Dollar Weakness The impact on our Benelux Coverage

In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues earned in U.S. dollars translate into fewer euros. Some Benelux companies suffer mainly from this trans...

Solvay SA: 2 directors

Two Directors at Solvay SA bought 1,400 shares at between 28.700EUR and 28.840EUR. The significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. ...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 05/26/2025

Amoéba Exemption from obligation to destroy trial crops in France

The French regulator ANSES has granted an exemption for Amoéba's biocontrol product Axpera, allowing crop trials without the usual requirement to destroy the harvest. This exemption, which applies to both open-field and greenhouse crops affected by various diseases, supports ongoing evaluations and follows recent regulatory milestones in France and the EU. While no material commercial sales are expected yet in 2025, the move is seen as another strong endorsement of Amoéba's innovative technology and a step closer to full market approval, reinforcing our confidence in the company's future poten...

Morning Notes : GIMBb BB, WDP BB

: GIMBb BB, WDP BB

ADA amylin monotherapy highlights Zealand, Novo, Lilly

The American Diabetes Association (ADA) conference was held 20-23 June, 2025 and contained a number of highly anticipated updates in the obesity pipeline. We summarise the key amylin monotherapy datasets in this note including data from Zealand from petrelintide's phase 1b showing higher weight loss in females, Lilly's eloralintide full presentation, which shows that the higher doses which showed competitive weight loss and generated excitement following the abstract release also come with headaches and depressive mood side effects, and Novo's CagriSema phase 3 full data publication, which in ...