reports
- Emmanuel Matot
- Marc Lavaud
- Michael B. Schäfer
- Marc Lavaud
- Michael B. Schäfer
- Damien Choplain
- Martial Descoutures
Novartis : Reassuring CMD on the medium to long-term outlook
>Prefer quality over quantity - At its CMD in London yesterday, Novartis confirmed its pure player positioning in innovative medicine and its strategy focused on four therapeutic areas (cardiovascular/renal, oncology, neuroscience and immunology), five technological platforms and four geographical regions (US, China, Germany, Japan). We note the ambition to continue to improve R&D productivity by reducing the time-to-market (in part thanks to the use of AI) and focus...
- Damien Choplain
- Martial Descoutures
Novartis : CMD rassurant sur les perspectives MT/LT
>Privilégier la qualité à la quantité - Dans le cadre de son CMD qui s’est tenu hier à Londres, Novartis a confirmé son positionnement pure player médecine innovante et sa stratégie centrée sur 4 aires thérapeutiques (cardiovasculaire/rénal, oncologie, neuroscience et immunologie), 5 plateformes technologiques et 4 zones géographiques (US, Chine, Allemagne, Japon). Nous notons une volonté de continuer à améliorer la productivité de la R&D en réduisant le time-to-mark...
AstraZeneca: 1 director
A director at AstraZeneca bought 1,500 shares at 126.796USD and the significance rating of the trade was 70/100. 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 s...
Pfizer Announces New Chief Scientific Officer and President, Research ...
NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) today announced that after a comprehensive internal and external selection process, the company is appointing Chris Boshoff, M.D., PhD, as Chief Scientific Officer and President, Research & Development effective January 1, 2025. Dr. Boshoff, who most recently served as Chief Oncology Officer and Executive Vice President, will succeed Dr. Mikael Dolsten whose departure from Pfizer was announced earlier this year. In his new role, Dr. Boshoff will remain a member of Pfizer’s Executive Leadership Team reporting to Chairman and Chief Executive Of...
European Commission Approves Pfizer’s HYMPAVZI™ (marstacimab) for the ...
NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) announced today that the European Commission (EC) has granted marketing authorization for HYMPAVZI™ (marstacimab) for the routine prophylaxis of bleeding episodes in patients 12 years of age and older weighing at least 35 kg with severe hemophilia A (congenital factor VIII [FVIII] deficiency, FVIII
Pfizer Invites Public to View and Listen to Webcast of Pfizer Discussi...
NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (NYSE: PFE) invites investors and the general public to view and listen to a webcast of a discussion with Andrew Baum, Chief Strategy and Innovation Officer, Executive Vice President, and Dave Denton, Chief Financial Officer, Executive Vice President, at the Jefferies London Healthcare Conference on Wednesday, November 20, 2024 at 9:00 a.m. GMT. To view and listen to the webcast, visit our web site at . Information on accessing and registering for the webcast will be available at beginning today. The transcript and webcast replay of the discussion w...
- Dominic Rose
- Naresh Chouhan
AZN - Overdone – U/G to BUY (TP £120, 10pgs)
We upgrade AZN after we factor in what we believe is the worst-case China outcome and upgrade our 2025 sales following a strong Q3, leaving us just 2% below 2025 cons EBIT. Moreover, a strong Q3 shows the potential for robust revenue growth (ex-China) in 2025 & based on our conversations with investors, we now believe they are ready to start to look through the China issues, but we acknowledge the very likely risk that AZN will ultimately be drawn into the fraud investigations in China. Furtherm...
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- Christophe-Raphaël Ganet
- Marc Lavaud
- Martin Marandon-Carlhian
- Stephane Houri
- Christophe-Raphaël Ganet
- Marc Lavaud
- Martin Marandon-Carlhian
- Stephane Houri
- Damien Choplain
- Martial Descoutures
AstraZeneca : A better Q3 than anticipated, a change to the Dato regis...
>Q3 better than expected, Symbicort again delivers a positive surprise - AstraZeneca has just published results for Q3 2024 which proved better than expected. Revenue was up +21% at constant currency (cc) driven by the oncology (+22%), CVRM (+20%) and respiratory (+29%) franchise. We see no major difference vis-a-vis forecasts for the group’s core products but we would note an excellent performance over the quarter from Symbicort, as well as Tezspire which came in res...
- Damien Choplain
- Martial Descoutures
AstraZeneca : Un T3 2024 meilleur qu’attendu, changement du process d’...
>Un T3 meilleur qu’attendu, Symbicort est de nouveau la bonne surprise - AZN vient de publier ses résultats du T3 24 qui se révèlent meilleurs qu’attendu. Les revenus sont en hausse de 21% à tcc tirés par sa franchise Oncologie (+22%), CVRM (+20%) et Respiratoire (+29%). Nous ne voyons pas de gros décalage vis-à-vis des attentes dans les produits core du groupe mais pouvons de nouveau souligner l’excellente performance de Symbicort ce trimestre, ainsi que de Tezspire ...
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- ABGSC Healthcare Research
- Alexander Krämer
- Morten Larsen
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 06/11/2024
Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...
- Olfa Taamallah
- Thomas Zlowodzki
- Yan Derocles
ODDO BHF Small & MIDCAP MORNING NEWS - 11/06/2024
Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...
- Roy Külter
- Steven Boumans
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/06/2024
Our baseline scenario materialised last night: Donald Trump seems to be on course to win the US presidential election, and the choice of the electorate is unlikely to be challenged. He could end up with a majority in both houses of Congress. US equities will be the first to benefit from this development. In European equities, the biggest winners will be Energy, Media, Metals, Construction & Materials, Financial Services and Insurance. More at risk, however, are the Utilities, Spirits,...
AKE ARKEMA
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
UBSN UBS GROUP AG
PUM PUMA SE
EN BOUYGUES SA
VNA VONOVIA SE
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
NEX NEXANS SA
HEN3 HENKEL AG & CO. KGAA PREF
EDW EDP RENOVAVEIS SA
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
COLO B COLOPLAST A/S CLASS B
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
NEOEN NEOEN S.A.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
UN0 UNIPER SE
- Roy Külter
- Steven Boumans
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/11/2024
Notre scénario central s’est concrétisé dans la nuit : Donald Trump remporte la présidentielle américaine, et le choix des électeurs ne devrait pas être contesté. Il pourrait disposer d’une majorité dans les deux assemblées. Les actions américaines en seront les premières bénéficiaires. Sur les actions européennes, les secteurs les plus gagnants seront l’Energie, les Médias, les Métaux, Construction & Materials, Financial Services, Insurance. Sont en revanche plus à risque Utilities, ...
AKE ARKEMA
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
UBSN UBS GROUP AG
PUM PUMA SE
EN BOUYGUES SA
VNA VONOVIA SE
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
NEX NEXANS SA
HEN3 HENKEL AG & CO. KGAA PREF
EDW EDP RENOVAVEIS SA
EVK EVONIK INDUSTRIES AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
COLO B COLOPLAST A/S CLASS B
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
AZN ASTRAZENECA PLC
VOD VODAFONE GROUP PLC
SHL SIEMENS HEALTHINEERS AG
NEOEN NEOEN S.A.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
UN0 UNIPER SE
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