French (CAC) Pharma Industry Analysis

Date	Market Cap	Revenue	Earnings	PE
Fri, 21 Jan 2022	€127.8b	€43.2b	€7.0b	20.3x
Sun, 19 Dec 2021	€121.9b	€43.2b	€7.0b	21.6x
Tue, 16 Nov 2021	€127.0b	€43.2b	€7.0b	21.7x
Thu, 14 Oct 2021	€117.7b	€42.3b	€6.6b	18.8x
Sat, 11 Sep 2021	€114.9b	€42.2b	€6.6b	21.7x
Mon, 09 Aug 2021	€122.2b	€42.2b	€6.6b	20.5x
Sun, 02 May 2021	€120.3b	€41.6b	€12.9b	16.6x
Wed, 03 Feb 2021	€106.8b	€41.9b	€13.0b	13.2x
Sat, 07 Nov 2020	€107.1b	€42.2b	€11.6b	20.3x
Fri, 31 Jul 2020	€121.1b	€42.3b	€11.2b	18.1x
Mon, 04 May 2020	€120.1b	€42.8b	€3.5b	23.8x
Thu, 06 Feb 2020	€117.8b	€42.2b	€3.0b	30.1x
Sun, 10 Nov 2019	€114.6b	€41.4b	€3.4b	32.6x
Sat, 03 Aug 2019	€106.0b	€41.1b	€4.1b	21.2x
Tue, 07 May 2019	€108.3b	€40.6b	€4.9b	21.8x
Fri, 08 Feb 2019	€105.2b	€39.9b	€4.8b	21.6x


Pharma	1.79%

Company	Last Price	7D	1Y	Valuation
SAN Sanofi	€92.92	4.5% +€5.0b	14.1%	PE18.9x
IPN Ipsen	€83.40	1.5% +€100.3m	16.2%	PE10.9x
BOI Boiron	€36.35	2.0% +€12.3m	1.0%	PE36x
ADVIC Advicenne	€8.62	0.2% +€197.7k	-27.3%	PS23.5x

Jan 19

Sanofi Announces Second Positive Phase 3 Dupixent® (Dupilumab) Trial Confirms Significant Improvements for Patients with Prurigo Nodularis

Sanofi announced a second Phase 3 trial evaluating Dupixent® (dupilumab) in adults with uncontrolled prurigo nodularis, a chronic type 2 inflammatory skin disease, met its primary and key secondary endpoints, showing it significantly reduced itch and skin lesions compared to placebo at 24 weeks in this investigational setting. The data confirm the positive results that were previously reported from the Phase 3 PRIME2 trial and will be submitted to regulatory authorities around the world starting in the first half of this year. The impact of prurigo nodularis on quality of life is one of the highest among inflammatory skin diseases due to the extreme itch. the Phase 3 PRIME trial, topline results comparing Dupixent (n=75) to placebo (n=76) showed at week 24: More than three times as many Dupixent patients experienced a clinically meaningful reduction in itch from baseline, the primary endpoint: 60% of Dupixent patients compared to 18% of placebo patients (p <0.0001). Nearly three times as many Dupixent patients achieved clear or almost clear skin, a secondary endpoint: 48% of Dupixent patients compared to 18% of placebo patients (p= 0.0004). Dupixent patients experienced significantly greater improvements in measures of overall health-related quality of life, skin pain, and symptoms of anxiety and depression. The safety results of the trial were consistent what was observed in PRIME2 and were also generally consistent with the known safety profile of Dupixent in its approved indications. For the 24-week treatment period, overall rates of treatment-emergent adverse events were 71% for Dupixent and 63% for placebo. Adverse events most commonly observed with Dupixent included nasopharyngitis (5% Dupixent, 4% placebo) and headache (5% Dupixent, 5% placebo). Additionally, 0% of Dupixent patients and 4% of placebo patients discontinued treatment due to adverse events prior to week 24. Consistent with published literature for the atopic dermatitis trials, numerically lower rates of skin infections were seen with Dupixent in this trial (4% Dupixent, 9% placebo).

French (CAC) Pharma Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

VIRP

Virbac SA Provides Revenue Guidance for the Year 2022

AB

AB Science SA Receives Authorization to Initiate Phase II Study in Patients with Severe Mast Cell Activation Syndrome by the French Health Authority (ANSM)

SAN

Sanofi Announces Second Positive Phase 3 Dupixent® (Dupilumab) Trial Confirms Significant Improvements for Patients with Prurigo Nodularis

ADVIC

Price target decreased to €16.90

ALTHX

No longer forecast to breakeven

IPN

Investor sentiment deteriorated over the past week

VETO

Calculating The Intrinsic Value Of Vetoquinol SA (EPA:VETO)

MEDCL

First half 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

BOI

Price target increased to €43.67