Sanofi: 1 director

A director at Sanofi bought 1,000 shares at 91.380EUR and the significance rating of the trade was 73/100. 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...

Oncology accelerating in Q1

Q1: 19% CER sales growth, Oncology business accelerating to +26%. Very strong Q1 points to even more joy through 2024. We raise core EPS by 2-6% and TP to SEK 1,830 (1,740) — BUY

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2024

Having flirted with the 495-point mark on Friday, which could have triggered an extension of the correction, the market has rebounded well since then. Our technical analysis highlights a configuration in which we are only at the start of a powerful rally. Target of 622 points for Stoxx 600 index (+11%) by the end of the year confirmed. Prefer banks to insurance companies in the short term. - ...

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/04/2024

Après avoir frôlé vendredi la barre des 495 points qui aurait pu déclencher la poursuite de la correction, le marché a ensuite bien rebondi. Notre analyse technique met en lumière une configuration où nous ne serions qu’au début d’un rallye puissant. Objectif 622 points (+11%) d’ici à la fin de l’année confirmé sur le Stoxx 600. Préférer les banques aux assurances à court terme. - ...

AstraZeneca : Very reassuring Q1 supports 2024 targets

>Symbicort and Farxiga lead the way - AZN has reported much stronger than expected Q1 2024 results, mainly thanks to Farxiga and Symbicort. Revenue increased by 19% at constant exchange rates, boosted by CVRM (cardio and metabolism) and Oncology. Sales came out 7% higher than expected. Although penalised by a recent reduction in prices for Tagrisso (June 23), Imfinzi (February 24) and Faslodex in China (November 23), revenue in China increased by 13%. However, th...

Sanofi : Q1 2024 passes without a hitch

>A little better than expected - Sanofi has reported this morning Q1 2024 results a little above forecasts at the level of sales and EPS. As expected, Sanofi suffered from a deeply negative forex effect (-4.3% on the topline and -10.2% on the bottom line).In short, total group sales came to € 10.464 bn vs € 10.272 bn (+2.4%; +6.7% at cc), core EBIT to € 2.843 bn vs € 2.748 bn est. (-14.7%; -4.2% at cc) and core EPS to € 1.78 vs € 1.71 est., down 7.4% at cc (sour...

AstraZeneca : Un T1 extrêmement rassurant confirmant les ambitions 202...

>Symbicort et Farxiga mènent la danse - AZN vient de publier ses résultats du T1 24 qui se révèlent nettement supérieurs aux attentes du fait notamment de Farxiga et Symbicort. Les revenus sont en hausse de 19% à tcc tirés par sa franchise CVRM (cardio metabolique) et Oncologie. Les ventes ressortent ainsi 7% au-dessus des attentes. Bien que pénalisée par une baisse de prix récentes de Tagrisso (Juin 23), Imfinzi (Fevr 24) et Faslodex en Chine (Nov 23), la Chine est e...

Sanofi : Le T1 2024 passe sans encombre

>Un peu supérieur aux attentes - Sanofi publie ce matin ses résultats du T1 24 qui s’avèrent un peu au-dessus des attentes au niveau des ventes et de son BPA. Comme attendu Sanofi bénéficie d’un effet changes très négatif (-4.3% en topline et -10.2% en bottom line). Brièvement, les ventes totales du groupe ressortent à 10 464 M€ vs 10 272 M€e (+2.4% ; +6.7% à tcc), son core EBIT à 2 843 M€ vs 2 748 M€e (-14.7% ; -4.2% tcc) pour un Core BPA de 1.78 € vs 1.71 €e e...

Broadbased strenght in Q1

SANOFI: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'24 vs 1T'23: Ventas: 10.464 M euros (+1,4% vs -0,6% consenso); EBIT: 2.843 M euros (-14,7% vs -16,2% consenso).

INFORME DIARIO 25 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’24. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AEDAS, CELLNEX, EBRO FOODS, IBERDROLA. EUROPA: BASF, BNP, PERNOD RICARD, SANOFI, SCHNEIDER. 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. 1T’24 que se publicarán en España y Europa en los próximos días. Jornada de más a menos Las bolsas europeas comenzaron bien la jornada, pero fueron perdiendo fuelle...

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...