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Rafael Bonardell
  • Rafael Bonardell

SANOFI: CAÍDA TRAS LOS RESULTADOS DE AMLITELIMAB (ANÁLISIS BANCO SABAD...

SANO cae tras la publicación de los Rdos. de Amlitelimab pese a que estos han cumplido todos los objetivos del estudio.

Martial Descoutures
  • Martial Descoutures
Research Department
  • Research Department

INFORME DIARIO 04 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA. EUROPA: SANOFI. Calma tras la tormenta Las bolsas europeas recuperaron ayer algo de terreno después de las caídas del martes propiciadas en parte por la venta de bonos soberanos en el tramo ultra largo. Tras corregir un -2,5% en tres sesiones el Ibex cortó su racha negativa para quedarse cerca de los 14.800 puntos. Casi todos los sectores del STOXX (16/20) terminaron con ganancias, lideradas por Farma y Retail frente al peor comportamien...

 PRESS RELEASE

Press Release: Sanofi’s amlitelimab met all primary and key secondary ...

Press Release: Sanofi’s amlitelimab met all primary and key secondary endpoints in the COAST 1 phase 3 study in adults and adolescents with atopic dermatitis Sanofi’s amlitelimab met all primary and key secondary endpoints in the COAST 1 phase 3 study in adults and adolescents with atopic dermatitis Amlitelimab, dosed every four weeks or every 12 weeks, demonstrated statistically significant and clinically meaningful efficacy in skin clearance and disease severity compared to placebo at Week 24, with efficacy progressively increasing throughout the treatment period Study results reinforce ...

 PRESS RELEASE

Communiqué de presse : L’amlitelimab de Sanofi a atteint tous les crit...

Communiqué de presse : L’amlitelimab de Sanofi a atteint tous les critères d’évaluation principaux et secondaires clés dans l’étude de phase 3 COAST 1 menée chez des adultes et des adolescents atteints de dermatite atopique L’amlitelimab de Sanofi a atteint tous les critères d’évaluation principaux et secondaires clés dans l’étude de phase 3 COAST 1 menée chez des adultes et des adolescents atteints de dermatite atopique L’amlitelimab, administré toutes les quatre semaines ou toutes les douze semaines, a démontré une efficacité statistiquement et cliniquement significative en termes de cla...

 PRESS RELEASE

Press Release: Sanofi’s amlitelimab met all primary and key secondary ...

Press Release: Sanofi’s amlitelimab met all primary and key secondary endpoints in the COAST 1 phase 3 study in adults and adolescents with atopic dermatitis Sanofi’s amlitelimab met all primary and key secondary endpoints in the COAST 1 phase 3 study in adults and adolescents with atopic dermatitis Amlitelimab, dosed every four weeks or every 12 weeks, demonstrated statistically significant and clinically meaningful efficacy in skin clearance and disease severity compared to placebo at Week 24, with efficacy progressively increasing throughout the treatment period Study results reinforce ...

 PRESS RELEASE

Communiqué de presse : L’amlitelimab de Sanofi a atteint tous les crit...

Communiqué de presse : L’amlitelimab de Sanofi a atteint tous les critères d’évaluation principaux et secondaires clés dans l’étude de phase 3 COAST 1 menée chez des adultes et des adolescents atteints de dermatite atopique L’amlitelimab de Sanofi a atteint tous les critères d’évaluation principaux et secondaires clés dans l’étude de phase 3 COAST 1 menée chez des adultes et des adolescents atteints de dermatite atopique L’amlitelimab, administré toutes les quatre semaines ou toutes les douze semaines, a démontré une efficacité statistiquement et cliniquement significative en termes de cla...

 PRESS RELEASE

Press Release: Sanofi’s Wayrilz approved in US as first BTK inhibitor ...

Press Release: Sanofi’s Wayrilz approved in US as first BTK inhibitor for immune thrombocytopenia Sanofi’s Wayrilz approved in US as first BTK inhibitor for immune thrombocytopenia Novel treatment targets BTK through multi-immune modulation to help address root causes of ITP Approval based on LUNA 3 phase 3 study that demonstrated rapid and durable platelet response and improvements in other ITP symptomsITP is a disease of complex immune dysregulation leading to low platelet counts, bleeding, and reduced quality of life; more than 25,000 US adults could benefit from advanced treatment  P...

 PRESS RELEASE

Communiqué de presse : Wayrilz de Sanofi est approuvé aux États-Unis c...

Communiqué de presse : Wayrilz de Sanofi est approuvé aux États-Unis comme premier inhibiteur de BTK pour la thrombocytopénie immune Wayrilz de Sanofi est approuvé aux États-Unis comme premier inhibiteur de BTK pour la thrombocytopénie immune Ce traitement novateur cible la tyrosine kinase de Bruton (BTK) par une modulation multi-immune pour aider à traiter les causes profondes de la thrombocytopénie immune (TPI)L’approbation se fonde sur l’étude de phase 3 LUNA 3 qui a démontré une réponse plaquettaire rapide et durable ainsi qu’une amélioration d’autres symptômes de la TPILa TPI est un...

Eli Lilly & Co: 1 director

A director at Eli Lilly & Co sold 1,000 shares at 734.930USD 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 ...

 PRESS RELEASE

Merus to Present at the 2025 Wells Fargo Healthcare Conference

Merus to Present at the 2025 Wells Fargo Healthcare Conference UTRECHT, The Netherlands and CAMBRIDGE, Mass., Aug. 28, 2025 (GLOBE NEWSWIRE) --  . (Nasdaq: MRUS), an oncology company developing innovative, full-length multispecific antibodies and antibody drug conjugates (Biclonics®, Triclonics® and ADClonics®), today announced that Bill Lundberg, M.D., President, Chief Executive Officer of Merus, will participate in a fireside chat at the 2025 Wells Fargo Healthcare Conference on Thursday, September 4, 2025 at 3:45 p.m. ET. The webcast of the presentation will be contemporaneously ava...

Novartis AG: 1 director

A director at Novartis AG sold 30,000 shares at 100.513CHF and the significance rating of the trade was 100/100. 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...

Dominic Rose ... (+2)
  • Dominic Rose
  • Naresh Chouhan

AZN - Underappreciated & Undervalued (BUY, TP £150, 20pgs)

With the baxdrostat P3 to be published on 30th August, we show that AZN’s pipeline upside is underappreciated, in part due to the significant complexity & sheer volume of readouts. We also show that Imfinzi peak sales are likely too low; we are $2bn higher than consensus in 2029. We expect consensus forecasts to materially increase after the full baxdrostat data on the 30th August, we are ~$2bn higher than consensus and see upside risk to our forecasts. AZN’s catalyst path is one of the best in ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Speculative Areas Still Leading; Staying Bullish We have discussed since late-July how the S&P 500 (SPX) had not closed below its 20-day MA for three months, but that even when it does, "all we would expect to happen is for a new, less-steep uptrend to form." That is precisely what has happened after the SPX finally lost its 20-day MA (for one whole day) on 8/1/25, only to get back to all-time highs last week. Therefore, we remain near-term bullish since our 4/22/25 Compass, and our intermediat...

 PRESS RELEASE

Sanofi: Information concerning the total number of voting rights and s...

Sanofi: Information concerning the total number of voting rights and shares - July 2025 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 €2,454,937,946Registered office : 46, avenue de la Grande Armée - 75017 Paris - FranceRegistered at the Paris Commercial and Companies Registry unde...

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