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Jacob Mekhael
  • Jacob Mekhael

Onward Medical Publishes ARCIM data on blood pressure regulation in Na...

Onward announced two publications of detailed results from the clinical feasibility studies of ARC-IM therapy in blood pressure regulation in Nature and Nature Medicine. The publications build on the previously reported interim results, and continue to highlight the benefit of the ARC-IM system for SCI patients that have blood pressure instability. Note that ARC-IM for blood pressure instability is the next in line indication for Onward, where a pivotal (Empower BP) study is due to start by YE25...

Jacob Mekhael
  • Jacob Mekhael

UCB Galvokimig shows strong responses in atopic dermatitis at EADV 202...

UCB announced new 12-week efficacy and 18-week safety data from the phase 1/2a first-in-patient trial for galvokimig (IL-13, IL-17A and IL-17F antibody) in moderate-to-severe atopic dermatitis, to be presented at EADV 2025. The results showed a 52.6% placebo adjusted response on the primary endpoint of =75% improvement from baseline in Eczema Area and Severity Index (EASI75). We view this as competitive compared to other phase 2 trials in atopic dermatitis, and highlight competitor Dupixent's $ ...

Guy Sips ... (+7)
  • Guy Sips
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Lynn Hautekeete
  • Mathijs Geerts Danau
  • Michiel Declercq
Guy Sips
  • Guy Sips

Biotalys 1H25 underscores its prudent and cost-efficient operating str...

Biotalys' 1H25 financials, including a cash position of €15.7m at period-end, underscore its disciplined and cost-conscious strategy, providing a financial runway through May 2026. We maintain our Buy and € 6.1 Target Price.

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

B&S: Sarabel launches recommended all cash offer; Belgian Telecoms: Digi confirms possible minority stake disposal in Spain; market test for Flanders cooperation agreement due any time; Exor: Great companies outperforming the benchmark; PostNL: Feedback on Capital Markets Day event 2025 - new strategy and ambitions 2028; UCB: Encouraging P2a data for Galvokimig in Atopic Dermatitis; Wolters Kluwer: Accelerating share buyback programme and good start to 2H25

 PRESS RELEASE

Concurrent Publications in Nature and Nature Medicine Highlight Advanc...

Concurrent Publications in Nature and Nature Medicine Highlight Advances in Blood Pressure Regulation after Spinal Cord Injury Using ONWARD ARC-IM Therapy Detailed results from clinical feasibility studies show immediate improvement in blood pressure stability and durable reduction of hypotensive symptoms, resulting in improved quality of life Most people living with spinal cord injury experience blood pressure instability, which represents a key unmet needToday’s concurrent publications provide clinical evidence for ARC-IM® Therapy ahead of the Company’s planned initiation of the Empowe...

 PRESS RELEASE

Nextensa and ION sell Monteco, the first high rise timber office build...

Nextensa and ION sell Monteco, the first high rise timber office building in Brussels PRESS RELEASE NON - REGULATED INFORMATIONBrussels, 17 September 2025, 17:55 CEST Brussels 17 September 2025 - Nextensa and ION have successfully completed the sale of 100% of their shares in Monteco BV, the company owning of the Monteco building in Brussels, to Caisse d’Épargne et de Prévoyance Hauts de France.   Strategically located at the corner of Rue Montoyer and Rue de l’Industrie in the heart of the Brussels EU District, Monteco offers approximately 3,760 m² of prime office space and 14 undergr...

 PRESS RELEASE

Nextensa et ION cèdent Monteco, le premier immeuble de bureaux en haut...

Nextensa et ION cèdent Monteco, le premier immeuble de bureaux en hauteur en bois à Bruxelles COMMUNIQUÉ DE PRESSE INFORMATION NON - RÉGLEMENTÉEBruxelles, 17 septembre 2025, 17h55 Bruxelles, le 17 septembre 2025 – Nextensa et ION ont finalisé avec succès la cession de 100 % de leurs actions dans Monteco BV, la société propriétaire de l’immeuble Monteco à Bruxelles, à la Caisse d’Épargne et de Prévoyance Hauts de France. Idéalement situé à l’angle de la Rue Montoyer et de la Rue de l’Industrie, au cœur du quartier européen de Bruxelles, Monteco offre environ 3.760 m² d’espaces de bureau...

 PRESS RELEASE

Nextensa en ION verkopen Monteco, het eerste hoogbouw-kantoorgebouw in...

Nextensa en ION verkopen Monteco, het eerste hoogbouw-kantoorgebouw in hout in Brussel PERSBERICHT NIET - GEREGLEMENTEERDE INFORMATIEBrussel, 17 september 2025, 17u55          Brussel, 17 september 2025 – Nextensa en ION hebben met succes de verkoop afgerond van 100% van hun aandelen in Monteco BV, de vennootschap die eigenaar is van het Monteco-gebouw in Brussel, aan de Caisse d’Épargne et de Prévoyance Hauts de France. Strategisch gelegen op de hoek van de Montoyerstraat en de Industriestraat, in het hart van de Brusselse Europese wijk, biedt Monteco ongeveer 3.760 m² hoogwaardige k...

 PRESS RELEASE

Exor Press Release - H1 2025 Results

Exor Press Release - H1 2025 Results Amsterdam, 17 September 2025 EXOR NAV PER SHARE OUTPERFORMS MSCI WORLD INDEX In the first half of 2025, Exor’s net asset value (NAV) per share outperformed the MSCI World Index by 5 percentage points, supported by €1 billion share buybackDespite significant market volatility, Companies performed in line with the MSCI World Index with varied performance across holdingsLingotto delivered strong returns of 11% over the period, mainly driven by its public investmentsExor is well-positioned to seize significant investment opportunities with €4.1 billion of ...

Livio Luyten
  • Livio Luyten

Sofina TikTok deal nears, clearing political overhang on Sofina's larg...

The WSJ reported that ByteDance, parent of TikTok, is nearing a deal to resolve U.S. regulatory concerns. A consortium led by Oracle, Silver Lake, and Andreessen Horowitz are set to control 80% of its U.S. business under a U.S.-China framework. The arrangement also includes an American-dominated board and Oracle handling U.S. user data in Texas, while licensing ByteDance's algorithms. Sofina acquired a minority stake in ByteDance in 2016 through a special purpose vehicle alongside other investor...

Jacob Mekhael ... (+2)
  • Jacob Mekhael
  • Mathijs Geerts Danau

UCB Supportive Bimzelx datasets in HS and PsO at EADV 2025

UCB presented updated results for Bimzelx at EADV 2025, with 3-year data showing sustained and deepening responses in HS and 4-year sustained remission in PsO and potential to reduce risk of disease progression to PsA. We continue to view the datasets as supportive of Bimxelx' potential in those indications, and are reflected in the strong commercial uptake to date. We reiterate our € 214 TP and ACCUMULATE rating.

Guy Sips ... (+4)
  • Guy Sips
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Wim Hoste
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ASML: Chinese advanced DUV machine on trial; Azelis: Muddling through 2025 PostNL: CMD - new strategy and ambitions for 2028; Proximus: New CEO of Proximus Global announced Syensqo: CEO succession; UCB: Brivekimig (Sanofi) P2a results in Hidradenitis Suppurativa

Guy Sips ... (+3)
  • Guy Sips
  • Livio Luyten
  • Thibault Leneeuw
Jacob Mekhael
  • Jacob Mekhael

Onward Medical Receives CE Mark certification for ARC-EX in the EU

Onward announced it has received CE Mark certification for its ARC-EX System under the European Union Medical Device Regulation (MDR), enabling commercialisation in the European Union and certain other countries. We note the label includes home use as well as clinic use which is an important driver for broader commercial uptake. Onward plans to begin EU launch in the coming weeks, starting with Germany. From our conversations with management, we don't expect a significant delta on EU pricing vs....

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Kristof Samoy
  • Michiel Declercq
  • Wim Lewi
 PRESS RELEASE

ONWARD Medical Receives CE Mark for ARC-EX, Enabling Commercial Launch...

ONWARD Medical Receives CE Mark for ARC-EX, Enabling Commercial Launch of Breakthrough Spinal Cord Stimulation System in Europe THIS PRESS RELEASE CONTAINS INSIDE INFORMATION WITHIN THE MEANING OF ARTICLE 7(1) OF THE EUROPEAN MARKET ABUSE REGULATION (596/2014) The CE Mark certification allows marketing for both clinic and home useFirst commercial sales of the ARC-EX® System in Europe are expected in Q4 2025The CE Mark enables commercialization in the European Union and facilitates a streamlined regulatory pathway in other countries, including in the UK and Switzerland EINDHOVEN, the Nethe...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Sofina: Portfolio companies doing rather well, NAV dampened by USD weakness. Coverage change

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Kristof Samoy
  • Livio Luyten
  • Lynn Hautekeete
  • Michiel Declercq
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