After today's changes (ASMi out, UCB in), we maintain a balanced approach in our Dynamic Top Pick List, with a particular emphasis on value stocks that have been overlooked. Our defensive holdings are overweight, including real estate, which stands to benefit from lower interest rates. We remove ASMi from our Dynamic Top Pick List as the recent share price performance has driven the valuation meaningfully ahead of fundamentals. Since early December, FY27 diluted EPS expectations have risen by a...
Fagron obtains regulatory clearance for the acquisition of Vepakum in Brazil and completes the acquisition of Magilab in Hungary Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 5 February 2026 Fagron obtains regulatory clearance for the acquisition of Vepakum in Brazil and completes the acquisition of Magilab in Hungary Additionally, the completion of Vepakum is expected to take place shortly. Following these milestones, Injeplast and Amber remain subject to closing, together with Vepakum. Vepakum Vepakum operates two facilities in São Paulo, ...
Fagron verkrijgt goedkeuring van lokale autoriteiten voor de overname van Vepakum in Brazilië en rondt de overname van Magilab in Hongarije af Gereglementeerde informatie - voorwetenschapNazareth (België)/Rotterdam (Nederland), 5 februari 2026 – 7:00 AM CET Fagron verkrijgt goedkeuring van lokale autoriteiten voor de overname van Vepakum in Brazilië en rondt de overname van Magilab in Hongarije af Daarnaast wordt verwacht dat de overname van Vepakum op korte termijn zal worden afgerond. Na deze mijlpalen blijven Injeplast en Amber, samen met Vepakum, onderhevig aan afronding. Vepakum V...
Inventiva to Present at the Guggenheim Emerging Outlook: Biotech Summit 2026 Daix (France), New York (United States), February 4, 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 announced that CEO Andrew Obenshain has been invited to participate in a fireside chat at the upcoming Guggenheim Emerging Outlook: Biotech Summit 2026. The conference is being held February 11-12, 2026 at the Lotte New Yor...
Inventiva présentera au Guggenheim Emerging Outlook : Biotech Summit 2026 Daix (France), New York (États-Unis), le 4 février 2026 – 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 »), a annoncé aujourd’hui que son Directeur général, Andrew Obenshain, a été invité à participer à un « fireside chat » lors du prochain Guggenheim Emerging Outlook: Biotech Summit 2026. La conférence se tiendra le...
Half-Year Review of Inventiva’s Liquidity Contract with Kepler Cheuvreux Daix (France), New York City (New York, United States), January 26, 2026 – Inventiva (Euronext Paris and Nasdaq: IVA) (“Inventiva” or the “Company”), a clinical-stage biopharmaceutical company focused on the development of oral small molecule therapies for the treatment of patients with metabolic dysfunction-associated steatohepatitis (“MASH”), today announced the half-year report of its liquidity contract with Kepler Cheuvreux. Under the liquidity contract granted to Kepler Cheuvreux by Inventiva, the following resou...
Bilan semestriel du contrat de liquidité de la société Inventiva conclu avec Kepler Cheuvreux Daix (France), New York City (New York, Etats-Unis), le 26 janvier 2026 – Inventiva (Euronext Paris and Nasdaq: IVA) (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 le bilan semestriel de son contrat de liquidité conclu avec Kepler Cheuvreux. Au titre du contrat de liquidité portant sur les actions de la Société confié à Kepler Cheuvreux,...
Inside information: Fagron announces the completion of the acquisition of University Compounding Pharmacy in North America Regulated information - inside informationNazareth (Belgium)/Rotterdam (The Netherlands), 12 January 2026 – 7:00 AM CET Fagron announces the completion of the acquisition of University Compounding Pharmacy in North America Fagron, the leading global player in pharmaceutical compounding, is pleased to announce the completion of University Compounding Pharmacy (UCP), a 503A pharmaceutical compounder focused on the health and wellness segment in California. The transacti...
Voorkennis: Fagron kondigt de afronding van de overname van University Compounding Pharmacy in Noord-Amerika aan Gereglementeerde informatie - voorkennisNazareth (België)/Rotterdam (Nederland), 12 januari 2026 – 7:00 AM CET Fagron kondigt de afronding van de overname van University Compounding Pharmacy in Noord-Amerika aan Fagron, de toonaangevende wereldwijde speler in farmaceutische bereidingen, kondigt met genoegen de afronding van de overname van University Compounding Pharmacy (UCP), een 503A-farmaceutisch bereider gericht op de gezondheids- en welzijnssector in Californië, aan. De t...
Disclosure of notification received from BNP Paribas Regulated information Nazareth (Belgium)/Rotterdam (The Netherlands), 09 January 2026 – 5:40 PM CET Disclosure of notification received from BNP Paribas Pursuant to the Belgian law of 2 May 2007 regarding the disclosure of major shareholdings in listed companies, Fagron received a notification from BNP Paribas Asset Management Holding. Notification by BNP Paribas Asset Management Holding On 7 January 2026, Fagron received a notification that the shareholding of BNP Paribas Asset Management Holding, crossed the disclosure threshold of...
Openbaarmaking van kennisgeving ontvangen van BNP Paribas Gereglementeerde informatie Nazareth (België)/Rotterdam (Nederland), 9 januari 2026 – 17u40 CET Openbaarmaking van kennisgeving ontvangen van BNP Paribas Fagron heeft een kennisgeving ontvangen op grond van de Belgische Wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in beursgenoteerde vennootschappen van BNP Paribas Asset Management Holding. Kennisgeving van BNP Paribas Asset Management Holding Op 7 januari 2026 heeft Fagron een kennisgeving ontvangen dat het aandeelhouderschap van BNP Paribas Asset Managem...
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