reports
- Dominic Rose
- Naresh Chouhan
Sartorius Stedim - More Downside to Come (SELL, TP EUR150 [165], 9 pgs...
The capitulation may be upon us. The order book continues to show weakness & contrary to the befuddling Q423 sales strength, equipment sales look likely to stay weak as CDMO’s reduce CAPEX after 3yrs of turbo charged growth. We now question the trend growth rate as we believe that market share gains will be minimal, CDMO CAPEX will recover very slowly & M&A is unlikely to contribute as much as it did in the past. Moreover, we expect DIM to add significant capacity in the coming 24mths, which is ...
EQS-News: Evotec and Variant Bio enter strategic partnership to discov...
EQS-News: Evotec SE / Key word(s): Miscellaneous Evotec and Variant Bio enter strategic partnership to discover and develop fibrosis treatments 18.04.2024 / 13:27 CET/CEST The issuer is solely responsible for the content of this announcement. COLLABORATION LEVERAGES VARIANT BIO’S CUTTING-EDGE GENOMIC DISCOVERY PLATFORM AND EVOTEC’S INTEGRATED END-TO-END R&D PLATFORM AND DISEASE AREA EXPERTISE TO ADDRESS UNMET MEDICAL NEED IN FIBROTIC INDICATIONS COMMERCIAL TERMS INCLUDE RESEARCH FUNDING AND MILESTONES AND/OR ROYALTY PAYMENTS TO EVOTEC BASED ON THE OVERALL SUCCESS OF T...
EQS-News: Evotec und Variant Bio gehen strategische Partnerschaft zur ...
EQS-News: Evotec SE / Schlagwort(e): Sonstiges Evotec und Variant Bio gehen strategische Partnerschaft zur Entdeckung und Entwicklung von Fibrose-Behandlungen ein 18.04.2024 / 13:27 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. DIE KOLLABORATION NUTZT VARIANT BIOS HOCHMODERNE GENOMIK-FORSCHUNGSPLATTFORM UND EVOTECS INTEGRIERTE END-TO-END F&E-PLATTFORM UND EXPERTISE IM KRANKHEITSBEREICH, UM UNGEDECKTEN MEDIZINISCHEN BEDARF IN FIBROTISCHEN INDIKATIONEN ANZUGEHEN DIE KOMMERZIELLEN BEDINGUNGEN UMFASSEN FORSCHUNGSZAHLUNGEN SOWIE MEIL...
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Maissa Keskes
- Stephane Houri
EDEN EDENRED SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
KPN ROYAL KPN NV
VOLV B VOLVO AB CLASS B
ABB ABB LTD.
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
CAP CAPGEMINI SE
EZJ EASYJET PLC
REP REPSOL SA
DIM SARTORIUS STEDIM BIOTECH SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
BC BRUNELLO CUCINELLI S.P.A.
HLAG HAPAG-LLOYD AG
BHP BHP GROUP LTD
ASML ASML HOLDING NV
BP. BP P.L.C.
FDJ LA FRANCAISE DES JEUX SA
SHEL SHELL PLC
SGSN SGS SA
- Oliver Metzger
Sartorius Stedim Biotech : Q1 review -Some stabilisation, but sales an...
>Q1 with some stabilisation – sales and order intake weaker than expected - Q1 2024 revenues of € 667m (-8.1% y-o-y,-2%/-4% vs ODDO BHF/consensus) were impacted by an organic decline of 9.4%. The decline in constant currencies was at -6.7%. Sartorius Stedim Biotech was impacted by mixed dynamics across its portfolio and regions. Demand continued to normalise the consumables business with positive order momentum, which indicates further progress in destocking. Simultan...
Sartorius Stedim Biotech publishes unaudited first quarter results for...
Sartorius Stedim Biotech SA / Key word(s): Quarter Results Sartorius Stedim Biotech publishes unaudited first quarter results for 2024 18-Apr-2024 / 07:02 CET/CEST Aubagne, France | April 18, 2024 Sartorius Stedim Biotech publishes unaudited first quarter results for 2024 Sales revenue of 667 million euros, in constant currencies1 - 9.4 percent organically1and - 6.7 percent including acquisitions2(reported: - 8.2 percent) Order intake up 13.9 percent to 676 million euros (reported: 12.5 percent) with significant growth in recurring business, while demand from China remains we...
Sartorius Stedim Biotech publie ses résultats non audités pour le prem...
Sartorius Stedim Biotech SA / Mot-clé(s) : Résultat trimestriel Sartorius Stedim Biotech publie ses résultats non audités pour le premier trimestre 2024 18-Avr-2024 / 07:02 CET/CEST Aubagne, France | 18 avril 2024 Sartorius Stedim Biotech publie ses résultats non audités pour le premier trimestre 2024 Chiffre d’affaires à 667 millions d’euros, soit une baisse organique de 9,4 % à taux de change constant1 et une baisse de 6,7 % à taux de change constant en tenant compte des acquisitions2(baisse déclarée : - 8,2 %) Augmentation des prises de commandes de 13,9 % à 676 millions d...
Lonza Prices EUR 1 Billion Straight Bond with a 3.875% Coupon
Lonza Group AG / Key word(s): Bond/Financing Lonza Prices EUR 1 Billion Straight Bond with a 3.875% Coupon 17.04.2024 / 19:00 CET/CEST Basel, Switzerland, 17 April 2024 – Lonza Finance International NV, a wholly owned company of Lonza Group Ltd, Basel (“Lonza”), announced today the pricing of a EUR 1 billion straight bond. The Eurobond marks Lonza’s second drawdown under its EMTN program. The bond has a maturity of 12 years and an annual coupon of 3.875%. The issuer is Lonza Finance International NV and the bonds will be guaranteed by Lonza. Lonza will apply for the listing of the...
EQS-News: Evotec SE: Bekanntgabe der Ergebnisse für das Geschäftsjahr ...
EQS-News: Evotec SE / Schlagwort(e): Sonstiges Evotec SE: Bekanntgabe der Ergebnisse für das Geschäftsjahr 2023 am 24. April 2024 17.04.2024 / 15:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Hamburg, 17. April 2024: Die Evotec SE (Frankfurter Wertpapierbörse: EVT, MDAX/TecDAX, ISIN: DE0005664809; NASDAQ: EVO) veröffentlicht am Mittwoch, 24. April 2024, ihren Bericht über das Geschäftsjahr 2023. In einer Telefonkonferenz in englischer Sprache werden die Ergebnisse und Schwerpunkte aus dem Berichtszeitraum näher erläutert. Auße...
EQS-News: Evotec SE to announce results for fiscal year 2023 on 24 Apr...
EQS-News: Evotec SE / Key word(s): Miscellaneous Evotec SE to announce results for fiscal year 2023 on 24 April 2024 17.04.2024 / 15:00 CET/CEST The issuer is solely responsible for the content of this announcement. Hamburg, Germany, 17 April 2024: Evotec SE (Frankfurt Stock Exchange: EVT, MDAX/TecDAX, ISIN: DE0005664809; NASDAQ: EVO) will announce its financial results for 2023 on Wednesday, 24 April 2024. The Company is going to hold a conference call to discuss the results as well as provide an update on its performance. The conference call will be held in English.Webc...
- Dominic Rose
- Naresh Chouhan
AZN - Upgrade to BUY (TP £125 [£115], 16 pgs)
Having been neutral on AZN since Feb ‘23 based on what we believed to be a lack of catalysts & over optimistic consensus forecasts, we show that most of the EPS downgrades are in no’s & the catalyst outlook is transformed. Our deep dive on the pipeline leads us to upgrade our 2029 sales by $8bn, giving us 5% CAGR sales growth 2024-29 and 9% EPS CAGR. We conducted deep research into 6 key drugs which drive the bulk of our 7% above consensus 2029 sales forecasts. The biggest impediments to AZN sha...
EQS-News: Evotec welcomes Aurélie Dalbiez as Chief People Officer
EQS-News: Evotec SE / Key word(s): Miscellaneous Evotec welcomes Aurélie Dalbiez as Chief People Officer 17.04.2024 / 07:30 CET/CEST The issuer is solely responsible for the content of this announcement. Hamburg, Germany, 17 April 2024: Evotec SE (Frankfurt Stock Exchange: EVT, MDAX/TecDAX, ISIN: DE0005664809; NASDAQ: EVO) today announced the appointment of Aurélie Dalbiez as the Company’s new Chief People Officer (“CPO”), effective 15 June 2024. Aurélie will be joining Evotec’s Management Board, bringing with her a wealth of experience and expertise in Human Resources le...
EQS-News: Evotec heißt Aurélie Dalbiez als Chief People Officer willko...
EQS-News: Evotec SE / Schlagwort(e): Sonstiges Evotec heißt Aurélie Dalbiez als Chief People Officer willkommen 17.04.2024 / 07:30 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Hamburg, 17. April 2024: Evotec SE (Frankfurter Wertpapierbörse: EVT, MDAX/TecDAX, ISIN: DE0005664809; NASDAQ: EVO) gab heute die Ernennung von Aurélie Dalbiez als neue Chief People Officer („CPO“) des Unternehmens mit Wirkung zum 15. Juni 2024 bekannt. Als neues Vorstandsmitglied wird Aurélie eine Fülle von Erfahrungen und Fachwissen im Bereich der Personalf...
Press Release: New 48-week frexalimab phase 2 data support potential f...
Press Release: New 48-week frexalimab phase 2 data support potential for high sustained efficacy in multiple sclerosis New 48-week frexalimab phase 2 data support potential for high sustained efficacy in multiple sclerosis Data support frexalimab as a potential first-in-class, high-efficacy, non-lymphocyte depleting treatment for relapsing multiple sclerosis96% of participants receiving high-dose intravenous frexalimab had no new Gd+ T1 lesions and an annualized relapse rate of 0.04 after 48 weeksSanofi has initiated global phase 3 studies of frexalimab in relapsing MS and non-relapsing se...
Communiqué de presse : De nouveaux résultats de phase II à 48 semaines...
Communiqué de presse : De nouveaux résultats de phase II à 48 semaines relatifs au frexalimab confortent le potentiel d'efficacité élevée et durable dans le traitement de la sclérose en plaques De nouveaux résultats de phase II à 48 semaines relatifs au frexalimab confortent le potentiel d'efficacité élevée et durable dans le traitement de la sclérose en plaques Les données montrent que le frexalimab a le potentiel d’être le premier de sa classe pharmacothérapeutique pour le traitement de la sclérose en plaques récurrente-rémittente, en plus d’être hautement efficace et sans effet déplé...
- Thijs Berkelder
- Oliver Metzger
- Stephan Wulf
- Oliver Metzger
- Stephan Wulf
Evotec SE : Strong earnings growth should come into focus again
>Strong slump in share price unjustified - Despite the reduction in our earnings estimates and the associated reduction in our TP to € 26, we still see an attractive buying opportunity. The substantial share price loss since the resignation of CEO Werner Lanthaler in no way reflects the company's operational potential. We do not see any danger of legal risks for the company from Mr Lanthaler's compliance violations, nor do we see that the operating business is impaire...
Sanofi: Information concerning the total number of voting rights and s...
Sanofi: Information concerning the total number of voting rights and shares - March 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 2,529,599,938 €Registered office : 46, avenue de la Grande Armée - 75017 Paris - FranceRegistered at the Paris Commercial and Companies Registry un...
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