reports
- ING Helpdesk
- Jacob Mekhael
argenx FIRST LOOK: ARGX-119 Ph1b shows POC in CMS, Ph3 in preparation
argenx announced its plan to advance the clinical development of ARGX-119 (muscle-specific kinase [MuSK] agonist antibody) to a registrational study in patients with congenital myasthenic syndromes (CMS) following the analysis of topline data from the phase 1b study, which showed consistent improvements through the 12-week study across multiple efficacy scores. This marks the 3rd candidate to advance to phase 3 from argenx' internal pipeline, which in our view supports the company's future growt...
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Thomas Couvreur
- Kristof Samoy
Fugro Securing $340m multi-year subsea inspection contracts with Petro...
Last Friday Fugro reported it has secured four Petrobras contracts for subsea inspection and monitoring in Brazil, valued at approximately $340m over four years starting in 4Q25 with optional one-year extensions. Three contracts are renewals under improved terms, while one is new and incremental. All were already included in Fugro's 12-month backlog as of March 2025. Each contract is vessel-specific, with two operated by Fugro and two by partners, all equipped with ROVs. The scope includes expan...
Nextensa NV/SA : Nextensa launches the construction of Eosys at Cloche...
Nextensa NV/SA : Nextensa launches the construction of Eosys at Cloche d'Or in collaboration with Promobe (joint venture Grossfeld) PRESS RELEASE NON REGLUATED INFORMATIONLuxembourg, 30 June 2025, 7:30 AM Nextensa, in collaboration with Promobe via their joint venture Grossfeld, launches the construction of Eosys, its new sustainable office building at Cloche d’Or Luxembourg, 30 June 2025 - Nextensa, in collaboration with Promobe via their joint venture Grossfeld, has concluded a major lease agreement with PwC Luxembourg for 9,488 m² of office space in the future Eosys building, si...
Nextensa NV/SA : Nextensa start met de bouw van Eosys in Cloche d'Or i...
Nextensa NV/SA : Nextensa start met de bouw van Eosys in Cloche d'Or in samenwerking met Promobe (joint venture Grossfeld) PERSBERICHT NIET-GEREGLEMENTEERDE INFORMATIELuxemburg, 30 juni 2025, 7u30 Nextensa, in samenwerking met Promobe via hun joint venture Grossfeld, start met de bouw van Eosys, hun nieuwe duurzame kantoorgebouw in de wijk Cloche d’Or wijk Luxemburg, 30 juni 2025 – Nextensa, in samenwerking met Promobe via hun joint venture Grossfeld, heeft een belangrijke huurovereenkomst afgesloten met PwC Luxembourg voor bijna 9.500 m² kantoorruimte in het toekomstige gebouw Eosys,...
Nextensa NV/SA : Nextensa lance la construction d'Eosys à la Cloche d'...
Nextensa NV/SA : Nextensa lance la construction d'Eosys à la Cloche d'Or en collaboration avec Promobe (joint-venture Grossfeld) COMMUNIQUÉ DE PRESSE INFORMATION NON-REGLEMENTÉELuxembourg, 30 juin 2025, 7h30 Nextensa, en collaboration avec Promobe via leur joint-venture Grossfeld, lance la construction d’Eosys, son nouvel immeuble de bureaux durable à la Cloche d’Or Luxembourg, 30 juin 2025 - Nextensa, en collaboration avec Promobe via leur joint-venture Grossfeld, a conclu un important contrat de location avec PwC Luxembourg pour près de 9.500 m² de bureaux dans le...
argenx Advances Clinical Development of ARGX-119 in Congenital Myasthe...
argenx Advances Clinical Development of ARGX-119 in Congenital Myasthenic Syndromes Phase 1b study supports proof-of-concept in DOK7 congenital myasthenic syndromes Decision informed by favorable safety profile and consistent functional improvement over time across multiple efficacy measures Advancing ARGX-119 further validates strong track record of Immunology Innovation Program (IIP), argenx's collaborative discovery model June 30, 2025, 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of p...
- Dirk Verbiesen
- Quirijn Mulder
Fugro/Weak 1H25, better 2H25/BUY
Led by the disappearance of US offshore wind, Fugro continues to suffer from a downturn. We expect a weak second quarter, following the headwinds of the first quarter with lower activity levels combined with a couple of vessels not yet back into service. We foresee a YoY EBIT decline of 50% in 2Q25. However, it also looks the trough is passed with potential for a higher activity level for 2H25 and beyond. The main reason is the higher fleet presence and clients finally proceeding with long-await...
Tribunaal handelend volgens het ICC-arbitragereglement velt finale sen...
Tribunaal handelend volgens het ICC-arbitragereglement velt finale sententie in arbitragegeschil tussen Agfa-Gevaert en de curator van AgfaPhoto GmbH 27 juni 2025 – 13u45Gereglementeerde informatie – Bevat voorwetenschap Tribunaal handelend volgens het ICC-arbitragereglement velt finale sententie in arbitragegeschil tussen Agfa-Gevaert en de curator van AgfaPhoto GmbH Mortsel, België – 27 juni 2025 – 13u45 Een Tribunaal dat handelt volgens het Arbitragereglement van de Internationale Kamer van Koophandel (ICC) heeft een finale sententie geveld in een laatste arbitragegeschil met een moge...
Arbitral Tribunal acting under ICC Rules of Arbitration issues final a...
Arbitral Tribunal acting under ICC Rules of Arbitration issues final award in an arbitration between Agfa-Gevaert and the insolvency receiver of AgfaPhoto GmbH June 27, 2025 - 1.45 PM CETRegulated information – Contains inside information Arbitral Tribunal acting under ICC Rules of Arbitration issues final award in an arbitration between Agfa-Gevaert and the insolvency receiver of AgfaPhoto GmbH Mortsel, Belgium – June 27, 2025 – 1.45 PM CETAn Arbitral Tribunal acting under the International Chamber of Commerce (ICC) Rules of Arbitration has render...
- Jacob Mekhael
argenx European Commission approves Vyvgart SC in CIDP
argenx announced that the European Commission (EC) approved Vyvgart SC for the treatment of adults with progressive or relapsing active CIDP after prior treatment with corticosteroids or immunoglobulins, which comes in line with expectations following the positive CHMP opinion issued in April 2025. We anticipate a steady country by country EU launch, and continue to expect the US to remain the main driver for Vyvgart's commercial launch. We currently estimate approx. $ 1.1bn in peak sales for CI...
- Hilde Van Boxstael
- Jacob Mekhael
- Wim Lewi
argenx Announces European Commission Approval of VYVGART Subcutaneous ...
argenx Announces European Commission Approval of VYVGART Subcutaneous Injection for Chronic Inflammatory Demyelinating Polyneuropathy VYVGART® SC, first-and-only IgG Fc-antibody fragment which specifically targets the neonatal Fc receptor (FcRn), now approved for use in Europe for CIDPApproval based on ADHERE clinical trial, the largest study of CIDP patients to dateFirst novel mechanism of action for CIDP treatment in more than 30 years June 20, 2025, 7:00 PM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the liv...
- Dirk Verbiesen
- Marc Zwartsenburg
- CEFA
- Quirijn Mulder
- Tijs Hollestelle
Utilities and offshore wind supply chain sector/Mind the gaps
In this report we present our view on the long-term growth prospects for offshore wind in Europe, implications of the energy transition and the role of TSOs, such as Elia Group. We also focus on supply chain beneficiaries in our Benelux coverage. An increasing number of long-term framework contracts should provide improved risk-rewards to the supply chain, in our view. Furthermore, we take a deep dive into growth drivers and long-term financing for Elia Group, beyond the company's current financ...
- 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
- Guy Sips
Agfa Radiology in the fog, But HealthCare IT has a clear cloud vision
We have revised our model following a soft 1Q25 performance in Radiology Solutions, contrasted by continued strong momentum in Agfa's HealthCare IT division—fuelled by growing customer adoption of its cloud-based technologies. While the Digital Printing Solutions equipment segment faced headwinds from ongoing economic uncertainty, and demand for Agfa's Zirfon membranes for green hydrogen production slowed in Europe and North America, the company maintains a positive long-term outlook for both bu...
Nextensa NV/SA : Information on the total number of voting rights a...
Nextensa NV/SA : Information on the total number of voting rights and shares PRESS RELEASE REGULATED INFORMATION Brussels, 11 June 2025, 5:40pm Nextensa NV/SA : Information on the total number of voting rights and shares In application of article 15 of the...
Nextensa SA : Informations relatives au nombre total de droits de vote...
Nextensa SA : Informations relatives au nombre total de droits de vote et d’actions COMMUNIQUÉ DE PRESSE INFORMATIONS RÉGLEMENTÉES Bruxelles, 11 juin 2025, 17h40 Nextensa SA : Informations relatives au nombre total de droits de vote et d’actions En application de l'article 15 de la loi du 2 mai 2007 relative à la publicité des participations importantes, Nextensa (la ‘Société’) communique les informations suivantes suite à l'octroi ...
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