reports
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Jacob Mekhael
- Thomas Vranken
Hyloris FIRST LOOK: US deal on tranexamic acid RTU with Avenacy
Hyloris announced an exclusive license and supply agreement with Avenacy for tranexamic acid RTU in the US. The deal is set up as a profit sharing agreement with commercialisation expected to start in 2025. We reiterate our € 5 TP and Hold rating.
- Thomas Vranken
argenx FIRST LOOK: CIDP approvals now include Japan
argenx announced the Japanese Ministry of Health, Labour and Welfare (MHLW) approved the application for Vyvdura (SC efgartigimod) in adults with CIDP. Following gMG and ITP, CIDP represents the third indication for Vyvgart/Vyvdura in the country, and obtained self-administration in this geography as well. We reiterate our € 615 TP and Accumulate rating.
- Wim Lewi
Aalberts Add-on acquisition in the US highlights “thrive 2030” strateg...
Aalberts announced the acquisition of Paulo Products Company (Paulo). Paulo is the largest privately owned thermal processing platform in North America, providing heat treatment, brazing, and metal finishing solutions for industries such as automotive, aerospace, defence, and power generation. It operates five facilities in the US and 1 in Mexico with 105m USD in sales and 522 employees. This acquisition will enhance Aalberts' existing capabilities in these sectors. It will also strengthen Aalbe...
Aalberts N.V.: Aalberts strengthens heat treatment footprint in North ...
Aalberts N.V.: Aalberts strengthens heat treatment footprint in North America Utrecht, 27 December 2024 Aalberts N.V. has reached an agreement to acquire 100% of the shares of Paulo Products Company (Paulo), operating five facilities in the USA and one in Mexico, generating an annual revenue of approximately USD 105 million with 522 employees.Paulo is a provider of industrial heat treatment and related services that are critical to achieving strength, hardness, and other metallurgical properties required in various industrial applications. It is the largest privately owned thermal processi...
argenx Announces Approval of VYVDURA (efgartigimod alfa and hyaluronid...
argenx Announces Approval of VYVDURA (efgartigimod alfa and hyaluronidase-qvfc) in Japan for Adults with Chronic Inflammatory Demyelinating Polyneuropathy VYVDURA® now approved for at-home self-injection in Japan for both generalized myasthenia gravis and CIDP argenx's VYVGART® and VYVDURA portfolio approved in Japan for three indications – first country globally with access across three indications December 27, 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 sever...
Argen X SE: 1 director
A director at Argen X SE sold 9,950 shares at 585.000EUR and the significance rating of the trade was 100/100. 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 sho...
- Kristof Samoy
Aalberts Key take-aways CMD – Thrive 2030 – Refocus, Rebalance, Rechar...
Yesterday Aalberts hosted its CMD ‘Thrive 2030' spanning the 2025-2030 strategy cycle building on the interplay between three axes: Refocus, Rebalance, Recharge. Refocus will drive growth through strengthened leadership in attractive markets and brings along disposals. Rebalance should double US exposure and bring equal weight to the three reporting segments (Building, Semicon & Industry). Recharge entails intensified operational excellence, continued innovation & M&A as growth accelerator. An u...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Wim Lewi
- Julian Dobrovolschi
- ING Helpdesk
- Kristof Samoy
Aalberts CMD with updated 2030 targets and adjusted segment reporting
Aalberts just issued a release ahead of today's CMD starting at 9.30am CET. While the previous strategy cycle (CMD Dec-21) ran from 2021-2026, the strategy cycle linked to today's CMD spans until 2030. As expected previous 2026 targets were reconfirmed, whilst fresh 2030 targets include a >€ 4.5bn revenue ambition and an EBITA margin >18%. Accumulate maintained.
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Wim Lewi
- Martijn Den Drijver
Aalberts N.V.: Aalberts hosts 2024 capital markets day and sets 2030 o...
Aalberts N.V.: Aalberts hosts 2024 capital markets day and sets 2030 objectives Utrecht, 10 December 2024 key highlights on track and committed to realise 2026 objectivesintroducing long-term 2030 objectivesdrive profitable sustainable growth and enhance leadership positions by innovation, geographical expansion and accelerated portfolio optimisationdisciplined capital allocation with share buybackssimplified reporting structure with three business segments Aalberts ‘thrive 2030’ Aalberts will focus on leadership positions in three attractive end markets with high organic growth potenti...
- Jacob Mekhael
Hyloris Valacyclovir oral suspension deal with Rosemont, appoints new ...
Hyloris announced an exclusive license and supply agreement with Rosemont Pharmaceuticals for its Valacyclovir oral suspension in the US. In addition, the company appointed a new CFO, Christophe Maréchal, who previously served as CFO and co-CEO of Mithra. We reiterate our € 5 TP and HOLD rating.
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
- Wim Lewi
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Wim Lewi
- Kristof Samoy
Aalberts Upcoming CMD: focus on portfolio optimisation and foremost M&...
Next Tuesday Aalberts will be hosting its first CMD under the reins of the new CEO. In spite of headwinds in most of its important end markets we expect no surprise on current 2026 targets as management has been very vocal about their commitment to the targets set at the previous CMD in Dec-21. We look forward to seeing an update on portfolio optimisation as both disposals and M&A in the ongoing strategy cycle are so far -with 2 more years to go- falling short of communicated ambitions which wer...
argenx to Present at Upcoming Investor Conferences
argenx to Present at Upcoming Investor Conferences November 26, 2024Amsterdam, the Netherlands – argenx (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that members of the management team will participate in the following upcoming investor conferences in December. Citi’s 2024 Global Healthcare Conference. Fireside chat on Tuesday, December 3 at 1:45 p.m. ET in Miami, FL. 7th Annual Evercore I&I HealthCONx Conference. Fireside chat on Wednesday, December 4 at 1:45 p.m. ET in Coral Ga...
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