reports
- Ahmed Ben Salem
- Emira Sagaama
- Oddo Sustainability Team
- Ahmed Ben Salem
- Emira Sagaama
- Oddo Sustainability Team
- Martial Descoutures
- Research Department
INFORME DIARIO 23 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: EBRO FOODS. EUROPA: 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. 4T’25 que se publicarán en España y Europa en los próximos días. Europa se recupera de las dudas geopolíticas Las bolsas europeas se recuperaron con fuerza al disiparse la amenaza arancelaria tras el anuncio de D. Trump de un “acue...
Press Release: Sanofi's amlitelimab confirms its potential in atopic d...
Press Release: Sanofi's amlitelimab confirms its potential in atopic dermatitis Sanofi's amlitelimab confirms its potential in atopic dermatitis In the SHORE phase 3 study, amlitelimab in combination with topical therapies met all primary and key secondary endpoints at Week 24 with efficacy progressively increasing throughout the treatment period with some patients improving as early as Week 2In the COAST 2 phase 3 study, amlitelimab demonstrated statistically significant efficacy on vIGA-AD 0/1, the primary endpoint as assessed for the US and US reference countries, and confirmed COAST 1...
Communiqué de presse : L’amlitelimab de Sanofi confirme son potentiel ...
Communiqué de presse : L’amlitelimab de Sanofi confirme son potentiel dans la dermatite atopique L’amlitelimab de Sanofi confirme son potentiel dans la dermatite atopique Dans l'étude de phase 3 SHORE, l'amlitelimab en association avec des traitements topiques a atteint tous les critères d'évaluation principaux et secondaires clés à la semaine 24, avec une efficacité augmentant progressivement tout au long de la période de traitement, certains patients montrant une amélioration dès la semaine 2Dans l'étude de phase 3 COAST 2, l'amlitelimab a démontré une efficacité statistiquement signific...
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 22 JANUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, BANKINTER, MELIÁ HOTELS, TELEFÓNICA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Trump announces agreement in principle on Greenland European stock markets recovered from the initial sales and ended flat after Trump’s slightly more conciliatory message in Davos. Meanwhile, US...
- Research Department
INFORME DIARIO 22 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, BANKINTER, MELIÁ, TELEFÓNICA. EUROPA: DANONE, VOLKSWAGEN. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Trump anuncia un principio de acuerdo sobre Groenlandia Las bolsas europeas se fueron recuperando de las venta...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Ben Rickett
- James Ratzer
Telefonica/ Zegona/ 1&1 - is consolidation afoot? Telefonica (Reduce,...
Ralph Dommermuth has given an interview to Handelsblatt where he comments on the mobile network build and the possibility of acquiring Telefonica Germany. There have also been recent press articles reviving the idea of Telefonica buying Zegona in Spain.
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 19 JANUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: ACS, GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, TELEFÓNICA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Between the US results season and geopolitics European stock markets had a transitional week with mixed performance, marked by the geopolitical situation in Greenland/Iran and the start of the resu...
- Research Department
INFORME DIARIO 19 ENERO + RDOS. ESPAÑA 4T’25. IDEAS DESTACADAS Y PREVI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, TELEFÓNICA. EUROPA: BAYER. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Entre la temporada de resultados en EE.UU. y la geopolítica Las bolsas europeas tuvieron una semana de transición, con un c...
- Research Department
IBERIAN DAILY 16 JANUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: CAF, INDRA, NATURGY, TELEFÓNICA, UNICAJA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 4Q’25 results to be released over the coming days in Spain. Euro STOXX 50 consolidates 6,000 points It was another session of gains in Europe, where the Dutch AEX stood out thanks to the boost from ASML (+6%). Meanwhile, the STOXX 600 was highly dispersed, where the best-perf...
- Research Department
INFORME DIARIO 16 ENERO + RDOS. ESPAÑA 4T'25. IDEAS DESTACADAS Y PREVI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, INDRA, NATURGY, TELEFÓNICA, UNICAJA. 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. 4T’25 que se publicarán en España y Europa en los próximos días. El Euro STOXX 50 consolida los 6.000 puntos Nueva sesión de subidas en Europa entre las que sobresalió el AEX holandés por el impulso de ASML (+6%). Mi...
Press Release: Myqorzo and Redemplo approved in China
Press Release: Myqorzo and Redemplo approved in China Myqorzo and Redemplo approved in China Approval of Myqorzo for obstructive hypertrophic cardiomyopathy and Redemplo for familial chylomicronemia syndromeUnderscores Sanofi’s long-term commitment to China, reinforcing the ambition to provide transformative medicines to patients in disease areas with large unmet medical needs Paris, January 15, 2026. The National Medical Products Administration in China has approved two Sanofi-licensed innovative medicines, Myqorzo (aficamten) for the treatment of obstructive hypertrophic cardiomyopathy ...
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