reports
- Elias New
- Nicolas David
- Sinan Doganli
- Elias New
- Nicolas David
- Sinan Doganli
- ING Helpdesk
- Jacob Mekhael
Galapagos Advanced discussions with Gilead on potential collaboration
Galapagos announced that, following Gilead entering into a definitive agreement to acquire Ouro Medicines for $1,675m in cash consideration, and up to $500m in contingent milestone payments, Galapagos and Gilead are in advanced partnership discussions. Economically, Galapagos would effectively co-finance Gilead's acquisition and early-stage development of gamgertamig in return for royalties on net sales (20-23%) and freedom to go up to $500m (previously $150m) in the amended OLCA. In our view, t...
- Guy Sips
- Jacob Mekhael
- Livio Luyten
- Wim Hoste
- Martial Descoutures
- Martial Descoutures
- David Vagman
- CFA
- Stijn Demeester
Syensqo SA-NV/Estimates reset, de-rating overdone/BUY
We lower our target price to €57 per share from €93, on the back of a substantial reset of our 2026F-2028F estimates, following Syensqo's 4Q25 results and outlook. We keep our BUY recommendation. After a share price plunge of over 40% and at 5.8x 2027F EV/EBITDA on our revised estimates, we believe Syensqo's de-rating is overdone.
Galapagos and Gilead in Advanced Discussions to Collaborate on Advanci...
Galapagos and Gilead in Advanced Discussions to Collaborate on Advancing First in Class T Cell Engager Program for Autoimmune Diseases Galapagos intends to enter into a strategic collaboration with Gilead following Gilead's acquisition of Ouro Medicines New partnership structure would achieve meaningfully improved financial terms and flexibility for Galapagos Following this potential transaction, the Company will continue to have a majority of its capital available for additional strategic transactions and other capital allocation priorities Mechelen, Belgium; March 23, 2026, 23:02 CE...
Galapagos en Gilead in vergevorderde gesprekken over samenwerking om e...
Galapagos en Gilead in vergevorderde gesprekken over samenwerking om een first-in-class T-cel-engagerprogramma voor auto-immuunziekten verder te ontwikkelen Galapagos is van plan een strategische samenwerking aan te gaan met Gilead, na de overname van Ouro Medicines door Gilead De nieuwe partnerstructuur zou aanzienlijk verbeterde financiële voorwaarden en flexibiliteit voor Galapagos opleveren Na deze potentiële transactie zal de Vennootschap het grootste deel van haar kapitaal beschikbaar blijven houden voor bijkomende strategische transacties en andere prioriteiten van kapitaalallocat...
Exor Press Release - FY2025 Results
Exor Press Release - FY2025 Results Amsterdam, 23 March 2026 EXOR REPORTS €37.1 BILLION GROSS ASSET VALUE AT END-2025 NAV per share decreased by 8.1% compared to a 5.4% increase in the MSCI World IndexPerformance was driven by challenges at Exor’s largest companies, partially offset by a positive impact from the outstanding performance of Lingotto, the positive contribution from Iveco and unlisted companies and the share buybackLingotto reached over $10 billion of assets under management and delivered strong returns to Exor, mainly driven by its public investmentsWith inflows of €4.2 bill...
Syensqo launches LTI Share Buyback Program
Syensqo launches LTI Share Buyback Program Regulated information Syensqo launches LTI Share Buyback Program Brussels, Belgium – March 23, 2026 - 18:00 CEST In accordance with article 7:215 of the Belgian Code of Companies and Associations, Syensqo SA (“Syensqo” or the “Company”) announces the launch of a new share buyback program (the “2026 LTI Share Buyback Program”), effective as of March 24, 2026. The repurchase of Syensqo shares under the 2026 LTI Share Buyback Program intends to cover current and future obligations under Syensqo's current Long Term Incentive Plans for its employ...
Galapagos Receives Transparency Notification from Bank of America
Galapagos Receives Transparency Notification from Bank of America Mechelen, Belgium; March 117, 2026, 22:01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) received a transparency notification from Bank of America. Pursuant to Belgian transparency legislation1, Galapagos received transparency notification from Bank of America Corporation on March 12, 2026. The notification indicates that Bank of America Corporation, as controlling entity, fell below the 5% threshold for of Galapagos’ voting rights on March 10, 2026, as a result of the disposal of equivalent financial i...
Galapagos ontvangt transparantieverklaring van Bank of America
Galapagos ontvangt transparantieverklaring van Bank of America Mechelen, België; 17 maart 2026, 22:01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) heeft een transparantieverklaring ontvangen van Bank of America. Overeenkomstig de Belgische transparantiewetgeving1 ontving Galapagos op 12 maart 2026 een transparantieverklaring van Bank of America Corporation. Daaruit blijkt dat Bank of America Corporation, als controlerende entiteit, op 10 maart 2026 onder de drempel van 5% van stemrechten in Galapagos is gedaald, als gevolg van de verkoop van met stemrec...
- Guy Sips
- Mathijs Geerts Danau
Syensqo - Participation notification by BlackRock Inc.
Syensqo - Participation notification by BlackRock Inc. Regulated Participation notifications by BlackRock Inc. Brussels, Belgium - March 11, 2026 – 17:45 CET According to Belgian transparency legislation (Law of May 2, 2007), BlackRock Inc. (12 Throgmorton Avenue, London EC2N 2DL, UK) recently sent Syensqo the following transparency notifications indicating that it crossed the threshold of 3%. Here is the summary of the moves: Date on which the threshold was crossedVoting rights after the transactionEquivalent financial instruments after the transactionTotal4/03/20263.00%0.89%3.89%5/03...
Galapagos Receives Transparency Notifications from Bank of America
Galapagos Receives Transparency Notifications from Bank of America Mechelen, Belgium; March 10, 2026, 22:01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) received transparency notifications from Bank of America. Pursuant to Belgian transparency legislation1, Galapagos received transparency notifications from Bank of America Corporation on March 5 and 6, 2026. The initial notification indicates that Bank of America Corporation, as controlling entity, fell below the 5% threshold for equivalent financial instruments relating to Galapagos’ voting rights on March 3, 20...
Galapagos ontvangt transparantieverklaringen van Bank of America
Galapagos ontvangt transparantieverklaringen van Bank of America Mechelen, België; 10 maart 2026, 22:01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) heeft transparantieverklaringen ontvangen van Bank of America. Overeenkomstig de Belgische transparantiewetgeving1 ontving Galapagos op 5 en 6 maart 2026 transparantieverklaringen van Bank of America Corporation. Daaruit blijkt dat Bank of America Corporation, als controlerende entiteit, op 3 maart 2026 onder de drempel van 5% is gedaald voor gelijkwaardige financiële instrumenten die betrekking hebben op de st...
Galapagos Creates New Subscription Right Plan
Galapagos Creates New Subscription Right Plan Mechelen, Belgium; March 6, 2026, 22.01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) announced today that its Board of Directors created 1,750,000 subscription rights under a new subscription right plan. On March 6, 2026, the Board of Directors of Galapagos approved the “Subscription Right Plan 2026”, intended for personnel of the Company and its subsidiaries, within the framework of the authorized capital. Under this subscription right plan, 1,750,000 subscription rights were created for compensation of current and poten...
Galapagos creëert nieuw inschrijvingsrechtenplan
Galapagos creëert nieuw inschrijvingsrechtenplan Mechelen, België; 6 maart 2026, 22.01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) kondigt vandaag aan dat haar Raad van Bestuur 1.750.000 inschrijvingsrechten heeft gecreëerd onder een nieuw inschrijvingsrechtenplan. De Raad van Bestuur van Galapagos heeft op 6 maart 2026 “Inschrijvingsrechtenplan 2026”, bestemd voor leden van het personeel van de Vennootschap en van haar dochtervennootschappen, goedgekeurd binnen het kader van het toegestaan kapitaal. Onder dit inschrijvingsrechtenplan werden 1.750.000 inschrij...
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