Pernod Ricard: Q1 2015/16 sales due on October 22nd: some positives from the US
BUY, Fair Value EUR120 (+23%)
Innate Pharma: IPH receives a USD5m milestone payment from BMS
BUY-Top Picks, Fair Value EUR19 (+49%)
LV sales momentum with Chinese clientele should normalise in the coming months
BUY, Fair Value EUR182 (+13%)
SAP: Preliminary Q3 15 results above consensus, FY15 guidance reiterated
NEUTRAL, Fair Value EUR68 (+12%)
Amoéba: Letter of intent signed with Novochem Water Treatment
CORPORATE, Fair Value EUR78m
Galapagos: Feedback from Roadshow with CEO
BUY, Fair Value EUR52 (+34%)
Roche: Ocrelizumab: we are comfortable with our estimates
BUY – TOP PICKS, Fair Value CHF327 (+28%)
Sanofi: For sure the new CETP inhibitor’s failure is good news for PCSK9s and so for Sanofi
BUY, Fair Value EUR103 (+18%)
Capgemini: Same old story: do not overinterpret Infosys's results!
BUY, Fair Value EUR96 (+28%)
AstraZeneca: Saxa-dapa might be approved this week
BUY, Fair Value 5400p (+30%)