Report
Bart Cuypers ...
  • Jason Kalamboussis
  • Sandra Cauwenberghs

Morning Note: ASRNL NA, BOTHE BB, CYAD BB, HEIJM NA, MITRA BB

ASR: Loss of CFO to KPN a blow. Downgrade.
Bone Therapeutics: Preclinical ALLOB data at EORS
Celyad: mCRC data at SITC
Heijmans: Leusden contract of € 30m
Mithra: Estelle goes to the US with generic player Mayne
Underlyings
ASR Nederland NV

ASR Nederland NV is a multiline insurance company based in the Netherlands. The Company operates through six segments: Non-Life, comprising non-life insurances, including motor vehicle, fire, travel and leisure, transport, liability, agricultural, construction motorized vehicles and construction all risk and assistance insurance products, among others; Life, offering insurance policies that involve asset-building, asset protection, term life insurance and funeral expenses for consumers and business owners; Banking and Asset Management, providing banking activities and activities related to asset management, including investment property management; Distribution and Services, including the distribution of insurance contracts and intermediary services; Holding and Other, providing primarily holding activities of the Company, as well as Real Estate Development, specialized in the development of real estate properties. The Company operates in the Netherlands and internationally.

Bone Therapeutics SA

Bone Therapeutics is a biotechnology company with an advanced clinical pipeline of cell products for orthopaedic conditions and bone diseases (two Phase II/III and three Phase I/II clinical studies). These areas are characterized by high unmet medical needs due to the lack of efficacious and safe, non-invasive, treatments. Co. has two products in clinical trials, its allogeneic bone cell therapy product, ALLOB®, and its autologous bone cell therapy product, PREOB®. Co. is also conducting preclinical research on next generation products, such as combined cell-matrix products for large bone defects and maxillofacial.

Celyad Oncology

Celyad is engaged in engineered cell therapy treatments with clinical programs initially targeting indications in cardiovascular disease and oncology. Co. provides C-CATHez, an injection catheter that delivers bio therapeutic agents into the myocardium. Co.'s main product is C-Cure, which is in Phase III clinical trials for the treatment of chronic heart failure secondary to ischemic cardiomyopathy. Co.'s drug product candidates are autologous cell therapy treatments. In autologous procedures, a patient's cells are harvested, selected, reprogrammed and expanded, and then infused back into the same patient.

Heijmans N.V. Cert,

Heijmans is a property development, infrastructure and services company. Co. provides full-service solutions from concept and design through to maintenance and management. Co. focuses its activities on three market areas: residential, non-residential and infrastructure. Within these areas, Co. is engaged in five sectors: Property Development, Residential Building, Non-Residential, Roads and Civil Engineering (infrastructure). Co's activities in Belgium include property development, building and infrastructure. In Germany, Co. is active in the infrastructure business. In Belgium, Co. specialises in service and new-build infrastructure contracts in relation to energy, water and electricity.

N.V. Mithra Pharmaceuticals S.A.

Mithra Pharmaceuticals SA is a Belgium-based company active in the pharmaceutical industry. The Company is dedicated to provide products and services for the fertility, contraception and menopause of women. It has a number of patent families regarding Estetrol (E4), a natural estrogen produced by the human foetus, which enables the investigation of fertility and contraception products. Mithra is focused on the development of two late-stage E4-based products: Estelle, a 5th generation oral contraceptive, and Donesta, a hormone therapy for Vasomotor Symptoms in menopause. Mithra develops a contraceptive vaginal ring called Myring and Zoreline, a biodegradable subcutaneous implant for hormone dependant cancer.

PT Alam Sutera Realty Tbk

PT Alam Sutera Realty is a property development company. Co. is engaged in the construction and management of residential area, commercial areas, industrial areas, and also the management of shopping centers, recreation centers and hospitality (mixed used development).

Provider
KBC Securities
KBC Securities

We are a financial services provider for several types of professional clients, each with distinct needs.

 

Analysts
Bart Cuypers

Jason Kalamboussis

Sandra Cauwenberghs

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