Actelion: Update after contact with management

We return from a road show with management with a strong conviction that the level of confidence remains high in the PH market’s growth and also in how Actelion’s products are maximising this opportunity for the company. Opsumit seems to remain on a good trajectory while selexipag has just been included in the recently-published ESC/ERS guidelines, ahead of its approval. Simultaneously, Actelion is also paying greater attention to what may come next and is getting prepared for the next phase when PH matures. We do not see anything in this to be worried about but simply a management team that is structuring Actelion to convert a success in PH into a sustainable long-term growth story making Actelion one of the few European Speciality pharma champions.

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