The titles to follow tomorrow at the Paris Stock Exchange Wednesday 31 August 2022 – 30/08/2022 18:07

The titles to follow tomorrow at the Paris Stock Exchange Wednesday 31 August 2022 – 30/08/2022 18:07

The titles to follow tomorrow at the Paris Stock Exchange Wednesday 31 August 2022 – 30/08/2022 18:07

(AOF) –

country house

The home care medical equipment specialist will announce fourth quarter sales.

BioMerieux

The in vitro diagnostics specialist will unveil second quarter sales and first half results.

Eiffage

The construction group will announce the results for the first half.

Eramet

Eramet fell nearly 6% to € 87.7 on Tuesday, penalized by the drop in base metals. Prices of key metals for several sectors, such as steel, copper or aluminum, are currently falling, reaching their lowest level since February 2021, with for example a 20% drop in the price of copper between the first and second quarter of the year. 2022.

Logistics ID

The contract logistics specialist will announce the results for the first half.

memscap

The specialist in solutions based on MEMS technology (microelectromechanical systems) will announce the results of the first half.

Pred life

Predlife achieved a turnover of 151,000 euros in the first half of 2022 compared to 39,000 euros the previous year. The commercial strategy launched by the group starting from the second half of 2021 aimed at offering companies the health control of their employees is beginning to bear fruit. Backed by promising developments and numerous partnerships that have been negotiated for several months, Predlife shows full confidence to continue its growth trajectory into 2022 and beyond.

Sanofì

After starting the session with a rise (+ 0.8% to 82.04 euros), the stock of the pharmaceutical giant Sanofi continued its momentum closing Tuesday at 1.46% at 82.60 euros. Yesterday, the pharmaceutical company announced that it has obtained a priority review from the FDA for efanesoctocog alfa for the treatment of hemophilia A, a rare and life-threatening bleeding disease. The FDA’s decision is expected on February 28th.

Girod signals

The road sign specialist will unveil third quarter revenue.

Spade

The group in software and IT services will announce the results for the first half.

AOF – FIND OUT MORE

Key points

– 5

th

global pharmaceutical group, created in 1994, first in Europe, and 1

uh

worldwide in vaccines;

– Balanced sales of € 37.8 billion from 4 divisions: general medicine for 34%, specialist medicine (immunology, neurology and oncology) for 35%, vaccines for 20% and consumer health care;

– Growing share of emerging countries (34% of turnover) behind the United States (38%) but ahead of Europe (28%);

– Business model in 4 points: a simplified organization, a restructured portfolio containing more organic products, a transformed R&D and strong ambitions in terms of profitability and financial strength;

– Share capital divided (excluding L’Oréal: 9.48% of the shares and 16.95% of the voting rights), Serge Weinberg chairs the 16-member board of directors, Paul Hudson is CEO;

– Healthy balance sheet with net debt of € 12.2 billion and free cash flow of € 3.2 billion at the end of June 2022.

Challenges

– “Play to win” 2020-2025 plan aimed at creating an agile group and number 2 in the world, and divided into 2 phases: 2020-2022: operating margin of 30%, 2.5 billion euros in cost savings / 2023 -2025: 1/3 reduction in product families, R&D driven and digital productivity in factories and 32% operating margin;

– Innovation strategy: 5 research areas: immunology and inflammation, oncology, neurology (in particular sclerosis), rare haematological diseases and rare diseases, vaccines / 91 ongoing projects of which 29 in phase 3 and 5 awaiting approval by of the authorities / strategies developed in collaboration – Kymera for immunology, Translate Bio into RNA for vaccines – or through acquisitions – Kiadis, Biopharma, Kymab for oncology;

– Planet Mobilitation environmental strategy aimed at carbon neutrality by 2050: 2030: 55% reduction of CO2 emissions for areas 1 and 2 and 30% for purpose 3/2027: elimination of plastic packaging for vaccines / 2025: eco-design of all new products / 2022: launch of Impact, drugs sold on a non-profit basis in 40 poor countries, issuance of credit lines indexed to sustainable development;

– Impact of the 4 “priority” drugs: Fitusiran (RNA for haemophilia), Efanesoctocog (haemophilia), Nirsevimab and Nisevimab (respiratory viruses) and Tolebrutinib (multiple sclerosis);

– After Origimm, specialized in skin disease research, Kadmon and Owkin, the acquisition of Amunix in immuno-oncology, strengthening the research and development portfolio of biological agents;

– Commercial monitoring of drugs approved by the FDA (Dupixent) or recognized as innovative (Efanesoctocog alpha for emophilia) and approved by the European Commission (Nexviadyme® and Xenpozyme).

Challenges

– Image blurred by the delay of the vaccine against Covid 19 and the arrest of the development of the amcenestrant (against breast cancer);

– Positive effect on net profit of the rise in the dollar;

– Impact of the Russian-Ukrainian conflict: risk of delay in completing clinical trials on patients with multiple sclerosis and chronic obstructive pulmonary disease;

– IPO of EUROAPI, a group born from the group’s activities in the production of pharmaceutical active ingredients or APIs in Europe, the capital is divided between Sanofi for 30% and BPIFrance for 12%;

– After a 14% growth in revenues and 23% in net profit, raising the 2022 growth target of at least 15% in earnings per share;

– Dividend 2021 of 3.33 euros.

Inevitable race for new blockbusters

The patent for Merck’s flagship product, the cancer drug Keytruda, which accounts for more than 35% of its sales, expires in 2028. Despite the loss, since 2019, of the patents for its three-star products (Avastin, Herceptine, Rituxan) Roche was able to renew its portfolio by introducing new molecules to the market. However, the discovery and launch of new drugs are increasingly expensive. AstraZeneca spends approximately $ 6 billion annually on research and development in a pharmaceutical industry where the life of a patent lasts only ten to fifteen years. This leads laboratories to withdraw from certain activities. So J&J, Pfizer, GSK and, no doubt, Novartis soon prefer to focus again on specialty drugs and abandon any ancillary activities.

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