reports
- Guy Sips
- Jacob Mekhael
- Wim Hoste
- Jacob Mekhael
UCB Secures FDA approval for Kygevvi in ultra-rare disease TK2d
UCB announced that Kygevvi (doxecitine and doxribtimine) has been granted approval by the US FDA in adults and paediatric patients living with thymidine kinase 2 deficiency (TK2d), with an age of symptom onset on or before 12 years. The approval comes in line with the company's guidance of a decision before YE25, making it the first and only approved treatment in this setting. Note that TK2d is an ultra-rare genetic mitochondrial disease with no approved therapies, and has a prevalence of 1.64 p...
- Wim Hoste
Umicore FIRST LOOK: Silicon-anodes JV with HS Hyosung Advance Material...
After more than a decade of R&D efforts on developing silicon carbon composite anode materials for EV batteries, Umicore now believes its technology is ready for industrialization & commercialization and has announced its intention to create a JV with HS Hyosung Advanced Materials. Umicore will retain a minority stake in the JV, which will allow the group to limit expenditure for the roll-out of its anode technology. This approach is very much in sync with the approach taken for the cathode acti...
- Jacob Mekhael
ASH abstracts: Autolus, Galapagos, MaaT
The abstracts for presentations at the American Society of Haematology conference (ASH, 6-9 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 (new data for Aucatzyl in paediatric ALL, real world data in adult ALL, amongst others), Galapagos (additional CAR-T data in r/r MCL and r/r DLBCL) and MaaT (longer follow up from ...
- ING Helpdesk
Benelux Morning Notes
Azelis: Appointment of Boris Cambon-Lalanne as group CFO. Belgian Telecoms: Price increase on most of the non-commercialised products and Scarlet trio. D'Ieteren: Belgian October car registrations down 7%, VW down 20%. Kendrion: Results preview; launching share buyback programme. Kinepolis: Acquires US movie theatre chain Emagine Entertainment for US$105m. Kinepolis: October box office in US/Canada and France attendance drop again. Ontex: Branded activity now fully divested. Philip...
Weekly progress on share repurchase program to cover share plans and r...
Weekly progress on share repurchase program to cover share plans and reduce capital Press Release Weekly progress on share repurchase program to cover share plans and reduce capital Kaiseraugst (Switzerland), Maastricht (Netherlands), November 4, 2025 dsm-firmenich, innovators in nutrition, health, and beauty, announced on February 13, 2025 its intention to repurchase ordinary shares with an aggregate market value of €1 billion and reduce its issued capital, starting with an initial €500 million. On April 1, 2025, the company commenced a program to repurchase ordinary shares for a total ...
Galapagos to Present New Data from Cell Therapy Program at ASH 2025
Galapagos to Present New Data from Cell Therapy Program at ASH 2025 Oral presentation of GLPG5101 data from the ATALANTA-1 study in patients with high-risk relapsed/refractory mantle cell lymphoma Two abstracts featuring new Phase 2 data highlight the potential of CAR-T cell therapy candidate, GLPG5101, in relapsed/refractory non-Hodgkin lymphoma Results demonstrate high rates of complete and durable responses along with low rates of high-grade toxicities using GLPG5101 manufactured on innovative median seven-day vein-to-vein time platform, potentially enabling broader access to cell the...
Galapagos zal nieuwe gegevens presenteren over celtherapieprogramma ti...
Galapagos zal nieuwe gegevens presenteren over celtherapieprogramma tijdens ASH 2025 Mondelinge presentatie van GLPG5101-gegevens uit de ATALANTA-1 studie bij patiënten met hoog-risico recidief/refractair mantelcellymfoom Twee abstracts met nieuwe fase 2-gegevens benadrukken het potentieel van CAR-T-celtherapie kandidaat GLPG5101 in recidief/refractaire non-hodgkin lymfoom Resultaten tonen hoge percentages van volledige en duurzame responsen, gecombineerd met lage percentages van ernstige toxiciteiten met GLPG5101, geproduceerd via een innovatief platform met een mediane vein-to-vein tijd...
- Ahmed Ben Salem
- Bruno Cavalier
- Steven Boumans
- Thomas Zlowodzki
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- ING Helpdesk
- Bruno Cavalier
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- Thomas Zlowodzki
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- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Michiel Declercq
- Thibault Leneeuw
- Wim Lewi
- Jacob Mekhael
UCB TRx noise aside, fundamentals remain strong
UCB's Bimzelx is well-positioned with strong 3-year data in HS and competitive performance across PsO, PsA, and axSpA, supporting our peak sales estimate of €5.9b by 2030. Despite premium forward P/E multiples, UCB's projected EPS CAGR (2025–2029), being >3x that of peers, means UCB continues to be an attractive name to own. Earlier in the pipeline, our deep dive into the atopic dermatitis (AD) landscape shows that phase 2a data for galovokimig is promising, with plans to advance to phase 2b. Ac...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Livio Luyten
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
Galapagos kondigt wijzigingen aan in de Raad van Bestuur om de strateg...
Galapagos kondigt wijzigingen aan in de Raad van Bestuur om de strategische focus op business development te versnellen Nieuwe bestuurders brengen sterke financiële leiderschapservaring, expertise in kapitaalallocatie en business development naar de Raad van Bestuur Mechelen, België; 30 oktober 2025, 21:01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag verschillende wijzigingen aan in haar Raad van Bestuur, als onderdeel van haar voortdurende inzet voor goed bestuur op de lange termijn en strategische continuïteit. Deze wijzigingen versterken de afstemming van de samenstellin...
Galapagos Announces Changes to its Board to Accelerate Strategic Focus...
Galapagos Announces Changes to its Board to Accelerate Strategic Focus on Business Development New Directors bring strong financial leadership, capital allocation, and business development expertise to the Board Mechelen, Belgium; October 30, 2025, 21:01 CET — Galapagos NV (Euronext & NASDAQ: GLPG), today announced several changes to its Board of Directors as part of its ongoing commitment to long-term governance and strategic continuity. These changes strengthen the alignment of the Board’s composition with the Company’s strategic direction and support its focus on transformational busine...
- Stefano Toffano
- Louis Boujard
- CFA
- Philippe Ourpatian
- Roy Külter
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- Charlotte Vaisse
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