Report
Lenny Van Steenhuyse ...
  • Sandra Cauwenberghs

LIFE SCIENCES CONFERENCE BOOK

On 27 March we host our Healthcare Conference in New York. We have the great pleasure to welcome management of the following companies:

• Biocartis (Buy)
• Fagron (Buy)
• IBA (Accumulate)
• Inventiva (Buy)
• Kiadis (Buy)
• MDxHealth (Hold)
• Mithra (Buy)
• Oxurion (Hold)

The book contains more details on the companies present and the investment cases.
Underlyings
Biocartis Group NV

Biocartis Group NV is a Belgium-based company, which specializes in the development of molecular diagnostic systems, especially for the treatment of cancers and infectious diseases, the products ensure the analysis of biomolecules associated with risk factors, early detection, treatment selection and monitoring of disease. The group has the Idylla system to deliver results within a period of between 35 to 150 minutes.

Fagron SA

Fagron supplies products, services to professionals and institutions in the healthcare sector in Europe, the U.S.A. and Brazil. Co.'s activities are subdivided into four divisions. Through Fagron, Co. offers products and concepts for pharmaceutical compounding. Through Arseus Dental, Co. supplies dental products and concepts to dentists and dental laboratories in Belgium, the Netherlands, France, Germany and Switzerland. Through Arseus Medical, Co. supplies medical and surgical products to specialists, elderly homes, homecare nurses and hospitals in Belgium and the Netherlands. Through Corilus, Co. supplies ICT total solutions for medical specialists in Belgium, the Netherlands and France.

Inventiva SA

Inventiva is a clinical stage biotechnology research company delivering therapies in the areas of oncology, fibrosis and rare diseases. The most advanced clinical programs (IVA337 for systemic sclerosis in Non-Alcoholic Steato-Hepatitis and IVA336 for Maroteaux-Lamy syndrome-MPS VI) have demonstrated efficacy in relevant in vivo and in vitro models as well as safety in phase I and phase II clinical trials. Using its in-house drug discovery platform, which covers target validation, screening, chemistry, ADME and pharmacology, Co. is developing an internal oncology and fibrosis discovery pipeline with approaches centered on transcription factors, epigenetics targets and nuclear receptors.

Ion Beam Applications SA

IBA- Ion Beam Applications develops and markets technologies and pharmaceutical products for the healthcare sector, with a focus on cancer diagnosis and therapy. Co. is also engaged in the sterilization and ionization market. Co. operates in two primary business segments: Equipment and Pharmaceuticals. Co.'s Equipment segment encompasses development, fabrication, and services associated with medical and industrial particle accelerators, proton therapy systems, and a range of dosimetry products, while Co.'s Pharmaceuticals segment encompasses the production and distribution of radiopharmaceutical agents as well as its bioassay operations.

Kiadis Pharma

Kiadis Pharma is a clinical stage biopharmaceutical company focused on research, development and future commercialization of cell-based immunotherapy products for the treatment of blood cancers and inherited blood disorders. Co.' lead product ATIR101 is being tested using a single-dose regimen in patients with blood cancer who have not found a matching donor and where a partially matched (haploidentical) family member is used as donor for HSCT.

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.

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.

Oxurion NV

ThromboGenics is an integrated biopharmaceutical company based in Belgium. Co. is focused on developing and commercializing ophthalmic medicines. Co.'s primary product JETREA® (ocriplasmin), has been approved by the U.S. FDA for the treatment of symptomatic Vitreomacular Adhesion (VMA). In Europe, it has been approved for the treatment of vitreomacular traction (VMT), including when associated with macular hole of diameter less than or equal to 400 microns. Co. is also further exploring anti-PIGF (Placental Growth Factor), formerly referred to as TB-403, for the treatment of ophthalmic and oncology indications.

Provider
KBC Securities
KBC Securities

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

 

Analysts
Lenny Van Steenhuyse

Sandra Cauwenberghs

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