KBC Securities - ARGENX: Bel20 biotech bonanza

Report

KBC Securities

Lenny Van Steenhuyse ...

Sandra Cauwenberghs

ARGENX: Bel20 biotech bonanza

06/06/2018 2 EN

Provider

KBC Securities

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

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Analysts

Lenny Van Steenhuyse

Sandra Cauwenberghs

Other Reports from KBC Securities

Guy Sips

Guy Sips

Biotalys Model update after strategic refocus

We updated our model (New “Accumulate”, New € 5.1 TP) after Biotalys plans a strategic refocus, concentrating resources on its top-priority biofungicide programs. Early-stage activities will be suspended and the organization downsized to cut costs while they claim “protecting long-term platform value”. The shift prioritizes Evoca NG, BioFun-6, and already partnered programs with the Gates Foundation and Syngenta. These measures aim to reduce cash burn by €20m through 2028 and strengthen commercialization readiness. Biotalys intends to cut 30 jobs (In 2025 Biotalys on average had 59 employees.)...

18m 18m 1 EN

Guy Sips

Guy Sips

Biotalys Refocusing strategy on lead assets and cutting annual cash burn

We will update our model (from “Buy” to “under review”) after Biotalys plans a strategic refocus, concentrating resources on its top-priority biofungicide programs. Early-stage activities will be suspended and the organization downsized to cut costs while protecting long-term platform value. The shift prioritizes EVOCA NG, BioFun-6, and already partnered programs with the Gates Foundation and Syngenta. These measures aim to reduce cash burn by €20m through 2028 and strengthen commercialization readiness. Biotalys intends to cut 30 jobs (In 2025 Biotalys on average had 59 employees.), maintains...

19h / 49m 19h / 49m 1 EN

Hilde Van Boxstael ... (+4)

Hilde Van Boxstael
Kristof Samoy
Wim Hoste
Wim Lewi

Morning Notes : DSFIR NA, CMBT BB, GBLB BB, PROX BB, NXFIL NA

: DSFIR NA, CMBT BB, GBLB BB, PROX BB, NXFIL NA

23h / 45m 23h / 45m 1 EN

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ARGENX: Bel20 biotech bonanza

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

Biotalys Model update after strategic refocus

Biotalys Refocusing strategy on lead assets and cutting annual cash burn

Morning Notes : DSFIR NA, CMBT BB, GBLB BB, PROX BB, NXFIL NA

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