Mostly transient hiccups in Q3, but valuations are prohibitive
28/10/26 -"The Q3 sales missed consensus because of near-term biosimilar supply constraints, pricing pressure in Germany and lower prices for penicillin APIs – most of which are transient in our view. While ..."
Pages
56
Language
English
Published on
28/10/26
You may also be interested by these reports :
30/10/26
Investors hailed the Q3 profitability beat and the announcement of a cost savings initiative. The generic erosion of some CVRM medicines was ...
30/10/26
The Q3 beat was impressive and a guidance upgrade to boot cheered up investors. As usual, the all-important immunology medicine Dupixent remained a ...
29/10/26
The Q3 EBITDA was somewhat ahead of expectations, unlike sales. While lower demand in Spain and loss of exclusivity in Japan impaired Bilastine’s ...
29/10/26
After increasing both our DCF and NAV estimates by >20% (discussed in the respective sections), we maintain a Reduce recommendation with c.2% ...