Actelion: Update after contact with management

BUY-Top Picks, Fair Value CHF154 vs. CHF155 (+21%)
News published on September Friday 25, 2015
Share on

We return from a road show with management with a strong conviction that the level of confidence remains high in the PH market’s growth and also in how Actelion’s products are maximising this opportunity for the company. Opsumit seems to remain on a good trajectory while selexipag has just been included in the recently-published ESC/ERS guidelines, ahead of its approval. Simultaneously, Actelion is also paying greater attention to what may come next and is getting prepared for the next phase when PH matures. We do not see anything in this to be worried about but simply a management team that is structuring Actelion to convert a success in PH into a sustainable long-term growth story making Actelion one of the few European Speciality pharma champions.


For more information, please contact marketing@bryangarnier.com 

The Essentials

Everything you need to know about investment banking dedicated to growth
Stay Informed
Get our news
Join our Team
Bryan, Garnier & Co is always looking for talent in all our divisions, at all levels
Explore our opportunities