Certificati di investimento - Cap. 5 (51 lettori)

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Dandan1968

Forumer storico
sempre il farmaco sperimentale che ha sospeso i test


Boursier.com

11/08/2022

10:52

Sanofi aligne une 4ème séance de baisse consécutive ce jeudi, encore en repli de plus de 3%, à 84,70, soit son plus bas niveau depuis la fin 2021 en bourse de Paris. Hier, le titre avait chuté de plus de 8% à 87,67 en clôture, dans la foulée de l'annonce de l'arrêt du recrutement pour les essais cliniques du tolébrutinib, un traitement expérimental de certaines formes de sclérose en plaques et de la myasthénie grave. Sanofi a expliqué que le comité indépendant de surveillance des données (iDMC) chargé de superviser les essais cliniques du tolébrutinib avait demandé la suspension du recrutement de tous ces essais, sans préciser la raison de cette interruption... La direction a souligné toutefois qu'il continuait d'enquêter sur l'impact du tolébrutinib sur le fonctionnement du foie chez les patients concernés.

Fin juin, la Food and Drug Administration américaine avait déjà demandé une suspension partielle des essais aux Etats-Unis après plusieurs cas de lésions du foie liées à l'exposition à la molécule.

Plusieurs brokers ont vivement réagi à ces annonces : "La recommandation de l'iDMC ajoute à l'incertitude sur l'homologation du médicament" a commenté JPMorgan, tandis qu'UBS a dégradé le dossier à 'neutre'... La banque suisse voit peu de catalyseurs majeurs pour le reste de l'année en soulignant que les principaux programmes de pipeline tels que l'amcenestrant et le tolébrutinib ont "récemment rencontré des obstacles". À l'approche de l'expiration du brevet d'Aubagio l'année prochaine, l'analyste s'attend à ce que la croissance du BPA soit faible, "entre 1 et 5%", et que la hausse des ventes ralentisse... Si le spécialiste reconnaît que le dossier a été perçu favorablement dans un contexte difficile au 2e trimestre, il semble désormais manquer d'allant pour attirer des acheteurs d'autant qu'une potentielle affaire Zantac plane au-dessus de la société...
Altra grana per Sanofi...doppio ko..

11/08/2022 10:59 - RSF
BUZZ-GSK, Sanofi, Haleon slump on "Zantac" lawsuits worries
** GSK, Sanofi and Haleon down sharply for second day on market jitters over potential negative implications from lawsuits in the U.S. over Zantac ** Heartburn medicine Zantac was withdrawn in 2019, which was linked with a probable cancer-causing impurity[urn:newsml:newsroom:20191021:nNRAa0a5t8:0] ** Analysts see possible negative newsflow from upcoming trials as a headwind, although possible damage is unclear ** "Zantac has arrived," writes Deutsche Bank on GSK/Sanofi ** "We don't think the evidence points to this as another glyphosate, but it is very possible we may see a liability of some $bn magnitude," it adds ** Credit Suisse recalls: "More than 2,000 cases have been filed in the US and the first trial begins on 22 August 2022, followed by the process of the multidistrict litigation beginning in September 2022 and the state bellwether trials in January 2023" ** CS however sees Haleon's involvement in Zantac litigation as limited. It says Haleon, in which GSK and Pfizer have a stake, has made no provision over Zantac ** By 0836 GMT, GSK down 2.7% after 5.5% drop in previous session. Sanofi down 2.9%, Haleon down 7.9%

(Reporting by Danilo Masoni)
 

Alexreferee11

Forumer storico
Altra grana per Sanofi...doppio ko..

11/08/2022 10:59 - RSF
BUZZ-GSK, Sanofi, Haleon slump on "Zantac" lawsuits worries
** GSK, Sanofi and Haleon down sharply for second day on market jitters over potential negative implications from lawsuits in the U.S. over Zantac ** Heartburn medicine Zantac was withdrawn in 2019, which was linked with a probable cancer-causing impurity[urn:newsml:newsroom:20191021:nNRAa0a5t8:0] ** Analysts see possible negative newsflow from upcoming trials as a headwind, although possible damage is unclear ** "Zantac has arrived," writes Deutsche Bank on GSK/Sanofi ** "We don't think the evidence points to this as another glyphosate, but it is very possible we may see a liability of some $bn magnitude," it adds ** Credit Suisse recalls: "More than 2,000 cases have been filed in the US and the first trial begins on 22 August 2022, followed by the process of the multidistrict litigation beginning in September 2022 and the state bellwether trials in January 2023" ** CS however sees Haleon's involvement in Zantac litigation as limited. It says Haleon, in which GSK and Pfizer have a stake, has made no provision over Zantac ** By 0836 GMT, GSK down 2.7% after 5.5% drop in previous session. Sanofi down 2.9%, Haleon down 7.9%

(Reporting by Danilo Masoni)
Sell DE000VE66PV8
 
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