The ongoing tariff war continues to create uncertainty for investors, with a trade embargo between the US and China. Although Europe has received a temporary reprieve, the prolonged situation could result in significant economic damage. We are maintaining a defensive stance in our Benelux Dynamic Top Pick List, as the Federal Reserve holds steady and the European Central Bank may continue lowering rates. Pessimism regarding the European industry has increased, though some US-based European compa...
Informations relatives au nombre total de droits de vote et d’actions composant le capital Informations relatives au nombre total de droits de vote et d’actions composant le capital Nantes, le 6 mai 2025 – En application de l’article L. 233-8 II du Code de commerce et de l’article 223-16 du Règlement général de l’AMF, OSE Immunotherapeutics (ISIN : FR0012127173 ; Mnémo : OSE), société intégrée de biotechnologie qui développe des immunothérapies innovantes, en direct ou via des partenariats, pour l’activation et la régulation immunitaire en immuno-oncologie et en immuno-inflammation, infor...
HEADLINES: • Raiffeisen Bank International: 1Q25 results largely in line NEUTRAL • ADNOC Distribution: 1Q25 results NEUTRAL • Enea: preliminary 1Q25 EBITDA 13% above our expectations, driven by strong Supply; only 8% of 2025E capex plan realisation POSITIVE • Titan America: soft 1Q25 results, guidance unchanged NEUTRAL • Romania macro: reflections on the resignation of PM Ciolacu • Brisa: takeaways from the 1Q25 earnings call NEUTRAL • Inter Cars: earnings call takeaways - targeting 2025E revenu...
OSE Immunotherapeutics Announces >90% of Responders Maintained Symptomatic Remission Through Extension Period on Lusvertikimab OSE Immunotherapeutics Announces >90% of Responders Maintained Symptomatic Remission Through Extension Period on Lusvertikimab Lusvertikimab well tolerated over the 24-week additional treatment period.Oral presentation at DDW 2025 of clinical data from the anti-IL-7R mAb Lusvertikimab open-label extension of the phase 2 CoTikiS study in ulcerative colitis.1,2Full clinical data package for study demonstrates potential of a first-in-class monotherapy with a novel me...
OSE Immunotherapeutics annonce que plus de 90% des patients répondeurs ont maintenu une rémission symptomatique pendant la période d’extension sous Lusvertikimab OSE Immunotherapeutics annonce que plus de 90 % des patients répondeurs ont maintenu une rémission symptomatique pendant la période d’extension sous Lusvertikimab Bonne tolérance de Lusvertikimab pendant les 24 semaines supplémentaires de traitement.Présentation orale au DDW 2025 des données cliniques d’extension en ouvert de l’étude de Phase 2 CoTikiS évaluant l’anticorps monoclonal anti-IL-7R Lusvertikimab dans la rectocolite hé...
EME Equity Market – April 2025 EME indices mostly in the red in April, Hungarian BUX and Greek ASE the exceptions. The MSCI EM Europe Index declined by 2.0% mom in EUR terms, but was up 2.9% mom in USD terms in April. The Hungarian BUX was the best performer, followed by the Greek ASE index (+3.5% and 0.8% mom in EUR terms, respectively). There was a slight decline in the Polish WIG20, and more pronounced deteriorations in the Romanian BET and Czech PX indices (-0.6%, -2.0% and -4.2% mom in EUR ...
DEME completes Havfram acquisition DEME COMPLETES HAVFRAM ACQUISITIONFollowing the announcement on April 9, 2025, of its agreement to acquire Havfram, an international offshore wind contractor based in Norway, DEME (Euronext: DEME) has now successfully completed the acquisition. The transaction, valued at approximately 900 million euros, has passed all customary closing conditions. Attachment
DEME rondt overname van Havfram af Volgend op de aankondiging op 9 april 2025 van de overeenkomst om Havfram, een internationale offshore windaannemer uit Noorwegen, over te nemen, heeft DEME (Euronext: DEME) de overname nu succesvol afgerond. De transactie, gewaardeerd op ongeveer 900 miljoen euro, voldoet aan alle gebruikelijke voorwaarden. Bijlage
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