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Ingird Gafanhão
  • Ingird Gafanhão

In a prime position to execute or to be acquired

The first data presented for all adult r/r ALL patients treated in the FELIX phase 2 trial was positively straightforward with i) consistent response rates that compare well to competing therapies, ii) outstanding safety which is superior to competing therapies, and iii) industry standard ability t

Alex Cogut ... (+3)
  • Alex Cogut
  • Ingird Gafanhão
  • Oscar Haffen Lamm

KOL dinner with Dr Bruce Levine: improved access to cell therapies is ...

We hosted a KOL dinner with Dr Bruce Levine in the context of the International Society for Cell & Gene Therapy (ISCT) conference in Paris. The discussion focused on a few clear points i) to understand a cell product, you need to understand the process, and ii) broader access to cell therapies

Paul de Froment
  • Paul de Froment

End of coverage

From 2nd of June 2023, we will no longer include:HDF in our coverage universe.

Paul de Froment ... (+2)
  • Paul de Froment
  • Thomas Mordelle

Groundbreaking collaboration with Indorama Ventures

Carbios and Indorama Ventures have reaffirmed their partnership through a non-binding Memorandum of Understanding (MOU) to establish a Joint Venture for the construction of the world's first PET biorecycling plant, namely the Reference Unit, in Longlaville (France). While Carbios' investment detail

Thomas Coudry
  • Thomas Coudry

End of coverage

From 2nd of June 2023, we will no longer include:Technicholor Creative Studios in our coverage universe.

Loic Morvan ... (+2)
  • Loic Morvan
  • Paul Rouviere

Rémy Cointreau: model update

While FY 22-23 earnings were globally in line with market expectations with a 230bp EBIT margin gain, poor expectations for FY 23-24 lead us to revise down our earnings by 7%. We maintain our Neutral recommendation with a new EUR168 PT vs EUR180 previously.

Alex Cogut ... (+2)
  • Alex Cogut
  • Valliant Campagne

Preview and readout scenarios ahead of the phase 2 in HS

MoonLake is expected to report phase 2 topline results with sonelokimab in HS at the end of June. With the stock up 130% since our initiation in February and validating data from UCB's bimekizumab, we still believe there is an additional upside to be unlocked for the stock based on our expectations

Alex Cogut ... (+2)
  • Alex Cogut
  • Oscar Haffen Lamm

Is Teva is on a trajectory to acquire MedinCell?

On the back of Teva's recent Investor Day, MedinCell hosted its own R&D day yesterday where management i) reiterated the commercial opportunity for Uzedy, ii) highlighted the more significant opportunity for mdc-TJK (Teva partnered olanzapine LAI), iii) discussed the next data catalyst for mdc-

Paul de Froment ... (+2)
  • Paul de Froment
  • Thomas Mordelle

EUR54m subsidy package a big step towards operation

Carbios has successfully been awarded a pool of close to EUR54m in subsidies. Having a closer look at the breakdown, this paves the way for the Longlaville FID specifically with (i) EUR42.5m in state subsidies streaming from the ADEME "France 2030" framework and the Grand-Est region, as well as (ii

Paul Charpentier
  • Paul Charpentier

BG IRIS Cybersecurity Investor Playbook

As the cost of cyberattacks annually exceeds the trillion dollars landmark and their frequency grows as swiftly as their sophistication, the USD180bn market for cybersecurity is booming. To help you stay ahead of the curve, BG IRIS, Bryan Garnier's research platform, publishes the Cybersecurity Inv

Paul de Froment ... (+3)
  • Paul de Froment
  • Sebastián Marroquin Mérida
  • Thomas Mordelle

What we learnt from Enapter’s CMD: the AEM disruption

Last week we attended Enapter’s CMD and took part in a site visit at Saerbeck (Germany). After presenting financial results for 2022, the executive team took us through their AEM product and commercial roadmap all along the site visit at the Saerbeck factory. Completely greenfield two years ago, th

Alex Cogut
  • Alex Cogut

Recent Form 483 indicates deficiencies at bimekizumab manufacturing si...

Ahead of the upcoming PDUFA for bimekizumab for psoriasis in Q2, we came across a Form 483 issued by the FDA following an inspection in mid-April at a UCB facility in Belgium. The form points to deficiencies relating to inadequate i) document control, ii) environmental and personnel monitoring, and

Alex Cogut ... (+2)
  • Alex Cogut
  • Maria Vara

First paralyzed patient with BCI + ARC-IM unlocks nearly full mobility

ONWARD reported the publication of results in Nature showing the first (POC) data of a paralyzed patient with implanted with the brain-computer interface (BCI) and ARC-IM. The patient previously participated in the STIMO study, the early feasibility study on ARC-IM mobility, and continued with a 3-

Cedric Rossi ... (+2)
  • Cedric Rossi
  • Clement Genelot

The shine is coming off Shein

Last week, Chinese online platform Shein was able to raise USD2bn in its latest fundraising, implying a one-third cut in the company's valuation from USD100bn a year earlier following a combined series of challenges: (i) reduced investor appetite for Consumer-Tech companies, (ii) growing competitio

Healthcare Team
  • Healthcare Team
Paul Charpentier
  • Paul Charpentier

Edenred acquires Reward Gateway for GBP1.15bn

This morning, Edenred announced it has entered an agreement to purchase 100% of Reward Gateway, a UK-based employee engagement platform for GBP1,150m on an EV basis. The deal will bring an additional GBP95m (i.e. EUR109m) worth of revenue and will be slightly accretive to EBITDA margin. However, th

Alex Cogut ... (+2)
  • Alex Cogut
  • Ingird Gafanhão

Reports Q1 2023 results, sees sales uptake by the end of the quarter

Q1 2023 Tarpeyo sales reached SEK 186m (USD 17m), representing a modest 11% increase vs. the previous quarter. The ambitious FY 2023 net sales guidance for Tarpeyo of USD 120-150m was reiterated, as the company expects sales to further grow in the coming quarters considering that i) Q1 enrollment w

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