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Guy Sips ... (+10)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Lynn Hautekeete
  • Sharad Kumar S.P
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : COFB BB, CRBN NA, OPTI BB, GLPG NA, IVA FP, MTLS US, Q...

: COFB BB, CRBN NA, OPTI BB, GLPG NA, IVA FP, MTLS US, QFG BB, SOF BB, UMI BB, WDP BB, XIOR BB, IMCD NA

Jacob Mekhael
  • Jacob Mekhael

Galapagos FIRST LOOK: 1Q25 conference call feedback

Galapagos hosted a conference call to discuss its 1Q25 results and we summarise the key takeaways in this note.

Damien Choplain ... (+2)
  • Damien Choplain
  • Martial Descoutures
Damien Choplain ... (+2)
  • Damien Choplain
  • Martial Descoutures
Guy Sips ... (+10)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Livio Luyten
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Thomas Vranken
  • Wim Lewi

Morning Notes : FLOW NA, FUR NA, GLPG NA, KIN BB, KPN NA, XFAB FP, AZE...

: FLOW NA, FUR NA, GLPG NA, KIN BB, KPN NA, XFAB FP, AZE BB, IMCD NA, ONWD BB, AUTL US, EXO NA, ZEAL DC, PHVS US

Jacob Mekhael
  • Jacob Mekhael

Galapagos 1Q25 update selects MCL as lead CAR-T indication, more data ...

Galapagos reported 1Q25 results with € 3.3b in cash and reiterated its cash burn guidance of € 175-225m (excl. restructuring costs). In the pipeline, the company provided more clarity on the path to market and selected MCL as lead indication, for which pivotal development is planned to begin in 2026. While Tecartus is already approved in that setting, it comes with burdensome toxicity and sales have plateaued. As such, we think GLPG5101's low rates of grade =3 CRS/ICANS could be a differentiator...

 PRESS RELEASE

Galapagos Reports First Quarter 2025 Financial Results, Recent Busines...

Galapagos Reports First Quarter 2025 Financial Results, Recent Business Highlights and Near-Term Catalysts First U.S. patient dosed in ATALANTA-1 study of GLPG5101 Mantle cell lymphoma (MCL), a high-unmet-need hematological malignancy, selected as lead indication for the GLPG5101 program; Pivotal development planned to start in 2026 and aiming for approval in 2028 Executive leadership changes with Dr. Paul Stoffels retiring as CEO upon appointment of his successor while continuing as Chair of the Board, Thad Huston departing as CFO/COO on August 1, 2025, and Henry Gosebruch appointed Foun...

 PRESS RELEASE

Galapagos rapporteert resultaten over het eerste kwartaal van 2025, re...

Galapagos rapporteert resultaten over het eerste kwartaal van 2025, recente hoogtepunten en verwachtingen op korte termijn Eerste Amerikaanse patiënt gedoseerd in ATALANTA-1 studie met GLPG5101 Mantelcellymfoom (MCL), een hematologische maligniteit met een hoge onvervulde behoefte, geselecteerd als hoofdindicatie voor het GLPG5101-programma; pivotale ontwikkeling gepland voor start in 2026, met als doel goedkeuring in 2028 Wijzigingen in het uitvoerend leidershap met het pensioen van Dr. Paul Stoffels als CEO na de benoeming van zijn opvolger, terwijl hij aanblijft als Voorzitter van ...

Guy Sips ... (+5)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

Galapagos New SpinCo CEO appointed, Paul Stoffels to retire as Galapag...

Galapagos announced two executive leadership updates including i) the appointment of Henry Gosebruch as CEO of the SpinCo following the previously announced company split, while ii) Paul Stoffels has informed the board of his intent to retire from his role as CEO upon appointment of a successor, and to remain as non-executive chair of the Galapagos board. We are encouraged by the appointment of a well experienced executive to lead SpinCo, while Paul Stoffels' decision to retire as CEO comes as a...

 PRESS RELEASE

Galapagos Announces Executive Leadership Updates

Galapagos Announces Executive Leadership Updates Mr. Henry Gosebruch appointed by the Galapagos Board of Directors as founding CEO of newly created SpinCo  Dr. Paul Stoffels, Chair and CEO of Galapagos, plans to retire as CEO upon appointment of successor in the next 12 months and plans to continue as Chair of the Board of Directors, ensuring leadership continuity and long-term strategic guidance Mechelen, Belgium; April 21, 2025, 22:10 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG), a global biotechnology company dedicated to transforming pat...

 PRESS RELEASE

Galapagos kondigt wijzigingen aan in uitvoerend leiderschap

Galapagos kondigt wijzigingen aan in uitvoerend leiderschap De heer Henry Gosebruch benoemd door de Raad van Bestuur van Galapagos als oprichtend CEO van het nieuw opgerichte SpinCo Dr. Paul Stoffels, Voorzitter en CEO van Galapagos, is van plan in pensioen te gaan als CEO na benoeming van een opvolger in de komende 12 maanden en is van plan om aan te blijven als Voorzitter van de Raad van Bestuur om de continuïteit van leiderschap en strategische guidance op lange termijn te waarborgen Mechelen, België; 21 april 2025, 22:10 CET; gereglementeerde informatie - voorwetenschap - Galapago...

Jan Frederik Slijkerman
  • Jan Frederik Slijkerman

4Q24 Results: Sunrise, Telenet, VodafoneZiggo, Virgin Media O2/Earning...

The 4Q24 earnings reports of VodafoneZiggo, Telenet, Sunrise and Virgin Media O2[de] were soft. When compared to 4Q23, the 4Q24 adj. EBITDA performance was weak across the board. We currently prefer Sunrise, as it guides for adj. EBITDAaL growth and lower leverage. We also like VodafoneZiggo, as there is less uncertainty with respect to a potential network carve-out than at Virgin Media O2 and Telenet. Given similar credit profiles, we expect limited spread dispersion across the four companies.

 PRESS RELEASE

Galapagos Announces Departure of Thad Huston, CFO and COO, as of Augus...

Galapagos Announces Departure of Thad Huston, CFO and COO, as of August 1, 2025 Mechelen, Belgium; April 15, 2025, 07:30 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG), a global biotechnology company dedicated to transforming patient outcomes through life-changing science and innovation, today announced the departure of its CFO and COO, Thad Huston, effective as of August 1, 2025. Mr. Huston has decided to leave the company and return to the U.S. for personal and professional reasons. Mr. Huston joined Galapagos NV in 2023 from Kite Pharma, Inc., t...

 PRESS RELEASE

Galapagos kondigt het vertrek van haar CFO en COO, Thad Huston, aan pe...

Galapagos kondigt het vertrek van haar CFO en COO, Thad Huston, aan per 1 augustus 2025 Mechelen, België; 15 april 2025, 07:30 CET; gereglementeerde informatie - voorwetenschap – Galapagos NV (Euronext & NASDAQ: GLPG), een wereldwijd biotechnologiebedrijf dat zich toelegt op het transformeren van patiëntresultaten door middel van levensveranderende wetenschap en innovatie, heeft vandaag het vertrek van haar CFO en COO, Thad Huston, aangekondigd per 1 augustus 2025. De heer Huston heeft besloten om Galapagos te verlaten en terug te keren naar de U.S. voor persoonlijke en professionele rede...

Guy Sips
  • Guy Sips

Miko FY24 Results after “a very turbulent year”

Miko announced that the results of its continued recurring business in 2024 posted double-digit growth over last year. Miko's good recurring core business in FY24 was overshadowed by a non-recurring loss of € 15.5m; On the one hand, there was exceptional earn-out of € 5m on Miko Pac (sold in FY21) and on the other hand the sale of SAS (May'24) resulted in a significant loss of € 20.5m. So, 2024 was a very turbulent year. The decision to exit from SAS was very painful. Miko took this decision ...

 PRESS RELEASE

Galapagos Publishes 2024 Annual Report and Announces Annual Shareholde...

Galapagos Publishes 2024 Annual Report and Announces Annual Shareholders’ Meeting Mechelen, Belgium; March 27, 2025, 21:01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) today publishes its annual report for the financial year 2024 and announces its Annual Shareholders’ Meeting (AGM) to be held on Tuesday, April 29, 2025 at 14:00 CET at the registered office of the Company.  The annual report for the financial year 2024, including a review of figures and performance, is available online at and can also be downloaded as PDF. The annual 2024 Form 20-F filing with the ...

 PRESS RELEASE

Galapagos publiceert 2024 jaarverslag en kondigt jaarlijkse Gewone Alg...

Galapagos publiceert 2024 jaarverslag en kondigt jaarlijkse Gewone Algemene Vergadering aan Mechelen, België; 27 maart 2025, 21:01 CET; gereglementeerde informatie - Galapagos NV (Euronext & NASDAQ: GLPG) publiceert vandaag haar jaarverslag over het boekjaar 2024 en kondigt haar jaarlijkse Gewone Algemene Vergadering (AV) aan die zal worden gehouden op dinsdag 29 april 2025 om 14:00 CET (Belgische tijd) op de zetel van de Vennootschap.Het jaarverslag over het boekjaar 2024, inclusief een overzicht van de cijfers en prestaties, is online beschikbaar op en kan ook als PDF gedownload worden. H...

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