reports
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Livio Luyten
- Wim Lewi
- Jacob Mekhael
UCB Galvokimig R&D call highlights potential in AD, model update
Yesterday, UCB hosted an R&D call to highlight the phase 2a data for galvokimig from EADV 2025, which showed strong efficacy in atopic dermatitis (AD), with a 52.6% placebo-adjusted EASI75 response at week 12, outperforming other biologics in cross-trial comparison. The KOL highlighted galvokimig's potential for broad positioning across the AD treatment paradigm if the early data is replicated in later stage trials, especially as a monotherapy. We update our model for UCB, which brings us to a n...
- Baptiste Salaville
- Bruno Cavalier
- Konrad Zomer
SU SCHNEIDER ELECTRIC SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
BAS BASF SE
UCB UCB S.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
YPSN YPSOMED HOLDING AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
PUIG PUIG BRANDS
- Baptiste Salaville
- Bruno Cavalier
- Konrad Zomer
SU SCHNEIDER ELECTRIC SE
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
EL ESSILORLUXOTTICA SA
WKL WOLTERS KLUWER NV
BRBY BURBERRY GROUP PLC
KER KERING SA
BAS BASF SE
UCB UCB S.A.
01913 PRADA S.P.A.
MONC MONCLER SPA
YPSN YPSOMED HOLDING AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
PUIG PUIG BRANDS
- ING Helpdesk
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Mathijs Geerts Danau
- Michiel Declercq
- Wim Lewi
- Jacob Mekhael
UCB Bimzelx competitor sonelokimab shows mixed phase 3 results in HS
In UCB related news, MoonLake Therapeutics (no coverage) reported topline phase 3 data for Bimzelx competitor, sonelokimab (IL-17A/F nanobody) in hidradenitis suppurativa (HS) that showed mixed results. Averaging both VELA-1 and VELA-2 trials brings us to a 13.5% placebo adjusted HiSCR75 response, which is lower than the 17.5% that Bimzelx showed in BE HEARD I and II, and the approx. 20% delta bar set by MoonLake's management earlier this year. Acknowledging the high placebo response in VELA-2, ...
Participation notifications by Morgan Stanley
Participation notifications by Morgan Stanley Press release Regulated information Brussels, September 26, 2025, 17:45 CEST In line with Belgian transparency legislation (Law of May 2, 2007), Morgan Stanley recently sent to Solvay the following transparency notifications indicating that they crossed the threshold of 3%. Here is a summary of the notifications: Date on which the threshold was crossed Voting rights after the transaction Equivalent financial instruments after the transaction Total September 18, 2025 0.00%...
Notifications de participation par Morgan Stanley
Notifications de participation par Morgan Stanley Communiqué de presse Information réglementée Bruxelles, le 26 septembre 2025 - 17h45 CEST Conformément à la législation et réglementation en matière de transparence financière (loi du 2 mai 2007), Morgan Stanley a envoyé récemment à Solvay les notifications de transparence suivantes indiquant avoir franchi le seuil de 3%. Voici un résumé des notification: Date à laquelle le seuil a été franchi Droits de vote après la transaction Instruments financiers équivalent...
Participatiemeldingen van Morgan Stanley
Participatiemeldingen van Morgan Stanley Persbericht Gereglementeerde informatie Brussel, 26 september 2025 - 17u45 CEST In overeenstemming met de Belgische transparantiewetgeving (Wet van 2 mei 2007) heeft Morgan Stanley onlangs de volgende transparantiekennisgevingen naar Solvay gestuurd om aan te geven dat ze de drempel van 3% heeft overschreden. Hier is een samenvatting van de bewegingen: Datum van drempeloverschrijding Stemrechten na de transactie Aan stemrechten gelijkgestelde financiële instrumenten na ...
- ING Helpdesk
Benelux Morning Notes
Aedifica: €21m investment in the development of 3 care homes in Finland. CTP: Highlights from 2-day CMD in Germany. dsm-firmenich: Softly does it. Prosus: Expanding the ecosystem. Randstad: Preliminary preview 3Q25F results due 22 October. TKH Group: Change is coming. UCB: Renewed tariff threat on US branded pharma unlikely to affect UCB
- Jacob Mekhael
- Mathijs Geerts Danau
Life Sciences Conference 25 Sep 2025
KBC Securities will host its annual life sciences conference on 25 September in Brussels. The event will include 14 exciting companies, both public and private, from the BeNeLux ecosystem and beyond. In this conference note, we provide an overview of the attending companies, as well as an outlook on KBC Securities' life sciences broader coverage.
- Kristof Samoy
- Livio Luyten
- Wim Lewi
- Livio Luyten
Sofina Sofina launches €545 rights offering
This morning Sofina announced a rights offering of up to €545.6m, issuing a maximum of 2,446,428 new shares at €223.00 per share. This represents a 12.1% discount to the TERP of €253.61 (based on the 23 September 2025 closing price of €255.80). The subscription ratio is 1 new share for 14 preferential rights. The proceeds aim to enhance Sofina's investment platform, enabling increased capital deployment, larger investment tickets, and flexibility in exit timing. Sofina's reference shareholder (c...
- ING Helpdesk
- Jacob Mekhael
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
- Jacob Mekhael
UCB Bimzelx 3-year HS data R&D call takeaways
Yesterday, UCB hosted an R&D call to dive into the 3-year data for Bimzelx in hidradenitis suppurativa (HS), presented last week at EADV 2025, which showed sustained or deepening HiSCR responses. Draining tunnel count continued to decline, improving quality of life, with DLQI 0/1 responses continuing to increase up to 148 weeks. KOLs John Ingram and Amit Garg favoured Bimzelx over other therapies incl. IL-17, citing its depth of response and real-world efficacy, and highlighted the need for earl...
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