{"id":16064,"date":"2026-01-13T08:45:06","date_gmt":"2026-01-13T08:45:06","guid":{"rendered":"https:\/\/www.sienna-im.com\/?p=16064"},"modified":"2026-01-13T08:48:44","modified_gmt":"2026-01-13T08:48:44","slug":"bfm-business-lintegrale-de-good-morning-market-du-lundi-12-janvier","status":"publish","type":"post","link":"https:\/\/www.sienna-im.com\/fr\/news\/bfm-business-lintegrale-de-good-morning-market-du-lundi-12-janvier\/","title":{"rendered":"BFM Business &#8211; L&rsquo;int\u00e9grale de Good Morning Market du lundi 12 janvier"},"content":{"rendered":"<p data-start=\"289\" data-end=\"593\">Dans un contexte de march\u00e9s volatils, <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Fran\u00e7ois Dossou<\/span><\/span>, directeur de la gestion Actions chez <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Sienna IM<\/span><\/span>, est revenu sur les perspectives du secteur de la sant\u00e9 \u00e0 l\u2019horizon 2026 lors de son intervention sur <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">BFM Business<\/span><\/span>.<\/p>\n<blockquote>\n<p data-start=\"289\" data-end=\"593\"><em data-start=\"1249\" data-end=\"1419\">\u00ab Il existe une visibilit\u00e9 relative sur les valeurs de sant\u00e9. Apr\u00e8s une performance qui a \u00e9t\u00e9 plut\u00f4t bonne, il faut d\u00e9sormais faire preuve de beaucoup de s\u00e9lectivit\u00e9. \u00bb<\/em><\/p>\n<\/blockquote>\n<p data-start=\"595\" data-end=\"882\">Apr\u00e8s une performance globalement p\u00e9nalis\u00e9e en 2025 par la forte baisse de <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Novo Nordisk<\/span><\/span>, le secteur affiche n\u00e9anmoins des fondamentaux solides hors cet effet sp\u00e9cifique, port\u00e9s par l\u2019innovation et la r\u00e9currence des revenus des grands acteurs pharmaceutiques.<\/p>\n<p data-start=\"884\" data-end=\"1245\">Pour 2026, la s\u00e9lectivit\u00e9 demeure essentielle. Les opportunit\u00e9s se concentrent notamment sur les medtechs, \u00e0 mesure que le secteur sort progressivement de la phase de d\u00e9stockage post-Covid. Des acteurs comme <span class=\"hover:entity-accent entity-underline inline cursor-pointer align-baseline\"><span class=\"whitespace-normal\">Sartorius Stedim Biotech<\/span><\/span> b\u00e9n\u00e9ficient ainsi de perspectives structurelles favorables, en particulier sur le march\u00e9 des biosimilaires.<\/p>\n<p data-start=\"1249\" data-end=\"1452\">Retrouver l\u2019analyse compl\u00e8te de Fran\u00e7ois Dossou <a href=\"https:\/\/www.bfmtv.com\/economie\/replay-emissions\/good-morning-market\/video-l-integrale-de-good-morning-market-du-lundi-12-janvier_VN-202601120387.html\">ici<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dans un contexte de march\u00e9s volatils, Fran\u00e7ois Dossou, directeur de la gestion Actions chez Sienna IM, est revenu sur les [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":15918,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[73],"class_list":["post-16064","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":{"file":"","file_label":"Download PDF"},"_links":{"self":[{"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/posts\/16064","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/comments?post=16064"}],"version-history":[{"count":2,"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/posts\/16064\/revisions"}],"predecessor-version":[{"id":16066,"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/posts\/16064\/revisions\/16066"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/media\/15918"}],"wp:attachment":[{"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/media?parent=16064"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sienna-im.com\/fr\/wp-json\/wp\/v2\/categories?post=16064"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}