reports
- Dominic Rose
- Naresh Chouhan
UCB - Bimzelx Consensus for 2025 Too Low
We are 28% above cons. US Bimzelx sales for H125 with Bimzelx sales momentum being the most important factor for the UCB investment thesis. Unlike the early days for US obesity, this is one of the most complex dynamics we have contended with when forecasting sales. There are multiple unknowns that we have sought to model (net price per scrip, net avg. price by indication, 2024 volume, volume growth by payer & incremental discounts to unlock that volume growth). As a result of our analysis, we in...
ASM share buyback update June 16 – 20, 2025
ASM share buyback update June 16 – 20, 2025 Almere, The NetherlandsJune 23, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports the following transactions, conducted under ASM's current share buyback program. Date Repurchased shares Average price Repurchased value June 18, 2025 215 € 517.52 € 111,267 June 19, 2025 3,423 € 512.74 € 1,755,120 June 20, 2025 3,732 € 515.14 € 1,922,520 Total...
- Jacob Mekhael
Galapagos Appoints Aaron Cox as new CFO
Galapagos announced the appointment of Aaron Cox as CFO, effective 7 July 2025. Most recently, he served as Executive VP and CFO at Horizon Therapeutics. Aaron replaces Thad Huston, who joined Galapagos as CFO in 2023. With plans to explore strategic options for the cell therapy business, as well as plans to utilise the €3.3b cash (as of 1Q25) to build a new pipeline through business development, Aaron's network and experience in deal making will be key to Galapagos' strategy going forward. We r...
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
Galapagos benoemt Aaron Cox als Chief Financial Officer
Galapagos benoemt Aaron Cox als Chief Financial Officer Voormalig CFO van Horizon vervoegt Galapagos met diepgaande expertise in internationale bedrijfsfinanciering, fusies en overnames, bedrijfsontwikkeling en strategisch leiderschap Mechelen, België; 23 juni 2025, 07:30 CET; gereglementeerde informatie - voorwetenschap - Galapagos NV (Euronext & NASDAQ: GLPG) kondigde vandaag de benoeming aan van de heer Aaron Cox als Chief Financial Officer, met ingang van 7 juli 2025. De heer Cox volgt de heer Thad Huston op, die tot 31 juli 2025 bij het bedrijf zal blijven om een soepele overdracht t...
Galapagos Appoints Aaron Cox as Chief Financial Officer
Galapagos Appoints Aaron Cox as Chief Financial Officer Former Horizon CFO joins Galapagos with deep expertise in international corporate finance, M&A, business development and strategic leadership Mechelen, Belgium; June 23, 2025, 07:30 CET; regulated information – inside information – Galapagos NV (Euronext & NASDAQ: GLPG) today announced the appointment of Mr. Aaron Cox as Chief Financial Officer, effective July 7, 2025. Mr. Cox succeeds Mr. Thad Huston, who will remain with the company through July 31, 2025, to ensure a smooth transition of responsibilities.Aaron brings more than two ...
Galapagos NV: 1 director
A director at Galapagos NV bought 5,129 shares at 28.300EUR and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...
- Jacob Mekhael
Galapagos GLPG5101 phase 1/2 r/r iNHL cohort differentiates with high ...
Galapagos presented new data from the ongoing Phase 1/2 (ATALANTA-1) study of GLPG5101 (CD19 CAR-T) at the International Conference on Malignant Lymphoma (ICML). Results from the r/r iNHL cohort (FL and MZL) showed a high complete response rate of 97%, higher than Yescarta's 75% CR rate (79% in FL, 75% in MZL) in the same patient population in the phase 2 (ZUMA-5) trial. Safety continues to be a differentiator with only 1 grade 3 ICANS (vs. 19% grade = 3 with Yescarta). All in all, a supportive ...
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Galapagos Presented New Data at ICML 2025 From Cohort 3 of ATALANTA-1 ...
Galapagos Presented New Data at ICML 2025 From Cohort 3 of ATALANTA-1 in Relapsed/Refractory Indolent NHL Patients, Demonstrating High Complete Response and MRD Negativity Rates With CAR-T Candidate GLPG5101 Of the 34 patients enrolled in Cohort 3 of the ATALANTA-1 Phase 1/2 study, 32 received GLPG5101; 94% were infused with fresh CAR-T cells, and 93% were treated within seven days of manufacturing GLPG5101 demonstrated promising efficacy with durable CAR-T cell persistence and a favorable safety profile, including a 97% complete response rate, 100% MRD negativity in evaluable patients, su...
Galapagos presenteerde nieuwe gegevens op ICML 2025 van Cohort 3 van d...
Galapagos presenteerde nieuwe gegevens op ICML 2025 van Cohort 3 van de ATALANTA-1 studie bij patiënten met recidief/refractair indolent NHL, en toonde hoge complete respons- en MRD-negativiteitspercentages aan met de CAR-T-kandidaat GLPG51 Van de 34 patiënten die werden ingeschreven in Cohort 3 van de ATALANTA-1 fase 1/2-studie, ontvingen er 32 GLPG5101; 94% kreeg verse CAR T-cellen toegediend, en 93% werd behandeld binnen zeven dagen na productie GLPG5101 toonde veelbelovende werkzaamheid met een langdurige CAR T-cel persistentie en een gunstig veiligheidsprofiel, waaronder 97% complete...
ASM share buyback update June 9 – 13, 2025
ASM share buyback update June 9 – 13, 2025 Almere, The NetherlandsJune 16, 2025, 5:45 p.m. CET ASM International N.V. (Euronext Amsterdam: ASM) reports that no transactions were executed under ASM's current share buyback program in the week June 9 – 13, 2025. For further details including individual transaction information please visit: . About ASM International ASM International N.V., headquartered in Almere, the Netherlands, and its subsidiaries design and manufacture equipment and process solutions to produce semiconductor devices for wafer processing, and have facilities in the Unit...
- ING Helpdesk
- Jacob Mekhael
Galapagos Updated NHL phase 1/2 GLPG5101 data at EHA shows decentralis...
Galapagos will present new data from the ongoing Phase 1/2 (ATALANTA-1) study of GLPG5101 (CD19 CAR-T) at the European Hematology Association (EHA) Congress, being held 12-15 June. The results demonstrate POC for a 7 day vein-vein de-centralised CAR-T manufacturing process. Combined with the previously reported safety differentiation, we believe this could support strategic discussions as the company is exploring such options for its cell therapy business. We reiterate our Buy rating and € 37 TP...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
- Thomas Vranken
UCB FIRST LOOK: Expansion of US biologics manufacturing capacity
UCB has announced plans to build a new state-of-the-art biologics manufacturing facility in the US, which today accounts for 55% of its revenues. The investment, estimated at $ 2bn over 6–7 years, is expected to generate a $ 5bn economic impact, including 300 permanent and > 500 construction jobs. This move aligns UCB with other major pharma players expanding US operations and may help mitigate risks from potential US import tariffs on pharmaceuticals. Additionally, UCB will strengthen its partn...
Galapagos to Present New ATALANTA-1 CAR-T Data at EHA 2025, Highlighti...
Galapagos to Present New ATALANTA-1 CAR-T Data at EHA 2025, Highlighting Low Toxicity and Rapid, Decentralized Delivery of Fresh, Early-Memory-Enriched GLPG5101 in R/R NHL Data reported from the ongoing ATALANTA-1 Phase 1/2 study in a heavily pretreated relapsed refractory non-Hodgkin’s Lymphoma (R/R NHL) patient population demonstrate low rates of high-grade toxicities Of the 64 patients enrolled, 61 received treatment, resulting in a 5% attrition rate, significantly lower than industry benchmarks. 95% of patients were infused with fresh, stem-like early memory CD19 CAR-T cell...
Galapagos zal nieuwe ATALANTA-1 CAR-T data presenteren op EHA 2025, me...
Galapagos zal nieuwe ATALANTA-1 CAR-T data presenteren op EHA 2025, met lage toxiciteit en snelle, gedecentraliseerde toediening van vers, early-memory-verrijkt GLPG5101 bij R/R NHL Gegevens uit de lopende ATALANTA-1 fase 1/2-studie bij een zwaar voorbehandelde patiëntengroep met recidief/refractair non-Hodgkinlymfoom (R/R NHL) tonen lage percentages van hooggradige toxiciteiten aan Van de 64 ingeschreven patiënten werden er 61 behandeld, wat resulteerde in een uitvalpercentage van 5%, aanzienlijk lager dan de benchmarks. 95% van de patiënten werd geïnfuseerd met verse,...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Vranken
- Wim Lewi
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