Sanofi: Settlement with Lilly about SoloStar litigation
BUY, Fair Value EUR103 vs. EUR102 (+22%)
Roche: Handful of good news in oncology and neurology
BUY, Fair Value CHF327 (+30%)
Galapagos: Filgotinib remains a strong asset, whether on a standalone basis or in partnership
BUY, Fair Value EUR50 vs.61 (+11%)
Dialog Semiconductor: Cypress would be working on an offer to acquire Atmel and challenge Dialog
NEUTRAL, Fair Value EUR39 (+9%)
Novo Nordisk: Tresiba and Ryzodeg approved in the US
NEUTRAL, Fair Value DKK390 (+5%)
Orpea: FV upgraded following Vitalis acquisition
BUY, Fair Value EUR76 vs. EUR72 (+7%)
NIKE: Q1 FY16 earnings and future orders beat (again) expectations
Consumer Durables: Sector View
Forex was the main factor in lowering our estimates on both Carrefour and Casino
Food Retailing: Sector View
China is suffering... long live the Chinese (full report released today)
Luxury Goods: Sector View
Accenture Q4 FY15 results: mixed read-across for European IT Services companies
Software and IT Services: Sector View