ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 02/16/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 16/02/2026

AstraZeneca : Holding all the right cards to outperform

AstraZeneca : Toutes les cartes en main pour surperformer

Merck & Co Inc: 1 director

A director at Merck & Co Inc sold 10,000 shares at 121.456USD 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...

USD 80bn+ sales target increasingly derisked

AbbVie Inc.: Update to credit analysis following upgrade to A2

Our credit view of this issuer reflects its large global scale and strong competitive positions, weighed against some concentration in highly competitive products.

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 02/10/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/02/2026

AstraZeneca : 2026 guidance in line, AVANZAR trial postponed to H2

AstraZeneca : Guidance 2026 en ligne, l’essai AVANZAR est décalé au S2

Moody's Ratings upgrades AbbVie to A2; outlook is stable

Moody's Ratings (Moody's) upgraded the ratings of AbbVie Inc. ("AbbVie") including the long-term issuer rating to A2 from A3, senior unsecured notes to A2 from A3, and the senior unsecured commercial paper rating to Prime-1 from Prime-2. At the same time, we revised AbbVie's outlook to stable from p...

AstraZeneca PLC: Collaboration with CSPC strengthens weight-management...

AstraZeneca will pay $1.2 billion upfront, with up to $3.5 billion in milestones. The deal broadens its position in the obesity-care market with little immediate effect on its credit quality

Gilead Sciences Inc: 1 director

A director at Gilead Sciences Inc sold 10,000 shares at 139.891USD and the significance rating of the trade was 67/100. 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 cl...

Johnson & Johnson: 1 director

A director at Johnson & Johnson sold 100,000 shares at 221.229USD and the significance rating of the trade was 75/100. 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 cle...

AstraZeneca PLC - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

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 ...

Gilead Sciences, Inc. - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

AbbVie Inc. - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Pfizer Inc. - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.