Ackermans & van Haaren s’engage à hauteur de 20 millions de dollars dans le deuxième fonds de Venturi Partners Cher actionnaire, Monsieur, Madame, veuillez trouver ci-joint notre communiqué. Meilleures salutations, Ackermans & van Haaren Pièce jointe
Ackermans & van Haaren investeert 20 miljoen US dollar in het tweede fonds van Venturi Partners Geachte aandeelhouder, Geachte mevrouw, geachte heer, gelieve bijgevoegd ons persbericht te vinden. Met vriendelijke groeten, Ackermans & van Haaren Bijlage
UCB is our highest conviction BUY despite the imminent HS Phase 3 readout from MoonLake. We show the NPV downside is likely MSD, that ~40% of Bim sales are unaffected by sonelokimab & that UCB will out-muscle MoonLake across many domains. Our analysis of the HS data shows that background antibiotic use will need to be considered & that the drugs look very similar. However, UCB’s ~$5bn rebate wall, the >€1bn higher M&S spend than Moonlake & the L-T safety data all protect Bim’, as will the psoria...
Upcoming phase 3 data from Bimzelx competitor, sonelokimab (IL17A/F nanobody), in HS is expected in September. In this note, we preview the readout and outline a few potential scenarios, highlighting the potential upside/downside for UCB's stock. While the stock may take a hit if sonelokimab shows a numerical difference on the primary endpoint, this will depend on the extent of the delta, and we see more limited downside if the numerical difference is on the smaller end, particularly in the cont...
Recticel has posted solid double digit top line growth in 1H25 with a flattish adj EBITDA margin. The € 27.7m adj EBITDA figure was c. 8% below our forecast and 7% below consensus. The fresh FY25 adjusted EBITDA guidance calls for c. 10% growth which was below our and consensus forecasts (of c. +24%). Positive is that building permit levels are starting to pick up in some geographies. The strategic growth projects in the US (Insulated Panels Plant) and Belgium (Recycling plant) are progressing a...
A director at UCB SA bought 143 shares at 199.570EUR and the significance rating of the trade was 53/100. 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 showing ...
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