reports
- Pierre François Merveille
Orange : Feedback 7th TMT Credit Days – 16 & 17 March 2026
On 16 & 17 March, we organized our 7th TMT credit days with ten issuers in the telecoms, media and technology sectors: ams OSRAM, Atos, Canal+, Cellnex, Eutelsat, Nexi, Orange, Telecom Italia, Worldline and Zegona (Vodafone Spain). Over 100 credit investors registered to the event. This document summarizes the minutes of the virtual meetings by issuer. If you have participated to the meetings, we thank very much for filling in the questionnaires (links on page 2). Please don’t take this reminder...
- Pierre François Merveille
Orange : Feedback 7th TMT Credit Days – 16 & 17 March 2026
On 16 & 17 March, we organized our 7th TMT credit days with ten issuers in the telecoms, media and technology sectors: ams OSRAM, Atos, Canal+, Cellnex, Eutelsat, Nexi, Orange, Telecom Italia, Worldline and Zegona (Vodafone Spain). Over 100 credit investors registered to the event. This document summarizes the minutes of the virtual meetings by issuer. If you have participated to the meetings, we thank very much for filling in the questionnaires (links on page 2). Please don’t take this reminder...
Communiqué de presse : Mise en ligne du document «Q1 2026 aide-mémoire...
Communiqué de presse : Mise en ligne du document «Q1 2026 aide-mémoire » Mise en ligne du document «Q1 2026 aide-mémoire » Paris, France – 24 mars 2026. Sanofi annonce la mise en ligne de son « Q1 2026 aide-mémoire » sur la page « Investisseurs » de son site internet. Préparé chaque trimestre, ce document est conçu pour faciliter la modélisation financière des résultats trimestriels. Il couvre les éléments non omparables, l’impact des devises étrangères et le nombre d’actions. Les résultats du premier trimestre 2026 de Sanofi seront publiés le 23 avril 2026. À propos de Sanofi Sanofi e...
Press release: Availability of the Q1 2026 aide-mémoire
Press release: Availability of the Q1 2026 aide-mémoire Availability of the Q1 2026 aide-mémoire Paris, France – March 24, 2026. Sanofi announced today the availability of its Q1 2026 aide-mémoire on the "Investors" page of the company's website: Prepared each quarter, this document is intented to support financial modelling of the quarterly results. It covers non-comparable items, foreign currency impact, and share count. Sanofi's Q1 2026 results will be published on April 23, 2026. About Sanofi Sanofi is an R&D driven, AI-powered biopharma company committed to improving people’s live...
Press Release: Sanofi and Regeneron’s Dupixent approved in Japan as th...
Press Release: Sanofi and Regeneron’s Dupixent approved in Japan as the first targeted medicine to treat adults with bullous pemphigoid Sanofi and Regeneron’s Dupixent approved in Japan as the first targeted medicine to treat adults with bullous pemphigoid Approval in moderate-to-severe patients was based on pivotal study results showing over four times more Dupixent patients experienced sustained disease remission through Week 36 compared with placeboBP is a chronic, relapsing skin disease with underlying type 2 inflammation characterized by intense itch alongside painful blisters and oth...
Communiqué de presse : Dupixent, développé par Sanofi et Regeneron, a ...
Communiqué de presse : Dupixent, développé par Sanofi et Regeneron, a été approuvé au Japon comme premier médicament ciblé pour le traitement des adultes atteints de pemphigoïde bulleuse Dupixent, développé par Sanofi et Regeneron, a été approuvé au Japon comme premier médicament ciblé pour le traitement des adultes atteints de pemphigoïde bulleuse L’approbation chez les patients atteints d’une forme modérée à sévère repose sur les résultats d’une étude pivot montrant que le nombre de patients traités par Dupixent ayant présenté une rémission durable de la maladie jusqu’à la Semaine 36 é...
- James Ratzer
Inwit (Buy, €9.5, +52%) Previously: €11.8 Relationship status: It's c...
Inwit has issued new guidance reflecting the breakdown in the relationship with the two anchor tenants (TIM and Swisscom), implying a mid-teens cut to our cash flow forecasts. But the market thinks there’s more to come, with the current share price implying a substantial cut to MSA revenue at renewal (whether that be in 2028 or 2038).
Press Release: Sanofi’s venglustat earns Breakthrough Therapy designat...
Press Release: Sanofi’s venglustat earns Breakthrough Therapy designation in the US for type 3 Gaucher disease Sanofi’s venglustat earns Breakthrough Therapy designation in the US for type 3 Gaucher disease Paris, March 18, 2026. The US Food and Drug Administration (FDA) has granted Breakthrough Therapy designation to venglustat, a novel, investigational oral glucosylceramide synthase inhibitor (GCSi), for the treatment of neurological manifestations of type 3 Gaucher disease (GD3), a rare lysosomal storage disorder. The designation is based on data from the LEAP2MONO phase 3 study (clin...
Communiqué de presse : Le venglustat de Sanofi a reçu la désignation d...
Communiqué de presse : Le venglustat de Sanofi a reçu la désignation de thérapie innovante aux États-Unis pour la maladie de Gaucher de type 3 Le venglustat de Sanofi a reçu la désignation de thérapie innovante aux États-Unis pour la maladie de Gaucher de type 3 Paris, le 18 mars 2026. La Food and Drug Administration (FDA) des États-Unis a accordé la désignation de thérapie innovante au venglustat, un nouvel inhibiteur expérimental de la glucosylcéramide synthase (GCSi) administré par voie orale, pour le traitement des manifestations neurologiques de la maladie de Gaucher de type 3 (MG...
- Research Department
INFORME DIARIO 13 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BBVA, IAG, TELEFÓNICA. El crudo y las dudas en crédito privado lastran la confianza en las bolsas Aumentan las caídas en los índices europeos, con el S&P 500 jugándose el soporte de los 6.700 puntos. El Euro STOXX 50 tocó la referencia de los 5.750 puntos por las tensiones en Medio Oriente (el Brent volvió a los 99 d/b) y las preocupaciones sobre el crédito privado. En el STOXX 600, los mejores sectores fueron Químicas y Utilities mientras que Via...
- Research Department
IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BBVA, IAG, TELEFÓNICA. Crude oil and private credit drag down stock market confidence European stock markets fell further, with the S&P 500 on the verge of falling below the 6,700 point support. The Euro STOXX 50 hit 5,750 due to the tension in the Middle East (Brent returned to US$ 99/barrel) and the concerns on private credit. In the STOXX 600, the best-performing sectors were Chemicals and Utilities, whereas Travel & Leisure and Banks suffered the biggest corrections. On the m...
Sanofi: Information concerning the total number of voting rights and s...
Sanofi: Information concerning the total number of voting rights and shares - February 2026 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 €2,424,365,088Registered office : 46, avenue de la Grande Armée - 75017 Paris - FranceRegistered at the Paris Commercial and Companies Registry ...
Sanofi: Informations relatives au nombre de droits de vote et d'action...
Sanofi: Informations relatives au nombre de droits de vote et d'actions - FEVRIER 2026 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 2 424 365 088 euros Siège social : 46, avenue de la Grande Armée - 75017 Paris395 030 844 R.C.S. Paris Date Nombre 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 actio...
- Dominic Rose
- Naresh Chouhan
Intron Health - AI Impact on Pharma - Thematic (20pgs) - Winners/Loser...
Our Big Pharma AI thesis is the result of ~25 interviews with industry execs & >100hrs of research. We show ~10% of OPEX could be saved by AI within a few years & conclude the recent sector rally is wholly justified & could run further. We assess the winners & losers from AI adoption and discuss in detail some of the short, mid & long-term consequences. We evaluate the various AI use cases and quantify the potential benefit they may have. We break down SG&A & R&D activities & show where AI is im...
- Jan Frederik Slijkerman
Cellnex/Risks from RAN sharing limited; cash flows are increasing
2025 marked a turning point for Cellnex as its Free Cash Flow generation accelerated. Moreover, the company continues to reduce leverage, through growth and divestments, to meet its leverage target of 5.0-6.0x net debt to EBITDA. We continue to believe the notes look attractive.
Press Release: Sanofi’s Board of Directors proposes the appointment o...
Press Release: Sanofi’s Board of Directors proposes the appointment of Christel Heydemann as an independent director Sanofi’s Board of Directors proposes the appointment of Christel Heydemann as an independent director Paris, March 5, 2026. The Board of Directors of Sanofi has decided to propose, at the next Annual General Meeting of shareholders scheduled for April 29, 2026, the appointment of Christel Heydemann as an independent director, as well as the renewal of the mandates of Christophe Babule and Jean-Paul Kress. Patrick Kron, independent director and Chairman of the Nomination,...
Communiqué de presse : Le Conseil d’administration de Sanofi propose l...
Communiqué de presse : Le Conseil d’administration de Sanofi propose la nomination de Christel Heydemann en qualité d’administratrice indépendante Le Conseil d’administration de Sanofi propose la nomination de Christel Heydemann en qualité d’administratrice indépendante Paris, le 5 mars 2026. Le Conseil d’administration de Sanofi a décidé de proposer, dans le cadre de la prochaine Assemblée générale des actionnaires prévue le 29 avril 2026, la nomination de Christel Heydemann en qualité d’administratrice indépendante et le renouvellement des mandats de Christophe Babule et Jean-P...
Press Release: Filing of an amendment to the French “Document d’Enregi...
Press Release: Filing of an amendment to the French “Document d’Enregistrement Universel” containing the Annual Financial Report Filing of an amendment to the French “Document d’Enregistrement Universel” containing the Annual Financial Report Paris, March 4, 2026. Sanofi announces today the filing of an amendment to its “Document d’Enregistrement Universel” containing its Annual Financial Report with the French market regulator Autorité des marchés financiers (AMF). This amendment notably includes additions to the report on corporate governance established in accordance with French law. ...
Communiqué de presse : Dépôt d’un amendement au Document d’Enregistrem...
Communiqué de presse : Dépôt d’un amendement au Document d’Enregistrement Universel 2025, contenant le Rapport Financier Annuel Dépôt d’un amendement au Document d’Enregistrement Universel 2025, contenant le Rapport Financier Annuel Paris, le 4 mars 2026. Sanofi annonce avoir déposé ce jour un amendement à son Document d’Enregistrement Universel 2025 contenant le Rapport Financier Annuel auprès de l’Autorité des marchés financiers (AMF) en France. Cet amendement intègre notamment des compléments au (i) rapport de gestion et au (ii) rapport sur le gouvernement d’entreprise. Le document pe...
- James Ratzer
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