Stocks to follow tomorrow on the Paris Stock Exchange Wednesday August 31, 2022 – 08/30/2022 at 6:07 PM

(AOF) –

country house

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

BioMerieux

The in vitro diagnostics specialist will reveal its second quarter sales as well as its first half results.

Eiffage

The construction team will announce its results for the first part.

Eramet

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

ID Logistics

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

memscap

The specialist in solutions based on MEMS technology (micro-electro-mechanical system) will announce its results in the first part.

Before life

Predlife achieved a turnover of 151,000 euros in the first half of 2022 against 39,000 euros last year. The commercial strategy initiated by the group since the second half of 2021 aimed at offering companies health checks to their employees has begun to bear the first fruits. On the strength of the promised developments and the many partnerships under negotiation for many months, Predlife shows its full confidence to continue its development in 2022 and beyond.

Sanofi

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

Girod signal

The road sign specialist will reveal its third quarter turnover.

SWORD

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

AOF – LEARN MORE

Main points

– 5

th

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

er

world of vaccines;

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

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

– Business model in 4 points: a simplified organization, a renewed portfolio with many organic products, a change in R&D and strong ambitions in terms of profitability and stability- on financial;

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

– 2020-2025 “Play to win” plan that aims to create an agile and world number 2 group, and expressed in 2 phases: 2020-2022: operating margin of 30%, €2.5 billion in costs 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 & inflammation, oncology, neurology (especially sclerosis), rare hematological diseases and rare diseases, vaccines / 91 ongoing projects incl. the 29 in phases 3 and 5 awaiting the approval of the authorities / strategies made in collaboration – Kymera for immunology, Translate Bio in RNA for vaccines – or by acquisition – Kiadis, Biopharma, Kymab for oncology;

– Planet Mobilization environmental strategy targeting carbon neutrality in 2050: 2030: 55% reduction in CO2 emissions for scopes 1 & 2 and 30% for scope 3 / 2027: elimination of plastic packaging for vaccines / 2025: eco-design of all new products / 2022: launch of Impact, medicines sold without profit in 40 poor countries, issuance of credit lines indexed in sustainable development;

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

– After Origimm, specialist in research on skin conditions, Kadmon and Owkin, acquisition of Amunix in immuno-oncology, strengthening the R&D portfolio of biological agents;

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

Challenges

– The image was damaged due to the delay of the vaccine against Covid 19 and the stoppage of the development of amcenestrant (against breast cancer);

– Positive impact on net profit of the rising dollar;

– Impact of the Russian-Ukrainian conflict: risk of delaying 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%;

– After growing 14% in revenues and 23% in net profit, raising the 2022 growth goal of at least 15% in revenue per share;

– 2021 dividend of €3.33.

An inevitable race for new blockbusters

The patent for Merck’s star product, the cancer drug Keytruda, which accounts for more than 35% of its sales, will expire in 2028. Despite the loss, since 2019, of the patents for the three stars its products (Avastin, Herceptine, Rituxan) Roche was able to change its portfolio by bringing new molecules to the market. However, discovering and launching new drugs is very expensive. AstraZeneca spends about $6 billion a year on R&D in a pharmaceutical industry where the life of a patent lasts only ten to fifteen years. This has led laboratories to withdraw from certain activities. So J&J, Pfizer, GSK and, undoubtedly, Novartis will soon want to refocus on specialty drugs and abandon any ancillary activity.

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