KBC Securities - BIOTALYS NV (BTLS) Biotalys FIRST LOOK: BioFun-8 strengthens the pipeline

Report

KBC Securities

Thomas Vranken

Biotalys FIRST LOOK: BioFun-8 strengthens the pipeline

Biotalys announced the addition of a new biofungicide program to the pipeline. Biofun-8 leverages Biotalys' Agrobody platform and will target Alternaria, an important leaf spot fungus in fruits, vegetables and potato crops. Biotalys estimates a market opportunity around $ 1.1bn. We reiterate our € 6 TP and Buy rating.

01/10/2024 1 EN

Underlying

BIOTALYS NV

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BE0974386188 Euronext Brussels Belgium

Provider

KBC Securities

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

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Analysts

Thomas Vranken

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Biotalys FIRST LOOK: BioFun-8 strengthens the pipeline

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

Morning Notes : GIMB BB, UCB BB, MAAT FP, BTLS BB

Biotalys FIRST LOOK: Good financial management; but focus could be on operational hiccups

Morning Notes : AGFB BB, DIE BB, DECB BB, KIN BB, UCB BB, BTLS BB

DEME Model updated after acquiring of Havfram for € 900m

Autolus Aucatzyl secures UK MHRA approval in r/r adult ALL, all eyes on 1Q25

Morning Notes : AKZA NA, ARGX BB, TWEKA NA, DEME BB, AUTL US, MRUS US

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