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- ING Helpdesk
Benelux Morning Notes
Adecco: Introduces the agility advantage to grow, adapt and lead in the intelligent era. Belgian telcos: DAZN announces immediatele end for Belgian football broadcasting. CMB.TECH: Good 3Q thanks to its tankers. D'Ieteren: CFO buys more shares, State Farm seeks 6% California Auto Rate cut. Staffing: Belgium October Temp volume stable at -3.4% YoY despite tougher comps.
- Kristof Samoy
CMB.Tech First look - 3Q25 release and 4Q to date fixtures confirm sce...
CMB.TECH already provided the market with a 3Q25 business update on October 20th in which it disclosed TCE rates and 4Q fixtures. Since then the company has been able to further lock in its crude and dry bulk tankers at rates well above break-even (fixtures going from ca. 44% to ca. 80% in 4Q to date). Over 3Q25, CMB.TECH reported a net profit of $17m ($0.07 p.s.). Corrected for $39m capital gains on vessel disposals, the adjusted EBITDA was $199m above our $189m forecast. The contract backlog r...
- Jacob Mekhael
Autolus NICE recommends Aucatzyl for r/r adult B-ALL in England and Wa...
Autolus announced that the National Institute for Health and Care Excellence (NICE) has published draft guidance recommending Aucatzyl (obe-cel, CD19 CAR-T) for use in the National Health Service (NHS) in England and Wales as a treatment option for adult patients (=26 years) with relapsed or refractory B-cell precursor acute lymphoblastic leukaemia (r/r B-ALL). Aucatzyl will be available through routine commissioning by the NHS, and Autolus intends to launch the product in England and Wales immi...
- Jacob Mekhael
- Kristof Samoy
- Thibault Leneeuw
CMB.TECH announces Q3 2025 results
CMB.TECH announces Q3 2025 results CMB.TECH ANNOUNCES Q3 2025 RESULTSSOFT SUMMER, FOLLOWED BY ROARING TANKER AND DRY BULK MARKETS ANTWERP, Belgium, 26 November 2025 – CMB.TECH NV (“CMBT”, “CMB.TECH” or “the Company”) (NYSE: CMBT, Euronext Brussels: CMBT and Euronext Oslo Børs: CMBTO) reported its unaudited financial results today for the third quarter ended 30 September 2025. HIGHLIGHTSFinancial highlights: Profit for the period of 17.3 million USD in Q3 2025. EBITDA for the same period was USD 238.4 million.CMB.TECH’s contract backlog stands at 2.95 billion USD.Proposal to declare an in...
NICE Recommends AUCATZYL® (obecabtagene autoleucel) as a Treatment Opt...
NICE Recommends AUCATZYL® (obecabtagene autoleucel) as a Treatment Option for Adult Patients (≥26 years) with Relapsed or Refractory B-Cell Precursor Acute Lymphoblastic Leukemia (R/R B-ALL)¹ AUCATZYL® will be available through routine commissioning by the UK National Health Service (NHS) LONDON, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), an early commercial-stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies, announces that the National Institute for Health and Care Excellence (NICE) has pu...
- Jacob Mekhael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
Autolus Upping our Aucatzyl sales estimates in r/r ALL
Last week, Autolus reported 3Q25 results. Autolus reported 3Q25 sales of $21.1m, bringing the total for 9M25 to $51m. In our launch preview published in January 2025, we estimated Aucatzyl could generate $43m in FY25 sales vs. $37m CSS estimate. Ours and CSS initial estimates turned out to be conservative given that Aucatzyl generated $51m in 9M25. As such, we increase our Aucatzyl FY25 sales estimate in the US to $72.5m, and increase our peak market share to 50% (from 40%) supported by strong i...
- Antoine Chkaiban
- Pierre FerraguÊ
PRESS RELEASE: CMB.TECH announces Q3 2025 results on 26/11/2025
PRESS RELEASE: CMB.TECH announces Q3 2025 results on 26/11/2025 Antwerp, Nov. 14, 2025 (GLOBE NEWSWIRE) -- CMB.TECH NV (NYSE: CMBT & Euronext: CMBT) (“CMBT”, “CMB.TECH” or “the Company”) will release its third quarter 2025 earnings prior to market opening on Wednesday 26 November 2025 and will host a conference call at 8 a.m. EST / 2 p.m. CET to discuss the results for the quarter.The call will be a webcast with an accompanying slideshow. You can find the details of this conference call below and on the of the website. The presentation, recording & transcript will also be available on th...
Autolus Therapeutics to Participate in the Jefferies Global Healthcare...
Autolus Therapeutics to Participate in the Jefferies Global Healthcare Conference in London LONDON and GAITHERSBURG, Md., Nov. 13, 2025 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), an early commercial-stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies, announces that the Company will participate in the Jefferies Global Healthcare Conference in London. Autolus Chief Executive Officer Dr. Christian Itin will present in a Fireside Chat on Tuesday, November 18, 2025 at 7:30am EST / 12:30pm GMT. A webcast of th...
- Mathijs Geerts Danau
Autolus Launch continues, FY25 beat is within reach
Autolus reported 3Q25 sales of $ 21.1m which came in slightly below CSS expectations of $ 21.9m. However, deferred revenue of $ 7.6m was significantly higher than the previous quarter giving us confidence that FY25 expectations are achievable. Additionally, at ASH 2025 Autolus plans to present longer follow-up in SLE and initial data in pediatric ALL, the topline results indicate a competitive profile against Kymriah. Autolus reiterated its plans to start a pivotal study in LN and a phase 1 in A...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
Autolus Therapeutics Reports Third Quarter 2025 Financial Results and ...
Autolus Therapeutics Reports Third Quarter 2025 Financial Results and Business Updates Company reports Q3 2025 AUCATZYL® net product revenue of $21.1 million and deferred revenue of $7.6 million; 60 authorized treatment centers achieved ahead of targetClinical execution and data generation to support market growth and expansion continues; data in severe refractory systemic lupus erythematosus (srSLE) show no ICANS or high-grade CRS, demonstrate achievement of definition of remission in SLE (DORIS) in 83% (n=5/6) of patients and complete renal response (CRR) in 50% (n=3/6) of patientsLeaders...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upside Ahead for Gold and Silver; DXY Below $100.25 We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). We will maintain our bullish intermediate-term outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6200. We have also discussed weekly since our 10/14/25 Compass how our near-term bullish outlook remains intact as long as the SPX holds above the 3-month uptrend, which coincid...
VIAV VIAVI SOLUTIONS INC
SEDG SOLAREDGE TECHNOLOGIES INC.
GLW CORNING INC
EURN EURONAV NV
DHT DHT HOLDINGS INC.
CSIQ CANADIAN SOLAR INC.
CIEN CIENA CORPORATION
NVGS NAVIGATOR HOLDINGS
KNOP KNOT OFFSHORE PARTNERS
NAT NORDIC AMERICAN TANKERS LIMITED
FSLR FIRST SOLAR INC.
JKS JINKOSOLAR HOLDING CO. LTD. SPONSORED ADR
INSW INTERNATIONAL SEAWAYS INC.
OCC OPTICAL CABLE
STNG SCORPIO TANKERS INC.
TNP TSAKOS ENERGY NAVIGATION LTD.
FRO FRONTLINE PLC
ENLT ENLIGHT RENEWABLE ENERGY LTD
TNK TEEKAY TANKERS LTD.
TE ALUSSA ENERGY ACQUISITION CORP
TK TEEKAY CORPORATION LTD.
NXT KON TUM CONSTRUCTION MATERIALS ORD
- Marc Zwartsenburg
- CEFA
- 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 ...
Autolus Therapeutics to Present Clinical Data Updates at the American ...
Autolus Therapeutics to Present Clinical Data Updates at the American Society of Hematology (ASH) Annual Meeting 2025 LONDON and GAITHERSBURG, Md., Nov. 03, 2025 (GLOBE NEWSWIRE) -- Autolus Therapeutics plc (Nasdaq: AUTL), an early commercial-stage biopharmaceutical company developing, manufacturing and delivering next-generation programmed T cell therapies, announces the online publication of five abstracts submitted to the American Society of Hematology (ASH) Annual Meeting, to be held December 6-9, 2025, in Orlando, Florida. “Data to be presented at the upcoming ASH Annual Meeting con...
- Pierre FerraguÊ
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
- Pierre FerraguÊ
Nvidia revenues to exceed consensus by at least 30% next year; raising...
With comments made at GTC Washington earlier this week, follow up conversations with the company and the tsunami of raises in capex outlook last night, we confidently step up our forecast for Nvidia. Follow the link for details summarized on a single slide.
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