reports
- Dominic Rose
- Naresh Chouhan
Thematic - 2026 Outlook - "5 More Years" (55pgs)
For access to the full note, please contact Naresh Chouhan ( ) With EU Pharma (ex-Novo) now having reached decade high valuations vs EuroStoxx600, we believe the sector has broken out & the sustainability of the growth profile will now generate continued strong performance. Consensus 5yr sales & EPS CAGR’s stand at 4% & 7% for 15x 2026 PE. We show there is upside to this from underestimated pipelines where cons. rarely fully models “monster” drugs & from M&A which we expect to be strong at JPM ...
Novartis breaks ground on flagship manufacturing hub in North Carolina
Novartis breaks ground on flagship manufacturing hub in North Carolina FDA Commissioner Marty Makary, North Carolina Governor Josh Stein and Novartis leadership highlight importance of new hub to US patients and local economyConstruction reflects company’s commitment to ensure end-to-end manufacturing of all key medicines for US patients in the US at scaleGroundbreaking marks continuation of Novartis investment and growth in the US, capping year of significant regulatory and manufacturing milestones East Hanover, December 12, 2025 – Novartis, a leading global innovative medicines company...
- Carole Braudeau
- Carole Braudeau
- Research Department
INFORME DIARIO 02 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDITEX, REPSOL, SANTANDER. EUROPA: BAYER, L’ORÉAL. Diciembre arranca con caídas Las bolsas a ambos lados del Atlántico comenzaron la semana con descensos, en una jornada marcada por la cautela. El Ibex 35 interrumpió su racha de cinco sesiones consecutivas al alza mientras que el riesgo geopolítico sigue en aumento después de que D. Trump ordenara cerrar el espacio aéreo de Venezuela. En el STOXX 600, Hogar y R. Básicos fueron los que más subieron...
L’Agence des médicaments du Canada émet une recommandation positive po...
L’Agence des médicaments du Canada émet une recommandation positive pour le remboursement de SKYRIZI® (risankizumab) pour le traitement de la colite ulcéreuse, et AbbVie conclut une lettre d’intention avec l’Alliance pharmaceutique pancanadienne SKYRIZI®, un inhibiteur de l’interleukine 23 (IL-23), a fait l’objet de deux recommandations consécutives de l’Agence des médicaments du Canada (AMC) visant son remboursement pour le traitement des maladies inflammatoires de l’intestin, initialement pour la maladie de Crohn et maintenant pour la colite ulcéreuse. Ces recommandations s’appuient sur l...
SKYRIZI® (risankizumab) Receives Positive Reimbursement Recommendation...
SKYRIZI® (risankizumab) Receives Positive Reimbursement Recommendation by Canada’s Drug Agency for Ulcerative Colitis and AbbVie Concludes Letter of Intent with the pan-Canadian Pharmaceutical Alliance SKYRIZI® (risankizumab), an IL-23 inhibitor, received two consecutive positive reimbursement recommendations by Canada’s Drug Agency (CDA-AMC) for inflammatory bowel diseases, initially for Crohn’s disease (CD) and now for ulcerative colitis (UC), supported by evidence from pivotal phase 3 clinical trials including MOTIVATE, ADVANCE, FORTIFY (for CD), and INSPIRE, COMMAND (for UC).1,2AbbVie c...
Lancement du Prix AbbVie des innovateurs en biotechnologies au Québec ...
Lancement du Prix AbbVie des innovateurs en biotechnologies au Québec : AbbVie et adMare BioInnovations encouragent l’innovation dans le domaine des sciences de la vie Le lancement d’un concours national, en collaboration avec adMare BioInnovations, illustre l’engagement d’AbbVie à favoriser le dynamisme de l’écosystème des biotechnologies au Québec.L’entreprise biotechnologique lauréate se verra offrir gratuitement pendant un an des espaces de laboratoire et de bureau au Centre d’innovation adMare, ainsi que du matériel et des services partagés, et bénéficiera du soutien et du mentorat de ...
AbbVie and adMare BioInnovations Foster Life Sciences Innovation with ...
AbbVie and adMare BioInnovations Foster Life Sciences Innovation with the Launch of the AbbVie Biotech Innovators Award in Quebec National competition, in collaboration with adMare BioInnovations, demonstrates AbbVie's commitment to a thriving biotech ecosystem in Quebec One biotech will receive a year of laboratory and office space including access to shared equipment and services at no cost at the adMare Innovation Centre in Montreal, as well as access to AbbVie's scientific and business executives support and mentorshipApplications will be accepted until February 20, 2026. MONTREAL, Nov...
- Research Department
INFORME DIARIO 24 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, FERROVIAL, NEINOR, EUROPA: BAYER, PROSUS, UNICREDIT Las bolsas se alejan de máximos Toma de beneficios en mercado en la semana, provocada por las dudas sobre la decisión de la Fed de diciembre y la sobrevaloración acumulada del tecnológico estadounidense. En una semana de caídas en el STOXX 600, sólo S. Financieros se mantuvo en verde seguido por Hogar con las menores pérdidas mientras que el selloff de la IA estadounidense contagió a Tecno...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Bristol-Myers Squibb Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 19 November 2025 in which we reassessed the appropriateness of the ratings in ...
- Emira Sagaama
- Rok Stibric
- Emira Sagaama
- Rok Stibric
- Martial Descoutures
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