ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 03/30/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 30/03/2026

HAL Trust : FY25 driven by better performance Boskalis, SBM Offshore and Vopak

Autolus FY25 in line with expectations, phase 1 Aucatzyl data in MS by YE26

Autolus reported FY25 results in line with expectations with Aucatzyl sales amounting to $ 74.3m, in line with CSS. Management re-iterated FY26 guidance of $ 120-$ 135m in Aucatzyl sales (includes US and UK revenue), which we think is within reach (KBCSe FY26: $ 146.5m) given the strong initial demand and positive real world experience as demonstrated by the ROCCA dataset. In the pipeline, phase 1 data for Aucatzyl in progressive MS by YE26 could provide upside and pique interest from potential partners given the size of the commercial opportunity. With a cash position of $300.7m, the company ...

UCB New Bimzelx data in HS and PsO at AAD 2026

UCB presented updated data for Bimzelx in hidradenitis suppurativa (HS) and psoriasis (PsO) at the AAD conference, held 27–31 March. In HS, data showing better outcomes in patients with lower disease duration and severity makes the case for earlier treatment with Bimzelx, further supporting the drug's continued commercial uptake. In PsO, we're encouraged to see high rates of complete skin clearance up to 4 years in patients that stopped and re-started treatment, which should help UCB capture re-treatment demand and support long-term patient retention. These long-term data support continued con...