reports
- Bruno Cavalier
- Charlotte Vaisse
- Jean Danjou
- Maxime Kogge
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SAN SANOFI
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
- Bruno Cavalier
- Charlotte Vaisse
- Jean Danjou
- Maxime Kogge
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SAN SANOFI
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
- Martial Descoutures
- Research Department
INFORME DIARIO 15 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GREENING, REPSOL, TALGO. EUROPA: SANOFI. La Fed sigue apoyando el mercado El mensaje dovish de la Fed apoyó a las bolsas en la semana, transmitiendo confianza a los mercados en que habrá tipos más bajos en 2026 y más liquidez con la compra de activos a corto plazo. No obstante, las dudas en torno a las tecnológicas provocaron tomas de beneficios en la recta final. Así, en el STOXX 600, los mejores sectores fueron Bancos y Seguros seguido ...
Press Release: Sanofi provides update on tolebrutinib in primary progr...
Press Release: Sanofi provides update on tolebrutinib in primary progressive multiple sclerosis Sanofi provides update on tolebrutinib in primary progressive multiple sclerosis PERSEUS phase 3 study in primary progressive multiple sclerosis did not meet its primary endpoint in delaying time to onset of 6-month composite confirmed disability progression compared to placeboThe safety profile of tolebrutinib was consistent with previous studies Paris, December 15, 2025. Results from the PERSEUS phase 3 study (clinical study identifier: ) showed that tolebrutinib did not meet its primary end...
Communiqué de presse : Sanofi fait le point sur le tolébrutinib dans l...
Communiqué de presse : Sanofi fait le point sur le tolébrutinib dans la sclérose en plaques primaire progressive Sanofi fait le point sur le tolébrutinib dans la sclérose en plaques primaire progressive L'étude de phase 3 PERSEUS dans la sclérose en plaques primaire progressive n'a pas atteint son critère d'évaluation principal de retarder le délai d'apparition de la progression confirmée composite du handicap à 6 mois par rapport au placeboLe profil de sécurité du tolébrutinib était cohérent avec les études précédentes Paris, le 15 décembre 2025. Les résultats de l'étude de phase 3 PERSE...
- Dominic Rose
- Naresh Chouhan
Thematic - 2026 Outlook - "5 More Years" (55pgs)
For access to the full note, please contact Naresh Chouhan ( ) With EU Pharma (ex-Novo) now having reached decade high valuations vs EuroStoxx600, we believe the sector has broken out & the sustainability of the growth profile will now generate continued strong performance. Consensus 5yr sales & EPS CAGR’s stand at 4% & 7% for 15x 2026 PE. We show there is upside to this from underestimated pipelines where cons. rarely fully models “monster” drugs & from M&A which we expect to be strong at JPM ...
Press Release : Sanofi provides update on tolebrutinib regulatory subm...
Press Release : Sanofi provides update on tolebrutinib regulatory submission in non-relapsing secondary progressive multiple sclerosis Sanofi provides update on tolebrutinib regulatory submission in non-relapsing secondary progressive multiple sclerosis Ongoing discussions with the FDA regarding nrSPMS application have indicated regulatory decision for tolebrutinib is anticipated to be delayed Paris, December 15, 2025. Sanofi anticipates that the review process for the ongoing US regulatory review of tolebrutinib in non-relapsing secondary progressive multiple sclerosis (nrSPMS) will exte...
Communiqué de presse : Sanofi fait le point sur la soumission réglemen...
Communiqué de presse : Sanofi fait le point sur la soumission réglementaire du tolébrutinib dans la sclérose en plaques secondaire progressive non-récurrente Sanofi fait le point sur la soumission réglementaire du tolébrutinib dans la sclérose en plaques secondaire progressive non-récurrente Les discussions en cours avec la FDA concernant la demande pour la SEPSPnr indiquent que la décision réglementaire pour le tolébrutinib devrait être retardée Paris, le 15 décembre 2025. Sanofi anticipe que le processus d'examen de la révision réglementaire américaine en cours du tolébrutinib dans la s...
Novartis breaks ground on flagship manufacturing hub in North Carolina
Novartis breaks ground on flagship manufacturing hub in North Carolina FDA Commissioner Marty Makary, North Carolina Governor Josh Stein and Novartis leadership highlight importance of new hub to US patients and local economyConstruction reflects company’s commitment to ensure end-to-end manufacturing of all key medicines for US patients in the US at scaleGroundbreaking marks continuation of Novartis investment and growth in the US, capping year of significant regulatory and manufacturing milestones East Hanover, December 12, 2025 – Novartis, a leading global innovative medicines company...
- Jean Danjou
- Jean Danjou
- Martial Descoutures
- Martial Descoutures
Press Release: Sanofi’s Qfitlia and Cablivi approved in China, expandi...
Press Release: Sanofi’s Qfitlia and Cablivi approved in China, expanding care for rare diseases Sanofi’s Qfitlia and Cablivi approved in China, expanding care for rare diseases Qfitlia, the first antithrombin-lowering therapy for hemophilia, can offer consistent protection with as few as six injections a yearCablivi, the first Nanobody medicine, targets acquired/immune-mediated thrombotic thrombocytopenic purpura — a rare, life-threatening blood clotting disorder Paris, December 11, 2025. The National Medical Products Administration (NMPA) in China has approved two innovative Sanofi medi...
Communiqué de presse : Qfitlia et Cablivi de Sanofi approuvés en Chine...
Communiqué de presse : Qfitlia et Cablivi de Sanofi approuvés en Chine, élargissant la prise en charge des maladies rares Qfitlia et Cablivi de Sanofi approuvés en Chine, élargissant la prise en charge des maladies rares Qfitlia, premier traitement abaissant le taux d’antithrombine pour le traitement de l’hémophilie, peut offrir une protection constante avec seulement six injections par anCablivi, le premier médicament Nanobody, cible le purpura thrombotique thrombocytopénique acquis/à médiation immunitaire — un trouble rare de la coagulation sanguine potentiellement mortel Paris, le 11 ...
GSK: 1 director
A director at GSK sold 6,000 shares at 1,829p and the significance rating of the trade was 60/100. 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 showing Close p...
- Hilde Van Boxstael
- Mathijs Geerts Danau
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Mathijs Geerts Danau
UCB Detailed results from Fintepla in CDD strengthen epilepsy franchis...
UCB presented detailed results of the positive phase 3 GEMZ study with Fintepla in CDKL5 deficiency disorder (CDD). The drug showed an estimated 52.7% median reduction in countable motor seizure frequency (CMSF) compared with placebo during a 14 week titration and maintenance period and a favourable safety profile. We view this as highly encouraging in this refractory epilepsy population. Given the infantile onset of CDD, we will be curious to see as of which age, patients could be included in t...
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