reports
- Jacob Mekhael
Galapagos Conference call feedback: Business split creates freedom for...
Yesterday, Galapagos announced that the company will be split into 2 public entities being i) Galapagos (GLPG 2.0), which will solely focus on the cell therapy program while gaining freedom from the Gilead agreement, and ii) SpinCo, with new management and € 2.45b to develop a new pipeline using BD in collaboration with Gilead. Below we provide our key takeaways from the conference call and our 1-1 interaction with management.
- Baptiste Salaville
- Emira Sagaama
- Emmanuel Matot
- Jerôme Bodin
- Baptiste Salaville
- Bruno Cavalier
- Emira Sagaama
- Emmanuel Matot
- Jerôme Bodin
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
- Jacob Mekhael
Galapagos Separating into 2 public entities
Galapagos announced a planned separation into two entities: a newly to be formed company (SpinCo), which would focus on building a pipeline of innovative medicines through transformational transactions, and Galapagos, which would continue to advance its global cell therapy program. We believe this separation is a good step that will allow Galapagos to have a more focussed strategy slowly based on cell therapy/oncology, while freeing the company from the options agreement with Gilead, and this ne...
- Guy Sips
- Jacob Mekhael
- Lynn Hautekeete
- Guy Sips
What's Cooking? Intention to purchase Sveltic in France
What's Cooking? announces the intent to purchase Sveltic in France. Sveltic has a broad range of frozen and chilled ready meals, complementary to the existing Ready Meals business strategy of What's Cooking? We see this as a first step in What's Cooking?'s intention to further invest in Ready Meals through organic growth and acquisitions. We increase our TP to €135 but lower our rating to Accumulate after the recent very strong share price performance.
Galapagos to Unlock Shareholder Value by Declaring its Intent to Separ...
Galapagos to Unlock Shareholder Value by Declaring its Intent to Separate into Two Publicly Traded Entities Galapagos intends to create a new company with approximately €2.45 billion in cash dedicated to building a pipeline of innovative medicines through transformational transactions Galapagos will gain full global development and commercialization rights to its pipeline, focusing on accelerating cell therapies and building a global, decentralized manufacturing network Galapagos to implement a strategic reorganization to position the Company for long-term growth and cell therapy leadershi...
Galapagos wil aandeelhouderswaarde ontgrendelen met voornemen tot spli...
Galapagos wil aandeelhouderswaarde ontgrendelen met voornemen tot splitsing in twee beursgenoteerde entiteiten Galapagos heeft de intentie om een nieuw bedrijf op te richten met ongeveer €2,45 miljard in cash dat zich zal richten op het opbouwen van een pijplijn van innovatieve medicijnen door middel van transformatieve transactiesGalapagos krijgt de volledige wereldwijde ontwikkelings- en commercialiseringsrechten voor haar pijplijn, waarbij de focus ligt op het versnellen van celtherapieën en het opzetten van een wereldwijd, gedecentraliseerd productienetwerk Galapagos voert een strategis...
Galapagos to Present at the 43rd Annual J.P. Morgan Healthcare Confere...
Galapagos to Present at the 43rd Annual J.P. Morgan Healthcare Conference Mechelen, Belgium; January 7, 2025, 22:01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) today announced that the Company will present at the 43rd Annual J.P. Morgan Healthcare Conference on Wednesday, January 15, 2025, at 1:30 pm PT in San Francisco.A live webcast of the presentation will be accessible on the Investors page of the Company’s website at . A replay of the webcast will be available following the completion of the event and will be archived for up to 30 days.In addition, Galapagos management will host a sell...
Galapagos presenteert op de 43ste jaarlijkse J.P. Morgan Healthcare Co...
Galapagos presenteert op de 43ste jaarlijkse J.P. Morgan Healthcare Conference Mechelen, België; 7 januari 2025; 22:01 CET – Galapagos NV (Euronext & NASDAQ: GLPG) heeft vandaag aangekondigd dat het bedrijf een presentatie zal geven op de 43ste jaarlijkse J.P. Morgan Healthcare Conference op woensdag 15 januari 2025 om 1:30 pm PT in San Francisco. Een live webcast van de presentatie zal beschikbaar zijn op de investeerders pagina van de Galapagos website op . Een herhaling van de webcast zal beschikbaar zijn na afloop van het evenement en wordt maximaal 30 dagen gearchiveerd.Daarnaast org...
- Lynn Hautekeete
Immobel Luxembourg block sale of 124 apartments
Yesterday Immobel announced the block sale of 124 apartments in Luxembourg to Fonds Kirchberg. The apartments will be sold (leasehold) further to individuals in a later stage. The apartments are part of the Kiem 2050 project, a JV between Immobel (70%) and Prefalux Home (30%). The project is a public-private partnership to create affordable homes in Luxembourg. The residential part of the project is now sold and construction can start. As construction starts now and cash instalments are phased ...
- Lynn Hautekeete
- Wim Lewi
Real Estate Report December 2024
BE-REITS suffer from macro-worries (logistics) and post-Trump knee-jerk reaction. We believe that especially money flows are pushing stocks down as interest rate fears resurfaced in the US. Our top-picks are Shurgard, WDP and Xior. SHUR and WDP have ample headroom on their balance sheet to continue their growth track record. WDP is also very cheap on cash earnings metrics vs. peers. Xior can grow and fix its balance sheet at the same time through contributions in kind.
LEAS LEASINVEST REAL ESTATE SCA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
IMMO COMPAGNIE IMMOBILIERE DE BELGIQUE SA
RET RETAIL ESTATES NV
MONT MONTEA SCA
AED AEDIFICA SA
QRF QRF COMM
CPINV CARE PROPERTY INVEST SA
ATEB ATENOR S.A.
ASC ASCENCIO SCA
ARG ARGAN SA
VGP VGP NV
WDP WAREHOUSES DE PAUW SCA
CTPNV CTP NV
HOMI HOME INVEST BELGIUM
SHUR SHURGARD SELF STORAGE LIMITED
- Guy Sips
- Kristof Samoy
- Michiel Declercq
- Wim Hoste
Local Champions Midcap Conference Book 12.12.2024
This conference book is your guide to our annual Local Champions Mid Cap Conference set to take place on Thursday, 12 December 2024 at our historic building at Grand Place in Brussels. This event offers the possibility to have one-on-one meetings and/or attend small group sessions with the top management and/or IR of the following companies: BARCO | BEKAERT | DECEUNINCK | EKOPAK | EVS | GREENYARD | IBA | JENSEN | ONTEX | RECTICEL | VAN DE VELDE | WHAT'S COOKING? | XFAB
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Wim Lewi
- Jacob Mekhael
Galapagos Phase 1/2 CAR-T trial continues to show strong outcomes in r...
Galapagos presented updated data from the phase 1/2 (ATALANTA-1) study of GLPG5101 (CD19 CAR-T) in r/r NHL, which came in line with the previously released abstract. We continue to see strong outcomes and note that the 7 day vein to vein time was achieved in 43/47 patients, demonstrating the feasibility of the company's de-centralised manufacturing process in a larger set of patients. In our view, this further de-risks the NHL program, and we look forward to the US portion of the trial which was...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
Galapagos Announces Encouraging New Results from Ongoing Phase 1/2 Stu...
Galapagos Announces Encouraging New Results from Ongoing Phase 1/2 Study of CD19 CAR T-Cell Therapy, GLPG5101, in Patients with Relapsed/Refractory Non-Hodgkin Lymphoma Data from the ongoing Phase 1/2 ATALANTA-1 study in a heavily pretreated R/R NHL patient population demonstrate high antitumor activity and an encouraging safety profile in all NHL subtypes studied.96% of patients received an infusion of fresh, fit, stem-like, early memory CD19 CAR T-cell therapy with a median vein-to-vein time of seven days, avoiding the need for cryopreservation and bridging therapy.These data reinforce th...
Galapagos kondigt bemoedigende nieuwe resultaten aan van de lopende fa...
Galapagos kondigt bemoedigende nieuwe resultaten aan van de lopende fase 1/2-studie van de CD19 CAR T-celtherapie GLPG5101 bij patiënten met recidief/refractair non-Hodgkin lymfoom De resultaten van de lopende fase 1/2 ATALANTA-1 studie in een zwaar voorbehandelde R/R NHL patiëntenpopulatie tonen hoge anti-tumoractiviteit en een bemoedigend veiligheidsprofiel in alle onderzochte NHL-subtypes.96% van de patiënten kregen een infusie met verse, fitte, stem-like, early memory CD19 CAR T-celtherapie met een mediane vein-to-vein tijd van zeven dagen, waardoor cryopreservatie en overbruggingsthera...
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