ASM International/Staying the course/BUY

ASM will report its 1Q25 results on Tuesday, 29 April after the market close. We believe that results will remain strong despite the sector wide uncertainty. ASM's key driver is the shift to GAA, which we expect to remain strong. We expect that ASM will continue to strongly outperform the sector. We reiterate our BUY rating but lower our target price to €750 per share (from €800). ASM International is on the ING Benelux Favourites list.

ODDO : Worst-case scenario avoided, slowdown in growth still likely, but valuations are largely adjusted, VAT upgrade

ODDO : Scenario du pire évité, quand même un probable ralentissement de la croissance, mais les valorisations sont bien ajustées, upgrade de VAT

ONWARD: from brainGPT to ARC-BCI – fireside chat with the founders

Yesterday, we hosted an exclusive fireside chat at our Paris HQ with ONWARD's co-founders, Dr. Grégoire Courtine and Dr. Jocelyne Bloch, accompanied by institutional investors, to learn about the professional endeavours that led them to jump from researchers to entrepreneurs, with a special deep-di

Avantium: joint-development progress in textiles

Yesterday, Avantium announced the successful development of a PEF-based spacer fabric in collaboration with partners Auping, Muller Textiles, Antex and Monosuisse. This breathable, cushioning 3D material marks a step forward for this partnership, ongoing since 2024, aiming to create PEF-based yarns

Egetis: Article highlights Emcitate's broad efficacy in MCT8 deficiency

A recent publication in Nature Communications (Groeneweg, van Geest et al. 2025) highlights the broad therapeutic applicability of Emcitate across the heterogeneity of the MCT8 deficient target group and supporting its uniform treatment eligibility across a genetically diverse patient population. I