Report
Alan Vandenberghe ...
  • Alexander Makar
  • Guy Sips
  • Jan Opdecam
  • Jason Kalamboussis
  • Lenny Van Steenhuyse
  • Sandra Cauwenberghs
  • Wim Hoste

KBC Securities Morning Note 6-6-2018 AED BB, AGS BB, ARGX BB, GREEN BB, MDXH BB, TIG BB, UMI BB

Aedifica: German RoadRunner: € +44m boom
Ageas: Feedback from CEO & CFO investor meetings
Argenx: Bel20 biotech bonanza
Greenyard: No surprises with full FY18/19 results
MDxHealth: Licensing agreement with Philips
Tigenix: Takeda owns 90.83% after 1st acceptance period
Umicore: Capital Markets Event feedback
Underlyings
Aedifica SA

Aedifica is a property company, which is specialized in residential real estate. Co.'s portfolio has a superstructure of more than 225,911 sq. m as of June 30 2010. It owns: residential or mixed buildings in Belgian cities with classical leases; buildings with furnished apartments buildings in the heart of Brussels with shorter term leases; senior houses and serviceflats with very long term and triple net leases; and hotels. Co. invests: in existing and already leased buildings; and in projects with future completion. Co.'s activities can be divided into four segments: Residential or mixed buildings; Furnished apartments buildings; Senior houses; and Hotels and others.

Ageas SA/NV

Ageas is an insurance company engaged in providing a range of life and non-life products distributed through a variety of channels. Co. focuses on helping its customers to mitigate risks related to property, casualty, life and pensions. Co. serves its customers through a combination of wholly owned subsidiaries, equity associates and partnerships, with financial institutions and distributors in Belgium, the U.K., Luxembourg, Italy, Portugal, Turkey, France, China, Malaysia, India, Thailand and Hong Kong. Co. is organized into five operating segments: Belgium, U.K., Continental Europe, Asia, and General Account.

ArGEN-X SE

Argenx N.V. is a clinical-stage biotechnology company developing a deep pipeline of differentiated antibody-based therapies for the treatment of severe autoimmune diseases and cancer. Utilizing its suite of differentiated technologies, Co. is focused on developing product candidates with the potential to be either first-in-class against novel targets or best-in-class against known, but complex, targets in order to treat diseases with a significant unmet medical need.

MDxHealth S.A.

MDxHealth is a molecular diagnostics company that develops and commercializes epigenetic assays and service testing for cancer assessment and the personalized treatment of patients. Co. offers two main products: Clinical Molecular Diagnostics (ClinicalMDx) Solutions that provide physicians with tests for the identification and treatment of their cancer patients; and Pharmaco Molecular Diagnostics (PharmacoMDx) Solutions for the development of companion diagnostics, biomarker discovery, and clinical trial testing. Co.'s ClinicalMDx solutions include ConfirmMDx, InformMDx, RecurMDx, and PredictMDx.

Tigenix NV

TiGenix develops and commercializes cell therapy products. Co.'s stem cell programs are based on a validated platform of allogeneic expanded adipose-derived stem cells (eASC) targeting autoimmune and inflammatory diseases. Co.'s main product, ChondroCelect, is a cell-based product that is used for cartilage repair in the knee. Co.'s is also involved in developing Cx601, which is in Phase III clinical trial for the treatment of complex perianal fistulas in patients suffering from Crohn's disease; Cx611, which has completed a Phase IIa clinical trial for the treatment of rheumatoid arthritis; and Cx621, which has completed a Phase I trial for the treatment of autoimmune diseases.

Umicore

Umicore is global player in the materials technology and recycling industries. Co. focuses on application areas such as chemistry, materials science, metallurgy and recycling. Co.'s business model comprises four segments: Catalysis, Performance Materials, Energy Materials and Recycling. Catalysis focuses on the abatement of global automotive emissions; Performance Materials focuses on materials that help develop more sophisticated and safer products; Energy Materials produces materials used in the production and storage of clean energy including rechargeable batteries and photovoltaics; and Recycling treats complex waste streams containing precious and other non-ferrous metals.

Provider
KBC Securities
KBC Securities

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Analysts
Alan Vandenberghe

Alexander Makar

Guy Sips

Jan Opdecam

Jason Kalamboussis

Lenny Van Steenhuyse

Sandra Cauwenberghs

Wim Hoste

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