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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

ABN AMRO: Pre-close 3Q: HAL inclusion. Ahold Delhaize: Peer Albertsons 2Q25/26 results. AMG: Lithium supply deal with Beijing Easpring. ASML: 3Q25 results supportive. Barco: 3Q25 trading update inline, surprise buyback. Belgian telcos: Start of the market test for cooperation agreement in Flanders. CM.com: Preview 3Q25 trading update. NSI: Vacancy increase as expected, marginal guidance update. Staffing sector: PageGroup 3Q25 trading update. Zabka: 3Q25 Preview - Like-for-Like(...

Guy Sips ... (+6)
  • Guy Sips
  • Jacob Mekhael
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Wim Hoste

Morning Notes : ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PRO...

: ABI BB, ASML NA, BAR BB, OPTI BB, HEIA NA, IVA FP, PROX BB, SEQUA BB, MRUS US

 PRESS RELEASE

Inventiva Announces the Implementation of a New ATM Program

Inventiva Announces the Implementation of a New ATM Program Daix (France), New York City (New York, United States), October 14, 2025 – Inventiva (Euronext Paris and Nasdaq : IVA) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”) has filed today a shelf registration statement on Form F-3 (the “Registration Statement”) with the Securities and Exchange Commission (“SEC”). The Registration Statement includes a base prospectus and a sales agreement ...

 PRESS RELEASE

Inventiva annonce la mise en place d’un nouveau programme « At-The-Mar...

Inventiva annonce la mise en place d’un nouveau programme « At-The-Market » (ATM) Daix (France), New York City (New York, Etats-Unis), le 14 octobre 2025 – Inventiva (Euronext Paris et Nasdaq : IVA) (« Inventiva » ou la « Société »), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique (« MASH »), annonce ce jour avoir enregistré un document préalable  intitulé « Form F-3 » (le « Document d’Enregistrement »), auprès de la U.S. Securities and Exchange Commission (« SEC »), aux Etats...

Konrad Zomer
  • Konrad Zomer
ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Ahold Delhaize: 3Q25 preview - USD headwind to take centre stage. Basic-Fit: 3Q25 results preview, new consensus, we expect strong membership ingrowth. Fagron: 3Q25 growth hiccup in N America, strong organic performance in EMEA, Latam. Lotus Bakeries: UK VAT conflict for Näkd negatively impacts 2024 profitability. Ontex: 3Q25 preview: consensus implies a second profit warning for FY25F. Randstad: Preview 3Q25F results due 22 October; consensus released. Staffing: French revenue impro...

Hilde Van Boxstael ... (+5)
  • Hilde Van Boxstael
  • Jacob Mekhael
  • Livio Luyten
  • Thibault Leneeuw
  • Wim Lewi
Jacob Mekhael
  • Jacob Mekhael

Inventiva CMD outlines lanifibranor's differentiation in MASH

Yesterday, Inventiva hosted a CMD which highlighted the potential of lanifibranor in MASH. Our main takeaways are i) the number of diagnosed/treated MASH patients is on the rise, a trend that is expected to continue, ii) the future of the MASH landscape will involve combination therapies with GLP-1 likely being the backbone, and iii) lanifibranor is well positioned to reach a broader set of prescribers incl. endocrinologists thanks to its mechanism and metabolic benefits. We reiterate our € 8 TP...

 PRESS RELEASE

Inventiva to Present Multiple Abstracts at AASLD The Liver Meeting® 20...

Inventiva to Present Multiple Abstracts at AASLD The Liver Meeting® 2025 Presentation of a comparison between digital and glass slide histology from screening biopsies in the Phase 3 NATiV3 studyPresentation of digital pathology data from preclinical studies with lanifibranor Daix (France), New York City (New York, United States), October 7, 2025 -  (Euronext Paris and NASDAQ: ) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), today announc...

 PRESS RELEASE

Inventiva présentera plusieurs abstracts lors du congrès AASLD The Liv...

Inventiva présentera plusieurs abstracts lors du congrès AASLD The Liver Meeting® 2025 Présentation d’une comparaison entre histologie numérique et sur lame des biopsies de screening de l’étude de Phase 3 NATiV3Présentation de pathologie numérique de données précliniques avec lanifibranor Daix (France), New York City (New York, United States), le 7 octobre, 2025 -  Inventiva (Euronext Paris et Nasdaq : IVA) (« Inventiva » ou la « Société »), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnemen...

Jacob Mekhael ... (+4)
  • Jacob Mekhael
  • Kristof Samoy
  • Thomas Couvreur
  • Wim Lewi
Guy Sips ... (+4)
  • Guy Sips
  • Jacob Mekhael
  • Kristof Samoy
  • Lynn Hautekeete
 PRESS RELEASE

Inventiva Appoints Andrew Obenshain as Chief Executive Officer

Inventiva Appoints Andrew Obenshain as Chief Executive Officer Daix (France), New York City (New York, United States), October 1, 2025 – Inventiva (Euronext Paris and Nasdaq: IVA) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral therapies for the treatment of metabolic dysfunction-associated steatohepatitis (“MASH”), today announced the appointment of Andrew Obenshain as Chief Executive Officer (“CEO”) of the Company. Mr. Obenshain will also join the Company’s Board of Directors. He succeeds Frédéric Cren, the Company’s co-founder...

 PRESS RELEASE

Inventiva annonce la nomination d’Andrew Obenshain au poste de Directe...

Inventiva annonce la nomination d’Andrew Obenshain au poste de Directeur Général Daix (France), New York City (New York, Etats-Unis), le 1er octobre 2025 – Inventiva (Euronext Paris et Nasdaq : IVA) (« Inventiva » ou la « Société »), société biopharmaceutique spécialisée dans le développement de thérapies orales pour le traitement de la stéatohépatite associée à un dysfonctionnement métabolique (« MASH »), annonce aujourd’hui la nomination d’Andrew Obenshain au poste de Directeur Général, à compter du 1er octobre 2025. M. Obenshain rejoindra également le Conseil d’administration de la Socié...

Jacob Mekhael
  • Jacob Mekhael

Inventiva 1H25 holds no surprises, cash runway and topline data guidan...

Inventiva reported 1H25 results which hold no surprises, and confirmed its cash runway guidance to the end of 3Q26 and timeline for the topline readout from the phase 3 (NATiV3) trial of lanifibranor in MASH, which continues to be guided for 2H26. We believe this readout is de-risked by strong phase 2b data, and with oral dosing and clean safety (limited GI side effects), lanifibranor is well positioned to capture a meaningful share of the validated MASH commercial opportunity. Given relative un...

 PRESS RELEASE

Inventiva reports its unaudited 2025 first-half financial results and ...

Inventiva reports its unaudited 2025 first-half financial results and provides a corporate update   Cash and cash equivalents at €146.7 million including €24.6 million in short-term deposits1 as of June 30, 2025Receipt of the gross proceeds of €115.6 million from the second tranche of the structured financing of up to €348 million2, following in particular the completion in April 2025 of enrolment of the Phase 3 clinical trial NATiV3 evaluating lanifibranor in patients with MASHCash runway currently planned until the end of the third quarter of 2026Revenues of €4.5 million recorded in the ...

 PRESS RELEASE

Inventiva publie ses résultats financiers non audités du premier semes...

Inventiva publie ses résultats financiers non audités du premier semestre 2025 et fait le point sur ses activités Trésorerie et équivalents de trésorerie à 122,1 millions d’euros et dépôts à court terme1 à 24,6 millions d’euros au 30 juin 2025Produit brut de 115,6 millions d’euros reçu au titre de la deuxième tranche du financement structuré pouvant atteindre 348 millions d’euros2, à la suite en particulier de la finalisation, en avril 2025, du recrutement pour l’étude clinique de Phase 3 NATiV3 évaluant le lanifibranor chez des patients atteints de MASHHorizon de trésorerie prévu jusqu’à l...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aedifica: €21m investment in the development of 3 care homes in Finland. CTP: Highlights from 2-day CMD in Germany. dsm-firmenich: Softly does it. Prosus: Expanding the ecosystem. Randstad: Preliminary preview 3Q25F results due 22 October. TKH Group: Change is coming. UCB: Renewed tariff threat on US branded pharma unlikely to affect UCB

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