reports
UCB SA: 1 director
A director at UCB SA bought 674 shares at 138.350EUR and the significance rating of the trade was 59/100. 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 ...
- Dominic Rose
- Naresh Chouhan
US Tariffs - Broad Tariffs are Highly Unlikely (7pgs)
Following a number of recent events, we discuss in this note what we think is the most likely outcome for the Pharma industry. We show that broad based tariffs on drugs are highly unlikely, that even if it were to happen, the impact of a 20% tariff is
argenx Announces Annual General Meeting of Shareholders on May 27, 202...
argenx Announces Annual General Meeting of Shareholders on May 27, 2025 April 11, 2025, 10:01 PM CET Amsterdam, the Netherlands – argenx SE (Euronext & Nasdaq: ARGX), a global immunology company committed to improving the lives of people suffering from severe autoimmune diseases, today announced that the Annual General Meeting of shareholders will be held at 13:00 CET on Tuesday, May 27, 2025 at the Hilton Amsterdam Schiphol at Schiphol Boulevard 701, 1118 BN Schiphol, the Netherlands.The shareholders and all other persons with meeting rights are invited to attend the Annual General Meet...
- Thomas Vranken
argenx FDA approves Vyvgart Hytrulo as pre-filled syringe for MG and C...
argenx obtained FDA approval for a PFS presentation of Vyvgart Hytrulo for self-injection for patients with AChR+ gMG or CIDP. The 20-30 second injection can now be administered by patients themselves after proper instruction, freeing them to receive treatment in healthcare settings, at home or on the go. With no specific monitoring or training requirements, the label provides a lot of flexibility for patients. We see the approval as the next phase in maintaining Vyvgart's launch momentum as it ...
- Hilde Van Boxstael
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Lewi
argenx Announces FDA Approval of VYVGART Hytrulo Prefilled Syringe for...
argenx Announces FDA Approval of VYVGART Hytrulo Prefilled Syringe for Self-Injection in Generalized Myasthenia Gravis and Chronic Inflammatory Demyelinating Polyneuropathy VYVGART, the first-in-class FcRn blocker, now offers three administration options, including self-injection with a prefilled syringeSelf-injection provides gMG and CIDP patients with flexibility for when and where to receive treatment – at home, while ‘on the go’ or in a healthcare setting Approval reflects commitment to innovating the patient experience with individualized, safe and effective therapies April 10, 2025...
- Guy Sips
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Michiel Declercq
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
US Tariffs Navigating the impact on Benelux equities
Trumps reciprocal tariffs caused a massive blow to equity markets, following a pressured period of escalating trade wars. Retaliatory measures can further heavily damage market confidence, as seen Friday when China announced their 34% tarrif of US goods. International trade policies have never moved this erratic and untransparant, with uncertainty and volatility being the baseline for now. In this report we highlight the key stocks in our coverage relevant to this discussion.
EURN EURONAV NV
ABN ABN AMRO BANK NV DEPOSITARY RECEIPTS
FAGR FAGRON SA
EVS EVS BROADCAST EQUIPMENT SA
XIOR XIOR STUDENT HOUSING N.V.
SOLB SOLVAY SA
UCB UCB S.A.
COFB COFINIMMO SA
DIE D'IETEREN SA
AGFB AGFA-GEVAERT NV
IBAB ION BEAM APPLICATIONS SA
AALB AALBERTS N.V.
ONTEX ONTEX GROUP N.V.
MELE MELEXIS NV
CSM CORBION NV
ABI ANHEUSER-BUSCH INBEV SA/NV
EXO EXOR N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
AUTL AUTOLUS THERAPEUTICS ADS
BAR BARCO NV
DEME DEME GROUP NV
FLOW FLOW TRADERS LTD
SYENS SYENSQO
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Thomas Vranken
argenx Highlights VYVGART Data at AAN 2025 Setting New Standard in Sus...
argenx Highlights VYVGART Data at AAN 2025 Setting New Standard in Sustained Efficacy and Improved Quality of Life Measures for Patients Living with gMG and CIDP ADAPT-NXT data demonstrate consistent, sustained disease control across dosing schedules, further supporting individualized VYVGART dosing for gMG patients ADHERE+ oral presentation features long-term CIDP data demonstrating VYVGART Hytrulo’s durable efficacy, sustained functional improvements and favorable safety profileargenx continues to advance a robust neuromuscular pipeline of clinical candidates; first-in-human data of ARG...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Johnson & Johnson and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 2 April 2025 in which we reassessed the appropriateness of the ratings in the context of ...
- Dominic Rose
- Naresh Chouhan
US Tariffs - Transfer Pricing Could Negate Impact (6pgs)
We show that Big Pharma would not have to shift a single element of supply chain to the US and can mitigate most, if not all, of a 20% tariff on drugs, just by changing their transfer pricing strategy. In a scenario where the US corporation tax rate falls to 15% but tariffs are 20%, we show that Big Pharma profits would be unchanged, while the US government tax take would more than double. The losers would be low tax jurisdictions like Ireland, but they would get to keep their manufacturing base...
- Stefano Toffano
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
DAI DAIMLER AG
GIVN GIVAUDAN SA
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
OR L'OREAL SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
FR VALEO SE
RWE RWE AG
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
LPP LPP S.A.
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RACE FERRARI NV
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Team Pharma
- Stefano Toffano
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
DAI DAIMLER AG
GIVN GIVAUDAN SA
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
OR L'OREAL SA
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
FR VALEO SE
RWE RWE AG
SAN SANOFI
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
REP REPSOL SA
NDA AURUBIS AG
LPP LPP S.A.
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
RACE FERRARI NV
RIO RIO TINTO PLC
SAP SAP SE
AZN ASTRAZENECA PLC
BHP BHP GROUP LTD
BP. BP P.L.C.
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
SHEL SHELL PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Team Pharma
- ING Helpdesk
Moody's Ratings says J&J's talc overhang remains after court ruling, b...
Moody's Ratings (Moody's) said that Johnson & Johnson's ("J&J") talc overhang remains after its latest talc subsidiary bankruptcy attempt was denied in courts, but its strong business profile and financial flexibility mitigate ongoing litigation pressures. There is no change at this time to J&J's ra...
- ING Helpdesk
Benelux Morning Notes
Arcadis: Further in German rail. CVC Capital Partners: They beat, they score. D'Ieteren: US Belron peer Boyd 4Q24 a bit ahead, weak 2025 early outlook. Fastned: Preview FY24. IBA: 2H24 better REBIT, net cash but outlook on the low side. Proximus: Interim leadership announced. UCB: Peer Immunovant reports mixed results in gMG Zabka: Peer Jeronimo Martins FY24 results
- Jacob Mekhael
UCB FIRST LOOK: New data on pyrimidine nucleoside therapy in TK2d at M...
UCB presented results from studies involving doxecitine (dC) and doxribtimine (dT) (pyrimidine nucleoside therapy) in people living with thymidine kinase 2 deficiency (TK2d), at the MDA Clinical and Scientific Conference, being held 16-19 March in Dallas. The improvements in survival and functional outcomes highlight the potential of doxecitine and doxribtimine in treating TK2d, which is an ultra-rare genetic mitochondrial disease with no approved therapies, and has a prevalence of 1.64/1m peopl...
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