reports
- Kristof Samoy
EXMAR 9m24 results
Exmar published a good set of 9m24 results last Friday after close. EBITDA (IFRS) landed at $95.7m (up from $54.4m in 9m23). Corrected for the $19.6m capital gain on the Bexco disposal, EBITDA grew from $54.4m to $76.1m with growth realised in all three divisions. EBIT (IFRS) landed at $68m (vs. $25m in 9m23) and net debt (prop. conso) fell to $227m (vs. $252m per 4Q23). As the share is trading close to our €7.4 TP we upgrade from Reduce to Hold.
- Jacob Mekhael
ASH abstracts Autolus, Galapagos, MaaT
The abstracts for presentations at ASH (7-10 December) became available yesterday during the day (here). While we may have to wait until the actual conference for the latest datasets, here in this note are some key takeaways for our coverage including updates from Autolus (digging deeper into the obe-cel dataset), Galapagos (more CAR-T data and pre-clinical data on TCR-T) and MaaT (early access program in aGvHD):
Galapagos to Present Results of Pioneering Innovation in Cancer Cell T...
Galapagos to Present Results of Pioneering Innovation in Cancer Cell Therapy at ASH 2024 New Phase 1/2 data support the potential of our CAR T-cell therapy candidates, GLPG5101 and GLPG5201, in addressing unmet needs for patients with poor prognoses. Our innovative decentralized cell therapy manufacturing platform delivers fresh, fit cells within a median vein-to-vein time of seven days, with potentially encouraging patient outcomes. Three abstracts, including one oral presentation for GLPG5101 in relapsed/refractory non-Hodgkin lymphoma, and a company showcase, will spotlight our cutting-e...
Galapagos presenteert resultaten van baanbrekende innovatie in kankerc...
Galapagos presenteert resultaten van baanbrekende innovatie in kankerceltherapie op ASH 2024 Nieuwe fase 1/2 resultaten ondersteunen het potentieel van onze CAR T-celtherapiekandidaten, GLPG5101 en GLPG5201, om tegemoet te komen aan de onvervulde behoeften bij patiënten met een slechte prognose. Ons innovatieve gedecentraliseerde celtherapieproductieplatform levert verse, fitte cellen binnen een mediane vein-to-vein tijd van zeven dagen, met een bemoedigende impact op de resultaten voor patiënten. Drie abstracts, waaronder een mondelinge presentatie voor GLPG5101 bij recidief/refractair non...
- Jacob Mekhael
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Damien Choplain
- Martial Descoutures
Galapagos : Sharp ramp-up in R&D costs
>A sharp ramp-up in R&D costs - Galapagos reported yesterday its Q3 earnings after the closure of the US market. Revenues stood at € 60m vs € 70m forecast. These revenues come mainly from the booking of its agreement over 10 years with Gilead. In terms of costs, opex ramp up very sharply in the first 9M of the year.The R&D business is developing as expected following the progress in clinical programs, but costs are proving far higher than forecasts with a s...
- Jacob Mekhael
Galapagos Uneventful 9M24 results, new cell therapy data at ASH
Galapagos reported uneventful 9M24 results with a cash position of € 3.3b, and reiterated its FY24 cash burn guidance of € 370-410m (including BD). In the pipeline, we most look forward to new data from the phase 1/2 ATALANTA-1 and EUPLAGIA-1 CAR-T studies at ASH in December 2024, and are keen to see the solid outcomes observed to date confirmed in a larger set of patients and with longer follow up. In addition, the company plans to present pre-clinical data for uza-cel (TCR-T), and we hope to g...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Couvreur
- Wim Hoste
- Damien Choplain
- Martial Descoutures
Galapagos : Une accélération forte des frais de R&D
>Une forte accélération des frais de R&D - Galapagos a publié hier ses résultats du T3 après la fermeture du marché US. Les revenus s’élèvent à 60 M€ vs 70 M€ att. Ces revenus viennent essentiellement de la reconnaissance de son accord portée sur 10 ans avec Gilead. Au niveau des couts, les Opex accélèrent très fortement sur les 9premiers mois de l’année.L’activité de R&D se développe logiquement suite aux avancées des programmes cliniques, mais les coûts s...
Galapagos Reports Third Quarter 2024 Financial Results and Provides Bu...
Galapagos Reports Third Quarter 2024 Financial Results and Provides Business Update We are advancing our pipeline and accelerating innovation through focused execution of our Forward, Faster strategy.We are committed to addressing the high unmet needs of patients through a growing cell therapy and small molecule pipeline with breakthrough potential. This includes more than 20 programs, with four assets in clinical development across 11 indications, and more than 15 preclinical programs in oncology and immunology. We achieved a major regulatory milestone with the FDA clearance of the Investi...
Galapagos rapporteert financiële resultaten over het derde kwartaal va...
Galapagos rapporteert financiële resultaten over het derde kwartaal van 2024 en geeft een bedrijfsupdate We bouwen onze pijplijn en versnellen innovatie door gerichte uitvoering van onze Forward, Faster strategie.We streven ernaar te voorzien in de grote onvervulde behoeften van patiënten met onze groeiende pijplijn van celtherapie en kleine moleculen met doorbraakpotentieel. Deze omvat meer dan 20 programma’s, met vier kandidaat-producten in klinische ontwikkeling in 11 indicaties, en meer dan 15 preklinische programma's in oncologie en immunologie. We bereikten een belangrijke regelgevend...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
Just Eat Takeaway.com: Preview of 3Q24. Kinepolis: Peer Cineplex September box office revenue at 79% of 2019 level, up 3% YoY. Randstad: Preview of 3Q24F results due 22 October, consensus released. Staffing: Hays' 1Q24/25 trading update; 1Q24/25 growth slightly better on easier comps. TomTom: 3Q24 results - Enterprise partly saves the day. Coverage change
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
Galapagos verwelkomt Oleg Nodelman in haar Raad van Bestuur om strateg...
Galapagos verwelkomt Oleg Nodelman in haar Raad van Bestuur om strategische groei te ondersteunen Mechelen, België; 7 oktober 2024, 7:00 CET - Galapagos NV (Euronext & NASDAQ: GLPG), kondigde vandaag de benoeming aan, via coöptatie, van Oleg Nodelman, als Niet-Uitvoerend, Niet-Onafhankelijk Bestuurder in haar Raad van Bestuur, met ingang van 7 oktober 2024. De heer Nodelman vervangt de heer Dan G. Baker die op 6 oktober 2024 is afgetreden. De toevoeging van de heer Nodelman markeert een belangrijke stap in de inspanningen van Galapagos om de dialoog met aandeelhouders te versterken en de u...
Galapagos welcomes Oleg Nodelman to its Board of Directors to support ...
Galapagos welcomes Oleg Nodelman to its Board of Directors to support strategic growth Mechelen, Belgium; October 7, 2024, 07:00 CET — Galapagos NV (Euronext & NASDAQ: GLPG), today announced the appointment by way of co-optation of Oleg Nodelman as Non-Executive Non-Independent Director to its Board of Directors, effective October 7, 2024. Mr. Nodelman replaces Mr. Dan G. Baker who stepped down on October 6, 2024. The addition of Mr. Nodelman marks an important step in Galapagos’ ongoing efforts to engage with shareholders and continue to execute on our Forward, Faster strategy to accelera...
Galapagos receives transparency notification from EcoR1 Capital
Galapagos receives transparency notification from EcoR1 Capital Mechelen, Belgium; 30 September 2024, 22:01 CET; regulated information – Galapagos NV (Euronext & NASDAQ: GLPG) received a transparency notification from EcoR1 Capital LLC. Pursuant to Belgian transparency legislation1, Galapagos received a transparency notification on 26 September 2024 on behalf of Mr. Oleg Nodelman and EcoR1 Capital LLC, who notified us that EcoR1 Capital LLC holds 7,094,049 of Galapagos’ voting rights, consisting of 6,939,043 ordinary shares and 155,006 American Depository Receipts, further to a conversio...
Galapagos ontvangt transparantieverklaring van EcoR1 Capital
Galapagos ontvangt transparantieverklaring van EcoR1 Capital Mechelen, België; 30 september 2024, 22:01 CET; gereglementeerde informatie – Galapagos NV (Euronext & NASDAQ: GLPG) heeft een kennisgeving van belangrijke deelneming ontvangen van EcoR1 Capital LLC. Overeenkomstig de Belgische transparantiewetgeving1, heeft Galapagos op 26 september 2024 een kennisgeving van belangrijke deelneming ontvangen in naam van Dhr. Oleg Nodelman en EcoR1 Capital LLC, waarin staat dat EcoR1 Capital LLC 7.094.049 stemrechten in Galapagos bezit, bestaande uit 6.939.043 aandelen en 155.006 American Deposito...
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