The values ​​to follow tomorrow on the Paris Stock Exchange Wednesday, August 31, 2022

The values ​​to follow tomorrow on the Paris Stock Exchange Wednesday, August 31, 2022

(AOF)-

cottage

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

biomérieux

The in vitro diagnostic specialist will announce its sales for the second quarter, as well as the results for the first half.

eiffage

The construction group will announce its results for the first semester.

Eramet

Eramet fell almost 6% on Tuesday to 87.7 euros, penalized by the decline in base metals. The prices of key metals for several industries, such as steel, copper or aluminum, are currently in decline, reaching their lowest level since February 2021, for example, with a 20% drop in the price of copper between the first and second quarter of 2021. 2022.

identification logistics

The contract logistics specialist will announce his results for the first semester.

memscap

The specialist in solutions based on MEMS technology (microelectromechanical systems) will present its results for the first half of the year.

before life

Predlife achieved a turnover of €151,000 in the first half of 2022 compared to €39,000 the previous year. The commercial strategy initiated by the group since the second half of 2021 aimed at offering companies health check-ups for their employees is beginning to bear its first fruits. Based on promising developments and numerous partnerships under negotiation for several months, Predlife shows its full confidence to continue its growth trajectory in 2022 and beyond.

Sanofi

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

Girod signals

The road signage specialist will announce its billing for the third quarter.

Sword

The group present in software and IT services will announce its results for the first semester.

AOF – MORE INFORMATION

Key points

– 5

the

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

Ahem

worldwide in vaccines;

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

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

– 4-point business model: a streamlined organization, a restructured portfolio containing more organic products, transformed R&D, and strong ambitions in terms of profitability and financial strength;

– Divided capital (excluding L’Oréal: 9.48% of the shares and 16.95% of the voting rights), Serge Weinberg chairing the 16-member board of directors, with Paul Hudson as 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.

bets

– Plan 2020-2025 “Play to win” with the aim of creating an agile group and number 2 in the world, and articulated in 2 phases: 2020-2022: operating margin of 30%, €2,500 million in cost savings / 2023-2025 : Reduction of 1/3 of product families, productivity driven by R&D and digital in factories and operating margin of 32%;

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

– Planet Mobilization environmental strategy with a goal of carbon neutrality by 2050: 2030: 55% reduction in CO2 emissions for scopes 1 and 2 and 30% for scope 3 / 2027: elimination of plastic packaging for vaccines / 2025: eco-design of all new products / 2022: launch of Impact, sale of non-profit medicines in 40 poor countries, issuance of lines of credit indexed to sustainable development;

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

– After Origimm, specialized in skin disease research, Kadmon and Owkin, acquisition of Amunix in immuno-oncology, reinforcing the R&D portfolio of biological agents;

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

challenges

– Image tarnished by the delay in the vaccine against Covid 19 and the halt in the development of amcenestrant (against breast cancer);

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

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

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

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

– 2021 dividend of €3.33.

An 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 flagship products (Avastin, Herceptine, Rituxan) Roche was able to renew its portfolio by bringing new molecules to market. However, the discovery and launch of new drugs are becoming more expensive. AstraZeneca spends about $6 billion a year on R&D in a pharmaceutical industry where the life of a patent is only ten to fifteen years. This leads laboratories to withdraw from certain activities. Thus J&J, Pfizer, GSK and, no doubt, Novartis soon prefer to refocus on specialty drugs and abandon any ancillary activities.

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