KBC Securities - Biotalys NV (BTLS) BIOTALYS: Putting puzzle pieces together BTLS BB

Report

KBC Securities

Guy Sips

BIOTALYS: Putting puzzle pieces together BTLS BB

Biotalys is a green AgTech, Agricultural Technology, company that develops biological crop and food protection products based on a proprietary antibody-based technology shaping the future of sustainable and safe food supply.
Over recent months, Biotalys signed -as part of its flexible, capital light business model- important long-term strategic partnerships with Biobest and Olon, putting puzzle pieces together.

12/01/2022 1 EN

Underlying

Biotalys NV

See profile

Provider

KBC Securities

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

See profile

Analysts

Guy Sips

Other Reports on these Companies

KBC Securities

Morning Note: AZE BB, BTLS BB, MITRA BB, Telecom BE

Azelis: Expansion into South America Biotalys: Partnership with Novozymes for Evoca Mithra: Additional details on private placement Telecom: Results mobile spectrum auction

June 21, 2022 June 21, 2022 1 EN

KBC Securities

KBCS New Horizon Conference Book AGFB BB, ARCAD NA, ASML NA, BAR BB, BTLS BB, DIE BB, EKOP BB, HYL BB, IBAB BB, MITRA BB, TWEKA NA

On Thursday 9 June, we organise our first New Horizon Conference in London. Following listed companies will be presented: • ASML • Agfa • Arcadis • Barco • Biotalys • D'Ieteren • Ebusco • Ekopak • Hyloris • IBA • Mithra • TKH We give a summary of our view on the companies we welcome, with key investment metrics that can serve as a guide during your meeting(s).

June 7, 2022 June 7, 2022 1 EN

KBC Securities

Morning Note: ASC BB, AZE BB, BTLS BB, COFB BB, EKOP BB

Ascencio: 1H21/22 Slightly ahead of expectations Azelis: Initiation - Formula for success, at a price Biotalys: BioProtection Award 2022 for Best Biofungicide Cofinimmo: Clearing out the old Offices Ekopak: Update on roll-out in France Various: Coverage update

May 25, 2022 May 25, 2022 1 EN

Whitestone Group Gold rush fuels GFI's record performance

Whitestone published the full 1H25 report which provides a deeper colour on the portfolio performance. NAV climbed 14% HoH to €121m (€17.1 per share), driven by a €14.8m portfolio revaluation. The standout performer was GFI. The gold trader delivered its entire FY24 EBITDA in just six months, a 100% increase YoY, on the back of record gold prices (higher margins) and more volatility (higher volumes). In addition, GFI is expanding though new branches, the Stevens & Cie acquisition and digital initiatives. For FY25, we forecast GFI's valuation at €51m, based on our estimates. This is a ~58% incr...

5h / 18m 5h / 18m 1 EN

Hilde Van Boxstael ... (+6)

Hilde Van Boxstael
Jacob Mekhael
Livio Luyten
Michiel Declercq
Thibault Leneeuw
Wim Lewi

Morning Notes : GBLB BB, PNL NA, UCB BB, AZE BB, IMCD NA

: GBLB BB, PNL NA, UCB BB, AZE BB, IMCD NA

6h / 39m 6h / 39m 1 EN

Jacob Mekhael

Jacob Mekhael

UCB TRx noise aside, fundamentals remain strong

UCB's Bimzelx is well-positioned with strong 3-year data in HS and competitive performance across PsO, PsA, and axSpA, supporting our peak sales estimate of €5.9b by 2030. Despite premium forward P/E multiples, UCB's projected EPS CAGR (2025–2029), being >3x that of peers, means UCB continues to be an attractive name to own. Earlier in the pipeline, our deep dive into the atopic dermatitis (AD) landscape shows that phase 2a data for galovokimig is promising, with plans to advance to phase 2b. Acknowledging recent Bimzelx TRx trends show limited growth from the usual summer slowdown, we believe...

7h / 17m 7h / 17m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

BIOTALYS: Putting puzzle pieces together BTLS BB

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

Morning Note: AZE BB, BTLS BB, MITRA BB, Telecom BE

KBCS New Horizon Conference Book AGFB BB, ARCAD NA, ASML NA, BAR BB, BTLS BB, DIE BB, EKOP BB, HYL BB, IBAB BB, MITRA BB, TWEKA NA

Morning Note: ASC BB, AZE BB, BTLS BB, COFB BB, EKOP BB

Whitestone Group Gold rush fuels GFI's record performance

Morning Notes : GBLB BB, PNL NA, UCB BB, AZE BB, IMCD NA

UCB TRx noise aside, fundamentals remain strong

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe