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Research Department
  • Research Department

INFORME DIARIO 07 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AMADEUS, CELLNEX, IAG, SACYR. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Se mantienen las dudas Con la campaña de resultados entrando en su recta final, los principales índices europeos cerraron con pérdidas, destacando...

Novartis AG: 1 director

A director at Novartis AG sold 2,500 shares at 98.528CHF and the significance rating of the trade was 71/100. 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 show...

 PRESS RELEASE

Biogen to Highlight Scientific Progress in Rare Kidney Disease at Amer...

Biogen to Highlight Scientific Progress in Rare Kidney Disease at American Society of Nephrology (ASN) Kidney Week 2025 Oral presentation to share first-of-its-kind longitudinal gene expression data in IgA nephropathy, unveiling novel insights into the mechanism of action of felzartamab and advancing the understanding of its disease modifying potentialExhibitor Spotlight to discuss role of CD38 cells across a range of immune-mediated kidney diseasesFelzartamab, an investigational anti-CD38 monoclonal antibody, is a potentially differentiated therapeutic candidate with promise for a broad ra...

Wedbush Research
  • Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ZNTL KEROS THERAPEUTICS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
PRAX LARIMAR THERAPEUTICS INC
TVTX PRAXIS PRECISION MEDICINES
VRDN TRAVERE THERAPEUTICS INC
DAWN VIRIDIAN THERAPEUTICS INC
STX DAY ONE BIOPHARMACEUTICALS INC
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GMTX ASTRIA THERAPEUTICS INC
TYRA GEMINI THERAPEUTICS INC
EWTX TYRA BIOSCIENCES INC
APGE EDGEWISE THERAPEUTICS INC
DNTH APOGEE THERAPEUTICS INC
NATL DIANTHUS THERAPEUTICS INC
ORKA NCR ATLEOS CORPORATION
ZBIO ORUKA THERAPEUTICS INC
TLX ZENAS BIOPHARMA INC.
MAZE TELIX PHARMACEUTICALS LIMITED
MAZE THERAPEUTICS INC
David Nierengarten ... (+9)
  • David Nierengarten
  • Dennis Pak
  • Geoffrey Von Der Ahe
  • Laura Chico
  • Martin Fan
  • Ritika Das
  • Robert Driscoll
  • Thomas Yip
  • Yun Zhong
Carole Braudeau
  • Carole Braudeau

Credit Morning 10/31/2025

INEOS Quattro: conference call comments|Casino is launching work to adapt its financial structure|Iliad and CK Hutchison are reportedly weighing a potential merger of their Italian operations (Reuters)|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 31/10/2025

INEOS Quattro: conference call comments|Casino va discuter avec ses créanciers en vue de l'adaptation et du renforcement de sa structure financière|Iliad et CK Hutchison envisageraient une éventuelle fusion de leurs activités en Italie (Reuters)|

Research Department
  • Research Department
CS AXA
BAYN BAYER AG ... (+7)

INFORME DIARIO 31 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, MELIÁ, SECTOR ELÉCTRICO, PUIG BRANDS, UNICAJA. EUROPA: AXA, BAYER, SECTOR BANCARIO, UNICREDIT. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Toma de beneficios post Bancos Centrales Las bolsas a ambos lados del Atlántico se decant...

Laura Chico ... (+2)
  • Laura Chico
  • Thomas Yip
Carole Braudeau
  • Carole Braudeau

Credit Morning 10/30/2025

Avolta: Q3 sales and EBITDA came in a shade below expectations, but cash generation exceeded expectations. Faster growth rate in North America in October.|Constellium: Results ahead of expectations, good Q4 expected, and guidance upgraded once again|Eramet : Q3 25 revenue lower than expected|Finnair: Guidance range tightened downwards amid higher costs and weaker demand|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 30/10/2025

Avolta : un T3 un peu en-dessous des attentes sur le CA et l’Ebitda mais meilleure sur la génération de cash. Accélération de la croissance en octobre en Amérique du Nord.|Constellium: Results ahead of expectations, good Q4 expected, and guidance upgraded once again|Eramet : CA T3 25 plus faible que prévu|Finnair: Guidance range tightened downwards amid higher costs and weaker demand|

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