reports
- Pierre FerraguÊ
Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & ...
We hosted the fourth session of our Gen AI Big Idea series last week. We had a fantastic conversation with Bryan Black, CEO of Chipletz. We delved into the journey to panel-level chips, their applications, and the emerging ecosystem supporting them.
- ING Helpdesk
Benelux Morning Notes
Aalberts: highlights ING Benelux Conference Brussels 2024, Ackermans & Van Haaren: Highlights ING Benelux Conference Brussels,Ackermans & Van Haaren: Strong operational performance of underlying companies and guidance fine-tuned upwards, AMG: Highlights ING Benelux Conference Brussels, Aperam: Highlights ING Benelux Conference Brussels, Arcadis: Highlights ING Benelux conference, Azelis: Highlights ING Benelux Conference Brussels, Bekaert: Guidance cut and €200m buyback as sweetener, CFE: No new...
BEKB BEKAERT SA
APAML APERAM SA
EVS EVS BROADCAST EQUIPMENT SA
DIE D'IETEREN SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
MONT MONTEA SCA
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MELE MELEXIS NV
TWEKA TKH GROUP N.V. CERT
KIN KINEPOLIS GROUP NV
INX IMCD N.V.
JDEP JDE PEET'S NV
UMG UNIVERSAL MUSIC GROUP NV
AZE AZELIS GROUP NV
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
RHM RHEINMETALL AG
BLND BRITISH LAND COMPANY PLC
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
TLX TALANX AG
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
GRF.P GRIFOLS S.A. PREF CLASS B
ARGX ARGEN-X SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
- ING Helpdesk
- Damien Choplain
- Martial Descoutures
Argenx : Efgartigimod enters phase III in myositis
>Positive phase II results - Argenx has announced positive results for the phase II of the phase II/III study (ALKIVIA) evaluating efgartigimod in patients with three sub-types of idiopathic inflammatory myopathies (or myositis). With no quantified press release for the time being, the group has indicated that the study demonstrates a statistically significant therapeutic effect in favour of efgartigimod on the total improvement score (TIS) at week 24 (primary endpoin...
- Hilde Van Boxstael
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Lewi
- Thomas Vranken
UCB FIRST LOOK: FDA gives 5/5 with Bimzelx' new approval in HS
UCB has received a 5th nod for Bimzelx as hidradenitis suppurativa joins the fray of approved indications. We see an important role for Bimzelx in this emerging disease space with clear potential to become standard of care over time given its clear outperformance over Novartis' Cosentyx in the clinic. We reiterate our € 173 TP and Accumulate rating.
- Damien Choplain
- Martial Descoutures
Argenx : Efgartigimod passe en phase 3 dans les myosites
>Résultats de phase 2 positifs - Argenx annonce des résultats positifs de la partie phase 2 de la phase 2/3 (ALKIVIA) évaluant efgartigimod chez des patients dans trois sous-types de myopathies inflammatoires idiopathiques (ou myosites). Sans communiqué de résultats chiffrés à ce stade, la société indique que l’étude a démontré un effet thérapeutique en faveur d’efgartigimod statistiquement significatif sur le score total d’amélioration (TIS) à la semaine 24 (critère ...
- Thomas Vranken
argenx Myositis go & model update
argenx announced that it is advancing clinical development of SC efgar in idiopathic inflammatory myopathies (myositis). The ongoing seamless Ph2/3 study is a basket trial across three myositis subsets, IMNM, ASyS and DM, each of which will continue into the Ph3 part. Furthermore, following the strong Q3 update, we have adjusted our model to reflect the sustained strong commercial uptake for Vyvgart in myasthenia gravis (MG), as well as the solid start in CIDP. On the other hand, we have removed...
argenx Advances Clinical Development of Efgartigimod SC in Idiopathic ...
argenx Advances Clinical Development of Efgartigimod SC in Idiopathic Inflammatory Myopathies Phase 2 data establish proof-of-concept of efgartigimod SC in myositis Enrollment to continue in Phase 3 across all three subtypes (IMNM, ASyS, DM) under evaluation in ALKIVIAPotential for efgartigimod SC to be first targeted approach for myositis patients who have limited treatment options November 20, 2024, 7:00 AM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune dise...
- Thomas Vranken
UCB FIRST LOOK: First takes on dapimap's Ph3 results in SLE
UCB shared first insights into the Phase 3 data on dapimap in SLE, which appear generally favourable with a 14.6% BICLA benefit after 48 weeks vs. SoC. The data also shows a steroid tapering effect and reduction in flares, while suggesting possible outperformance vs. current market leader Benlysta (GSK). Dapimap is co-developed with Biogen and will be continued in a second Ph3 study. We reiterate our € 173 TP and Accumulate rating.
- Guy Sips
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Vranken
- ING Helpdesk
- Kristof Samoy
Fugro Announcing €50m SBB
Fugro announced it will implement a share buyback programme for an amount of € 50m. The programme will result in a reduction of the company's share capital by cancelling all shares acquired through the repurchase programme, also offsetting dilution from the recently matured convertible bonds. A welcome announcement following the unwarranted sell off in the name. Buy and €28.5 TP reiterated.
- Hilde Van Boxstael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
Arcadis reports transactions under its current share buyback program
Arcadis reports transactions under its current share buyback program Arcadis reports transactions under its current share buyback program Amsterdam, November 18, 2024 – Arcadis (EURONEXT: ARCAD), the leading data driven global Design & Consultancy organization for natural and built assets, has repurchased 67,797 of its own shares in the period 11 November – 15 November 2024 at an average price of €64.39. The total consideration of this repurchase was €4,365,632. The repurchase is in accordance with the share buyback program to cover existing and expected future obligations under Arcadis...
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Couvreur
- Wim Hoste
- Wim Lewi
- Wim Lewi
Elia Group Politics cloud the need for investments, but no turning bac...
Elia suffers from negative downdraft as politics cast doubt on the expected RAB growth outlined in the grid development plans. In Belgium, there is currently a standstill in the government formation and in Germany an early election has been called. Also the rhetoric of president-elect Mr Trump does not bode well for US energy transition investments. For Elia specific, the Elisabeth Island and its budget have been subject of discussions that juggle with figures that are taken out of context. As t...
- David Vagman
- CFA
- Maxime Stranart
UCB/The gift that keeps on giving/BUY
We reiterate our BUY rating on UCB and increase our target price from €180 to €212. After almost a year on the ING Benelux Favourites List, we believe it is an opportune time to remove UCB as we view our upside as more risky than in the past as it is increasingly weighted towards UCB's development pipeline. Nonetheless, we remain confident in UCB's equity story, driven by INGF €6bn peak sales for Bimzelx, a continued strong performance of secondary growth engines Evenity and Rystiggo, as well as...
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