Orpea, the largest drop in SRD at the end of Wednesday, May 18, 2022-2022 May 18, 17:55



(-19.17% to 27.19 euros)

Already at the heart of the scandal since the publication of the book “Les Fossoyeurs”, the operator of the private fado has been hit by a new incident. In fact, Mediapart and Investigate Europe today revealed the existence of a structure parallel to Orpea, which is based in Luxembourg, has accumulated 92 million assets and has a suspicious financial business. In response, Orpea said he had detected “potential criminal facts that cast doubt on individual behavior.” This resulted in the group “complaining to the prosecutor for the first time in April, taking the first disciplinary action, and several have already left the company.”


Key Point

-Founded in 1989, Europe’s number one in comprehensive addiction care with over 116,000 beds and 1,156 facilities in 23 countries.

-Sales of € 4.3 billion, France-Benerx 60%, Central Europe 26%, Eastern Europe 9%, Iberian Peninsula and Latin America (Brazil, Chile, Uruguay) 5%, then China I am.

-Value creation model based on four pillars: Adapted to investment in people, quality of service that is evaluated regularly, high purchasing power, and international development in places with 50% owned real estate (47% in 2020) Organization.

-Split capital (14.5% for CPPIB in Canada’s pension fund, 5% for FFP in the Peugeot family), Philippe Charlier, chair of the 13 board of directors, and Yves Le Masne, managing director.

-A tight balance sheet with shareholders’ equity of € 3.6 billion against net debt of € 6.7 billion increased due to external growth.


-A decentralized operational organization aimed at managing the internationalization of groups in 23 countries. Harmonization of procedures and management carried out by the head office with the management team in each region.

-Innovation strategies for predicting the management of human weaknesses:

Open innovation with 108 projects on health & care, catering & hospitality, construction and processes / University research with about 30 innovative projects / 100% reduction in HQE certified new buildings / 5% reduction in energy consumption.

-Environmental Roadmap for -2023: 100% of bids including CSR assessments / 100% of supplier signatories to the Responsible Purchasing Charter / 100% of HQE-certified new buildings / 5% reduction in energy consumption / 1


Started green loan in March.

-After acquiring three German retirement home buildings, the success of the partnership was signed with Icade Santé in development in Europe.

-Growth reservoir provided by 26,000 beds under construction and enhanced by six acquisitions made in 1.




-Investor reconquest after the collapse of valuation by issuing an essay-LesFossoyeurs-About the abuse suffered by residents of the group’s retirement home, rear margin practices, and employee overwork;

-Share the buyback program.

Oncology supports laboratory performance

According to GlobalData, oncology generated $ 163 billion in revenue in 2021, up 11.9% (out of $ 613 billion across the industry). Its average annual growth rate has reached 15.4% in the last 20 years.This increasingly competitive segment is dominated by a few big names such as MSD (Merck & Co. Inc), Roche and BMS.



Immuno-oncology, a specialty that has been driving this market for 10 years, supports research. GlobalData estimates that this segment could reach 180 billion in 2026. Major players are aiming to strengthen in this niche. Pfizer recently acquired Canada’s biotechnology Trillium Therapeutics for $ 2.3 billion. Following this surgery, the American group gained two promising molecules in the treatment of blood cancer.