Brief Comment - Capgemini: Capgemini likely to buy iGate, says an Indian newspaper
BUY, Fair Value EUR84 (+5%)
Novartis: Significantly above estimates in Q1
NEUTRAL, Fair Value CHF109 (+9%)
Dassault Systèmes: Q1 15 results above expectations, cautious outook for Q2, FY15 guidance updated on fx
NEUTRAL, Fair Value EUR63 (-4%)
Brief Comment - Transgene: Transgene reports Q1 results
CORPORATE, Fair Value EUR12 (+127%)
bioMérieux: Strong start of the year driven by the US
BUY, Fair Value EUR110 (+19%)
BIC: Good momentum (and high valuation) should continue throughout the year
NEUTRAL, Fair Value EUR120 vs. EUR115 (-21%)
Atos: Q1 15 conference call feedback: more ammunition for making growth acceleration a reality
BUY-Top Picks, Fair Value EUR83 (+23%)
Altran Technologies: Dominique Cerutti appointed new CEO of Altran
BUY, Fair Value EUR10 (+7%)
Richemont: 2% organic sales growth in March 2015 and 10% EBIT growth
BUY, Fair Value CHF100 (+20%)
ERYTech: Erytech strengthens US IP ahead of development plan update
CORPORATE, Fair Value EUR38.5 (+30%)