Report
David Seynnaeve, PhD

UCB - Positive CHMP opinion for Bimzelx for HS

*This morning, UCB announced that the CHMP issued a positive opinion for Bimzelx for the treatment of hidradenitis suppurativa (HS). The European Commission (EC) will decide on approval within 60 days.*We model HS as the 2nd biggest indication for Bimzelx, with close to EUR 1bn in peak sales, after plaque psoriasis, with the EU making up about 25% of peak sales. We consider Bimzelx well positioned for the HS market due to its superiority vs. Novartis' Cosentyx based on Ph3 datasets. Moonlake's sonelokimab, on the other hand, is only in Ph2 allowing Bimzelx to grab significant market share before Sone
Underlying
UCB S.A.

UCB is a global biopharmaceutical company focused on severe diseases in two therapeutic areas, namely central nervous system disorders and immunology. In the area of central nervous system disorders, Co. is focused on advanced Parkinson's disease, epilepsy, restless legs syndrome and epilepsy. In the area of immunology disorders, Co. is focused on rheumatoid arthritis, axial spondyloarthritis, psoriatic arthritis, systemic lupus erythematosus, juvenile idiopathic arthritis, post-menopausal osteoporosis, systemic lupus erythematosus and immunological diseases.

Provider
Degroof Petercam
Degroof Petercam

​We are an investment house with Belgian roots founded on more than 150 years of trust.

As a private company owned by long-term committed shareholders, we are independent. Naturally and structurally. Our experts have the knowledge to think and act without bias, and to make decisions that benefit our clients. Today and tomorrow.

Analysts
David Seynnaeve, PhD

Other Reports on these Companies
Other Reports from Degroof Petercam

ResearchPool Subscriptions

Get the most out of your insights

Get in touch