR EIFFAGE SA
ALV ALLIANZ SE
TEP TELEPERFORMANCE SE
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
RWE RWE AG
SAN SANOFI
NEX NEXANS SA
DTE DEUTSCHE TELEKOM AG
TIT TELECOM ITALIA S.P.A.
HLAG HAPAG-LLOYD AG
SIE SIEMENS AG
ASML ASML HOLDING NV
ALG ALLEGRO.EU SA
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
CVC CVC CAPITAL PARTNERS PLC
- Damien Choplain
- Martial Descoutures
Sanofi : Road show feedback: focus on growth and renewal of the pipeli...
>Growth in 2025 despite dilution due to the expected Opella transaction - Last week, we hosted a road show for Sanofi in the US with CFO, Mr François Roger. It was an opportunity recap the three topics currently driving investor interest in the stock: 1/ the sale of a controlling stake in Opella and allocation of the proceeds; 2/ pipeline progress with multiple potential blockbuster candidates; and 3/ the group’s short to med-term growth outlook. The first topic ...
- Damien Choplain
- Martial Descoutures
Sanofi : Feedback RS : croissance et renouveau du pipeline à l’honneur
>Croissance en 2025 malgré la dilution mécanique d’Opella - Nous organisions la semaine dernière le roadshow Sanofi avec son CFO, M François Roger, aux Etats-Unis. Ce rendez-vous a permis de revenir sur les trois aspects qui alimentent le marché aujourd’hui: 1/ séparation d’Opella et réallocation du capital ; 2/ évolution du pipeline et 3/ croissance court et moyen terme du groupe. Le premier point abordé concerne la vente d’Opella, Consumer business, pour un m...
- Dominic Rose
- Naresh Chouhan
AZN - Overdone – U/G to BUY (TP £120, 10pgs)
We upgrade AZN after we factor in what we believe is the worst-case China outcome and upgrade our 2025 sales following a strong Q3, leaving us just 2% below 2025 cons EBIT. Moreover, a strong Q3 shows the potential for robust revenue growth (ex-China) in 2025 & based on our conversations with investors, we now believe they are ready to start to look through the China issues, but we acknowledge the very likely risk that AZN will ultimately be drawn into the fraud investigations in China. Furtherm...
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